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CIK 0001966482 • 7 13F filings • Apr 22, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $343K | 0.2% | 1,804 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $29.7M | 15.2% | 321,618 SH | |
| APPLE INC | COM | $419K | 0.2% | 1,886 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $14.5M | 7.4% | 344,236 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $206K | 0.1% | 5,228 SH | |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $961K | 0.5% | 8,617 SH | |
| EA SERIES TRUST | ALPHA ARCHITECT | $27.3M | 14.0% | 310,166 SH | |
| EXXON MOBIL CORP | COM | $267K | 0.1% | 2,242 SH | |
| GE AEROSPACE | COM NEW | $569K | 0.3% | 2,841 SH | |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $204K | 0.1% | 6,503 SH | |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $885K | 0.5% | 28,172 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $430K | 0.2% | 1,729 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $980K | 0.5% | 13,110 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $1.6M | 0.8% | 75,960 SH | |
| ISHARES GOLD TR | ISHARES NEW | $343K | 0.2% | 5,818 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $842K | 0.4% | 8,137 SH | |
| ISHARES TR | CORE DIV GRWTH | $365K | 0.2% | 5,902 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.2M | 0.6% | 20,145 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 0.7% | 12,907 SH | |
| ISHARES TR | CORE S&P500 ETF | $29.5M | 15.1% | 52,516 SH | |
| ISHARES TR | FALN ANGLS USD | $4.6M | 2.4% | 172,707 SH | |
| ISHARES TR | GLB CNS DISC ETF | $261K | 0.1% | 1,470 SH | |
| ISHARES TR | GLOB HLTHCRE ETF | $298K | 0.2% | 3,271 SH | |
| ISHARES TR | GLOBAL TECH ETF | $436K | 0.2% | 5,760 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $215K | 0.1% | 1,078 SH | |
| ISHARES TR | SELECT DIVID ETF | $411K | 0.2% | 3,058 SH | |
| ISHARES TR | US HLTHCARE ETF | $406K | 0.2% | 6,660 SH | |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | $651K | 0.3% | 14,127 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.0M | 0.5% | 20,368 SH | |
| JPMORGAN CHASE & CO. | COM | $314K | 0.2% | 1,282 SH | |
| LAM RESEARCH CORP | COM NEW | $342K | 0.2% | 4,700 SH | |
| MCDONALDS CORP | COM | $254K | 0.1% | 814 SH | |
| MICROSOFT CORP | COM | $1.6M | 0.8% | 4,374 SH | |
| NETFLIX INC | COM | $219K | 0.1% | 235 SH | |
| NVIDIA CORPORATION | COM | $343K | 0.2% | 3,164 SH | |
| PLUG POWER INC | COM NEW | $20K | 0.0% | 14,500 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $718K | 0.4% | 33,361 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $561K | 0.3% | 21,411 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $204K | 0.1% | 8,696 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $7.0M | 3.6% | 72,927 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $207K | 0.1% | 2,217 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $4.8M | 2.5% | 97,001 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $274K | 0.1% | 1,327 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $262K | 0.1% | 469 SH | |
| SPDR SER TR | BLOOMBERG ENHNCD | $210K | 0.1% | 7,586 SH | |
| TIDAL TR II | RETURN STCKD US | $10.1M | 5.2% | 456,290 SH | |
| UNITEDHEALTH GROUP INC | COM | $383K | 0.2% | 731 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $6.1M | 3.1% | 16,549 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.6M | 1.9% | 7,062 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $902K | 0.5% | 5,220 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $972K | 0.5% | 19,594 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $384K | 0.2% | 1,978 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.7M | 5.5% | 210,629 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $1.5M | 0.7% | 28,821 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $13.6M | 7.0% | 170,127 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $9.2M | 4.7% | 147,976 SH |
| 13F-HR |
| 0001966482-25-000007 |
| $234.6M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001966482-26-000003 | $296.3M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001966482-25-000005 | $208.2M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001966482-26-000002 | $241.0M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001966482-25-000002 | $195.0M | View |