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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 | $230K | 0.2% | 3,578 SH | |
| ALPHABET INC | CAP STK CL A | $220K | 0.1% | 1,423 SH | |
| AMAZON COM INC | COM | $290K | 0.2% | 1,522 SH | |
| APPLE INC | COM | $1.5M | 1.0% | 6,797 SH | |
| ARCHER DANIELS MIDLAND CO | COM | $315K | 0.2% | 6,571 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.8% | 2,314 SH | |
| COCA COLA CO | COM | $328K | 0.2% | 4,576 SH | |
| COSTCO WHSL CORP NEW | COM | $241K | 0.2% | 255 SH | |
| DEERE & CO | COM | $756K | 0.5% | 1,611 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $8.1M | 5.5% | 206,805 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $9.5M | 6.4% | 157,500 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.1M | 4.8% | 118,607 SH | |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $3.0M | 2.0% | 43,721 SH | |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $750K | 0.5% | 19,152 SH | |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $3.2M | 2.1% | 52,941 SH | |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $7.6M | 5.1% | 150,916 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $1.6M | 1.0% | 34,200 SH | |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $955K | 0.6% | 39,056 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $2.8M | 1.9% | 25,462 SH | |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | $1.8M | 1.2% | 34,387 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $333K | 0.2% | 8,236 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $239K | 0.2% | 510 SH | |
| ISHARES GOLD TR | SHARES REPRESENT | $1.0M | 0.7% | 32,169 SH | |
| ISHARES TR | 0-5YR INVT GR CP | $1.1M | 0.8% | 22,792 SH | |
| ISHARES TR | CORE S&P500 ETF | $253K | 0.2% | 451 SH | |
| ISHARES TR | CORE US AGGBD ET | $353K | 0.2% | 3,566 SH | |
| ISHARES TR | EAFE GRWTH ETF | $7.5M | 5.0% | 74,805 SH | |
| ISHARES TR | HIGH YLD SYSTM B | $380K | 0.3% | 8,062 SH | |
| ISHARES TR | MORNINGSTAR GRWT | $715K | 0.5% | 8,834 SH | |
| ISHARES TR | MORNINGSTAR VALU | $725K | 0.5% | 8,907 SH | |
| ISHARES TR | NATIONAL MUN ETF | $2.6M | 1.7% | 24,555 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $11.3M | 7.6% | 240,786 SH | |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | $1.4M | 0.9% | 26,201 SH | |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $3.3M | 2.2% | 65,181 SH | |
| META PLATFORMS INC | CL A | $433K | 0.3% | 752 SH | |
| MICROSOFT CORP | COM | $907K | 0.6% | 2,417 SH | |
| NEXTERA ENERGY INC | COM | $333K | 0.2% | 4,697 SH | |
| NVIDIA CORPORATION | COM | $665K | 0.4% | 6,135 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $286K | 0.2% | 5,741 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $2.4M | 1.6% | 45,989 SH | |
| PIMCO ETF TR | SHTRM MUN BD ACT | $3.3M | 2.2% | 66,802 SH | |
| PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | $3.7M | 2.5% | 196,825 SH | |
| ROCKWELL AUTOMATION INC | COM | $289K | 0.2% | 1,119 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $10.4M | 7.0% | 440,841 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $1.1M | 0.8% | 41,010 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $605K | 0.4% | 16,629 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $252K | 0.2% | 8,381 SH | |
| TPI COMPOSITES INC | COM | $16K | 0.0% | 20,000 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $358K | 0.2% | 1,614 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $821K | 0.6% | 2,989 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $307K | 0.2% | 1,779 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.2M | 4.2% | 137,560 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $330K | 0.2% | 4,038 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.8M | 2.6% | 48,461 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $298K | 0.2% | 3,216 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $388K | 0.3% | 7,633 SH | |
| VANGUARD WELLINGTON FD | US MULTIFACTOR | $1.3M | 0.9% | 10,377 SH | |
| VANGUARD WELLINGTON FD | US QUALITY | $9.3M | 6.2% | 69,573 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $1.9M | 1.2% | 22,354 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $9.9M | 6.6% | 31,995 SH | |
| WELLS FARGO CO NEW | COM | $239K | 0.2% | 3,332 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $6.4M | 4.3% | 103,740 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 |