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CIK 0002095589 • 4 13F filings • Nov 12, 2025 – Aug 7, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $5K | 0.0%Prev: 0.0% | 32 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $14K | 0.0%Prev: 0.0% | 45 SH | Increased |
| AMAZON COM INC | COM | $351K | 0.3%Prev: 0.3% | 1,520 SH | Increased |
| AMGEN INC | COM | $28K | 0.0%Prev: 0.0% | 85 SH | Increased |
| ANAVEX LIFE SCIENCES CORP | COM NEW | $2K | 0.0%Prev: 0.0% | 424 SH | Decreased |
| APPLE INC | COM | $500K | 0.5%Prev: 0.5% | 1,839 SH | Increased+2 SH |
| AT&T INC | COM | $12K | 0.0%Prev: 0.0% | 476 SH | Decreased+5 SH |
| AVERY DENNISON CORP | COM | $55K | 0.1%Prev: 0.0% | 301 SH | Increased |
| AVIS BUDGET GROUP | COM | $32K | 0.0%Prev: 0.0% | 253 SH | Decreased |
| BANK AMERICA CORP | COM | $121K | 0.1%Prev: 0.1% | 2,196 SH | Increased+4 SH |
| BANK OZK LITTLE ROCK ARK | COM | $115K | 0.1%Prev: 0.1% | 2,507 SH | Decreased+24 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $422K | 0.4%Prev: 0.4% | 840 SH | Decreased |
| BIOGEN INC | COM | $5K | 0.0%Prev: 0.0% | 29 SH | Increased |
| BLACKSTONE INC | COM | $11K | 0.0%Prev: 0.0% | 73 SH | Decreased |
| CHEVRON CORP NEW | COM | $66K | 0.1%Prev: 0.1% | 431 SH | Decreased+2 SH |
| CISCO SYS INC | COM | $487K | 0.5%Prev: 0.4% | 6,322 SH | Increased+2 SH |
| COMCAST CORP NEW | CL A | $7K | 0.0%Prev: 0.0% | 244 SH | Decreased |
| CVS HEALTH CORP | COM | $12K | 0.0%Prev: 0.0% | 156 SH | Increased+2 SH |
| DANAHER CORPORATION | COM | $21K | 0.0%Prev: 0.0% | 90 SH | Increased |
| DELL TECHNOLOGIES INC | CL C | $3K | 0.0%Prev: 0.0% | 21 SH | Decreased |
| DROPBOX INC | CL A | $2K | 0.0%Prev: 0.0% | 70 SH | Decreased |
| EATON CORP PLC | SHS | $11K | 0.0%Prev: 0.0% | 33 SH | Decreased |
| ENERGY TRANSFER L P | COM UT LTD PTN | $56K | 0.1%Prev: 0.1% | 3,419 SH | Decreased+66 SH |
| EXXON MOBIL CORP | COM | $533K | 0.5%Prev: 0.5% | 4,427 SH | Increased+3 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $21K | 0.0%Prev: 0.0% | 369 SH | Increased+3 SH |
| FORTIVE CORP | COM | $5K | 0.0%Prev: 0.0% | 86 SH | Increased |
| GLOBAL X FDS | RBTCS ARTFL INTE | $18K | 0.0%Prev: 0.0% | 503 SH | Increased |
| HOME DEPOT INC | COM | $19K | 0.0%Prev: 0.0% | 56 SH | Decreased |
| ICAHN ENTERPRISES LP | DEPOSITARY UNIT | $1 | 0.0%Prev: 0.0% | 0 SH | |
| INTEL CORP | COM | $119K | 0.1%Prev: 0.1% | 3,219 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $42K | 0.0%Prev: 0.0% | 142 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $468K | 0.5%Prev: 0.5% | 762 SH | Increased+2 SH |
| ISHARES INC | CORE MSCI EMKT | $2K | 0.0%Prev: 0.0% | 31 SH | Increased+1 SH |
| ISHARES INC | MSCI PAC JP ETF | $39K | 0.0%Prev: 0.0% | 778 SH | Decreased+16 SH |
| ISHARES SILVER TR | ISHARES | $77K | 0.1%Prev: 0.1% | 1,198 SH | Increased |
