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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: 0.1% | 4,812 SH | Increased+150 SH |
| ALPHABET INC | CAP STK CL C | $5.4M | 0.8%Prev: 0.5% | 16,373 SH | Increased-312 SH |
| AMAZON COM INC | COM | $1.4M | 0.2%Prev: 0.2% | 5,636 SH | Increased-1,163 SH |
| AON PLC | SHS CL A | $547K | 0.1%Prev: 0.1% | 1,631 SH | Decreased-26 SH |
| APPLE INC | COM | $12.4M | 1.9%Prev: 3.4% | 46,961 SH | Decreased-48,575 SH |
| ATLAS CRITICAL MINERALS CORP | ORD SHS NEW | $55K | 0.0% | 10,806 SH | New |
| BOEING CO | COM | $373K | 0.1%Prev: 0.1% | 1,702 SH | Increased-214 SH |
| CATERPILLAR INC | COM | $569K | 0.1%Prev: 0.1% | 736 SH | Increased-278 SH |
| CHEVRON CORPORATION | COM | $487K | 0.1% | 2,588 SH | New |
| DISNEY WALT CO | COM | $325K | 0.0%Prev: 0.0% | 3,132 SH | Increased-125 SH |
| EDISON INTL | COM | $548K | 0.1%Prev: 0.1% | 7,656 SH | Increased-2,067 SH |
| EXXON MOBIL CORP | COM | $376K | 0.1%Prev: 0.1% | 2,477 SH | Increased-228 SH |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $322K | 0.0% | 5,384 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $46.4M | 6.9%Prev: 4.3% | 1,010,771 SH | Increased+472,544 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $232K | 0.0% | 3,540 SH | New |
| HERSHEY CO | COM | $263K | 0.0%Prev: 0.0% | 1,375 SH | Increased-200 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $249K | 0.0%Prev: 0.0% | 993 SH | Increased+25 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $1.6M | 0.2%Prev: 0.2% | 31,040 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $7.8M | 1.2%Prev: 0.7% | 102,203 SH | Increased+23,980 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $2.0M | 0.3% | 19,654 SH | New |
| ISHARES TR | CORE MSCI INTL | $15.9M | 2.4% | 178,638 SH | New |
| ISHARES TR | ESG SELECT SCRE | $334K | 0.1%Prev: 0.0% | 6,244 SH | Increased-10 SH |
| ISHARES TR | MSCI INTL QUALTY | $1.2M | 0.2%Prev: 1.5% | 25,472 SH | Decreased-189,668 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $236K | 0.0% | 2,144 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $421K | 0.1% | 8,345 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $60.4M | 9.0%Prev: 8.4% | 1,194,881 SH | Increased+276,955 SH |
| JOHNSON & JOHNSON | COM | $2.2M | 0.3%Prev: 0.3% | 9,346 SH | Increased-648 SH |
| JPMORGAN CHASE & CO | COM | $439K | 0.1% | 1,416 SH | New |
| MERCK & CO INC | COM | $216K | 0.0% | 1,868 SH | New |
| META PLATFORMS INC | CL A | $1.7M | 0.2%Prev: 0.2% | 2,466 SH | Increased+49 SH |
| MICROSOFT CORP | COM | $1.6M | 0.2%Prev: 0.3% | 3,802 SH | Increased-261 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $240K | 0.0% | 2,374 SH | New |
| NVIDIA CORPORATION | COM | $1.9M | 0.3%Prev: 0.2% | 9,538 SH | Increased-2,295 SH |
| PEARSON PLC | SPONSORED ADR | $200K | 0.0%Prev: 0.0% | 13,705 SH | Decreased |
| PGIM ETF TR | PGIM ULTRA SH BD | $76.3M | 11.4%Prev: 16.1% | 1,537,220 SH | Decreased-270,421 SH |
| REALTY INCOME CORP | COM | $591K | 0.1%Prev: 0.1% | 9,137 SH | Increased-1,407 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $69.5M | 10.4%Prev: 7.9% | 2,791,682 SH | Increased+1,019,783 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $314K | 0.0% | 2,069 SH | New |
| SPDR GOLD TR | GOLD SHS | $928K | 0.1%Prev: 0.1% | 2,108 SH | Increased-62 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $28.8M | 4.3% | 988,122 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $295K | 0.0% | 11,539 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $421K | 0.1% | 600 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $89.4M | 13.4%Prev: 12.2% | 183,782 SH | Increased-3,044 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $422K | 0.1%Prev: 0.0% | 2,213 SH | Increased+801 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $17.6M | 2.6%Prev: 3.1% | 58,103 SH | Increased-11,389 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $111.3M | 16.7%Prev: 16.7% | 172,623 SH | Increased-16,159 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $17.8M | 2.7%Prev: 2.9% | 63,769 SH | Increased-15,118 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $596K | 0.1%Prev: 0.1% | 1,722 SH | Increased+48 SH |
| VANGUARD INDEX FDS | VALUE ETF | $50.7M | 7.6%Prev: 7.5% | 250,460 SH | Increased-7,349 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.1M | 0.2%Prev: 0.2% | 3,468 SH | Increased-23 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $31.0M | 4.6%Prev: 4.8% | 137,671 SH | Increased-5,077 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.1M | 0.2%Prev: 0.2% | 7,126 SH | Increased-135 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 |