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CIK 0001802119 • 7 13F filings • May 14, 2025 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $213K | 0.1%Prev: 0.1% | 873 SH | Decreased+194 SH |
| AMAZON COM INC | COM | $227K | 0.1% | 1,032 SH | New |
| APPLE INC | COM | $665K | 0.3%Prev: 0.2% | 2,613 SH | Increased+1,161 SH |
| BOK FINL CORP | COM NEW | $900K | 0.4% | 8,078 SH | New |
| F N B CORP | COM | $941K | 0.4% | 58,430 SH | New |
| FIFTH THIRD BANCORP | COM | $907K | 0.4% | 20,363 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $80.5M | 32.6%Prev: 32.5% | 834,969 SH | Decreased-96,141 SH |
| ISHARES TR | CORE S&P TTL STK | $8.5M | 3.4%Prev: 3.1% | 58,427 SH | Increased+7,883 SH |
| MICROSOFT CORP | COM | $704K | 0.3%Prev: 0.1% | 1,359 SH | Increased+285 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.4%Prev: 0.1% | 5,881 SH | Increased+4,250 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.1M | 1.7%Prev: 1.8% | 177,646 SH | Decreased+223 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $4.1M | 1.6%Prev: 1.7% | 157,915 SH | Decreased+3,291 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $268K | 0.1% | 403 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $843K | 0.3%Prev: 0.3% | 1,376 SH | Decreased-4 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $125.3M | 50.8%Prev: 52.7% | 381,775 SH | Decreased-3,581 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $14.5M | 5.9%Prev: 6.3% | 203,782 SH | Decreased+1,059 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.5M | 1.0%Prev: 0.9% | 34,240 SH | Decreased+4,195 SH |
| WESBANCO INC | COM | $356K | 0.1% | 11,138 SH | New |
| 13F-HR |
| 0001802119-25-000004 |
| $246.7M |
| View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001802119-26-000003 | $270.8M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002583 | $232.8M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001802119-26-000002 | $247.9M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001858 | $212.3M | View |