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CIK 0001908425 • 3 13F filings • Apr 14, 2025 – Oct 2, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.7M | 1.2%Prev: 1.3% | 12,664 SH | Decreased-1,711 SH |
| ABBVIE INC | COM | $4.4M | 3.0%Prev: 2.7% | 19,079 SH | Increased-2,324 SH |
| ALPHABET INC CLASS CLASS A | COM | $1.2M | 0.8% | 4,953 SH | New |
| AMAZON.COM INC | COM | $2.7M | 1.9% | 12,400 SH | New |
| AMERICAN EXPRESS CO | COM | $3.6M | 2.4%Prev: 2.4% | 10,755 SH | Increased-360 SH |
| APPLE INC | COM | $7.3M | 5.0%Prev: 4.1% | 28,840 SH | Increased-1,362 SH |
| ARES MGMT CORP CLASS A | CL A COM STK | $203K | 0.1% | 1,269 SH | New |
| AT&T INC | COM | $655K | 0.4%Prev: 0.9% | 23,190 SH | Decreased-22,290 SH |
| BLACKROCK INC NEW | COM | $244K | 0.2% | 209 SH | New |
| BROADCOM INC | COM | $762K | 0.5%Prev: 0.4% | 2,310 SH | Increased |
| CARRIER GLOBAL CORP | COM | $1.3M | 0.9% | 21,073 SH | New |
| CHEVRON CORP NEW | COM | $2.3M | 1.5%Prev: 1.5% | 14,532 SH | Increased-1,205 SH |
| CISCO SYS INC | COM | $1.8M | 1.3%Prev: 1.3% | 26,772 SH | Decreased-450 SH |
| CONOCOPHILLIPS | COM | $385K | 0.3%Prev: 0.3% | 4,072 SH | Decreased-570 SH |
| CVS HEALTH CORP | COM | $2.9M | 2.0%Prev: 1.8% | 38,684 SH | Increased-1,078 SH |
| DARDEN RESTAURANTS INC | COM | $286K | 0.2%Prev: 0.2% | 1,500 SH | Decreased |
| EATON CORP PLC F | COM | $219K | 0.1% | 584 SH | New |
| EMERSON ELEC CO | COM | $3.6M | 2.4%Prev: 2.4% | 27,278 SH | Decreased+70 SH |
| ENERGY SELECT SECTOR SPDR ETF | ENERGY | $302K | 0.2% | 3,382 SH | New |
| EXXON MOBIL CORP | COM | $4.9M | 3.4%Prev: 3.8% | 43,651 SH | Decreased-8,997 SH |
| GENUINE PARTS CO | COM | $207K | 0.1% | 1,490 SH | New |
| GLOBAL X US PREFERRED ETF | US PFD ETF | $7.7M | 5.3% | 397,096 SH | New |
| HOME DEPOT INC | COM | $414K | 0.3%Prev: 0.3% | 1,021 SH | Increased-93 SH |
| ISHARES MSCI EAFE ETF | MSCI EAFE ETF | $361K | 0.2% | 3,869 SH | New |
| ISHARES NATIONAL MUNI BOND ETF | NATIONAL MUN ETF | $3.2M | 2.2% | 29,961 SH | New |
| ISHARES RUSSELL 2000 ETF | RUSSELL 2000 ETF | $218K | 0.1% | 900 SH | New |
| ISHARES RUSSELL 3000 ETF | RUSSELL 3000 ETF | $240K | 0.2% | 633 SH | New |
| JOHNSON & JOHNSON | COM | $3.8M | 2.6%Prev: 2.3% | 20,520 SH | Increased-2,043 SH |
| JPMORGAN CHASE & CO | COM | $7.7M | 5.3% | 24,496 SH | New |
| KEYCORP NEW | COM | $910K | 0.6% | 48,695 SH | New |
| KLA CORP | COM NEW | $324K | 0.2%Prev: 0.2% | 300 SH | Increased |
| MCDONALDS CORP | COM | $2.0M | 1.4%Prev: 1.3% | 6,519 SH | Increased-168 SH |
| MERCK & CO. INC. | COM | $223K | 0.2% | 2,655 SH | New |
| META PLATFORMS INC CLASS A | COM | $250K | 0.2% | 340 SH | New |
