13Fprocessed

Form 13F — Institutional Holdings

EDGAR Filing Documents for 0002085853-25-000215

Summary

13F filing with 178 holdings

Filing Date

January 1, 2025

Accepted

Accession No.

0002085853-25-000215

CIK

0001965941

Holdings Reported

FilerCompanySharesValueQuarterPut/Call
EDGAR Filing Documents for 0002085853-25-000215Adams Express Co925,053$20,628,6732025-Q1
EDGAR Filing Documents for 0002085853-25-000215AERCAP HOLDINGS NV40,846$4,942,3642025-Q1
EDGAR Filing Documents for 0002085853-25-000215ALASKA AIR GROUP INC5,868$292,1102025-Q1
EDGAR Filing Documents for 0002085853-25-000215ALPHABET INC11,838$2,883,2172025-Q1
EDGAR Filing Documents for 0002085853-25-000215ALPHABET INC115,813$28,154,0492025-Q1
EDGAR Filing Documents for 0002085853-25-000215AMAZON COM INC64,448$14,150,8412025-Q1
EDGAR Filing Documents for 0002085853-25-000215AMBEV SA11,969$26,6912025-Q1
EDGAR Filing Documents for 0002085853-25-000215AMERICAN EXPRESS CO33,807$11,229,1872025-Q1
EDGAR Filing Documents for 0002085853-25-000215APPLE INC141,078$35,922,6452025-Q1
EDGAR Filing Documents for 0002085853-25-000215APPLOVIN CORP565$405,9742025-Q1
EDGAR Filing Documents for 0002085853-25-000215ARCH CAP GROUP LTD23,706$2,150,8442025-Q1
EDGAR Filing Documents for 0002085853-25-000215BANK AMERICA CORP4,770$246,0692025-Q1
EDGAR Filing Documents for 0002085853-25-000215BERKSHIRE HATHAWAY INC DEL4,779$2,402,5932025-Q1
EDGAR Filing Documents for 0002085853-25-000215Boeing Co2,077$448,2802025-Q1
EDGAR Filing Documents for 0002085853-25-000215BROADCOM INC30,649$10,111,2602025-Q1
EDGAR Filing Documents for 0002085853-25-000215Calamos Strategic Total Re1,007,582$19,436,2732025-Q1
EDGAR Filing Documents for 0002085853-25-000215CARRIER GLOBAL CORPORATION40,439$2,414,1902025-Q1
EDGAR Filing Documents for 0002085853-25-000215CATERPILLAR INC1,733$826,7462025-Q1
EDGAR Filing Documents for 0002085853-25-000215Cheniere Energy Inc45,541$10,701,1812025-Q1
EDGAR Filing Documents for 0002085853-25-000215CHIPOTLE MEXICAN GRILL INC62,824$2,462,0992025-Q1
EDGAR Filing Documents for 0002085853-25-000215Cintas Corp68,972$14,157,1922025-Q1
EDGAR Filing Documents for 0002085853-25-000215Coca Cola Company4,032$267,3942025-Q1
EDGAR Filing Documents for 0002085853-25-000215COLUMBIA ETF TR I239,690$9,671,5272025-Q1
EDGAR Filing Documents for 0002085853-25-000215COPART INC233,379$10,495,0842025-Q1
EDGAR Filing Documents for 0002085853-25-000215Costco Wholesale Corp10,822$10,017,2502025-Q1
EDGAR Filing Documents for 0002085853-25-000215Eaton Corp PLC1,048$392,3362025-Q1
EDGAR Filing Documents for 0002085853-25-000215ELI LILLY & CO18,667$14,243,0672025-Q1
EDGAR Filing Documents for 0002085853-25-000215EMCOR Group Inc656$426,0462025-Q1
EDGAR Filing Documents for 0002085853-25-000215Emerson Electric Co18,029$2,365,0802025-Q1
EDGAR Filing Documents for 0002085853-25-000215ENEL CHILE S.A.24,576$95,6012025-Q1
EDGAR Filing Documents for 0002085853-25-000215Exxon Mobil Corporation1,941$218,9002025-Q1
EDGAR Filing Documents for 0002085853-25-000215FIDELITY COVINGTON TRUST7,974$327,8702025-Q1
EDGAR Filing Documents for 0002085853-25-000215FIDELITY COVINGTON TRUST6,802$228,0632025-Q1
