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CIK 0001987005 • 7 13F filings • May 7, 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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $264K | 0.1% | 1,258 SH | |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | $2.8M | 1.0% | 22,009 SH | |
| ALPHABET INC | CAP STK CL A | $230K | 0.1% | 1,489 SH | |
| ALTIMMUNE INC | COM NEW | $500K | 0.2% | 100,024 SH | |
| AMAZON COM INC | COM | $1.4M | 0.5% | 7,340 SH | |
| APPLE INC | COM | $2.6M | 0.9% | 11,906 SH | |
| BLACK DIAMOND THERAPEUTICS I | COM | $155K | 0.1% | 100,000 SH | |
| BROADCOM INC | COM | $235K | 0.1% | 1,401 SH | |
| CHEVRON CORP NEW | COM | $239K | 0.1% | 1,428 SH | |
| CLEARSIDE BIOMEDICAL INC | COM | $92K | 0.0% | 100,000 SH | |
| COINBASE GLOBAL INC | COM CL A | $890K | 0.3% | 5,166 SH | |
| COSTCO WHSL CORP NEW | COM | $251K | 0.1% | 265 SH | |
| CVS HEALTH CORP | COM | $244K | 0.1% | 3,603 SH | |
| DTE ENERGY CO | COM | $429K | 0.1% | 3,103 SH | |
| ELI LILLY & CO | COM | $1.4M | 0.5% | 1,717 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $227K | 0.1% | 5,100 SH | |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $4.2M | 1.4% | 133,947 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $3.1M | 1.0% | 119,357 SH | |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | $5.7M | 2.0% | 182,042 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $267K | 0.1% | 7,078 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $7.4M | 2.5% | 192,488 SH | |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | $370K | 0.1% | 10,656 SH | |
| INVESCO EXCH TRADED FD TR II | S&P INTL LOW | $412K | 0.1% | 13,602 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $1.1M | 0.4% | 14,811 SH | |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $2.5M | 0.9% | 121,793 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.8M | 0.6% | 39,013 SH | |
| ISHARES INC | CORE MSCI EMKT | $312K | 0.1% | 5,786 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $1.7M | 0.6% | 16,535 SH | |
| ISHARES TR | 20 YR TR BD ETF | $2.7M | 0.9% | 29,887 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.2M | 0.7% | 28,766 SH | |
| ISHARES TR | CORE MSCI INTL | $5.7M | 2.0% | 83,423 SH | |
| ISHARES TR | CORE S&P SCP ETF | $4.3M | 1.5% | 41,577 SH | |
| ISHARES TR | CORE S&P500 ETF | $24.9M | 8.6% | 44,252 SH | |
| ISHARES TR | CORE US AGGBD ET | $458K | 0.2% | 4,626 SH | |
| ISHARES TR | INTL TREA BD ETF | $2.7M | 0.9% | 67,516 SH | |
| ISHARES TR | JPMORGAN USD EMG | $362K | 0.1% | 3,993 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $1.6M | 0.6% | 20,832 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $7.3M | 2.5% | 167,086 SH | |
| ISHARES TR | MSCI USA MIN VOL | $3.3M | 1.2% | 35,735 SH | |
| ISHARES TR | NATIONAL MUN ETF | $14.5M | 5.0% | 137,282 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $696K | 0.2% | 2,725 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $417K | 0.1% | 2,764 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $656K | 0.2% | 2,064 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $408K | 0.1% | 4,394 SH | |
| ISHARES TR | S&P 500 VAL ETF | $312K | 0.1% | 1,636 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $16.8M | 5.8% | 158,916 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $201K | 0.1% | 3,522 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $5.1M | 1.8% | 101,438 SH | |
| JPMORGAN CHASE & CO. | COM | $579K | 0.2% | 2,360 SH | |
| META PLATFORMS INC | CL A | $399K | 0.1% | 692 SH | |
| MICROSOFT CORP | COM | $1.1M | 0.4% | 3,010 SH | |
| NETFLIX INC | COM | $223K | 0.1% | 239 SH | |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | $2.5M | 0.9% | 81,427 SH | |
| NVIDIA CORPORATION | COM | $1.7M | 0.6% | 16,080 SH | |
| PROCTER AND GAMBLE CO | COM | $398K | 0.1% | 2,333 SH | |
| ROBINHOOD MKTS INC | COM CL A | $427K | 0.1% | 10,257 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $13.1M | 4.5% | 536,191 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $441K | 0.2% | 15,773 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.7M | 0.9% | 108,143 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.5M | 0.9% | 93,537 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $238K | 0.1% | 10,784 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $5.6M | 1.9% | 215,287 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $7.9M | 2.7% | 367,620 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.4M | 1.5% | 185,890 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $464K | 0.2% | 829 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $963K | 0.3% | 20,236 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $1.1M | 0.4% | 43,189 SH | |
| TESLA INC | COM | $311K | 0.1% | 1,199 SH | |
| TRAVELERS COMPANIES INC | COM | $524K | 0.2% | 1,982 SH | |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $3.4M | 1.2% | 65,980 SH | |
| VANECK ETF TRUST | JP MRGAN EM LOC | $1.6M | 0.5% | 66,971 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $13.5M | 4.6% | 176,099 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $24.7M | 8.5% | 66,590 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $574K | 0.2% | 1,117 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.7M | 1.3% | 19,734 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3.3M | 1.1% | 13,074 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.4% | 4,054 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $31.2M | 10.7% | 180,525 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $517K | 0.2% | 11,425 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.8M | 0.6% | 36,093 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.4M | 1.2% | 68,794 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $12.7M | 4.4% | 249,858 SH | |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $266K | 0.1% | 2,643 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $5.4M | 1.9% | 84,752 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $209K | 0.1% | 1,624 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $217K | 0.1% | 704 SH |
| 13F-HR |
| 0001104659-25-106232 |
| $356.1M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001104659-26-084985 | $447.2M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076161 | $322.0M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001104659-26-041337 | $389.3M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001104659-25-045390 | $290.8M | View |