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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 | $1.6M | 0.2%Prev: 0.2% | 4,885 SH | Increased+173 SH |
| ALPHABET INC | CAP STK CL C | $5.4M | 0.8%Prev: 0.6% | 16,373 SH | Increased-312 SH |
| AMAZON COM INC | COM | $1.4M | 0.2%Prev: 0.2% | 5,531 SH | Increased+293 SH |
| AON PLC | SHS CL A | $572K | 0.1%Prev: 0.1% | 1,631 SH | Decreased |
| APPLE INC | COM | $12.2M | 1.8%Prev: 1.9% | 47,015 SH | Decreased-1,599 SH |
| BOEING CO | COM | $408K | 0.1%Prev: 0.1% | 1,702 SH | Increased |
| CATERPILLAR INC | COM | $464K | 0.1%Prev: 0.1% | 736 SH | Increased-90 SH |
| CHEVRON CORP NEW | COM | $454K | 0.1%Prev: 0.1% | 2,794 SH | Increased+27 SH |
| DISNEY WALT CO | COM | $356K | 0.1%Prev: 0.1% | 3,156 SH | Decreased-101 SH |
| EDISON INTL | COM | $455K | 0.1%Prev: 0.1% | 7,587 SH | Increased-611 SH |
| EXXON MOBIL CORP | COM | $316K | 0.0%Prev: 0.0% | 2,546 SH | Increased+1 SH |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $298K | 0.0% | 5,384 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $46.6M | 7.0%Prev: 3.9% | 1,009,529 SH | Increased+479,519 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $257K | 0.0%Prev: 0.0% | 3,223 SH | Decreased+353 SH |
| HERSHEY CO | COM | $266K | 0.0%Prev: 0.0% | 1,375 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $310K | 0.0%Prev: 0.0% | 993 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $1.5M | 0.2%Prev: 0.2% | 31,040 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $6.5M | 1.0%Prev: 0.8% | 91,337 SH | Increased+18,917 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $2.3M | 0.3%Prev: 0.3% | 22,513 SH | Increased+2,632 SH |
| ISHARES TR | CORE MSCI INTL | $13.3M | 2.0%Prev: 1.5% | 156,172 SH | Increased+34,986 SH |
| ISHARES TR | ESG SELECT SCRE | $250K | 0.0%Prev: 0.0% | 4,666 SH | Decreased-268 SH |
| ISHARES TR | MSCI INTL QUALTY | $1.2M | 0.2%Prev: 0.2% | 25,340 SH | Increased+153 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $343K | 0.1% | 3,110 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $415K | 0.1%Prev: 0.0% | 8,174 SH | Increased+3,712 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $59.4M | 9.0%Prev: 11.8% | 1,172,033 SH | Decreased-305,541 SH |
| JOHNSON & JOHNSON | COM | $2.0M | 0.3%Prev: 0.3% | 9,346 SH | Increased-648 SH |
| JPMORGAN CHASE & CO. | COM | $446K | 0.1%Prev: 0.1% | 1,376 SH | Increased+85 SH |
| MERCK & CO INC | COM | $204K | 0.0% | 1,868 SH | New |
| META PLATFORMS INC | CL A | $1.6M | 0.2%Prev: 0.3% | 2,476 SH | Decreased+48 SH |
| MICROSOFT CORP | COM | $2.0M | 0.3%Prev: 0.3% | 4,107 SH | Decreased+37 SH |
| NVIDIA CORPORATION | COM | $1.8M | 0.3%Prev: 0.3% | 9,910 SH | Decreased-981 SH |
| PEARSON PLC | SPONSORED ADR | $197K | 0.0%Prev: 0.0% | 13,705 SH | Increased |
| PGIM ETF TR | PGIM ULTRA SH BD | $76.1M | 11.5%Prev: 15.6% | 1,532,303 SH | Decreased-467,327 SH |
| REALTY INCOME CORP | COM | $538K | 0.1%Prev: 0.1% | 9,137 SH | Decreased-1,408 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $69.8M | 10.5%Prev: 7.1% | 2,783,217 SH | Increased+976,360 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $303K | 0.0% | 2,066 SH | New |
| SPDR GOLD TR | GOLD SHS | $899K | 0.1%Prev: 0.1% | 2,129 SH | Increased-41 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $417K | 0.1%Prev: 0.1% | 600 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $28.6M | 4.3% | 978,112 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $309K | 0.0%Prev: 0.0% | 10,969 SH | Increased+538 SH |
| TESLA INC | COM | $223K | 0.0%Prev: 0.0% | 497 SH | Increased+11 SH |
| TJX COS INC NEW | COM | $251K | 0.0%Prev: 0.0% | 1,600 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $86.2M | 13.0%Prev: 13.1% | 175,086 SH | Increased+4,005 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $406K | 0.1%Prev: 0.1% | 2,213 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $17.5M | 2.6%Prev: 2.9% | 58,341 SH | Decreased-4,050 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $111.3M | 16.8%Prev: 17.2% | 174,081 SH | Increased-3,460 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $18.0M | 2.7%Prev: 2.9% | 65,994 SH | Decreased-5,285 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $591K | 0.1%Prev: 0.1% | 1,722 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $52.0M | 7.9%Prev: 7.6% | 264,300 SH | Increased+3,253 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.1M | 0.2%Prev: 0.2% | 3,471 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $31.2M | 4.7%Prev: 4.7% | 138,104 SH | Increased+300 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.0M | 0.2%Prev: 0.2% | 7,126 SH | Increased |
| 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 |