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CIK 0001844108 • 4 13F filings • Jan 21, 2026 – Oct 19, 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 | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $283K | 0.2% | 737 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $762K | 0.4% | 5,763 SH | |
| ALPHABET INC | CAP STK CL A | $4.8M | 2.8% | 31,248 SH | |
| ALPHABET INC | CAP STK CL C | $356K | 0.2% | 2,278 SH | |
| ALTRIA GROUP INC | COM | $261K | 0.1% | 4,344 SH | |
| AMAZON COM INC | COM | $1.3M | 0.7% | 6,581 SH | |
| APPLE INC | COM | $1.9M | 1.1% | 8,658 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.4M | 1.4% | 4,457 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $3.2M | 1.8% | 60,777 SH | |
| BLOCK INC | CL A | $225K | 0.1% | 4,146 SH | |
| BROADCOM INC | COM | $268K | 0.2% | 1,598 SH | |
| CITIGROUP INC | COM NEW | $293K | 0.2% | 4,125 SH | |
| CITIZENS FINL GROUP INC | COM | $621K | 0.4% | 15,146 SH | |
| CONSTELLATION ENERGY CORP | COM | $295K | 0.2% | 1,461 SH | |
| COSTCO WHSL CORP NEW | COM | $395K | 0.2% | 418 SH | |
| EA SERIES TRUST | ASTORIA US EQUAL | $203K | 0.1% | 6,930 SH | |
| ELI LILLY & CO | COM | $992K | 0.6% | 1,201 SH | |
| EQT CORP | COM | $553K | 0.3% | 10,350 SH | |
| EXXON MOBIL CORP | COM | $270K | 0.2% | 2,270 SH | |
| GOLDMAN SACHS GROUP INC | COM | $1.2M | 0.7% | 2,270 SH | |
| HARTFORD INSURANCE GROUP INC | COM | $363K | 0.2% | 2,930 SH | |
| HERSHEY CO | COM | $286K | 0.2% | 1,670 SH | |
| HOME DEPOT INC | COM | $680K | 0.4% | 1,856 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEFIN 1YR | $200K | 0.1% | 7,958 SH | |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $211K | 0.1% | 5,926 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $257K | 0.1% | 6,200 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAY | $270K | 0.2% | 6,796 SH | |
| INVESCO EXCHANGE TRADED FD T | LEISURE AND ENTE | $304K | 0.2% | 6,246 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $779K | 0.4% | 4,497 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $461K | 0.3% | 983 SH | |
| ISHARES SILVER TR | ISHARES | $250K | 0.1% | 8,056 SH | |
| ISHARES TR | CORE DIV GRWTH | $469K | 0.3% | 7,591 SH | |
| ISHARES TR | CORE S&P500 ETF | $47.9M | 27.4% | 85,325 SH | |
| ISHARES TR | FLTG RATE NT ETF | $1.7M | 1.0% | 33,745 SH | |
| ISHARES TR | GLOBAL 100 ETF | $7.5M | 4.3% | 78,214 SH | |
| ISHARES TR | INTL SEL DIV ETF | $905K | 0.5% | 29,184 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $30.0M | 17.2% | 83,102 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $206K | 0.1% | 1,095 SH | |
| ISHARES TR | RUS TP200 GR ETF | $10.1M | 5.8% | 47,820 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $286K | 0.2% | 1,434 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $242K | 0.1% | 2,605 SH | |
| ISHARES TR | US AER DEF ETF | $5.0M | 2.9% | 32,901 SH | |
| JPMORGAN CHASE & CO. | COM | $1.0M | 0.6% | 4,219 SH | |
| KEARNY FINL CORP MD | COM | $86K | 0.0% | 13,804 SH | |
| M & T BK CORP | COM | $993K | 0.6% | 5,557 SH | |
| META PLATFORMS INC | CL A | $1.1M | 0.7% | 1,991 SH | |
| MICROSOFT CORP | COM | $5.7M | 3.2% | 15,110 SH | |
| MONDELEZ INTL INC | CL A | $436K | 0.2% | 6,423 SH | |
| MOTOROLA SOLUTIONS INC | COM NEW | $389K | 0.2% | 890 SH | |
| NETFLIX INC | COM | $1.5M | 0.8% | 1,575 SH | |
| NVIDIA CORPORATION | COM | $2.3M | 1.3% | 20,817 SH | |
| ORACLE CORP | COM | $257K | 0.1% | 1,835 SH | |
| PALO ALTO NETWORKS INC | COM | $1.5M | 0.8% | 8,556 SH | |
| PENSKE AUTOMOTIVE GRP INC | COM | $1.2M | 0.7% | 8,110 SH | |
| PHILIP MORRIS INTL INC | COM | $2.5M | 1.4% | 15,509 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $1.0M | 0.6% | 38,432 SH | |
| PROCTER AND GAMBLE CO | COM | $494K | 0.3% | 2,900 SH | |
| PROVIDENT FINL SVCS INC | COM | $172K | 0.1% | 10,000 SH | |
| QUALCOMM INC | COM | $318K | 0.2% | 2,073 SH | |
| SAP SE | SPON ADR | $207K | 0.1% | 771 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $484K | 0.3% | 9,719 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $437K | 0.2% | 1,040 SH | |
| SPDR GOLD TR | GOLD SHS | $2.3M | 1.3% | 8,151 SH | |
| SPDR INDEX SHS FDS | EURO STOXX 50 | $445K | 0.3% | 8,173 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $1.2M | 0.7% | 18,092 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $432K | 0.2% | 8,461 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $307K | 0.2% | 559 SH | |
| STARBUCKS CORP | COM | $220K | 0.1% | 2,240 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $408K | 0.2% | 820 SH | |
| TJX COS INC NEW | COM | $705K | 0.4% | 5,789 SH | |
| UBER TECHNOLOGIES INC | COM | $329K | 0.2% | 4,514 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.5M | 0.9% | 7,205 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $636K | 0.4% | 1,900 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $1.7M | 1.0% | 9,135 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $701K | 0.4% | 4,068 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $703K | 0.4% | 7,759 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.4M | 1.9% | 6,623 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $701K | 0.4% | 7,549 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.3M | 0.7% | 6,734 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $351K | 0.2% | 6,900 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $307K | 0.2% | 1,404 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $503K | 0.3% | 4,211 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $3.0M | 1.7% | 11,312 SH | |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $339K | 0.2% | 1,369 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $1.2M | 0.7% | 6,809 SH | |
| VERTIV HOLDINGS CO | COM CL A | $203K | 0.1% | 2,809 SH | |
| WALMART INC | COM | $454K | 0.3% | 5,166 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $367K | 0.2% | 4,600 SH |
| 13F-HR |
| 0001951757-25-001256 |
| $218.1M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001085 | $323.9M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000878 | $200.5M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000691 | $281.3M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000423 | $174.8M | View |