EDGAR Filing Documents for 0002085853-25-000215FIRST NORTHWEST BANCORP12,868$101,2712025-Q1
EDGAR Filing Documents for 0002085853-25-000215FIRST TR EXCHANGE TRADED FD10,499$798,0452025-Q1
EDGAR Filing Documents for 0002085853-25-000215FIRST TRUST MID CAP CORE ALPHADEX FUND3,660$459,0102025-Q1
EDGAR Filing Documents for 0002085853-25-000215FIRST TR EXCHANGE-TRADED FD18,617$621,2662025-Q1
EDGAR Filing Documents for 0002085853-25-000215FIRST TR EXCHANGE-TRADED FD4,837$209,9682025-Q1
EDGAR Filing Documents for 0002085853-25-000215FIRST TRUST SMITH UNCONSTRAINED659,863$16,620,8902025-Q1
EDGAR Filing Documents for 0002085853-25-000215FLUOR CORP NEW18,000$757,2602025-Q1
EDGAR Filing Documents for 0002085853-25-000215FREEPORT-MCMORAN INC5,756$225,7502025-Q1
EDGAR Filing Documents for 0002085853-25-000215FS CREDIT OPPORTUNITIES CORP COMMON STOCK556,188$3,843,2682025-Q1
EDGAR Filing Documents for 0002085853-25-000215GE Aerospace Co2,308$694,4252025-Q1
EDGAR Filing Documents for 0002085853-25-000215GENERAL DYNAMICS CORP657$224,0472025-Q1
EDGAR Filing Documents for 0002085853-25-000215Global X Funds ETF62,956$1,070,8762025-Q1
EDGAR Filing Documents for 0002085853-25-000215GLOBAL X FDS416,107$19,835,8092025-Q1
EDGAR Filing Documents for 0002085853-25-000215GLOBAL X FDS20,197$961,9662025-Q1
EDGAR Filing Documents for 0002085853-25-000215GLOBAL X FDS971,866$28,689,4792025-Q1
EDGAR Filing Documents for 0002085853-25-000215GLOBAL X FDS16,130$633,2542025-Q1
EDGAR Filing Documents for 0002085853-25-000215GOLDMAN SACHS ETF TR10,630$982,2342025-Q1
EDGAR Filing Documents for 0002085853-25-000215HARTFORD FDS EXCHANGE TRADED447,328$15,338,8832025-Q1
EDGAR Filing Documents for 0002085853-25-000215HERITAGE FINL CORP WASH20,450$494,6882025-Q1
EDGAR Filing Documents for 0002085853-25-000215HOME DEPOT INC522$211,6782025-Q1
EDGAR Filing Documents for 0002085853-25-000215HOWMET AEROSPACE INC1,040$204,0792025-Q1
EDGAR Filing Documents for 0002085853-25-000215INTERDIGITAL INC698$240,9022025-Q1
EDGAR Filing Documents for 0002085853-25-000215INTUITIVE SURGICAL INC3,558$1,591,0912025-Q1
EDGAR Filing Documents for 0002085853-25-000215INVESCO EXCH TRADED FD TR II4,845$230,9732025-Q1
EDGAR Filing Documents for 0002085853-25-000215INVESCO EXCH TRADED FD TR II20,432$5,049,0242025-Q1
EDGAR Filing Documents for 0002085853-25-000215INVESCO QQQ TR29,369$17,632,4062025-Q1
EDGAR Filing Documents for 0002085853-25-000215iShares Gold Trust72,635$5,285,6522025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR37,176$3,018,3112025-Q1
EDGAR Filing Documents for 0002085853-25-000215iShares Core S&P Mid-Cap ETF36,385$2,374,4802025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR20,286$2,448,9212025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR322,599$15,068,6232025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR1,329$889,1982025-Q1
EDGAR Filing Documents for 0002085853-25-000215iShares Russell 1000 ETF18,104$6,616,8102025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR1,996$282,4272025-Q1
EDGAR Filing Documents for 0002085853-25-000215iShares Core US Aggregate Bond ETF2,108$211,3392025-Q1
