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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 | $840K | 0.1%Prev: 0.2% | 4,663 SH | Decreased-149 SH |
| ALPHABET INC | CAP STK CL C | $3.0M | 0.5%Prev: 0.8% | 16,685 SH | Decreased+312 SH |
| AMAZON COM INC | COM | $1.1M | 0.2%Prev: 0.2% | 4,734 SH | Decreased-902 SH |
| AON PLC | SHS CL A | $584K | 0.1%Prev: 0.1% | 1,643 SH | Increased+12 SH |
| APPLE INC | COM | $16.8M | 2.8%Prev: 1.9% | 79,397 SH | Increased+32,436 SH |
| BOEING CO | COM | $435K | 0.1%Prev: 0.1% | 1,916 SH | Increased+214 SH |
| CATERPILLAR INC | COM | $360K | 0.1%Prev: 0.1% | 886 SH | Decreased+150 SH |
| CHEVRON CORP NEW | COM | $430K | 0.1% | 2,767 SH | New |
| DISNEY WALT CO | COM | $390K | 0.1%Prev: 0.0% | 3,257 SH | Increased+125 SH |
| EDISON INTL | COM | $417K | 0.1%Prev: 0.1% | 8,157 SH | Decreased+501 SH |
| EXXON MOBIL CORP | COM | $294K | 0.0%Prev: 0.1% | 2,545 SH | Decreased+68 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $23.7M | 3.9%Prev: 6.9% | 520,833 SH | Decreased-489,938 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $277K | 0.0%Prev: 0.0% | 2,685 SH | Increased-855 SH |
| HERSHEY CO | COM | $227K | 0.0%Prev: 0.0% | 1,375 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $275K | 0.0%Prev: 0.0% | 968 SH | Increased-25 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $1.3M | 0.2%Prev: 0.2% | 31,040 SH | Decreased |
| ISHARES INC | CORE MSCI EMKT | $4.3M | 0.7%Prev: 1.2% | 72,091 SH | Decreased-30,112 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $1.9M | 0.3%Prev: 0.3% | 18,678 SH | Decreased-976 SH |
| ISHARES TR | CORE MSCI INTL | $8.8M | 1.5%Prev: 2.4% | 116,089 SH | Decreased-62,549 SH |
| ISHARES TR | ESG SELECT SCRE | $246K | 0.0%Prev: 0.1% | 5,125 SH | Decreased-1,119 SH |
| ISHARES TR | MSCI INTL QUALTY | $1.1M | 0.2%Prev: 0.2% | 25,475 SH | Decreased+3 SH |
| ISHARES TR | SHORT TREAS BD | $369K | 0.1% | 3,348 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $71.8M | 11.9%Prev: 9.0% | 1,421,212 SH | Increased+226,331 SH |
| JOHNSON & JOHNSON | COM | $1.6M | 0.3%Prev: 0.3% | 9,994 SH | Decreased+648 SH |
| JPMORGAN CHASE & CO. | COM | $370K | 0.1% | 1,291 SH | New |
| META PLATFORMS INC | CL A | $1.7M | 0.3%Prev: 0.2% | 2,417 SH | Increased-49 SH |
| MICROSOFT CORP | COM | $2.0M | 0.3%Prev: 0.2% | 4,049 SH | Increased+247 SH |
| NVIDIA CORPORATION | COM | $1.8M | 0.3%Prev: 0.3% | 10,926 SH | Decreased+1,388 SH |
| PEARSON PLC | SPONSORED ADR | $197K | 0.0%Prev: 0.0% | 13,705 SH | Decreased |
| PGIM ETF TR | PGIM ULTRA SH BD | $95.8M | 15.9%Prev: 11.4% | 1,930,818 SH | Increased+393,598 SH |
| REALTY INCOME CORP | COM | $627K | 0.1%Prev: 0.1% | 10,965 SH | Increased+1,828 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $43.6M | 7.2%Prev: 10.4% | 1,759,046 SH | Decreased-1,032,636 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $264K | 0.0% | 1,031 SH | New |
| SPDR GOLD TR | GOLD SHS | $671K | 0.1%Prev: 0.1% | 2,170 SH | Decreased+62 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $374K | 0.1% | 600 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SH TSR | $26.7M | 4.4% | 917,431 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $74.8M | 12.4%Prev: 13.4% | 169,430 SH | Decreased-14,352 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $370K | 0.1%Prev: 0.1% | 2,213 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $18.1M | 3.0%Prev: 2.6% | 63,995 SH | Increased+5,892 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $102.0M | 16.9%Prev: 16.7% | 178,008 SH | Decreased+5,385 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $18.1M | 3.0%Prev: 2.7% | 74,542 SH | Increased+10,773 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $514K | 0.1%Prev: 0.1% | 1,674 SH | Decreased-48 SH |
| VANGUARD INDEX FDS | VALUE ETF | $45.3M | 7.5%Prev: 7.6% | 254,185 SH | Decreased+3,725 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $984K | 0.2%Prev: 0.2% | 3,471 SH | Decreased+3 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $27.7M | 4.6%Prev: 4.6% | 134,724 SH | Decreased-2,947 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $941K | 0.2%Prev: 0.2% | 7,126 SH | Decreased |
| 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 |