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CIK 0001951283 • 6 13F filings • Apr 17, 2025 – Jul 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $733K | 0.1% | 4,662 SH | |
| ALPHABET INC | CAP STK CL C | $2.7M | 0.5% | 16,685 SH | |
| AMAZON COM INC | COM | $1.3M | 0.2% | 6,799 SH | |
| AON PLC | SHS CL A | $624K | 0.1% | 1,657 SH | |
| APPLE INC | COM | $18.9M | 3.4% | 95,536 SH | |
| BOEING CO | COM | $301K | 0.1% | 1,916 SH | |
| CATERPILLAR INC | COM | $298K | 0.1% | 1,014 SH | |
| CHEVRON CORP NEW | COM | $383K | 0.1% | 2,821 SH | |
| DISNEY WALT CO | COM | $276K | 0.0% | 3,257 SH | |
| EDISON INTL | COM | $545K | 0.1% | 9,723 SH | |
| EXXON MOBIL CORP | COM | $279K | 0.1% | 2,705 SH | |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $204K | 0.0% | 1,322 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $24.0M | 4.3% | 538,227 SH | |
| HERSHEY CO | COM | $261K | 0.0% | 1,575 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $228K | 0.0% | 968 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $991K | 0.2% | 31,040 SH | |
| ISHARES INC | CORE MSCI EMKT | $4.0M | 0.7% | 78,223 SH | |
| ISHARES TR | ESG SELECT SCRE | $256K | 0.0% | 6,254 SH | |
| ISHARES TR | MSCI INTL QUALTY | $8.4M | 1.5% | 215,140 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $46.3M | 8.4% | 917,926 SH | |
| JOHNSON & JOHNSON | COM | $1.5M | 0.3% | 9,994 SH | |
| JPMORGAN CHASE & CO. | COM | $305K | 0.1% | 1,291 SH | |
| META PLATFORMS INC | CL A | $1.3M | 0.2% | 2,417 SH | |
| MICROSOFT CORP | COM | $1.6M | 0.3% | 4,063 SH | |
| NVIDIA CORPORATION | COM | $1.3M | 0.2% | 11,833 SH | |
| PEARSON PLC | SPONSORED ADR | $214K | 0.0% | 13,705 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $89.3M | 16.1% | 1,807,641 SH | |
| REALTY INCOME CORP | COM | $582K | 0.1% | 10,544 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $43.5M | 7.9% | 1,771,899 SH | |
| SPDR GOLD TR | GOLD SHS | $647K | 0.1% | 2,170 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $320K | 0.1% | 600 SH | |
| SPDR SER TR | PORTFOLIO SH TSR | $37.6M | 6.8% | 1,289,342 SH | |
| TJX COS INC NEW | COM | $205K | 0.0% | 1,600 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $67.3M | 12.2% | 186,826 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $211K | 0.0% | 1,412 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $16.9M | 3.1% | 69,492 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $92.6M | 16.7% | 188,782 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $16.2M | 2.9% | 78,887 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $438K | 0.1% | 1,674 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $41.7M | 7.5% | 257,809 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $845K | 0.2% | 3,491 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $26.4M | 4.8% | 142,748 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $878K | 0.2% | 7,261 SH | |
| WALMART INC | COM | $308K | 0.1% | 3,315 SH |
| 13F-HR |
| 0001951283-25-000004 |
| $636.2M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001951283-26-000004 | $696.6M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003907 | $603.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001951283-26-000002 | $668.1M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002148 | $553.2M | View |