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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 | $1.7M | 0.2%Prev: 0.1% | 4,798 SH | Increased+135 SH |
| ALPHABET INC | CAP STK CL C | $5.8M | 0.8%Prev: 0.5% | 16,373 SH | Increased-312 SH |
| AMAZON COM INC | COM | $1.4M | 0.2%Prev: 0.2% | 5,572 SH | Increased+838 SH |
| AON PLC | SHS CL A | $601K | 0.1%Prev: 0.1% | 1,631 SH | Increased-12 SH |
| APPLE INC | COM | $14.4M | 2.1%Prev: 2.8% | 43,105 SH | Decreased-36,292 SH |
| ATLAS CRITICAL MINERALS CORP | ORD SHS NEW | $33K | 0.0% | 10,806 SH | New |
| BOEING CO | COM | $365K | 0.1%Prev: 0.1% | 1,701 SH | Decreased-215 SH |
| CATERPILLAR INC | COM | $646K | 0.1%Prev: 0.1% | 737 SH | Increased-149 SH |
| CHEVRON CORPORATION | COM | $476K | 0.1% | 2,588 SH | New |
| DISNEY WALT CO | COM | $296K | 0.0%Prev: 0.1% | 2,964 SH | Decreased-293 SH |
| EDISON INTL | COM | $598K | 0.1%Prev: 0.1% | 7,660 SH | Increased-497 SH |
| EXXON MOBIL CORP | COM | $380K | 0.1%Prev: 0.0% | 2,605 SH | Increased+60 SH |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $317K | 0.0% | 5,411 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $46.4M | 6.7%Prev: 3.9% | 1,026,233 SH | Increased+505,400 SH |
| HERSHEY CO | COM | $240K | 0.0%Prev: 0.0% | 1,375 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $218K | 0.0%Prev: 0.0% | 993 SH | Decreased+25 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $1.9M | 0.3%Prev: 0.2% | 31,040 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $8.1M | 1.2%Prev: 0.7% | 104,012 SH | Increased+31,921 SH |
| ISHARES TR | 0-3 MTH TREASURY | $2.5M | 0.4% | 24,384 SH | New |
| ISHARES TR | CORE MSCI INTL | $17.3M | 2.5%Prev: 1.5% | 193,146 SH | Increased+77,057 SH |
| ISHARES TR | ESG SELECT SCRE | $331K | 0.0%Prev: 0.0% | 5,763 SH | Increased+638 SH |
| ISHARES TR | MSCI INTL QUALTY | $1.3M | 0.2%Prev: 0.2% | 25,501 SH | Increased+26 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $390K | 0.1% | 3,539 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $817K | 0.1% | 16,281 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $60.5M | 8.7%Prev: 11.9% | 1,198,932 SH | Decreased-222,280 SH |
| JOHNSON & JOHNSON | COM | $2.3M | 0.3%Prev: 0.3% | 9,346 SH | Increased-648 SH |
| JPMORGAN CHASE & CO | COM | $486K | 0.1% | 1,416 SH | New |
| MERCK & CO INC | COM | $238K | 0.0% | 1,868 SH | New |
| META PLATFORMS INC | CL A | $1.6M | 0.2%Prev: 0.3% | 2,467 SH | Decreased+50 SH |
| MICRON TECHNOLOGY INC | COM | $209K | 0.0% | 245 SH | New |
| MICROSOFT CORP | COM | $1.5M | 0.2%Prev: 0.3% | 3,782 SH | Decreased-267 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $274K | 0.0% | 2,413 SH | New |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $225K | 0.0% | 4,364 SH | New |
| NVIDIA CORPORATION | COM | $2.0M | 0.3%Prev: 0.3% | 9,538 SH | Increased-1,388 SH |
| PEARSON PLC | SPONSORED ADR | $231K | 0.0%Prev: 0.0% | 13,705 SH | Increased |
| PGIM ETF TR | PGIM ULTRA SH BD | $75.8M | 10.9%Prev: 15.9% | 1,528,318 SH | Decreased-402,500 SH |
| REALTY INCOME CORP | COM | $579K | 0.1%Prev: 0.1% | 8,802 SH | Decreased-2,163 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $69.8M | 10.0%Prev: 7.2% | 2,844,705 SH | Increased+1,085,659 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $368K | 0.1% | 2,071 SH | New |
| SPDR GOLD TR | GOLD SHS | $769K | 0.1%Prev: 0.1% | 2,108 SH | Increased-62 SH |
| SPDR SERIES TRUST | ST SHO TREAS ETF | $28.8M | 4.1% | 995,137 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $214K | 0.0% | 11,950 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $450K | 0.1% | 600 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $96.4M | 13.8%Prev: 12.4% | 1,113,696 SH | Increased+944,266 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $450K | 0.1%Prev: 0.1% | 2,213 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $18.9M | 2.7%Prev: 3.0% | 234,747 SH | Increased+170,752 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $118.5M | 17.0%Prev: 16.9% | 171,763 SH | Increased-6,245 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $19.2M | 2.8%Prev: 3.0% | 64,565 SH | Increased-9,977 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $638K | 0.1%Prev: 0.1% | 1,722 SH | Increased+48 SH |
| VANGUARD INDEX FDS | VALUE ETF | $54.2M | 7.8%Prev: 7.5% | 247,476 SH | Increased-6,709 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.2M | 0.2%Prev: 0.2% | 3,468 SH | Increased-3 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $32.6M | 4.7%Prev: 4.6% | 136,218 SH | Increased+1,494 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.2M | 0.2%Prev: 0.2% | 7,126 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $212K | 0.0% | 2,400 SH | New |
| WALMART INC | COM | $279K | 0.0% | 2,424 SH | New |
| 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 |