EDGAR Filing Documents for 0002085853-25-000215iShares Core MSCI EAFE ETF2,304$201,1302025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR2,314$224,6702025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES RUSSELL 2000 GROWTH2,438$780,2912025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR2,523$279,0232025-Q1
EDGAR Filing Documents for 0002085853-25-000215iShares U.S. Technology ETF2,775$543,4422025-Q1
EDGAR Filing Documents for 0002085853-25-000215iShares Select Dividend15,260$2,168,4462025-Q1
EDGAR Filing Documents for 0002085853-25-000215iShares Core S&P Small-Cap ETF3,483$413,8392025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR10,956$1,379,9492025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR3,704$355,1572025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR9,835$512,0112025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR4,215$337,9322025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR4,309$601,8662025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES RUSSELL 1000 GROWTH4,652$2,179,2662025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR4,734$307,7372025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR6,812$970,0692025-Q1
EDGAR Filing Documents for 0002085853-25-000215iShares Russell 1000 Value ETF7,777$1,583,3842025-Q1
EDGAR Filing Documents for 0002085853-25-000215iShares Russell Mid-Cap ETF7,794$752,4812025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES U.S. HEALTHCARE PROVIDERS ETF7,810$385,7362025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR7,818$247,2192025-Q1
EDGAR Filing Documents for 0002085853-25-000215ISHARES TR8,289$2,005,6192025-Q1
EDGAR Filing Documents for 0002085853-25-000215J P MORGAN EXCHANGE TRADED F5,229$244,0492025-Q1
EDGAR Filing Documents for 0002085853-25-000215JANUS DETROIT STR TR578,218$29,361,9352025-Q1
EDGAR Filing Documents for 0002085853-25-000215JANUS DETROIT STR TR96,035$4,733,5942025-Q1
EDGAR Filing Documents for 0002085853-25-000215Johnson & Johnson1,440$267,0122025-Q1
EDGAR Filing Documents for 0002085853-25-000215JPMORGAN CHASE & CO.2,808$885,8232025-Q1
EDGAR Filing Documents for 0002085853-25-000215KEY TRONIC CORP30,530$108,9922025-Q1
EDGAR Filing Documents for 0002085853-25-000215KLA CORP20,416$22,020,5932025-Q1
EDGAR Filing Documents for 0002085853-25-000215LAM RESEARCH CORP2,340$313,3262025-Q1
EDGAR Filing Documents for 0002085853-25-000215Liberty All Star Equity Fd15,595$98,8692025-Q1
EDGAR Filing Documents for 0002085853-25-000215MARVELL TECHNOLOGY INC57,103$4,800,6892025-Q1
EDGAR Filing Documents for 0002085853-25-000215McDonald's Corporation799$242,7982025-Q1
EDGAR Filing Documents for 0002085853-25-000215MERCADOLIBRE INC4,677$10,930,3952025-Q1
EDGAR Filing Documents for 0002085853-25-000215META PLATFORMS INC13,409$9,847,1672025-Q1
EDGAR Filing Documents for 0002085853-25-000215MICROSOFT CORP107,161$55,503,8722025-Q1
EDGAR Filing Documents for 0002085853-25-000215MORGAN STANLEY ETF TRUST631,521$31,923,3972025-Q1
EDGAR Filing Documents for 0002085853-25-000215NASDAQ INC41,334$3,655,9682025-Q1
EDGAR Filing Documents for 0002085853-25-000215NETFLIX INC18,418$22,081,8262025-Q1
EDGAR Filing Documents for 0002085853-25-000215NextEra Energy Inc41,380$3,123,7772025-Q1
