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CIK 0001897144 • 6 13F filings • Apr 23, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | FOCUSED DYNAMIC | $12.2M | 6.0% | 101,651 SH | New |
| AMERICAN CENTY ETF TR | LARGE CAP EQUITY | $498K | 0.2% | 6,444 SH | New |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $4.6M | 2.2%Prev: 1.6% | 39,773 SH | Increased+1,905 SH |
| AMPHENOL CORP NEW | CL A | $1.7M | 0.8% | 13,712 SH | New |
| APPLIED MATLS INC | COM | $1.1M | 0.5%Prev: 1.5% | 5,415 SH | Decreased-238 SH |
| APTIV PLC | COM SHS | $1.1M | 0.5% | 13,064 SH | New |
| AUTODESK INC | COM | $451K | 0.2% | 1,421 SH | New |
| BLACKROCK INC | COM | $483K | 0.2% | 414 SH | New |
| BLACKSTONE INC | COM | $1.1M | 0.5% | 6,243 SH | New |
| BROADCOM INC | COM | $417K | 0.2%Prev: 0.7% | 1,265 SH | Decreased-3,762 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $1.9M | 0.9% | 42,407 SH | New |
| CORNING INC | COM | $479K | 0.2% | 5,840 SH | New |
| CROWN CASTLE INC | COM | $1.1M | 0.5% | 11,166 SH | New |
| EBAY INC. | COM | $371K | 0.2% | 4,083 SH | New |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $2.1M | 1.0% | 39,904 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SHS | $2.5M | 1.2% | 11,052 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $432K | 0.2% | 1,532 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $16.2M | 7.9%Prev: 3.4% | 133,510 SH | Increased+73,629 SH |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | $4.6M | 2.2% | 34,512 SH | New |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | $13.0M | 6.3% | 103,315 SH | New |
| ISHARES TR | CORE S&P US GWT | $3.0M | 1.4% | 17,951 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $899K | 0.4% | 9,450 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $2.1M | 1.0% | 4,490 SH | New |
| ISHARES TR | RUS TOP 200 ETF | $1.9M | 0.9% | 11,399 SH | New |
| ISHARES TR | RUS TP200 GR ETF | $19.5M | 9.5% | 71,144 SH | New |
| ISHARES TR | S&P 500 GRWT ETF | $9.0M | 4.4% | 74,321 SH | New |
| ISHARES U S ETF TR | SHORT DURATION B | $881K | 0.4% | 17,172 SH | New |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | $1.1M | 0.5%Prev: 0.2% | 14,188 SH | Increased+7,429 SH |
| LENNAR CORP | CL A | $953K | 0.5% | 7,564 SH | New |
| LOCKHEED MARTIN CORP | COM | $456K | 0.2% | 913 SH | New |
| MICRON TECHNOLOGY INC | COM | $1.6M | 0.8%Prev: 2.0% | 9,320 SH | Decreased+4,370 SH |
| MICROSOFT CORP | COM | $1.1M | 0.5% | 2,087 SH | New |
| MONOLITHIC PWR SYS INC | COM | $1.1M | 0.5% | 1,144 SH | New |
| NVIDIA CORPORATION | COM | $599K | 0.3% | 3,210 SH | New |
| PACER FDS TR | US LRG CP CASH | $469K | 0.2%Prev: 0.2% | 12,911 SH | Increased+1,575 SH |
| PIMCO ETF TR | ENHNCD LW DUR AC | $857K | 0.4% | 8,918 SH | New |
| PROGRESSIVE CORP | COM | $392K | 0.2% | 1,587 SH | New |
| SALESFORCE INC | COM | $507K | 0.2% | 2,140 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.1M | 0.6% | 47,027 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $22.6M | 11.0% | 707,571 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.7M | 1.3%Prev: 0.1% | 102,882 SH | Increased+94,999 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $509K | 0.2%Prev: 1.2% | 2,157 SH | Decreased-1,264 SH |
| SELECT SECTOR SPDR TR | COMMUNICATION | $2.5M | 1.2% | 21,246 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $2.4M | 1.2% | 44,255 SH | New |
| SPDR SERIES TRUST | BBG CONV SEC ETF | $919K | 0.4% | 10,153 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $2.4M | 1.2% | 26,494 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $4.8M | 2.3% | 45,938 SH | New |
| TERADYNE INC | COM | $1.2M | 0.6% | 8,967 SH | New |
| THE CIGNA GROUP | COM | $479K | 0.2% | 1,663 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $458K | 0.2% | 944 SH | New |
| TIMOTHY PLAN | HIG DV STK ETF | $715K | 0.3%Prev: 0.2% | 18,189 SH | Increased+3,566 SH |
| TIMOTHY PLAN | US LRGMD CP CORE | $1.5M | 0.8%Prev: 0.2% | 33,438 SH | Increased+21,045 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $19.8M | 9.6%Prev: 3.1% | 41,242 SH | Increased-59,204 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $12.6M | 6.1%Prev: 5.0% | 104,549 SH | Decreased-4,784 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $5.2M | 2.5% | 12,926 SH | New |
| WISDOMTREE TR | INTRST RATE HDGE | $867K | 0.4%Prev: 3.6% | 38,536 SH | Decreased-402,565 SH |
| WISDOMTREE TR | US LARGECAP FUND | $9.7M | 4.7% | 140,826 SH | New |
| WISDOMTREE TR | US QUALITY GROW | $494K | 0.2% | 8,608 SH | New |
| 13F-HR |
| 0001897144-26-000006 |
| $280.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005103 | $207.3M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001897144-26-000005 | $218.6M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002258 | $194.7M | View |