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CIK 0002087564 • 3 13F filings • Feb 5, 2026 – Aug 4, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $258K | 0.2%Prev: 0.2% | 1,613 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $260K | 0.2%Prev: 0.2% | 830 SH | Increased+231 SH |
| AMAZON COM INC | COM | $424K | 0.4%Prev: 0.3% | 1,835 SH | Increased+184 SH |
| APPLE INC | COM | $635K | 0.6%Prev: 0.4% | 2,334 SH | Increased+772 SH |
| APPLIED MATLS INC | COM | $437K | 0.4% | 1,700 SH | New |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $3.1M | 2.8% | 91,858 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $8.7M | 8.0%Prev: 6.8% | 142,711 SH | Increased+25,442 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $2.7M | 2.4% | 68,949 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $4.8M | 4.4% | 90,441 SH | New |
| CATERPILLAR INC | COM | $344K | 0.3%Prev: 0.5% | 600 SH | Decreased+20 SH |
| CONSOLIDATED EDISON INC | COM | $379K | 0.3%Prev: 0.3% | 3,812 SH | Decreased+212 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $425K | 0.4% | 10,729 SH | New |
| EXXON MOBIL CORP | COM | $805K | 0.7%Prev: 0.8% | 6,687 SH | Decreased+140 SH |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $239K | 0.2% | 13,090 SH | New |
| GLOBAL X FDS | DEFENSE TECH ETF | $1.6M | 1.5%Prev: 2.0% | 25,089 SH | Decreased-14,597 SH |
| HANOVER INS GROUP INC | COM | $524K | 0.5%Prev: 0.5% | 2,865 SH | Decreased |
| HOME DEPOT INC | COM | $291K | 0.3%Prev: 0.2% | 846 SH | Increased+58 SH |
| ISHARES GOLD TR | ISHARES NEW | $3.8M | 3.5%Prev: 2.5% | 46,759 SH | Increased+7,641 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $284K | 0.3% | 6,614 SH | New |
| ISHARES TR | 10-20 YR TRS ETF | $4.7M | 4.3%Prev: 3.2% | 46,249 SH | Increased+9,141 SH |
| ISHARES TR | CORE MSCI EAFE | $1.2M | 1.1%Prev: 1.1% | 13,680 SH | Decreased+819 SH |
| ISHARES TR | CORE S&P MCP ETF | $386K | 0.4% | 5,847 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 1.2%Prev: 1.3% | 11,045 SH | Decreased+495 SH |
| ISHARES TR | CORE S&P500 ETF | $31.7M | 29.1%Prev: 29.3% | 46,234 SH | Decreased+493 SH |
| ISHARES TR | EAFE GRWTH ETF | $324K | 0.3%Prev: 0.2% | 2,848 SH | Increased+1,140 SH |
| ISHARES TR | EAFE VALUE ETF | $492K | 0.5%Prev: 0.3% | 6,893 SH | Increased+1,884 SH |
| ISHARES TR | ESG MSCI KLD 400 | $331K | 0.3% | 2,570 SH | New |
| ISHARES TR | MBS ETF | $736K | 0.7% | 7,728 SH | New |
| ISHARES TR | MSCI EAFE ETF | $1.1M | 1.0%Prev: 0.8% | 11,089 SH | Increased+2,592 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.1M | 4.7%Prev: 1.7% | 25,716 SH | Increased+16,881 SH |
| ISHARES TR | RUS 1000 GRW ETF | $356K | 0.3%Prev: 0.3% | 753 SH | Decreased-2,259 SH |
| ISHARES TR | RUSSELL 2000 ETF | $462K | 0.4%Prev: 0.4% | 1,878 SH | Increased+465 SH |
| ISHARES TR | S&P 500 GRWT ETF | $954K | 0.9%Prev: 1.3% | 7,736 SH | Decreased-2,916 SH |
| ISHARES TR | S&P 500 VAL ETF | $265K | 0.2% | 1,248 SH | New |
| ISHARES TR | SELECT US REIT | $362K | 0.3%Prev: 0.3% | 6,068 SH | Increased+1,375 SH |
| ISHARES TR | SYSTEMATIC BD ET | $300K | 0.3%Prev: 0.3% | 3,337 SH | Decreased-593 SH |
| ISHARES TR | U.S. TECH ETF | $925K | 0.8%Prev: 0.7% | 4,630 SH | Increased+1,240 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $278K | 0.3% | 5,495 SH | New |
| LOWES COS INC | COM | $207K | 0.2% | 860 SH | New |
| MICROSOFT CORP | COM | $1.4M | 1.3%Prev: 0.9% | 2,979 SH | Increased+182 SH |
| NORTHWEST BANCSHARES INC MD | COM | $133K | 0.1% | 11,050 SH | New |
| NVIDIA CORPORATION | COM | $457K | 0.4%Prev: 0.4% | 2,450 SH | Decreased-50 SH |
| REALTY INCOME CORP | COM | $211K | 0.2% | 3,750 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $244K | 0.2% | 6,755 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $263K | 0.2% | 1,826 SH | New |
| SEMPRA | COM | $555K | 0.5%Prev: 0.5% | 6,283 SH | Decreased+70 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.2M | 2.0% | 4,508 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $10.0M | 9.1% | 14,603 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.6M | 1.5% | 2,729 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.5M | 4.1%Prev: 3.4% | 92,421 SH | Increased+11,068 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.4M | 5.0%Prev: 2.7% | 100,362 SH | Increased+48,147 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $262K | 0.2%Prev: 0.4% | 3,816 SH | Decreased-3,083 SH |
| WALMART INC | COM | $292K | 0.3%Prev: 0.3% | 2,625 SH | Decreased |
| 13F-HR |
| 0002087564-26-000003 |
| $107.5M |
| View |