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CIK 0002124549 • 3 13F filings • Apr 10, 2026 – Jul 16, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | $384K | 0.1% | 3,738 SH | |
| ABBVIE INC | COM | $542K | 0.2% | 2,493 SH | |
| ALPHABET INC | CAP STK CL C | $1.6M | 0.5% | 5,501 SH | |
| AMAZON COM INC | COM | $911K | 0.3% | 4,374 SH | |
| AMGEN INC | COM | $281K | 0.1% | 800 SH | |
| APPLE INC | COM | $2.1M | 0.7% | 8,183 SH | |
| ASML HLDG NV | N Y REGISTRY SHS | $523K | 0.2% | 396 SH | |
| ASTRAZENECA PLC | ORD | $382K | 0.1% | 1,936 SH | |
| AT&T INC | COM | $556K | 0.2% | 19,165 SH | |
| BANK AMERICA CORP | COM | $281K | 0.1% | 5,764 SH | |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $1.2M | 0.4% | 36,931 SH | |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | $809K | 0.3% | 24,732 SH | |
| BLACKROCK ETF TRUST | ISHARES LARGE CA | $826K | 0.3% | 20,111 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $2.3M | 0.8% | 39,675 SH | |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $1.1M | 0.4% | 29,352 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $781K | 0.3% | 15,047 SH | |
| BROADCOM INC | COM | $1.1M | 0.4% | 3,475 SH | |
| CAPITAL GROUP CONSERVATIVE E | SHS | $226K | 0.1% | 7,572 SH | |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $2.2M | 0.7% | 56,136 SH | |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $1.2M | 0.4% | 34,253 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $2.2M | 0.8% | 52,270 SH | |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $748K | 0.3% | 25,463 SH | |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $1.1M | 0.4% | 31,831 SH | |
| CAPITAL GROUP GLOBAL EQUITY | SHS | $2.0M | 0.7% | 65,024 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $245K | 0.1% | 6,098 SH | |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $374K | 0.1% | 11,840 SH | |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL HIGH I | $2.9M | 1.0% | 114,477 SH | |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $2.9M | 1.0% | 105,231 SH | |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | $709K | 0.2% | 26,990 SH | |
| CARVANA CO | CL A | $259K | 0.1% | 824 SH | |
| CHEVRON CORPORATION | COM | $610K | 0.2% | 2,947 SH | |
| CHUBB LTD SWITZ | COM | $279K | 0.1% | 857 SH | |
| CISCO SYS INC | COM | $325K | 0.1% | 4,183 SH | |
| CONOCOPHILLIPS | COM | $226K | 0.1% | 1,712 SH | |
| DELL TECHNOLOGIES INC | CL C | $263K | 0.1% | 1,604 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.0M | 0.4% | 19,685 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.0M | 0.7% | 51,714 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $4.6M | 1.6% | 65,312 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $779K | 0.3% | 16,065 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $271K | 0.1% | 3,815 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $540K | 0.2% | 15,882 SH | |
| ELI LILLY & CO | COM | $257K | 0.1% | 279 SH | |
| EMERSON ELEC CO | COM | $253K | 0.1% | 1,928 SH | |
| EOG RES INC | COM | $241K | 0.1% | 1,669 SH | |
| EVERGY INC | COM | $281K | 0.1% | 3,430 SH | |
| EXXON MOBIL CORP | COM | $492K | 0.2% | 2,901 SH | |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | $239K | 0.1% | 1,505 SH | |
| GE AEROSPACE | COM NEW | $671K | 0.2% | 2,364 SH | |
| GE VERNOVA INC | COM | $491K | 0.2% | 562 SH | |
| HONEYWELL INTL INC | COM | $300K | 0.1% | 1,326 SH | |
| ISHARES GOLD TR | ISHARES NEW | $325K | 0.1% | 3,682 SH | |
| ISHARES INC | CORE MSCI EMKT | $2.5M | 0.9% | 36,555 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $1.6M | 0.6% | 16,080 SH | |
| ISHARES TR | CORE INTL AGGR | $918K | 0.3% | 18,352 SH | |
| ISHARES TR | CORE MSCI EAFE | $1.8M | 0.6% | 19,672 SH | |
| ISHARES TR | CORE S&P SCP ETF | $294K | 0.1% | 2,369 SH | |
