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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 | $217K | 0.2%Prev: 0.2% | 3,588 SH | Decreased+70 SH |
| ALPHABET INC | CAP STK CL A | $257K | 0.2%Prev: 0.3% | 1,458 SH | Decreased-137 SH |
| AMAZON COM INC | COM | $357K | 0.3%Prev: 0.2% | 1,628 SH | Increased-16 SH |
| APPLE INC | COM | $1.4M | 1.0%Prev: 1.1% | 6,791 SH | Decreased+132 SH |
| ARCHER DANIELS MIDLAND CO | COM | $347K | 0.2%Prev: 0.3% | 6,571 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.8%Prev: 0.9% | 2,424 SH | Decreased-417 SH |
| CDW CORP | COM | $482K | 0.3%Prev: 0.2% | 2,701 SH | Increased+315 SH |
| COCA COLA CO | COM | $323K | 0.2%Prev: 0.2% | 4,570 SH | Decreased+115 SH |
| COSTCO WHSL CORP NEW | COM | $254K | 0.2% | 257 SH | New |
| DEERE & CO | COM | $842K | 0.6%Prev: 0.6% | 1,656 SH | Decreased-82 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $7.5M | 5.3%Prev: 5.4% | 174,609 SH | Decreased+17,514 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.2M | 0.8%Prev: 0.8% | 32,274 SH | Decreased |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $10.0M | 7.1%Prev: 6.8% | 149,774 SH | Decreased+2,767 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.6M | 5.3%Prev: 5.4% | 118,991 SH | Decreased+2,211 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $218K | 0.2%Prev: 0.2% | 7,420 SH | Decreased |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $3.6M | 2.6%Prev: 2.8% | 45,538 SH | Decreased-6,126 SH |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $742K | 0.5%Prev: 0.4% | 17,881 SH | Increased+2,885 SH |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $3.6M | 2.5%Prev: 2.8% | 56,078 SH | Decreased-7,136 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $5.9M | 4.1% | 117,192 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $948K | 0.7%Prev: 0.6% | 20,713 SH | Decreased-371 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $916K | 0.6%Prev: 0.7% | 37,765 SH | Decreased-3,702 SH |
| FRANKLIN TEMPLETON ETF TR | SYSTMTC STYL PRE | $1.2M | 0.8%Prev: 0.3% | 48,956 SH | Increased+32,059 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $3.2M | 2.3%Prev: 2.5% | 26,577 SH | Decreased-4,743 SH |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | $2.1M | 1.5%Prev: 1.9% | 36,006 SH | Decreased-6,152 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $295K | 0.2% | 6,990 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $267K | 0.2%Prev: 0.1% | 484 SH | Increased+99 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $1.2M | 0.8%Prev: 1.5% | 36,424 SH | Decreased-14,482 SH |
| ISHARES INC | MSCI EMERG MRKT | $201K | 0.1% | 3,194 SH | New |
| ISHARES TR | 0-5YR INVT GR CP | $550K | 0.4%Prev: 0.4% | 10,881 SH | Decreased-699 SH |
| ISHARES TR | CORE S&P500 ETF | $280K | 0.2%Prev: 0.2% | 451 SH | Increased+44 SH |
| ISHARES TR | CORE US AGGBD ET | $328K | 0.2%Prev: 0.6% | 3,309 SH | Decreased-6,437 SH |
| ISHARES TR | MORNINGSTAR GRWT | $827K | 0.6%Prev: 0.5% | 8,539 SH | Increased+717 SH |
| ISHARES TR | MORNINGSTAR VALU | $732K | 0.5%Prev: 0.5% | 8,776 SH | Decreased+691 SH |
| ISHARES TR | MSCI EAFE ETF | $243K | 0.2% | 2,719 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $2.5M | 1.8% | 24,187 SH | New |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $9.1M | 6.4%Prev: 6.4% | 194,100 SH | Decreased-16,779 SH |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | $1.6M | 1.1%Prev: 0.4% | 28,133 SH | Increased+17,642 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $3.0M | 2.1%Prev: 0.3% | 60,886 SH | Increased+50,193 SH |
| META PLATFORMS INC | CL A | $559K | 0.4%Prev: 0.3% | 757 SH | Increased-6 SH |
| MICROSOFT CORP | COM | $1.1M | 0.8%Prev: 0.5% | 2,185 SH | Increased-63 SH |
| NEXTERA ENERGY INC | COM | $267K | 0.2%Prev: 0.2% | 3,853 SH | Decreased+695 SH |
| NVIDIA CORPORATION | COM | $971K | 0.7%Prev: 0.7% | 6,145 SH | Decreased+44 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $267K | 0.2%Prev: 0.4% | 5,370 SH | Decreased-7,052 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $2.3M | 1.6%Prev: 1.6% | 43,843 SH | Decreased-1,975 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $3.1M | 2.2%Prev: 0.4% | 62,003 SH | Increased+50,582 SH |
| PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | $3.0M | 2.1% | 154,979 SH | New |
| ROCKWELL AUTOMATION INC | COM | $377K | 0.3%Prev: 0.3% | 1,134 SH | Decreased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $10.3M | 7.2%Prev: 7.4% | 417,958 SH | Decreased+6,874 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $1.3M | 0.9%Prev: 1.3% | 43,630 SH | Decreased-16,888 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $624K | 0.4% | 15,420 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $260K | 0.2% | 8,626 SH | New |
| TPI COMPOSITES INC | COM | $17K | 0.0% | 20,000 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $380K | 0.3%Prev: 0.2% | 1,602 SH | Decreased+151 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $903K | 0.6%Prev: 0.6% | 2,972 SH | Increased+248 SH |
| VANGUARD INDEX FDS | VALUE ETF | $316K | 0.2%Prev: 0.2% | 1,786 SH | Decreased-76 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.2M | 4.4%Prev: 4.4% | 124,809 SH | Decreased+454 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $333K | 0.2%Prev: 0.7% | 4,014 SH | Decreased-8,978 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.9M | 2.1%Prev: 2.1% | 36,983 SH | Decreased-2,960 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $319K | 0.2% | 2,924 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $392K | 0.3%Prev: 0.2% | 6,868 SH | Increased+2,742 SH |
| VANGUARD WELLINGTON FD | US MULTIFACTOR | $1.6M | 1.1%Prev: 1.6% | 11,890 SH | Decreased-3,605 SH |
| VANGUARD WELLINGTON FD | US QUALITY | $9.8M | 6.9% | 68,022 SH | New |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.1M | 1.5% | 23,387 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $11.2M | 7.9%Prev: 6.9% | 30,599 SH | Increased+1,543 SH |
| WELLS FARGO CO NEW | COM | $269K | 0.2% | 3,352 SH | New |
| WORLD GOLD TR | SPDR GLD MINIS | $5.3M | 3.7%Prev: 3.7% | 80,364 SH | Decreased+19,268 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 |