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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 | $524K | 0.1%Prev: 0.2% | 2,971 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $1.0M | 0.3%Prev: 0.4% | 5,882 SH | Decreased-100 SH |
| AMAZON COM INC | COM | $750K | 0.2%Prev: 0.2% | 3,420 SH | Increased+78 SH |
| APPLE INC | COM | $2.8M | 0.7%Prev: 0.8% | 13,416 SH | Decreased+145 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.7M | 0.5%Prev: 0.4% | 3,465 SH | Increased+34 SH |
| BROADCOM INC | COM | $277K | 0.1% | 1,004 SH | New |
| CBIZ INC | COM | $627K | 0.2%Prev: 0.1% | 8,742 SH | Increased-4,800 SH |
| COCA COLA CO | COM | $265K | 0.1%Prev: 0.1% | 3,740 SH | Decreased-7 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.1M | 1.4%Prev: 1.4% | 148,834 SH | Decreased+3,801 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.5M | 1.5%Prev: 1.4% | 129,831 SH | Decreased+338 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.9M | 0.5%Prev: 0.5% | 28,338 SH | Decreased-41 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $242K | 0.1%Prev: 0.1% | 10,315 SH | Decreased |
| DISNEY WALT CO | COM | $331K | 0.1%Prev: 0.1% | 2,668 SH | Increased+1 SH |
| ELI LILLY & CO | COM | $211K | 0.1%Prev: 0.1% | 271 SH | Decreased |
| HCA HEALTHCARE INC | COM | $306K | 0.1%Prev: 0.1% | 800 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | $251K | 0.1%Prev: 0.1% | 5,093 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.1M | 0.6%Prev: 0.6% | 11,758 SH | Decreased-2 SH |
| INVESCO QQQ TR | UNIT SER 1 | $726K | 0.2%Prev: 0.2% | 1,316 SH | Decreased+57 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 0.4%Prev: 0.3% | 22,193 SH | Increased+4,586 SH |
| ISHARES TR | CORE S&P500 ETF | $989K | 0.3%Prev: 0.2% | 1,592 SH | Decreased+34 SH |
| ISHARES TR | ISHS 1-5YR INVS | $559K | 0.1%Prev: 0.1% | 10,590 SH | Increased-12 SH |
| ISHARES TR | ISHS 5-10YR INVT | $41.2M | 11.1%Prev: 11.6% | 773,450 SH | Decreased-115,768 SH |
| ISHARES TR | PFD AND INCM SEC | $336K | 0.1%Prev: 0.1% | 10,947 SH | Decreased-6,725 SH |
| ISHARES TR | SELECT DIVID ETF | $1.0M | 0.3%Prev: 0.3% | 7,562 SH | Decreased-360 SH |
| ISHARES TR | U.S. TECH ETF | $693K | 0.2%Prev: 0.2% | 4,001 SH | Decreased+62 SH |
| ISHARES TR | US TREAS BD ETF | $49.0M | 13.2%Prev: 11.2% | 2,134,027 SH | Increased+143,129 SH |
| JOHNSON & JOHNSON | COM | $464K | 0.1%Prev: 0.2% | 3,036 SH | Decreased-223 SH |
| JPMORGAN CHASE & CO. | COM | $437K | 0.1% | 1,507 SH | New |
| LIVEPERSON INC | COM | $68K | 0.0% | 67,402 SH | New |
| MARRIOTT INTL INC NEW | CL A | $379K | 0.1%Prev: 0.1% | 1,385 SH | Decreased-305 SH |
| META PLATFORMS INC | CL A | $228K | 0.1% | 309 SH | New |
| MICROSOFT CORP | COM | $912K | 0.2%Prev: 0.2% | 1,833 SH | Increased+35 SH |
| NVIDIA CORPORATION | COM | $1.8M | 0.5%Prev: 0.4% | 11,316 SH | Increased+1,210 SH |
| PAYCHEX INC | COM | $285K | 0.1% | 1,962 SH | New |
| PEPSICO INC | COM | $353K | 0.1%Prev: 0.1% | 2,675 SH | Increased+503 SH |
| PIMCO CORPORATE & INCOME OPP | COM | $322K | 0.1% | 23,113 SH | New |
| PROCTER AND GAMBLE CO | COM | $252K | 0.1% | 1,581 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $20.9M | 5.6%Prev: 6.2% | 876,957 SH | Decreased-130,891 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $30.7M | 8.2%Prev: 7.8% | 1,110,461 SH | Decreased+69,335 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $202K | 0.1% | 9,538 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.3M | 0.3% | 9,348 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $5.7M | 1.5% | 22,495 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.6M | 0.4% | 2,640 SH | New |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | $49.7M | 13.3% | 1,479,922 SH | New |
| US BANCORP DEL | COM NEW | $347K | 0.1% | 7,658 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $46.2M | 12.4%Prev: 10.9% | 105,319 SH | Increased+3,988 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $245K | 0.1%Prev: 0.1% | 1,489 SH | Decreased+66 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.3M | 1.1%Prev: 1.1% | 48,104 SH | Decreased-2,526 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $17.9M | 4.8%Prev: 5.0% | 31,485 SH | Decreased-2,815 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $975K | 0.3%Prev: 0.3% | 7,584 SH | Decreased+38 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $50.1M | 13.4%Prev: 13.9% | 604,614 SH | Decreased-80,504 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $11.3M | 3.0%Prev: 3.2% | 162,947 SH | Decreased-8,119 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $752K | 0.2%Prev: 0.2% | 13,190 SH | Increased+1,613 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $4.1M | 1.1%Prev: 0.9% | 30,763 SH | Increased+5,429 SH |
| WALMART INC | COM | $293K | 0.1%Prev: 0.1% | 3,000 SH | Decreased |
| WELLTOWER INC | COM | $987K | 0.3%Prev: 0.2% | 6,422 SH | Increased+1,674 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 |