| ISHARES TR | 0-5 YR TIPS ETF | $3.9M | 3.8%Prev: 3.9% | 37,955 SH | Decreased+97 SH |
| ISHARES TR | 0-5YR HI YL CP | $3.5M | 3.5%Prev: 3.4% | 82,283 SH | Increased+2,709 SH |
| ISHARES TR | 0-5YR INVT GR CP | $2.1M | 2.1%Prev: 2.1% | 42,283 SH | Increased+1,361 SH |
| ISHARES TR | 1 3 YR TREAS BD | $6.2M | 6.1%Prev: 6.4% | 75,218 SH | Decreased-2,687 SH |
| ISHARES TR | CHINA LG-CAP ETF | $63K | 0.1%Prev: 0.1% | 1,649 SH | Decreased+17 SH |
| ISHARES TR | CORE 1 5 YR USD | $367 | 0.0%Prev: 0.0% | 8 SH | Increased+1 SH |
| ISHARES TR | CORE DIV GRWTH | $491K | 0.5%Prev: 0.5% | 7,079 SH | Increased+46 SH |
| ISHARES TR | CORE HIGH DV ETF | $749K | 0.7%Prev: 0.7% | 6,157 SH | Increased+56 SH |
| ISHARES TR | CORE LT USDB ETF | $217 | 0.0%Prev: 0.0% | 4 SH | |
| ISHARES TR | CORE MSCI EAFE | $81K | 0.1%Prev: 0.1% | 900 SH | Increased+67 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.6M | 1.6%Prev: 1.6% | 24,355 SH | Decreased-461 SH |
| ISHARES TR | CORE S&P SCP ETF | $278K | 0.3%Prev: 0.3% | 2,317 SH | Increased-1 SH |
| ISHARES TR | CORE S&P TTL STK | $44K | 0.0%Prev: 0.0% | 297 SH | Increased+1 SH |
| ISHARES TR | CORE S&P US GWT | $133K | 0.1%Prev: 0.1% | 792 SH | Increased+1 SH |
| ISHARES TR | CORE S&P US VLU | $49K | 0.0%Prev: 0.0% | 473 SH | Increased+2 SH |
| ISHARES TR | CORE S&P500 ETF | $26.6M | 26.1%Prev: 26.3% | 38,758 SH | Decreased-978 SH |
| ISHARES TR | CORE US AGGBD ET | $74K | 0.1%Prev: 0.1% | 737 SH | Increased+10 SH |
| ISHARES TR | EAFE GRWTH ETF | $7K | 0.0%Prev: 0.0% | 60 SH | Increased+1 SH |
| ISHARES TR | EAFE VALUE ETF | $8K | 0.0%Prev: 0.0% | 115 SH | Increased+2 SH |
| ISHARES TR | FLTG RATE NT ETF | $588K | 0.6%Prev: 0.6% | 11,564 SH | Increased+132 SH |
| ISHARES TR | IBOXX HI YD ETF | $480K | 0.5%Prev: 0.5% | 5,956 SH | Increased+108 SH |
| ISHARES TR | IBOXX INV CP ETF | $104K | 0.1%Prev: 0.1% | 940 SH | Decreased-5 SH |
| ISHARES TR | JPMORGAN USD EMG | $615 | 0.0%Prev: 0.0% | 6 SH | Increased |
| ISHARES TR | MSCI ACWI ETF | $161K | 0.2%Prev: 0.2% | 1,140 SH | Increased+10 SH |
| ISHARES TR | MSCI EAFE ETF | $485K | 0.5%Prev: 0.5% | 5,053 SH | Increased+89 SH |
| ISHARES TR | MSCI EAFE MIN VL | $320K | 0.3%Prev: 0.3% | 3,707 SH | Increased+37 SH |
| ISHARES TR | MSCI EMG MKT ETF | $10K | 0.0%Prev: 0.0% | 184 SH | Increased+2 SH |
| ISHARES TR | MSCI USA MIN VOL | $197K | 0.2%Prev: 0.2% | 2,097 SH | Decreased-32 SH |
| ISHARES TR | MSCI USA QLT FCT | $323K | 0.3%Prev: 0.3% | 1,629 SH | Increased-20 SH |
| ISHARES TR | NATIONAL MUN ETF | $67K | 0.1%Prev: 0.1% | 625 SH | Decreased-114 SH |
| ISHARES TR | NORTH AMERN NAT | $1.6M | 1.6%Prev: 1.6% | 32,361 SH | Increased+156 SH |
| ISHARES TR | PFD AND INCM SEC | $161K | 0.2%Prev: 0.2% | 5,194 SH | Decreased+96 SH |
