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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 | $854K | 0.2%Prev: 0.2% | 2,971 SH | Increased-169 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 0.4%Prev: 0.3% | 5,982 SH | Increased+100 SH |
| AMAZON COM INC | COM | $696K | 0.2%Prev: 0.2% | 3,342 SH | Decreased-403 SH |
| APPLE INC | COM | $3.4M | 0.8%Prev: 1.0% | 13,271 SH | Increased-466 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.4%Prev: 0.7% | 3,431 SH | Decreased-329 SH |
| CBIZ INC | COM | $364K | 0.1%Prev: 0.2% | 13,542 SH | Decreased+4,800 SH |
| COCA COLA CO | COM | $285K | 0.1%Prev: 0.1% | 3,747 SH | Increased+7 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.7M | 1.4%Prev: 1.6% | 145,033 SH | Increased-9,307 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.8M | 1.4%Prev: 1.6% | 129,493 SH | Increased+887 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.0M | 0.5%Prev: 0.6% | 28,379 SH | Increased-149 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $244K | 0.1%Prev: 0.1% | 10,315 SH | Decreased |
| DISNEY WALT CO | COM | $257K | 0.1%Prev: 0.1% | 2,667 SH | Decreased-1 SH |
| ELI LILLY & CO | COM | $249K | 0.1%Prev: 0.1% | 271 SH | Increased |
| HCA HEALTHCARE INC | COM | $379K | 0.1%Prev: 0.1% | 800 SH | Increased |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | $281K | 0.1%Prev: 0.1% | 5,093 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $365K | 0.1% | 5,239 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.3M | 0.6%Prev: 0.7% | 11,760 SH | Increased+2 SH |
| INVESCO QQQ TR | UNIT SER 1 | $726K | 0.2%Prev: 0.2% | 1,259 SH | Increased-24 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.2M | 0.3%Prev: 0.4% | 17,607 SH | Decreased-4,860 SH |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 0.2%Prev: 0.4% | 1,558 SH | Decreased-361 SH |
| ISHARES TR | ISHS 1-5YR INVS | $557K | 0.1%Prev: 0.2% | 10,602 SH | Decreased-196 SH |
| ISHARES TR | ISHS 5-10YR INVT | $47.3M | 11.6%Prev: 12.9% | 889,218 SH | Increased+132,993 SH |
| ISHARES TR | PFD AND INCM SEC | $536K | 0.1%Prev: 0.1% | 17,672 SH | Increased+7,554 SH |
| ISHARES TR | SELECT DIVID ETF | $1.2M | 0.3%Prev: 0.3% | 7,922 SH | Increased+72 SH |
| ISHARES TR | U.S. TECH ETF | $715K | 0.2%Prev: 0.2% | 3,939 SH | Increased-61 SH |
| ISHARES TR | US TREAS BD ETF | $45.6M | 11.2%Prev: 7.8% | 1,990,898 SH | Increased+954,089 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $10.1M | 2.5% | 202,206 SH | New |
| JOHNSON & JOHNSON | COM | $797K | 0.2%Prev: 0.2% | 3,259 SH | Increased-317 SH |
| JPMORGAN CHASE & CO | COM | $414K | 0.1% | 1,407 SH | New |
| MARRIOTT INTL INC NEW | CL A | $553K | 0.1%Prev: 0.1% | 1,690 SH | Increased-73 SH |
| MICROSOFT CORP | COM | $665K | 0.2%Prev: 0.2% | 1,798 SH | Decreased-10 SH |
| NVIDIA CORPORATION | COM | $1.8M | 0.4%Prev: 0.5% | 10,106 SH | Increased-3,835 SH |
| PEPSICO INC | COM | $337K | 0.1%Prev: 0.1% | 2,172 SH | Decreased-803 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $25.3M | 6.2%Prev: 6.0% | 1,007,848 SH | Increased+147,165 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $31.8M | 7.8%Prev: 9.6% | 1,041,126 SH | Increased-64,852 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $1.1M | 0.3% | 7,351 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $4.9M | 1.2% | 36,495 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $56.2M | 13.8% | 1,675,813 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.6M | 0.4% | 2,449 SH | New |
| US BANCORP | COM NEW | $398K | 0.1% | 7,658 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $44.3M | 10.9%Prev: 3.5% | 101,331 SH | Increased+72,537 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $262K | 0.1%Prev: 0.1% | 1,423 SH | Increased-75 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.5M | 1.1%Prev: 1.4% | 50,630 SH | Increased+1,962 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $20.5M | 5.0%Prev: 5.3% | 34,300 SH | Increased+2,943 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.0M | 0.3%Prev: 0.3% | 7,546 SH | Increased-33 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $56.7M | 13.9%Prev: 15.4% | 685,118 SH | Increased+107,031 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $13.2M | 3.2%Prev: 3.4% | 171,066 SH | Increased+4,575 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $742K | 0.2%Prev: 0.2% | 11,577 SH | Increased-1,614 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3.8M | 0.9%Prev: 1.3% | 25,334 SH | Decreased-6,009 SH |
| WALMART INC | COM | $373K | 0.1%Prev: 0.1% | 3,000 SH | Increased |
| WELLTOWER INC | COM | $939K | 0.2%Prev: 0.3% | 4,748 SH | Decreased-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 |