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CIK 0001973728 • 6 13F filings • Apr 16, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $930K | 0.2%Prev: 0.2% | 2,971 SH | Increased |
| ALPHABET INC | CAP STK CL C | $1.9M | 0.5%Prev: 0.4% | 5,982 SH | Increased |
| AMAZON COM INC | COM | $789K | 0.2%Prev: 0.2% | 3,420 SH | Increased-30 SH |
| APPLE INC | COM | $3.6M | 0.9%Prev: 0.8% | 13,419 SH | Increased+2 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.7M | 0.4%Prev: 0.4% | 3,460 SH | Decreased-5 SH |
| CBIZ INC | COM | $441K | 0.1%Prev: 0.1% | 8,742 SH | Decreased |
| COCA COLA CO | COM | $261K | 0.1%Prev: 0.1% | 3,740 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.7M | 1.4%Prev: 1.3% | 149,348 SH | Increased+543 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $6.1M | 1.5%Prev: 1.5% | 129,872 SH | Increased+230 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.1M | 0.5%Prev: 0.5% | 28,338 SH | Increased+36 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $236K | 0.1%Prev: 0.1% | 10,315 SH | Decreased |
| DISNEY WALT CO | COM | $304K | 0.1%Prev: 0.1% | 2,668 SH | Decreased |
| ELI LILLY & CO | COM | $291K | 0.1%Prev: 0.1% | 271 SH | Increased |
| HCA HEALTHCARE INC | COM | $373K | 0.1%Prev: 0.1% | 800 SH | Increased |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | $268K | 0.1%Prev: 0.1% | 5,093 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $344K | 0.1%Prev: 0.1% | 5,170 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.3M | 0.6%Prev: 0.6% | 11,759 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $809K | 0.2%Prev: 0.2% | 1,318 SH | Increased+20 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 0.3%Prev: 0.4% | 19,823 SH | Decreased-2,164 SH |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.3%Prev: 0.3% | 1,554 SH | Increased+3 SH |
| ISHARES TR | ISHS 1-5YR INVS | $560K | 0.1%Prev: 0.1% | 10,599 SH | Decreased+5 SH |
| ISHARES TR | ISHS 5-10YR INVT | $45.2M | 11.1%Prev: 11.0% | 838,687 SH | Increased+13,860 SH |
| ISHARES TR | PFD AND INCM SEC | $351K | 0.1%Prev: 0.1% | 11,331 SH | Decreased+209 SH |
| ISHARES TR | SELECT DIVID ETF | $1.1M | 0.3%Prev: 0.3% | 7,526 SH | Decreased-90 SH |
| ISHARES TR | U.S. TECH ETF | $792K | 0.2%Prev: 0.2% | 3,964 SH | Increased-13 SH |
| ISHARES TR | US TREAS BD ETF | $46.2M | 11.3%Prev: 12.9% | 2,006,858 SH | Decreased-246,134 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $6.6M | 1.6% | 131,559 SH | New |
| JOHNSON & JOHNSON | COM | $629K | 0.2%Prev: 0.1% | 3,038 SH | Increased+1 SH |
| JPMORGAN CHASE & CO. | COM | $453K | 0.1%Prev: 0.1% | 1,407 SH | Decreased-100 SH |
| MARRIOTT INTL INC NEW | CL A | $430K | 0.1%Prev: 0.1% | 1,385 SH | Increased |
| META PLATFORMS INC | CL A | $204K | 0.1%Prev: 0.1% | 309 SH | Decreased |
| MICROSOFT CORP | COM | $892K | 0.2%Prev: 0.2% | 1,844 SH | Decreased |
| NVIDIA CORPORATION | COM | $2.0M | 0.5%Prev: 0.5% | 10,981 SH | Decreased-115 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $224K | 0.1%Prev: 0.1% | 1,258 SH | Decreased-39 SH |
| PAYCHEX INC | COM | $216K | 0.1%Prev: 0.1% | 1,927 SH | Decreased-35 SH |
| PEPSICO INC | COM | $312K | 0.1%Prev: 0.1% | 2,172 SH | Decreased-395 SH |
| PIMCO CORPORATE & INCOME OPP | COM | $298K | 0.1%Prev: 0.1% | 23,113 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $205K | 0.1%Prev: 0.1% | 1,431 SH | Decreased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $25.8M | 6.3%Prev: 5.9% | 984,749 SH | Increased+52,623 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $31.5M | 7.7%Prev: 7.9% | 1,063,270 SH | Decreased-34,344 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $1.1M | 0.3% | 7,381 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $5.4M | 1.3% | 37,516 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 0.4%Prev: 0.4% | 2,652 SH | Increased+5 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $53.7M | 13.2% | 1,589,658 SH | New |
| US BANCORP DEL | COM NEW | $409K | 0.1%Prev: 0.1% | 7,658 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $50.1M | 12.3%Prev: 12.5% | 102,781 SH | Decreased-2,191 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $264K | 0.1%Prev: 0.1% | 1,490 SH | Increased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.3M | 1.1%Prev: 1.2% | 48,739 SH | Decreased-2,118 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $21.1M | 5.2%Prev: 5.0% | 33,572 SH | Increased+414 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.1M | 0.3%Prev: 0.3% | 7,582 SH | Increased+22 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $54.6M | 13.4%Prev: 13.3% | 651,573 SH | Increased+12,710 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $13.0M | 3.2%Prev: 3.1% | 172,760 SH | Increased+1,502 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $729K | 0.2%Prev: 0.2% | 11,672 SH | Decreased-1,567 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3.8M | 0.9%Prev: 1.1% | 26,786 SH | Decreased-3,929 SH |
| WALMART INC | COM | $334K | 0.1%Prev: 0.1% | 3,000 SH | Increased |
| WELLTOWER INC | COM | $1.1M | 0.3%Prev: 0.3% | 6,017 SH | Decreased-405 SH |
| 13F-HR |
| 0001973728-26-000004 |
| $444.6M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001973728-25-000005 | $372.9M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001973728-26-000003 | $407.4M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001973728-25-000003 | $306.9M | View |