EDGAR Filing Documents for 0002085853-25-000215NUSHARES ETF TR12,176$536,9672025-Q1
EDGAR Filing Documents for 0002085853-25-000215NUVEEN REAL ASSET INCOME & GRO COM10,650$151,7632025-Q1
EDGAR Filing Documents for 0002085853-25-000215NVIDIA CORPORATION278,360$51,936,4492025-Q1
EDGAR Filing Documents for 0002085853-25-000215OKLO INC8,395$937,1392025-Q1
EDGAR Filing Documents for 0002085853-25-000215OLD DOMINION FREIGHT LINE IN54,071$7,612,0602025-Q1
EDGAR Filing Documents for 0002085853-25-000215ONEOK INC5,119$373,5302025-Q1
EDGAR Filing Documents for 0002085853-25-000215ORACLE CORP1,363$383,2202025-Q1
EDGAR Filing Documents for 0002085853-25-000215PALO ALTO NETWORKS INC66,436$13,527,7602025-Q1
EDGAR Filing Documents for 0002085853-25-000215PGIM ETF TR6,325$226,1322025-Q1
EDGAR Filing Documents for 0002085853-25-000215PHILIP MORRIS INTERNATIONAL1,546$250,7942025-Q1
EDGAR Filing Documents for 0002085853-25-000215PIMCO DYNAMIC INCOME FD SHS271,295$5,371,6322025-Q1
EDGAR Filing Documents for 0002085853-25-000215PRINCIPAL EXCHANGE TRADED FD642,765$12,302,5462025-Q1
EDGAR Filing Documents for 0002085853-25-000215PROGRESSIVE CORP70,505$17,411,3062025-Q1
EDGAR Filing Documents for 0002085853-25-000215RBB FUND TRUST5,200$229,9972025-Q1
EDGAR Filing Documents for 0002085853-25-000215REPUBLIC SVCS INC29,895$6,860,3852025-Q1
EDGAR Filing Documents for 0002085853-25-000215SALESFORCE INC11,318$2,682,3072025-Q1
EDGAR Filing Documents for 0002085853-25-000215SCHWAB STRATEGIC TR12,001$400,4592025-Q1
EDGAR Filing Documents for 0002085853-25-000215SCHWAB STRATEGIC TR211,643$5,777,8692025-Q1
EDGAR Filing Documents for 0002085853-25-000215SCHWAB STRATEGIC TR109,911$3,507,2382025-Q1
EDGAR Filing Documents for 0002085853-25-000215SCHWAB STRATEGIC TR10,051$216,8042025-Q1
EDGAR Filing Documents for 0002085853-25-000215SCHWAB U.S. LARGE-CAP VALUE ETF9,777$284,6092025-Q1
EDGAR Filing Documents for 0002085853-25-000215SCHWAB STRATEGIC TR60,935$1,700,0802025-Q1
EDGAR Filing Documents for 0002085853-25-000215SCHWAB STRATEGIC TR27,599$642,5062025-Q1
EDGAR Filing Documents for 0002085853-25-000215SCHWAB STRATEGIC TR84,549$2,506,0392025-Q1
EDGAR Filing Documents for 0002085853-25-000215SEAGATE TECHNOLOGY HLDNGS PL2,054$484,9062025-Q1
EDGAR Filing Documents for 0002085853-25-000215SELECT SECTOR SPDR TR1,910$457,7502025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR Energy Select Sector ETF3,797$339,2652025-Q1
EDGAR Filing Documents for 0002085853-25-000215SERVICENOW INC2,514$2,313,1262025-Q1
EDGAR Filing Documents for 0002085853-25-000215SHERWIN-WILLIAMS CO/THE25,072$8,681,3442025-Q1
EDGAR Filing Documents for 0002085853-25-000215SOFI TECHNOLOGIES INC16,850$445,1772025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR DOW JONES INDL AVERAGE ET1,614$748,5692025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR GOLD TR2,777$987,1422025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR EURO STOXX 50 ETF325,231$20,203,3582025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR INDEX SHS FDS134,588$5,759,0492025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR S&P 500 ETF TR18,904$12,593,7092025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR S&P MIDCAP 400 ETF TR465$277,1532025-Q1