| ISHARES TR | RUS 2000 GRW ETF | $693K | 0.7%Prev: 0.7% | 2,147 SH | Decreased-32 SH |
| ISHARES TR | RUS 2000 VAL ETF | $616K | 0.6%Prev: 0.6% | 3,401 SH | Increased+20 SH |
| ISHARES TR | RUS MD CP GR ETF | $1.8M | 1.8%Prev: 1.9% | 13,462 SH | Decreased-256 SH |
| ISHARES TR | RUS MDCP VAL ETF | $434K | 0.4%Prev: 0.4% | 3,075 SH | Increased+14 SH |
| ISHARES TR | RUS MID CAP ETF | $926K | 0.9%Prev: 0.9% | 9,614 SH | Decreased-109 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.3M | 2.3%Prev: 2.3% | 9,420 SH | Increased-97 SH |
| ISHARES TR | S&P 500 GRWT ETF | $15.7M | 15.4%Prev: 15.3% | 126,973 SH | Increased-1,248 SH |
| ISHARES TR | S&P 500 VAL ETF | $11.9M | 11.7%Prev: 11.4% | 56,121 SH | Increased+103 SH |
| ISHARES TR | S&P MC 400GR ETF | $381K | 0.4%Prev: 0.4% | 3,934 SH | Increased+8 SH |
| ISHARES TR | S&P MC 400VL ETF | $600K | 0.6%Prev: 0.6% | 4,559 SH | Increased-42 SH |
| ISHARES TR | S&P SML 600 GWT | $19K | 0.0%Prev: 0.0% | 133 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $1.9M | 1.9%Prev: 1.9% | 13,454 SH | Increased+198 SH |
| ISHARES TR | SELECT US REIT | $418K | 0.4%Prev: 0.4% | 7,009 SH | Decreased+80 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.1M | 1.0%Prev: 1.1% | 9,965 SH | Decreased+2 SH |
| ISHARES TR | TIPS BD ETF | $261K | 0.3%Prev: 0.3% | 2,378 SH | Decreased+20 SH |
| ISHARES TR | U.S. REAL ES ETF | $648K | 0.6%Prev: 0.7% | 6,905 SH | Decreased+53 SH |
| ISHARES TR | U.S. TECH ETF | $2K | 0.0%Prev: 0.0% | 10 SH | Increased |
| ISHARES TR | US INFRASTRUC | $701 | 0.0%Prev: 0.0% | 13 SH | Increased |
| JOHNSON &JOHNSON | COM | $224K | 0.2%Prev: 0.2% | 1,084 SH | Increased+1 SH |
| KROGER CO | COM | $48K | 0.0%Prev: 0.1% | 774 SH | Decreased+4 SH |
| LAMAR ADVERTISING CO NEW | CL A | $12K | 0.0%Prev: 0.0% | 94 SH | Increased+1 SH |
| MACYS INC | COM | $4K | 0.0%Prev: 0.0% | 185 SH | Increased+2 SH |
| MANULIFE FINL CORP | COM | $42K | 0.0%Prev: 0.0% | 1,152 SH | Increased |
| MERCK &CO INC | COM | $107K | 0.1%Prev: 0.1% | 1,013 SH | Increased |
| META PLATFORMS INC | CL A | $210K | 0.2%Prev: 0.2% | 319 SH | Decreased+1 SH |
| MICROSOFT CORP | COM | $254K | 0.2%Prev: 0.3% | 525 SH | Decreased+1 SH |
| NIKE INC | CL B | $7K | 0.0%Prev: 0.0% | 102 SH | Decreased |
| NIO INC | SPON ADS | $255 | 0.0%Prev: 0.0% | 50 SH | Decreased |
| NORWEGIAN CRUISE LINE HLDG L | SHS | $2K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| NVIDIA CORPORATION | COM | $19K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| ORGANOGENESIS HLDGS INC | COM | $5K | 0.0%Prev: 0.0% | 900 SH | Increased |
| PEPSICO INC | COM | $1K | 0.0%Prev: 0.0% | 9 SH | Increased |
| PFIZER INC | COM | $2K | 0.0%Prev: 0.0% | 98 SH | Decreased+2 SH |
| PROCTER AND GAMBLE CO | COM | $70K | 0.1%Prev: 0.1% | 490 SH | Decreased |
