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CIK 0001992748 • 6 13F filings • Apr 14, 2025 – Jul 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $216K | 0.1%Prev: 0.1% | 943 SH | Decreased+11 SH |
| AFLAC INC | COM | $522K | 0.2% | 4,735 SH | New |
| ALPHABET INC | CAP STK CL A | $1.2M | 0.4%Prev: 0.3% | 3,856 SH | Increased-204 SH |
| ALPHABET INC | CAP STK CL C | $1.8M | 0.5%Prev: 0.5% | 5,767 SH | Increased-290 SH |
| AMAZON COM INC | COM | $1.5M | 0.4%Prev: 0.4% | 6,480 SH | Increased-42 SH |
| AMERICAN EXPRESS CO | COM | $356K | 0.1%Prev: 0.1% | 963 SH | Increased+10 SH |
| APPLE INC | COM | $5.4M | 1.6%Prev: 1.6% | 19,831 SH | Increased-628 SH |
| AT&T INC | COM | $334K | 0.1%Prev: 0.1% | 13,465 SH | Decreased+101 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $660K | 0.2%Prev: 0.2% | 2,566 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $7.8M | 2.3%Prev: 2.5% | 15,590 SH | Decreased-431 SH |
| BNY MELLON STRATEGIC MUN BD | COM | $95K | 0.0%Prev: 0.0% | 15,443 SH | Increased+237 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $14.5M | 4.3%Prev: 2.8% | 331,859 SH | Increased+114,327 SH |
| CATERPILLAR INC | COM | $691K | 0.2%Prev: 0.2% | 1,207 SH | Increased+4 SH |
| CHEVRON CORP NEW | COM | $440K | 0.1%Prev: 0.1% | 2,890 SH | Decreased+15 SH |
| CONSTELLATION ENERGY CORP | COM | $219K | 0.1%Prev: 0.1% | 620 SH | Increased-8 SH |
| DISNEY WALT CO | COM | $225K | 0.1%Prev: 0.1% | 1,978 SH | Decreased |
| DOMINION ENERGY INC | COM | $251K | 0.1%Prev: 0.1% | 4,292 SH | Decreased-73 SH |
| ELI LILLY & CO | COM | $760K | 0.2%Prev: 0.2% | 707 SH | Increased-5 SH |
| EXXON MOBIL CORP | COM | $5.7M | 1.7%Prev: 1.7% | 47,528 SH | Increased-690 SH |
| GE AEROSPACE | COM NEW | $656K | 0.2%Prev: 0.2% | 2,130 SH | Increased+1 SH |
| GE VERNOVA INC | COM | $342K | 0.1%Prev: 0.1% | 523 SH | Increased-5 SH |
| HCA HEALTHCARE INC | COM | $223K | 0.1%Prev: 0.1% | 477 SH | Decreased-62 SH |
| HOME DEPOT INC | COM | $514K | 0.2%Prev: 0.2% | 1,495 SH | Decreased-17 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $3.4M | 1.0%Prev: 1.0% | 11,592 SH | Increased+51 SH |
| INVESCO QQQ TR | UNIT SER 1 | $53.5M | 16.0%Prev: 16.3% | 87,109 SH | Increased-1,325 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $440K | 0.1%Prev: 0.1% | 8,861 SH | Increased+4,812 SH |
| ISHARES GOLD TR | ISHARES NEW | $804K | 0.2%Prev: 0.1% | 9,911 SH | Increased+6,788 SH |
| ISHARES TR | CORE S&P MCP ETF | $36.7M | 11.0%Prev: 11.1% | 555,652 SH | Increased+1,981 SH |
| ISHARES TR | CORE S&P SCP ETF | $21.4M | 6.4%Prev: 6.6% | 178,360 SH | Increased-1,337 SH |
| ISHARES TR | CORE S&P500 ETF | $305K | 0.1%Prev: 0.1% | 446 SH | Increased+3 SH |
| ISHARES TR | CORE US AGGBD ET | $410K | 0.1%Prev: 0.2% | 4,103 SH | Decreased-3,513 SH |
| ISHARES TR | RUS 1000 ETF | $1.1M | 0.3%Prev: 0.3% | 2,926 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $7.5M | 2.2%Prev: 2.4% | 15,825 SH | Decreased-595 SH |
| ISHARES TR | RUS 1000 VAL ETF | $2.2M | 0.7%Prev: 0.7% | 10,548 SH | Increased-49 SH |
| ISHARES TR | RUS 2000 VAL ETF | $415K | 0.1%Prev: 0.1% | 2,292 SH | Increased+17 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.0M | 0.6%Prev: 0.6% | 8,037 SH | Increased+1 SH |
| JOHNSON & JOHNSON | COM | $801K | 0.2%Prev: 0.3% | 3,869 SH | Decreased-714 SH |
| JPMORGAN CHASE & CO. | COM | $1.6M | 0.5%Prev: 0.5% | 4,861 SH | Decreased-159 SH |
| KLA CORP | COM NEW | $729K | 0.2%Prev: 0.2% | 600 SH | Increased-5 SH |
