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CIK 0001954337 • 6 13F filings • May 14, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLIANT ENERGY CORP | COM | $242K | 0.2%Prev: 0.2% | 3,718 SH | Decreased+130 SH |
| ALPHABET INC | CAP STK CL A | $472K | 0.3%Prev: 0.2% | 1,507 SH | Increased+41 SH |
| AMAZON COM INC | COM | $354K | 0.2%Prev: 0.2% | 1,535 SH | Increased+12 SH |
| APPLE INC | COM | $1.8M | 1.2%Prev: 1.1% | 6,683 SH | Increased+33 SH |
| ARCHER DANIELS MIDLAND CO | COM | $378K | 0.2%Prev: 0.3% | 6,571 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.8%Prev: 0.8% | 2,540 SH | Increased+200 SH |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $2.2M | 1.4% | 75,329 SH | New |
| CDW CORP | COM | $325K | 0.2%Prev: 0.3% | 2,386 SH | Decreased-315 SH |
| COCA COLA CO | COM | $311K | 0.2%Prev: 0.2% | 4,455 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $254K | 0.2%Prev: 0.2% | 294 SH | Increased+37 SH |
| DEERE & CO | COM | $800K | 0.5%Prev: 0.5% | 1,718 SH | Increased+62 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $8.4M | 5.4%Prev: 5.3% | 168,755 SH | Increased-8,112 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.3M | 0.8%Prev: 0.8% | 32,274 SH | Increased |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $10.6M | 6.7%Prev: 7.1% | 142,302 SH | Decreased-8,232 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $8.1M | 5.1%Prev: 5.4% | 115,764 SH | Decreased-4,414 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $243K | 0.2%Prev: 0.2% | 7,420 SH | Increased |
| ELI LILLY & CO | COM | $258K | 0.2% | 240 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $4.4M | 2.8%Prev: 2.6% | 48,465 SH | Increased+3,405 SH |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $775K | 0.5%Prev: 0.5% | 17,557 SH | Decreased-803 SH |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $4.3M | 2.8%Prev: 2.6% | 60,053 SH | Increased+2,487 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $6.3M | 4.1%Prev: 4.0% | 126,328 SH | Increased+6,087 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $935K | 0.6%Prev: 0.6% | 20,314 SH | Decreased-691 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $904K | 0.6%Prev: 0.6% | 36,339 SH | Decreased-3,190 SH |
| FRANKLIN TEMPLETON ETF TR | SYSTMTC STYL PRE | $1.7M | 1.1%Prev: 0.9% | 63,593 SH | Increased+10,159 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $3.9M | 2.5%Prev: 2.3% | 29,568 SH | Increased+2,371 SH |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $2.1M | 1.4%Prev: 1.6% | 54,185 SH | Decreased-9,299 SH |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | $2.7M | 1.7%Prev: 1.5% | 40,568 SH | Increased+3,878 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $344K | 0.2%Prev: 0.2% | 7,328 SH | Increased+484 SH |
| INVESCO QQQ TR | UNIT SER 1 | $246K | 0.2%Prev: 0.2% | 400 SH | Decreased-75 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $2.1M | 1.3%Prev: 1.0% | 47,701 SH | Increased+9,051 SH |
| ISHARES TR | 0-5YR INVT GR CP | $548K | 0.4%Prev: 0.4% | 10,818 SH | Decreased-133 SH |
| ISHARES TR | CORE S&P500 ETF | $279K | 0.2%Prev: 0.2% | 407 SH | Decreased-44 SH |
| ISHARES TR | CORE US AGGBD ET | $939K | 0.6%Prev: 0.2% | 9,398 SH | Increased+5,954 SH |
| ISHARES TR | EAFE GRWTH ETF | $233K | 0.1% | 2,050 SH | New |
| ISHARES TR | FALN ANGLS USD | $362K | 0.2% | 13,275 SH | New |
| ISHARES TR | MORNINGSTAR GRWT | $793K | 0.5%Prev: 0.6% | 7,622 SH | Decreased-946 SH |