| RALLIANT CORP | COM | $1K | 0.0%Prev: 0.0% | 28 SH | Increased |
| RESMED INC | COM | $5K | 0.0%Prev: 0.0% | 21 SH | Decreased |
| SELECT SECTOR SPDR TR | ENERGY | $8K | 0.0%Prev: 0.0% | 189 SH | Increased+96 SH |
| SIMON PPTY GROUP INC NEW | COM | $13K | 0.0%Prev: 0.0% | 69 SH | Decreased+1 SH |
| SOUTH BOW CORP | COM | $382 | 0.0%Prev: 0.0% | 14 SH | Decreased |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.0M | 1.9%Prev: 1.9% | 4,065 SH | Increased-98 SH |
| SPDR GOLD TR | GOLD SHS | $159K | 0.2%Prev: 0.1% | 400 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $103K | 0.1%Prev: 0.1% | 150 SH | Increased |
| STRYKER CORPORATION | COM | $21K | 0.0%Prev: 0.0% | 60 SH | Decreased |
| T-MOBILE US INC | COM | $7K | 0.0%Prev: 0.0% | 35 SH | Decreased |
| TARGET CORP | COM | $11K | 0.0%Prev: 0.0% | 112 SH | Increased+1 SH |
| TC ENERGY CORP | COM | $4K | 0.0%Prev: 0.0% | 69 SH | Increased+1 SH |
| TESLA INC | COM | $99K | 0.1%Prev: 0.1% | 221 SH | Increased+10 SH |
| TJX COS INC NEW | COM | $553K | 0.5%Prev: 0.5% | 3,600 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $11K | 0.0%Prev: 0.0% | 22 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $138K | 0.1%Prev: 0.1% | 440 SH | Increased+3 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $19K | 0.0%Prev: 0.0% | 70 SH | Decreased+1 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $49K | 0.0%Prev: 0.0% | 168 SH | Decreased+1 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $50K | 0.0%Prev: 0.1% | 80 SH | Decreased-10 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3K | 0.0%Prev: 0.0% | 14 SH | Increased+1 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3K | 0.0%Prev: 0.0% | 10 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.7M | 3.7%Prev: 3.6% | 11,139 SH | Increased+184 SH |
| VANGUARD INDEX FDS | VALUE ETF | $36K | 0.0%Prev: 0.0% | 189 SH | Increased+2 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $455 | 0.0%Prev: 0.0% | 5 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $345 | 0.0%Prev: 0.0% | 4 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $26K | 0.0%Prev: 0.0% | 410 SH | Increased+6 SH |
| VERALTO CORP | COM SHS | $3K | 0.0%Prev: 0.0% | 29 SH | Decreased |
| VERIZON COMMUNICATIONS INC | COM | $10K | 0.0%Prev: 0.0% | 256 SH | Decreased-94 SH |
| VIATRIS INC | COM | $138 | 0.0%Prev: 0.0% | 11 SH | Increased |
| VINCE HLDG CORP | COM NEW | $551 | 0.0%Prev: 0.0% | 135 SH | Increased |
| VONTIER CORPORATION | COM | $3K | 0.0%Prev: 0.0% | 68 SH | Decreased |
| WARNER BROS DISCOVERY INC | COM SER A | $2K | 0.0%Prev: 0.0% | 75 SH | Increased |
| XENCOR INC | COM | $11K | 0.0%Prev: 0.0% | 740 SH | Increased |
| 13F-HR |
| 0001951757-26-001138 |
| $106.6M |
| View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000757 | $96.0M | View |