| MICROSOFT CORP | COM | $9.0M | 6.1%Prev: 6.3% | 17,306 SH | Decreased-1,785 SH |
| NEXTERA ENERGY INC | COM | $2.6M | 1.8%Prev: 1.6% | 35,040 SH | Increased+540 SH |
| NORTHROP GRUMMAN CORP | COM | $4.7M | 3.2%Prev: 2.9% | 7,778 SH | Increased-897 SH |
| NUVEEN AMT FREE MUNICIPA | COM | $1.2M | 0.8% | 81,149 SH | New |
| NVIDIA CORP | COM | $289K | 0.2% | 1,550 SH | New |
| OTIS WORLDWIDE CORP | COM | $1.2M | 0.8%Prev: 0.4% | 12,579 SH | Increased+6,747 SH |
| PEPSICO INC | COM | $1.3M | 0.9%Prev: 0.9% | 9,092 SH | Decreased-1,492 SH |
| PFIZER INC | COM | $2.6M | 1.7%Prev: 1.5% | 100,112 SH | Increased+5,410 SH |
| PGIM SHORT DURATION HIGH | COM | $2.0M | 1.4% | 120,618 SH | New |
| QUALCOMM INC | COM | $2.6M | 1.8%Prev: 1.7% | 15,526 SH | Increased-342 SH |
| RTX CORP | COM | $1.9M | 1.3% | 11,145 SH | New |
| SCHWAB EMERGING MARKETS EQUITY ETF | EMRG MKTEQ ETF | $215K | 0.1% | 6,439 SH | New |
| SCHWAB HIGH YIELD BOND ETF | HIGH YIELD BOND ET | $555K | 0.4% | 20,759 SH | New |
| SCHWAB INTERNATIONAL EQUITY ETF | INTL EQTY ETF | $3.3M | 2.3% | 142,920 SH | New |
| SCHWAB SHORT TERM US TREASURY ETF | SHT TM US TRES | $2.4M | 1.6% | 97,781 SH | New |
| SCHWAB US AGGREGATE BONDETF | US AGGREGATE B | $836K | 0.6% | 35,630 SH | New |
| SCHWAB US BROAD MARKET ETF | US BRD MKT ETF | $7.4M | 5.1% | 288,578 SH | New |
| SCHWAB US DIVIDEND EQUITY ETF | US DIVIDEND EQ | $3.6M | 2.4% | 130,497 SH | New |
| SCHWAB US LARGE CAP ETF | US LRG CAP ETF | $459K | 0.3% | 17,440 SH | New |
| SCHWAB US LARGE CAP GROWTH ETF | US LCAP GR ETF | $448K | 0.3% | 14,040 SH | New |
| SCHWAB US LARGE CAP VALUE ETF | US LCAP VA ETF | $353K | 0.2% | 12,114 SH | New |
| SCHWAB US SMALL CAP ETF | US SML CAP ETF | $507K | 0.3% | 18,164 SH | New |
| SELECT SECTOR UTI SELECTSPDR ETF | SBI INT-UTILS | $654K | 0.4% | 7,497 SH | New |
| SELECT STR FINANCIAL SELECT SPDR ETF | FINANCIAL | $541K | 0.4% | 10,043 SH | New |
| SPDR S&P 500 ETF | TR UNIT | $484K | 0.3% | 726 SH | New |
| STRYKER CORP | COM | $4.0M | 2.8% | 10,900 SH | New |
| THE COCA-COLA CO | COM | $8.2M | 5.6% | 123,003 SH | New |
| TRUIST FINL CORP | COM | $1.8M | 1.2%Prev: 1.2% | 39,954 SH | Increased-1,655 SH |
| UNITEDHEALTH GROUP INC | COM | $2.5M | 1.7%Prev: 1.5% | 7,150 SH | Increased-162 SH |
| US BANCORP DEL | COM | $824K | 0.6% | 17,046 SH | New |
| VANGUARD SHORT-TERM BONDETF | SHORT TRM BOND | $3.4M | 2.3% | 42,709 SH | New |
| VANGUARD TOTAL STOCK MARKET ETF | TOTAL STK MKT | $2.0M | 1.4% | 6,170 SH | New |
| VERIZON COMMUNICATIONS I | COM | $2.4M | 1.6% | 53,924 SH | New |
| WALMART INC | COM | $1.9M | 1.3%Prev: 1.2% | 18,385 SH | Increased-100 SH |
| 13F-HR |
| 0001172661-25-001493 |
| $145.1M |
| View |