EDGAR Filing Documents for 0002085853-25-000215Spdr Series Trust Portfolio S&p 1500 Composite Stock Market Etf159,555$12,868,1502025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR SERIES TRUST1,479$207,1262025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR SERIES TRUST146,427$6,782,5212025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR SERIES TRUST210,796$12,055,4372025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR SERIES TRUST605,744$14,501,5162025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR SERIES TRUST2,105$219,9592025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR SERIES TRUST815,329$21,076,2642025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR SERIES TRUST18,621$1,458,7472025-Q1
EDGAR Filing Documents for 0002085853-25-000215SPDR SERIES TRUST139,148$7,699,0652025-Q1
EDGAR Filing Documents for 0002085853-25-000215Starbucks Corp11,050$934,8562025-Q1
EDGAR Filing Documents for 0002085853-25-000215SYNOPSYS INC14,831$7,317,5462025-Q1
EDGAR Filing Documents for 0002085853-25-000215T ROWE PRICE ETF INC12,512$471,7032025-Q1
EDGAR Filing Documents for 0002085853-25-000215Taiwan Semiconductor Manufacturing Co Ltd ADR1,261$352,1472025-Q1
EDGAR Filing Documents for 0002085853-25-000215TESLA INC7,133$3,172,1902025-Q1
EDGAR Filing Documents for 0002085853-25-000215Uber Technologies Inc123,642$12,113,2132025-Q1
EDGAR Filing Documents for 0002085853-25-000215UNITEDHEALTH GROUP INC18,235$6,296,4702025-Q1
EDGAR Filing Documents for 0002085853-25-000215VANECK ETF TRUST359,558$9,193,8892025-Q1
EDGAR Filing Documents for 0002085853-25-000215VANGUARD INDEX FDS2,358$725,9342025-Q1
EDGAR Filing Documents for 0002085853-25-000215VANGUARD INDEX FDS1,013$297,4322025-Q1
EDGAR Filing Documents for 0002085853-25-000215VANGUARD INDEX FDS3,489$2,136,7522025-Q1
EDGAR Filing Documents for 0002085853-25-000215Vanguard Small-Cap1,125$285,9522025-Q1
EDGAR Filing Documents for 0002085853-25-000215Vanguard Real Estate2,804$256,3122025-Q1
EDGAR Filing Documents for 0002085853-25-000215VANGUARD INDEX FDS577$276,9632025-Q1
EDGAR Filing Documents for 0002085853-25-000215VANGUARD INDEX FDS1,188$389,9412025-Q1
EDGAR Filing Documents for 0002085853-25-000215Vanguard Dividend Appreciation2,863$617,8072025-Q1
EDGAR Filing Documents for 0002085853-25-000215VANGUARD TAX-MANAGED FDS5,247$314,3922025-Q1
EDGAR Filing Documents for 0002085853-25-000215Vanguard High Dividend Yield13,430$1,892,9642025-Q1
EDGAR Filing Documents for 0002085853-25-000215Vanguard Info Tech ETF1,587$1,184,9552025-Q1
EDGAR Filing Documents for 0002085853-25-000215VERTEX PHARMACEUTICALS INC8,836$3,460,4072025-Q1
EDGAR Filing Documents for 0002085853-25-000215VERTIV HOLDINGS CO19,488$2,939,9262025-Q1
EDGAR Filing Documents for 0002085853-25-000215VictoryShares Short-Term Bond ETF162,609$8,291,4302025-Q1
EDGAR Filing Documents for 0002085853-25-000215VISA INC17,884$6,105,0842025-Q1
EDGAR Filing Documents for 0002085853-25-000215VISTRA CORP85,991$16,847,2932025-Q1
EDGAR Filing Documents for 0002085853-25-000215WALMART INC56,562$5,829,3182025-Q1
EDGAR Filing Documents for 0002085853-25-000215WASTE MGMT INC DEL1,003$221,4092025-Q1