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CIK 0001906275 • 4 13F filings • Apr 8, 2025 – Jan 23, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $2.4M | 1.0%Prev: 1.0% | 10,647 SH | Decreased+77 SH |
| ADVANCED MICRO DEVICES INC | COM | $1.9M | 0.8%Prev: 0.6% | 8,918 SH | Increased-152 SH |
| AIR PRODS & CHEMS INC | COM | $1.5M | 0.6%Prev: 0.8% | 6,223 SH | Decreased-448 SH |
| ALLIANT ENERGY CORP | COM | $373K | 0.2%Prev: 0.2% | 5,741 SH | Decreased+17 SH |
| ALLSTATE CORP | COM | $1.4M | 0.6%Prev: 0.6% | 6,798 SH | Decreased-41 SH |
| ALPHABET INC | CAP STK CL A | $4.4M | 1.9%Prev: 1.5% | 14,122 SH | Increased-292 SH |
| ALPHABET INC | CAP STK CL C | $256K | 0.1% | 816 SH | New |
| AMAZON COM INC | COM | $1.7M | 0.7%Prev: 0.7% | 7,413 SH | Increased-117 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $11.5M | 4.8%Prev: 5.1% | 112,904 SH | Decreased-8,655 SH |
| AMPHENOL CORP NEW | CL A | $760K | 0.3%Prev: 0.3% | 5,616 SH | Increased-84 SH |
| ANALOG DEVICES INC | COM | $2.8M | 1.2%Prev: 1.0% | 10,286 SH | Increased+260 SH |
| APPLE INC | COM | $8.1M | 3.4%Prev: 3.2% | 29,887 SH | Increased-244 SH |
| BANK AMERICA CORP | 7.25%CNV PFD L | $332K | 0.1%Prev: 0.1% | 265 PRN | Decreased+3 PRN |
| BEST BUY INC | COM | $820K | 0.3%Prev: 0.4% | 12,256 SH | Decreased-1,546 SH |
| BLACKROCK ETF TRUST II | SHORT DURATION H | $288K | 0.1% | 12,950 SH | New |
| BROADCOM INC | COM | $8.1M | 3.4%Prev: 3.4% | 23,311 SH | Increased-765 SH |
| CADENCE DESIGN SYSTEM INC | COM | $566K | 0.2%Prev: 0.3% | 1,810 SH | Decreased+8 SH |
| CHEVRON CORP NEW | COM | $336K | 0.1%Prev: 0.1% | 2,203 SH | Decreased |
| CHIPOTLE MEXICAN GRILL INC | COM | $615K | 0.3%Prev: 0.3% | 16,621 SH | Decreased-1,861 SH |
| CHUBB LIMITED | COM | $2.7M | 1.1%Prev: 1.0% | 8,558 SH | Increased-68 SH |
| CINCINNATI FINL CORP | COM | $269K | 0.1%Prev: 0.1% | 1,647 SH | Increased |
| CME GROUP INC | COM | $2.5M | 1.1%Prev: 1.0% | 9,195 SH | Increased+16 SH |
| COMCAST CORP NEW | CL A | $940K | 0.4%Prev: 0.5% | 31,442 SH | Decreased-4,443 SH |
| CUMMINS INC | COM | $1.6M | 0.7%Prev: 0.5% | 3,071 SH | Increased+107 SH |
| DARDEN RESTAURANTS INC | COM | $1.7M | 0.7%Prev: 0.8% | 9,461 SH | Decreased-112 SH |
| DEXCOM INC | COM | $614K | 0.3%Prev: 0.3% | 9,257 SH | Decreased-2,211 SH |
| DIAMONDBACK ENERGY INC | COM | $931K | 0.4%Prev: 0.4% | 6,195 SH | Increased+191 SH |
| EATON CORP PLC | SHS | $3.6M | 1.5%Prev: 1.8% | 11,332 SH | Decreased+20 SH |
| EDWARDS LIFESCIENCES CORP | COM | $717K | 0.3%Prev: 0.3% | 8,407 SH | Increased-20 SH |
| ENOVIX CORPORATION | COM | $73K | 0.0% | 10,000 SH | New |
| ENTERGY CORP NEW | COM | $961K | 0.4% | 10,381 SH | New |
| EXXON MOBIL CORP | COM | $675K | 0.3%Prev: 0.3% | 5,605 SH | Increased+8 SH |
| FIDELITY NATL INFORMATION SV | COM | $1.1M | 0.5%Prev: 0.5% | 17,078 SH | Decreased-1,784 SH |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $310K | 0.1%Prev: 0.1% | 6,068 SH | Decreased-294 SH |
| FISERV INC | COM | $384K | 0.2%Prev: 0.4% | 5,717 SH | Decreased-2,318 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $1.4M | 0.6%Prev: 0.6% | 56,819 SH | Increased+704 SH |
| GE VERNOVA INC | COM | $1.7M | 0.7%Prev: 0.7% | 2,605 SH | Increased-67 SH |
| HALLIBURTON CO | COM | $205K | 0.1% | 7,243 SH | New |
| HARTFORD FDS EXCHANGE TRADED | HARTFORD QUALITY | $234K | 0.1%Prev: 0.1% | 8,525 SH | Decreased-547 SH |
| HOME DEPOT INC | COM | $3.2M | 1.4%Prev: 1.6% | 9,327 SH | Decreased-14 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $227K | 0.1%Prev: 0.1% | 1,400 SH | Decreased-52 SH |
| INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | $305K | 0.1%Prev: 0.1% | 2,413 SH | Decreased-93 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | $1.1M | 0.5%Prev: 0.5% | 23,197 SH | Increased+12 SH |
| IQVIA HLDGS INC | COM | $1.3M | 0.6%Prev: 0.5% | 5,905 SH | Increased-61 SH |
| ISHARES INC | CORE MSCI EMKT | $616K | 0.3%Prev: 0.2% | 9,166 SH | Increased+432 SH |
| ISHARES TR | 7-10 YR TRSY BD | $559K | 0.2%Prev: 0.3% | 5,817 SH | Decreased-1,289 SH |
| ISHARES TR | CORE MSCI EAFE | $5.9M | 2.5%Prev: 2.5% | 66,135 SH | Increased-1,386 SH |
| ISHARES TR | CORE S&P MCP ETF | $3.5M | 1.5%Prev: 1.5% | 53,768 SH | Increased+337 SH |
| ISHARES TR | CORE S&P SCP ETF | $903K | 0.4%Prev: 0.4% | 7,513 SH | Increased+199 SH |
| ISHARES TR | CORE S&P500 ETF | $736K | 0.3%Prev: 0.3% | 1,074 SH | Increased+88 SH |
| ISHARES TR | CORE US AGGBD ET | $8.8M | 3.7%Prev: 4.2% | 87,965 SH | Decreased-11,010 SH |
| ISHARES TR | ISHARES SEMICDTR | $216K | 0.1% | 718 SH | New |
| ISHARES TR | MORNINGSTAR GRWT | $677K | 0.3%Prev: 0.3% | 6,505 SH | Decreased-111 SH |
| ISHARES TR | MSCI USA MIN VOL | $2.9M | 1.2%Prev: 1.2% | 31,020 SH | Decreased+82 SH |
| ISHARES TR | MSCI USA MMENTM | $680K | 0.3%Prev: 0.3% | 2,717 SH | Increased+173 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.2M | 0.5%Prev: 0.5% | 11,090 SH | Decreased-590 SH |
| ISHARES TR | RUS 1000 GRW ETF | $314K | 0.1%Prev: 0.1% | 664 SH | Increased+1 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.0M | 0.8%Prev: 0.9% | 15,995 SH | Decreased-809 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $331K | 0.1%Prev: 0.1% | 6,552 SH | Increased+1,258 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $7.2M | 3.0%Prev: 3.1% | 141,616 SH | Decreased-1,548 SH |
| JOHNSON & JOHNSON | COM | $2.5M | 1.0%Prev: 0.9% | 11,960 SH | Increased+56 SH |
| JOHNSON CTLS INTL PLC | SHS | $2.3M | 1.0%Prev: 0.9% | 19,413 SH | Increased+44 SH |
| JPMORGAN CHASE & CO. | COM | $8.3M | 3.5%Prev: 3.4% | 25,650 SH | Increased-152 SH |
| KIMBERLY-CLARK CORP | COM | $296K | 0.1%Prev: 0.2% | 2,934 SH | Decreased+10 SH |
| MARATHON PETE CORP | COM | $2.5M | 1.0%Prev: 1.2% | 15,101 SH | Decreased+96 SH |
| MEDTRONIC PLC | SHS | $1.8M | 0.7%Prev: 0.7% | 18,486 SH | Increased+121 SH |
| META PLATFORMS INC | CL A | $2.7M | 1.1%Prev: 1.3% | 4,077 SH | Decreased-28 SH |
| MICRON TECHNOLOGY INC | COM | $288K | 0.1% | 1,009 SH | New |
| MICROSOFT CORP | COM | $7.3M | 3.1%Prev: 3.3% | 15,024 SH | Decreased-110 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $3.8M | 1.6%Prev: 1.9% | 9,988 SH | Decreased-74 SH |
| NEXTERA ENERGY INC | COM | $1.1M | 0.5%Prev: 0.4% | 13,658 SH | Increased+142 SH |
| NICOLET BANKSHARES INC | COM | $1.3M | 0.5%Prev: 0.7% | 10,755 SH | Decreased-989 SH |
| NXP SEMICONDUCTORS N V | COM | $1.3M | 0.5%Prev: 0.6% | 5,908 SH | Decreased-50 SH |
| ORACLE CORP | COM | $380K | 0.2%Prev: 0.2% | 1,952 SH | Decreased |
| OSHKOSH CORP | COM | $485K | 0.2%Prev: 0.2% | 3,862 SH | Increased+351 SH |
| REALTY INCOME CORP | COM | $1.7M | 0.7%Prev: 0.8% | 29,576 SH | Decreased-55 SH |
| RTX CORPORATION | COM | $264K | 0.1%Prev: 0.1% | 1,440 SH | Increased |
| S&P GLOBAL INC | COM | $1.5M | 0.6%Prev: 0.6% | 2,865 SH | Increased-17 SH |
