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CIK 0001962005 • 7 13F filings • Apr 15, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $212K | 0.2% | 1,444 SH | |
| ABBOTT LABS | COM | $1.3M | 1.3% | 9,810 SH | |
| ABBVIE INC | COM | $3.7M | 3.8% | 17,581 SH | |
| AIR PRODS & CHEMS INC | COM | $2.3M | 2.4% | 7,968 SH | |
| AMAZON COM INC | COM | $972K | 1.0% | 5,111 SH | |
| AMGEN INC | COM | $3.0M | 3.0% | 9,489 SH | |
| APPLE INC | COM | $5.0M | 5.1% | 22,482 SH | |
| BECTON DICKINSON & CO | COM | $740K | 0.8% | 3,230 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $431K | 0.4% | 7,066 SH | |
| CHEVRON CORP NEW | COM | $4.0M | 4.1% | 23,858 SH | |
| CHUBB LIMITED | COM | $419K | 0.4% | 1,386 SH | |
| CISCO SYS INC | COM | $3.0M | 3.0% | 47,986 SH | |
| COCA COLA CO | COM | $633K | 0.6% | 8,843 SH | |
| CORTEVA INC | COM | $212K | 0.2% | 3,372 SH | |
| COSTCO WHSL CORP NEW | COM | $858K | 0.9% | 907 SH | |
| CSX CORP | COM | $444K | 0.5% | 15,100 SH | |
| CUMMINS INC | COM | $964K | 1.0% | 3,075 SH | |
| DOW INC | COM | $1.8M | 1.8% | 51,664 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $790K | 0.8% | 6,478 SH | |
| DUPONT DE NEMOURS INC | COM | $583K | 0.6% | 7,809 SH | |
| ELI LILLY & CO | COM | $457K | 0.5% | 553 SH | |
| EXXON MOBIL CORP | COM | $2.7M | 2.8% | 22,563 SH | |
| GENERAL MLS INC | COM | $730K | 0.7% | 12,208 SH | |
| GENUINE PARTS CO | COM | $385K | 0.4% | 3,231 SH | |
| HOME DEPOT INC | COM | $3.1M | 3.1% | 8,341 SH | |
| HONEYWELL INTL INC | COM | $1.5M | 1.5% | 6,893 SH | |
| INTUIT | COM | $744K | 0.8% | 1,211 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $228K | 0.2% | 2,004 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | $214K | 0.2% | 7,207 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $308K | 0.3% | 9,003 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $287K | 0.3% | 612 SH | |
| ISHARES TR | MSCI INTL QUALTY | $416K | 0.4% | 10,482 SH | |
| JOHNSON & JOHNSON | COM | $3.9M | 4.0% | 23,635 SH | |
| JPMORGAN CHASE & CO. | COM | $4.3M | 4.4% | 17,375 SH | |
| KIMBERLY-CLARK CORP | COM | $867K | 0.9% | 6,095 SH | |
| L3HARRIS TECHNOLOGIES INC | COM | $379K | 0.4% | 1,810 SH | |
| LOCKHEED MARTIN CORP | COM | $583K | 0.6% | 1,305 SH | |
| MASTERCARD INCORPORATED | CL A | $918K | 0.9% | 1,675 SH | |
| MCDONALDS CORP | COM | $363K | 0.4% | 1,163 SH | |
| MERCK & CO INC | COM | $575K | 0.6% | 6,411 SH | |
| MICROSOFT CORP | COM | $4.5M | 4.6% | 11,854 SH | |
| NVIDIA CORPORATION | COM | $853K | 0.9% | 7,874 SH | |
| ORACLE CORP | COM | $280K | 0.3% | 2,001 SH | |
| PACCAR INC | COM | $743K | 0.8% | 7,631 SH | |
| PEPSICO INC | COM | $2.9M | 3.0% | 19,599 SH | |
| PHILLIPS 66 | COM | $1.8M | 1.9% | 14,747 SH | |
| PROCTER AND GAMBLE CO | COM | $3.6M | 3.7% | 21,301 SH | |
| QUALCOMM INC | COM | $1.4M | 1.5% | 9,364 SH | |
| QUIPT HOME MEDICAL CORP | COM | $23K | 0.0% | 10,000 SH | |
| REALTY INCOME CORP | COM | $236K | 0.2% | 4,062 SH | |
| REGENERON PHARMACEUTICALS | COM | $261K | 0.3% | 411 SH | |
| SALESFORCE INC | COM | $826K | 0.8% | 3,078 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $271K | 0.3% | 7,509 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $633K | 0.6% | 31,983 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.8M | 7.0% | 244,158 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.6M | 1.7% | 65,825 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.0M | 1.1% | 39,639 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $967K | 1.0% | 41,291 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $271K | 0.3% | 1,311 SH | |
| SELECTIVE INS GROUP INC | COM | $375K | 0.4% | 4,100 SH | |
| SHELL PLC | SPON ADS | $1.1M | 1.1% | 14,676 SH | |
| SPDR INDEX SHS FDS | S&P GLBDIV ETF | $498K | 0.5% | 7,652 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $324K | 0.3% | 580 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $2.3M | 2.4% | 4,370 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $671K | 0.7% | 8,354 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $516K | 0.5% | 10,112 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $357K | 0.4% | 4,303 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $377K | 0.4% | 4,809 SH | |
| STANLEY BLACK & DECKER INC | COM | $1.7M | 1.7% | 21,767 SH | |
| TEXAS INSTRS INC | COM | $909K | 0.9% | 5,060 SH | |
| VALERO ENERGY CORP | COM | $1.1M | 1.1% | 8,270 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $383K | 0.4% | 3,580 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $771K | 0.8% | 3,000 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.4M | 1.4% | 30,906 SH | |
| WALMART INC | COM | $1.5M | 1.5% | 16,775 SH |
| 13F-HR |
| 0001754960-25-000669 |
| $95.1M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000398 | $111.8M | View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000527 | $89.4M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000201 | $103.3M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000192 | $97.5M | View |