| ISHARES TR | CORE S&P500 ETF | $3.8M | 1.3% | 5,840 SH | |
| ISHARES TR | CORE UNIVRSL USD | $4.4M | 1.5% | 96,144 SH | |
| ISHARES TR | CORE US AGGBD ET | $2.0M | 0.7% | 20,485 SH | |
| ISHARES TR | EAFE GRWTH ETF | $1.3M | 0.4% | 11,478 SH | |
| ISHARES TR | EAFE VALUE ETF | $1.9M | 0.7% | 25,501 SH | |
| ISHARES TR | MBS ETF | $1.5M | 0.5% | 15,358 SH | |
| ISHARES TR | MSCI ACWI EX US | $204K | 0.1% | 2,975 SH | |
| ISHARES TR | MSCI USA MMENTM | $1.2M | 0.4% | 4,900 SH | |
| ISHARES TR | MSCI USA QLT FCT | $1.4M | 0.5% | 7,145 SH | |
| ISHARES TR | RUS 1000 ETF | $2.6M | 0.9% | 7,417 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $4.0M | 1.4% | 35,358 SH | |
| ISHARES TR | S&P 500 VAL ETF | $3.5M | 1.2% | 16,655 SH | |
| ISHARES TR | TIPS BD ETF | $250K | 0.1% | 2,261 SH | |
| ISHARES TR | US TREAS BD ETF | $1.3M | 0.4% | 56,532 SH | |
| JOHNSON & JOHNSON | COM | $500K | 0.2% | 2,046 SH | |
| JPMORGAN CHASE & CO | COM | $860K | 0.3% | 2,925 SH | |
| KINDER MORGAN INC DEL | COM | $239K | 0.1% | 7,139 SH | |
| KLA CORP | COM NEW | $252K | 0.1% | 171 SH | |
| LOCKHEED MARTIN CORP | COM | $410K | 0.1% | 679 SH | |
| M & T BK CORP | COM | $225K | 0.1% | 1,087 SH | |
| MASTERCARD INCORPORATED | CL A | $382K | 0.1% | 765 SH | |
| MCDONALDS CORP | COM | $216K | 0.1% | 693 SH | |
| MERCK & CO INC | COM | $241K | 0.1% | 2,004 SH | |
| META PLATFORMS INC | CL A | $602K | 0.2% | 1,052 SH | |
| MICROSOFT CORP | COM | $1.8M | 0.6% | 4,941 SH | |
| NIKE INC | CL B | $233K | 0.1% | 4,412 SH | |
| NORFOLK SOUTHN CORP | COM | $260K | 0.1% | 906 SH | |
| NUCOR CORP | COM | $321K | 0.1% | 1,897 SH | |
| NVIDIA CORPORATION | COM | $2.0M | 0.7% | 11,262 SH | |
| PHILIP MORRIS INTL INC | COM | $328K | 0.1% | 1,982 SH | |
| PPL CORP | COM | $266K | 0.1% | 6,966 SH | |
| SCHWAB CHARLES CORP | COM | $231K | 0.1% | 2,463 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $27.3M | 9.4% | 598,812 SH | |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | $1.2M | 0.4% | 57,183 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $66.1M | 22.7% | 1,595,680 SH | |
| SPDR SERIES TRUST | STATE STRET SPDR | $3.6M | 1.2% | 129,682 SH | |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $2.2M | 0.8% | 54,808 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $680K | 0.2% | 2,011 SH | |
| TE CONNECTIVITY PLC | ORD SHS | $221K | 0.1% | 1,058 SH | |
| TESLA INC | COM | $225K | 0.1% | 605 SH | |
| TOTALENERGIES SE | ACT | $278K | 0.1% | 3,059 SH | |
| TRANSDIGM GROUP INC | COM | $232K | 0.1% | 201 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $3.8M | 1.3% | 48,977 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $3.6M | 1.3% | 53,014 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $7.8M | 2.7% | 99,062 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.2M | 0.8% | 29,686 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $9.0M | 3.1% | 188,002 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $4.3M | 1.5% | 20,768 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $31.9M | 11.0% | 53,453 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.9M | 0.6% | 5,815 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $223K | 0.1% | 4,465 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $472K | 0.2% | 5,700 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $3.8M | 1.3% | 80,845 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $25.2M | 8.7% | 327,346 SH | |
| VISA INC | COM CL A | $524K | 0.2% | 1,733 SH | |
| VULCAN MATLS CO | COM | $338K | 0.1% | 1,241 SH | |
| WALMART INC | COM | $760K | 0.3% | 6,114 SH | |
| WASTE MGMT INC DEL | COM | $309K | 0.1% | 1,344 SH |
| 13F-HR |
| 0002085853-26-000461 |
| $291.2M |
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