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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 | $722K | 0.2%Prev: 0.3% | 2,971 SH | Decreased-179 SH |
| ALPHABET INC | CAP STK CL C | $1.5M | 0.4%Prev: 0.5% | 5,982 SH | Decreased |
| AMAZON COM INC | COM | $758K | 0.2%Prev: 0.2% | 3,450 SH | Decreased-72 SH |
| APPLE INC | COM | $3.4M | 0.8%Prev: 0.9% | 13,417 SH | Decreased+31 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.7M | 0.4%Prev: 0.4% | 3,465 SH | Increased+34 SH |
| BROADCOM INC | COM | $331K | 0.1%Prev: 0.0% | 1,004 SH | Increased+457 SH |
| CBIZ INC | COM | $463K | 0.1%Prev: 0.1% | 8,742 SH | Increased-4,800 SH |
| COCA COLA CO | COM | $248K | 0.1%Prev: 0.1% | 3,740 SH | Decreased-7 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.4M | 1.3%Prev: 1.3% | 148,805 SH | Decreased+7,835 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.9M | 1.5%Prev: 1.4% | 129,642 SH | Decreased+6,812 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.1M | 0.5% | 28,302 SH | New |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $246K | 0.1% | 10,315 SH | New |
| DISNEY WALT CO | COM | $306K | 0.1%Prev: 0.1% | 2,668 SH | Increased+1 SH |
| ELI LILLY & CO | COM | $207K | 0.1%Prev: 0.1% | 271 SH | Decreased |
| HCA HEALTHCARE INC | COM | $341K | 0.1%Prev: 0.1% | 800 SH | Increased |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | $265K | 0.1%Prev: 0.1% | 5,093 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $337K | 0.1%Prev: 0.1% | 5,170 SH | Decreased-69 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.2M | 0.6%Prev: 0.6% | 11,759 SH | Decreased-2 SH |
| INVESCO QQQ TR | UNIT SER 1 | $779K | 0.2%Prev: 0.2% | 1,298 SH | Decreased-9 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 0.4%Prev: 0.3% | 21,987 SH | Increased+4,273 SH |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 0.3%Prev: 0.3% | 1,551 SH | Decreased+66 SH |
| ISHARES TR | ISHS 1-5YR INVS | $562K | 0.1%Prev: 0.1% | 10,594 SH | Increased+2,495 SH |
| ISHARES TR | ISHS 5-10YR INVT | $44.6M | 11.0%Prev: 11.1% | 824,827 SH | Decreased-99,105 SH |
| ISHARES TR | PFD AND INCM SEC | $352K | 0.1%Prev: 0.1% | 11,122 SH | Decreased-6,736 SH |
| ISHARES TR | SELECT DIVID ETF | $1.1M | 0.3%Prev: 0.3% | 7,616 SH | Decreased-385 SH |
| ISHARES TR | U.S. TECH ETF | $779K | 0.2%Prev: 0.2% | 3,977 SH | Decreased+126 SH |
| ISHARES TR | US TREAS BD ETF | $52.1M | 12.9%Prev: 10.4% | 2,252,992 SH | Increased+213,753 SH |
| JOHNSON & JOHNSON | COM | $563K | 0.1%Prev: 0.2% | 3,037 SH | Decreased+235 SH |
| JPMORGAN CHASE & CO. | COM | $475K | 0.1% | 1,507 SH | New |
| LIVEPERSON INC | COM | $39K | 0.0% | 67,402 SH | New |
| MARRIOTT INTL INC NEW | CL A | $361K | 0.1%Prev: 0.1% | 1,385 SH | Decreased+183 SH |
| META PLATFORMS INC | CL A | $227K | 0.1% | 309 SH | New |
| MICROSOFT CORP | COM | $955K | 0.2%Prev: 0.2% | 1,844 SH | Increased-55 SH |
| NVIDIA CORPORATION | COM | $2.1M | 0.5%Prev: 0.5% | 11,096 SH | Increased+873 SH |
| ORACLE CORP | COM | $210K | 0.1% | 746 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $237K | 0.1% | 1,297 SH | New |
| PAYCHEX INC | COM | $249K | 0.1% | 1,962 SH | New |
| PEPSICO INC | COM | $361K | 0.1%Prev: 0.1% | 2,567 SH | Increased+395 SH |
| PIMCO CORPORATE & INCOME OPP | COM | $334K | 0.1% | 23,113 SH | New |
| PROCTER AND GAMBLE CO | COM | $220K | 0.1% | 1,431 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $24.0M | 5.9%Prev: 6.6% | 932,126 SH | Decreased-88,382 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $32.0M | 7.9%Prev: 8.1% | 1,097,614 SH | Decreased+67,537 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $206K | 0.1% | 9,544 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.3M | 0.3% | 9,410 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $6.2M | 1.5% | 22,135 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 0.4% | 2,647 SH | New |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | $52.7M | 13.1% | 1,556,248 SH | New |
| TESLA INC | COM | $256K | 0.1% | 576 SH | New |
| US BANCORP DEL | COM NEW | $370K | 0.1% | 7,658 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $50.3M | 12.5%Prev: 11.6% | 104,972 SH | Decreased-495,178 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $260K | 0.1%Prev: 0.1% | 1,490 SH | Decreased+67 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.6M | 1.2%Prev: 1.1% | 50,857 SH | Decreased-632 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $20.3M | 5.0%Prev: 5.4% | 33,158 SH | Decreased-1,920 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.0M | 0.3%Prev: 0.3% | 7,560 SH | Decreased+21 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $53.7M | 13.3%Prev: 13.2% | 638,863 SH | Decreased-73,165 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $12.6M | 3.1%Prev: 3.3% | 171,258 SH | Decreased+524 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $793K | 0.2%Prev: 0.2% | 13,239 SH | Increased+3,463 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $4.3M | 1.1%Prev: 0.9% | 30,715 SH | Increased+5,448 SH |
| WALMART INC | COM | $309K | 0.1%Prev: 0.1% | 3,000 SH | Decreased |
| WELLTOWER INC | COM | $1.1M | 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 |