| SALESFORCE INC | COM | $1.5M | 0.7%Prev: 0.6% | 5,839 SH | Increased+17 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $683K | 0.3%Prev: 0.3% | 28,422 SH | Increased+254 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $407K | 0.2%Prev: 0.2% | 17,396 SH | Decreased-1,675 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $348K | 0.1%Prev: 0.1% | 12,917 SH | Increased+37 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $343K | 0.1% | 2,917 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $418K | 0.2% | 3,498 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $364K | 0.2% | 2,354 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $291K | 0.1% | 2,021 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $279K | 0.1%Prev: 0.1% | 408 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $231K | 0.1% | 9,273 SH | New |
| STERIS PLC | SHS USD | $1.2M | 0.5%Prev: 0.5% | 4,613 SH | Increased-47 SH |
| SYNOPSYS INC | COM | $458K | 0.2%Prev: 0.2% | 975 SH | Decreased |
| TJX COS INC NEW | COM | $2.2M | 0.9%Prev: 0.9% | 14,605 SH | Increased-426 SH |
| TRANE TECHNOLOGIES PLC | SHS | $3.1M | 1.3%Prev: 1.4% | 7,895 SH | Decreased-146 SH |
| UNION PAC CORP | COM | $1.3M | 0.5%Prev: 0.6% | 5,567 SH | Decreased-73 SH |
| UNITEDHEALTH GROUP INC | COM | $1.4M | 0.6%Prev: 0.7% | 4,311 SH | Decreased-296 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $1.4M | 0.6%Prev: 0.6% | 79,305 SH | Increased+956 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $226K | 0.1%Prev: 0.1% | 627 SH | Increased+2 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.7M | 1.1%Prev: 1.1% | 5,477 SH | Increased+8 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.7M | 0.7%Prev: 0.7% | 5,757 SH | Increased+216 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $32.9M | 13.9%Prev: 13.4% | 52,501 SH | Increased+763 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $608K | 0.3%Prev: 0.3% | 2,871 SH | Increased+14 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $415K | 0.2%Prev: 0.2% | 1,373 SH | Increased+5 SH |
| VANGUARD INDEX FDS | VALUE ETF | $992K | 0.4%Prev: 0.4% | 5,196 SH | Decreased-173 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.6M | 2.3%Prev: 2.4% | 110,795 SH | Decreased-1,238 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $614K | 0.3%Prev: 0.3% | 6,171 SH | Increased+24 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $402K | 0.2%Prev: 0.1% | 1,340 SH | Increased+228 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $614K | 0.3%Prev: 0.3% | 2,792 SH | Increased+36 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $541K | 0.2%Prev: 0.2% | 7,171 SH | Increased+104 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3.3M | 1.4%Prev: 1.4% | 22,743 SH | Decreased-649 SH |
| VANGUARD WORLD FD | INF TECH ETF | $413K | 0.2%Prev: 0.2% | 547 SH | Decreased-45 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.7M | 0.7%Prev: 0.7% | 11,788 SH | Increased+81 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.0M | 0.9%Prev: 0.8% | 4,918 SH | Increased-23 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.4M | 0.6%Prev: 0.6% | 34,005 SH | Decreased-357 SH |
| VISA INC | COM CL A | $2.3M | 1.0%Prev: 1.0% | 6,580 SH | Increased-161 SH |
| WALMART INC | COM | $5.0M | 2.1%Prev: 1.9% | 44,582 SH | Increased-93 SH |
| WEC ENERGY GROUP INC | COM | $278K | 0.1%Prev: 0.1% | 2,635 SH | Decreased+11 SH |
| WELLS FARGO CO NEW | PERP PFD CNV A | $702K | 0.3%Prev: 0.3% | 579 SH | Decreased+4 SH |
| WELLTOWER INC | COM | $495K | 0.2%Prev: 0.2% | 2,665 SH | Increased |
| WISDOMTREE TR | WISDOMTREE US VA | $3.4M | 1.4%Prev: 1.4% | 36,054 SH | Increased+178 SH |
| 13F-HR |
| 0001667731-25-000756 |
| $224.2M |
| View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000377 | $203.7M | View |