| ISHARES TR | MORNINGSTAR VALU | $754K | 0.5%Prev: 0.5% | 7,988 SH | Decreased-960 SH |
| ISHARES TR | MSCI EAFE ETF | $205K | 0.1%Prev: 0.2% | 2,139 SH | Decreased-580 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $9.7M | 6.2%Prev: 6.1% | 205,357 SH | Increased+8,357 SH |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | $2.0M | 1.3%Prev: 1.1% | 32,480 SH | Increased+3,134 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $2.8M | 1.8%Prev: 2.0% | 55,515 SH | Decreased-5,908 SH |
| META PLATFORMS INC | CL A | $490K | 0.3%Prev: 0.4% | 743 SH | Decreased-10 SH |
| MICROSOFT CORP | COM | $1.1M | 0.7%Prev: 0.7% | 2,193 SH | Decreased+26 SH |
| NEXTERA ENERGY INC | COM | $276K | 0.2%Prev: 0.2% | 3,443 SH | Increased+5 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.7%Prev: 0.7% | 5,890 SH | Increased+115 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $599K | 0.4%Prev: 0.2% | 12,089 SH | Increased+6,482 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $2.2M | 1.4%Prev: 1.6% | 41,735 SH | Decreased-4,954 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $2.8M | 1.8%Prev: 2.1% | 56,387 SH | Decreased-6,676 SH |
| PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | $3.1M | 2.0%Prev: 2.0% | 161,106 SH | Increased+4,423 SH |
| ROCKWELL AUTOMATION INC | COM | $441K | 0.3%Prev: 0.3% | 1,134 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $11.1M | 7.1%Prev: 7.3% | 406,467 SH | Decreased-17,324 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $1.8M | 1.1%Prev: 0.9% | 55,640 SH | Increased+9,570 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $622K | 0.4%Prev: 0.4% | 14,004 SH | Decreased-1,999 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $554K | 0.4% | 18,329 SH | New |
| TESLA INC | COM | $299K | 0.2%Prev: 0.1% | 664 SH | Increased+152 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $254K | 0.2%Prev: 0.1% | 405 SH | Increased+73 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $379K | 0.2%Prev: 0.3% | 1,469 SH | Decreased-122 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $973K | 0.6%Prev: 0.6% | 2,903 SH | Increased-59 SH |
| VANGUARD INDEX FDS | VALUE ETF | $321K | 0.2%Prev: 0.2% | 1,683 SH | Decreased-122 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.5M | 4.1%Prev: 4.5% | 120,753 SH | Decreased-4,934 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.0M | 0.7%Prev: 0.2% | 12,534 SH | Increased+8,375 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.1M | 2.0%Prev: 2.0% | 38,821 SH | Increased+1,286 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $342K | 0.2%Prev: 0.2% | 2,811 SH | Increased+96 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $416K | 0.3%Prev: 0.3% | 6,655 SH | Increased+128 SH |
| VANGUARD WELLINGTON FD | US MULTIFACTOR | $2.1M | 1.4%Prev: 1.1% | 14,116 SH | Increased+2,057 SH |
| VANGUARD WELLINGTON FD | US QUALITY | $10.3M | 6.6%Prev: 6.8% | 67,138 SH | Decreased-1,823 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $11.4M | 7.3%Prev: 8.0% | 27,725 SH | Decreased-2,662 SH |
| WELLS FARGO CO NEW | COM | $308K | 0.2%Prev: 0.2% | 3,307 SH | Increased-20 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $6.1M | 3.9%Prev: 4.1% | 71,816 SH | Decreased-9,198 SH |
| 13F-HR |
| 0001172661-26-002835 |
| $173.8M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002851 | $141.8M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001611 | $154.0M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001898 | $149.0M | View |