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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 | $486K | 0.2% | 3,140 SH | |
| ALPHABET INC | CAP STK CL C | $919K | 0.3% | 5,882 SH | |
| AMAZON COM INC | COM | $713K | 0.2% | 3,745 SH | |
| APPLE INC | COM | $3.1M | 1.0% | 13,737 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 0.7% | 3,760 SH | |
| CBIZ INC | COM | $663K | 0.2% | 8,742 SH | |
| COCA COLA CO | COM | $268K | 0.1% | 3,740 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $4.8M | 1.6% | 154,340 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $4.9M | 1.6% | 128,606 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.7M | 0.6% | 28,528 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $245K | 0.1% | 10,315 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $777K | 0.3% | 13,002 SH | |
| DISNEY WALT CO | COM | $263K | 0.1% | 2,668 SH | |
| ELI LILLY & CO | COM | $224K | 0.1% | 271 SH | |
| HCA HEALTHCARE INC | COM | $276K | 0.1% | 800 SH | |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | $241K | 0.1% | 5,093 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.0M | 0.7% | 11,758 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $602K | 0.2% | 1,283 SH | |
| ISHARES TR | BROAD USD HIGH | $2.9M | 0.9% | 78,102 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 0.4% | 22,467 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.4% | 1,919 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $565K | 0.2% | 10,798 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $39.7M | 12.9% | 756,225 SH | |
| ISHARES TR | PFD AND INCM SEC | $311K | 0.1% | 10,118 SH | |
| ISHARES TR | SELECT DIVID ETF | $1.1M | 0.3% | 7,850 SH | |
| ISHARES TR | U.S. TECH ETF | $562K | 0.2% | 4,000 SH | |
| ISHARES TR | US TREAS BD ETF | $23.8M | 7.8% | 1,036,809 SH | |
| JOHNSON & JOHNSON | COM | $593K | 0.2% | 3,576 SH | |
| JPMORGAN CHASE & CO. | COM | $407K | 0.1% | 1,658 SH | |
| LIVEPERSON INC | COM | $54K | 0.0% | 67,402 SH | |
| MARRIOTT INTL INC NEW | CL A | $420K | 0.1% | 1,763 SH | |
| MICROSOFT CORP | COM | $679K | 0.2% | 1,808 SH | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $527K | 0.2% | 13,758 SH | |
| NVIDIA CORPORATION | COM | $1.5M | 0.5% | 13,941 SH | |
| PAYCHEX INC | COM | $303K | 0.1% | 1,962 SH | |
| PEPSICO INC | COM | $446K | 0.1% | 2,975 SH | |
| PIMCO CORPORATE & INCOME OPP | COM | $334K | 0.1% | 23,113 SH | |
| PROCTER AND GAMBLE CO | COM | $244K | 0.1% | 1,431 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $18.5M | 6.0% | 860,683 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $29.4M | 9.6% | 1,105,978 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $205K | 0.1% | 9,533 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $6.1M | 2.0% | 261,356 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.4M | 0.5% | 9,723 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $4.7M | 1.5% | 22,522 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.5M | 0.5% | 2,681 SH | |
| SPDR SER TR | PORTFOLIO INTRMD | $47.3M | 15.4% | 1,422,160 SH | |
| US BANCORP DEL | COM NEW | $330K | 0.1% | 7,815 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $10.7M | 3.5% | 28,794 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $240K | 0.1% | 1,498 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.4M | 1.4% | 48,668 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $16.1M | 5.3% | 31,357 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $879K | 0.3% | 7,579 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $47.3M | 15.4% | 578,087 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $471K | 0.2% | 5,841 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $10.3M | 3.4% | 166,491 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $670K | 0.2% | 13,191 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $4.0M | 1.3% | 31,343 SH | |
| WALMART INC | COM | $263K | 0.1% | 3,000 SH | |
| WELLTOWER INC | COM | $984K | 0.3% | 6,422 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 |