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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% | 3,588 SH | Decreased-55 SH |
| ALPHABET INC | CAP STK CL A | $356K | 0.2%Prev: 0.4% | 1,466 SH | Decreased-354 SH |
| AMAZON COM INC | COM | $334K | 0.2%Prev: 0.2% | 1,523 SH | Decreased-251 SH |
| APPLE INC | COM | $1.7M | 1.1%Prev: 1.1% | 6,650 SH | Decreased+5 SH |
| ARCHER DANIELS MIDLAND CO | COM | $393K | 0.3%Prev: 0.3% | 6,571 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.8%Prev: 0.9% | 2,340 SH | Decreased-868 SH |
| CDW CORP | COM | $430K | 0.3%Prev: 0.2% | 2,701 SH | Increased+315 SH |
| COCA COLA CO | COM | $295K | 0.2%Prev: 0.2% | 4,455 SH | Decreased-581 SH |
| COSTCO WHSL CORP NEW | COM | $238K | 0.2% | 257 SH | New |
| DEERE & CO | COM | $757K | 0.5%Prev: 0.6% | 1,656 SH | Decreased-82 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $8.2M | 5.3%Prev: 5.1% | 176,867 SH | Decreased+12,360 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.2M | 0.8% | 32,274 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $10.9M | 7.1% | 150,534 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $8.2M | 5.4%Prev: 5.7% | 120,178 SH | Decreased+197 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $233K | 0.2%Prev: 0.2% | 7,420 SH | Decreased |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $4.0M | 2.6%Prev: 3.1% | 45,060 SH | Decreased-7,544 SH |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $808K | 0.5%Prev: 0.5% | 18,360 SH | Increased+3,136 SH |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $4.0M | 2.6%Prev: 2.9% | 57,566 SH | Decreased-7,571 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $6.0M | 4.0% | 120,241 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $971K | 0.6%Prev: 0.6% | 21,005 SH | Decreased-1,221 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $979K | 0.6%Prev: 0.6% | 39,529 SH | Decreased-3,194 SH |
| FRANKLIN TEMPLETON ETF TR | SYSTMTC STYL PRE | $1.4M | 0.9%Prev: 0.2% | 53,434 SH | Increased+42,735 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $3.5M | 2.3%Prev: 2.6% | 27,197 SH | Decreased-5,007 SH |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $2.5M | 1.6%Prev: 0.1% | 63,484 SH | Increased+57,877 SH |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | $2.2M | 1.5%Prev: 1.9% | 36,690 SH | Decreased-6,848 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $309K | 0.2% | 6,844 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $285K | 0.2%Prev: 0.2% | 475 SH | Increased+90 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $1.5M | 1.0% | 38,650 SH | New |
| ISHARES TR | 0-5YR INVT GR CP | $557K | 0.4%Prev: 0.3% | 10,951 SH | Decreased-1,049 SH |
| ISHARES TR | CORE S&P500 ETF | $302K | 0.2%Prev: 0.2% | 451 SH | Decreased+44 SH |
| ISHARES TR | CORE US AGGBD ET | $345K | 0.2%Prev: 0.6% | 3,444 SH | Decreased-6,681 SH |
| ISHARES TR | MORNINGSTAR GRWT | $894K | 0.6%Prev: 0.5% | 8,568 SH | Decreased+566 SH |
| ISHARES TR | MORNINGSTAR VALU | $806K | 0.5%Prev: 0.5% | 8,948 SH | Decreased+424 SH |
| ISHARES TR | MSCI EAFE ETF | $254K | 0.2% | 2,719 SH | New |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $9.4M | 6.1%Prev: 5.8% | 197,000 SH | Decreased-18,088 SH |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | $1.7M | 1.1%Prev: 0.3% | 29,346 SH | Increased+20,399 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $3.1M | 2.0%Prev: 0.1% | 61,423 SH | Increased+56,543 SH |
| META PLATFORMS INC | CL A | $553K | 0.4%Prev: 0.2% | 753 SH | Increased-10 SH |
| MICROSOFT CORP | COM | $1.1M | 0.7%Prev: 0.5% | 2,167 SH | Increased-112 SH |
| NEXTERA ENERGY INC | COM | $260K | 0.2%Prev: 0.2% | 3,438 SH | Decreased+80 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.7%Prev: 0.7% | 5,775 SH | Decreased-426 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $279K | 0.2%Prev: 0.4% | 5,607 SH | Decreased-7,538 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $2.4M | 1.6%Prev: 1.4% | 46,689 SH | Increased+1,118 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $3.2M | 2.1%Prev: 0.2% | 63,063 SH | Increased+57,463 SH |
| PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | $3.0M | 2.0% | 156,683 SH | New |
| ROCKWELL AUTOMATION INC | COM | $396K | 0.3%Prev: 0.3% | 1,134 SH | Decreased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $11.1M | 7.3%Prev: 7.6% | 423,791 SH | Decreased+772 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $1.4M | 0.9%Prev: 1.4% | 46,070 SH | Decreased-17,068 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $685K | 0.4% | 16,003 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $275K | 0.2% | 9,066 SH | New |
| TESLA INC | COM | $228K | 0.1%Prev: 0.2% | 512 SH | Decreased-212 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $203K | 0.1%Prev: 0.2% | 332 SH | Decreased-224 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $405K | 0.3%Prev: 0.3% | 1,591 SH | Decreased+157 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $972K | 0.6%Prev: 0.5% | 2,962 SH | Increased+563 SH |
| VANGUARD INDEX FDS | VALUE ETF | $337K | 0.2%Prev: 0.2% | 1,805 SH | Decreased-53 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.8M | 4.5%Prev: 4.4% | 125,687 SH | Decreased-2,944 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $350K | 0.2%Prev: 0.7% | 4,159 SH | Decreased-9,532 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.0M | 2.0%Prev: 1.9% | 37,535 SH | Decreased-3,338 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $327K | 0.2% | 2,715 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $391K | 0.3%Prev: 0.2% | 6,527 SH | Increased+2,580 SH |
| VANGUARD WELLINGTON FD | US MULTIFACTOR | $1.7M | 1.1%Prev: 1.6% | 12,059 SH | Decreased-3,867 SH |
| VANGUARD WELLINGTON FD | US QUALITY | $10.4M | 6.8% | 68,961 SH | New |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.2M | 1.4% | 24,260 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $12.2M | 8.0%Prev: 7.5% | 30,387 SH | Decreased-116,998 SH |
| WELLS FARGO CO NEW | COM | $279K | 0.2% | 3,327 SH | New |
| WORLD GOLD TR | SPDR GLD MINIS | $6.2M | 4.1%Prev: 3.0% | 81,014 SH | Increased+15,759 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 |