| LEIDOS HOLDINGS INC | COM | $663K | 0.2%Prev: 0.2% | 3,674 SH | Decreased |
| LINDE PLC | SHS | $234K | 0.1%Prev: 0.1% | 549 SH | Decreased-3 SH |
| MARTI TECHNOLOGIES INC | SHS CL A | $83K | 0.0%Prev: 0.0% | 35,000 SH | Increased |
| MCDONALDS CORP | COM | $371K | 0.1%Prev: 0.1% | 1,214 SH | Increased+11 SH |
| MICROSOFT CORP | COM | $2.4M | 0.7%Prev: 0.8% | 4,883 SH | Decreased-119 SH |
| NEXTERA ENERGY INC | COM | $1.1M | 0.3%Prev: 0.3% | 13,822 SH | Increased+99 SH |
| NORTHROP GRUMMAN CORP | COM | $460K | 0.1%Prev: 0.2% | 807 SH | Decreased-44 SH |
| NVIDIA CORPORATION | COM | $615K | 0.2%Prev: 0.2% | 3,296 SH | Decreased-332 SH |
| ORACLE CORP | COM | $449K | 0.1%Prev: 0.2% | 2,306 SH | Decreased-14 SH |
| PROCTER AND GAMBLE CO | COM | $1.3M | 0.4%Prev: 0.5% | 9,371 SH | Decreased-246 SH |
| QUALCOMM INC | COM | $1.7M | 0.5%Prev: 0.5% | 10,192 SH | Increased+51 SH |
| RTX CORPORATION | COM | $446K | 0.1%Prev: 0.1% | 2,433 SH | Increased+1,021 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $485K | 0.1%Prev: 0.2% | 711 SH | Decreased-126 SH |
| STRYKER CORPORATION | COM | $285K | 0.1%Prev: 0.1% | 810 SH | Decreased |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $1.8M | 0.5%Prev: 0.5% | 46,524 SH | Increased+9 SH |
| TESLA INC | COM | $268K | 0.1%Prev: 0.1% | 595 SH | Increased |
| THE CIGNA GROUP | COM | $209K | 0.1%Prev: 0.1% | 761 SH | Decreased-103 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $221K | 0.1%Prev: 0.1% | 453 SH | Increased |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.7M | 0.8%Prev: 0.9% | 9,617 SH | Decreased+2 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.4M | 0.4%Prev: 0.4% | 7,628 SH | Decreased-128 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.2M | 0.4%Prev: 0.4% | 4,130 SH | Decreased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $324K | 0.1%Prev: 0.1% | 3,663 SH | Decreased-514 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $102.0M | 30.5%Prev: 30.6% | 162,695 SH | Increased+172 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.2M | 0.7%Prev: 0.7% | 10,402 SH | Increased-65 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $9.4M | 2.8%Prev: 2.8% | 30,984 SH | Increased+193 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $538K | 0.2%Prev: 0.1% | 1,604 SH | Increased+745 SH |
| VANGUARD INDEX FDS | VALUE ETF | $13.6M | 4.1%Prev: 4.7% | 71,425 SH | Decreased-10,858 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $502K | 0.2%Prev: 0.2% | 8,551 SH | Decreased-3,129 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.3M | 0.7%Prev: 0.7% | 10,326 SH | Increased+104 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.0M | 1.2%Prev: 1.2% | 63,653 SH | Increased+604 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $518K | 0.2%Prev: 0.2% | 7,231 SH | Increased |
| VANGUARD WORLD FD | ESG US STK ETF | $951K | 0.3%Prev: 0.3% | 7,863 SH | Decreased-332 SH |
| VERIZON COMMUNICATIONS INC | COM | $284K | 0.1%Prev: 0.1% | 6,968 SH | Decreased+185 SH |
| VISA INC | COM CL A | $1.2M | 0.4%Prev: 0.4% | 3,464 SH | Decreased-251 SH |
| WALMART INC | COM | $379K | 0.1%Prev: 0.1% | 3,404 SH | Increased+31 SH |
| 13F-HR |
| 0001992748-26-000003 |
| $380.9M |
| View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001992748-25-000004 | $300.5M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001992748-26-000002 | $328.3M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001992748-25-000002 | $283.2M | View |