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CIK 0001846994 • 7 13F filings • Apr 22, 2025 – Oct 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $250K | 0.2% | 1,700 SH | |
| AFLAC INC | COM | $782K | 0.5% | 7,029 SH | |
| AMAZON COM INC | COM | $1.9M | 1.3% | 9,743 SH | |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $16.4M | 11.1% | 396,260 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $4.6M | 3.1% | 76,453 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $12.1M | 8.2% | 182,601 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $8.3M | 5.6% | 89,725 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $9.9M | 6.7% | 151,474 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $9.5M | 6.4% | 108,956 SH | |
| APPLE INC | COM | $6.5M | 4.4% | 29,387 SH | |
| ARK ETF TR | NEXT GNRTN INTER | $215K | 0.1% | 2,269 SH | |
| ECOLAB INC | COM | $427K | 0.3% | 1,686 SH | |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | $8.0M | 5.4% | 335,481 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $1.6M | 1.1% | 61,968 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $234K | 0.2% | 6,051 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $3.0M | 2.1% | 70,352 SH | |
| GENERAL MLS INC | COM | $1.7M | 1.1% | 28,340 SH | |
| HONEST CO INC | COM | $356K | 0.2% | 75,795 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $602K | 0.4% | 14,901 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $381K | 0.3% | 3,682 SH | |
| ISHARES TR | CORE DIV GRWTH | $2.6M | 1.8% | 42,570 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $269K | 0.2% | 1,428 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $3.5M | 2.3% | 47,113 SH | |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | $217K | 0.1% | 3,690 SH | |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $4.2M | 2.8% | 70,246 SH | |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $21.9M | 14.8% | 474,595 SH | |
| JPMORGAN CHASE & CO. | COM | $417K | 0.3% | 1,700 SH | |
| META PLATFORMS INC | CL A | $489K | 0.3% | 849 SH | |
| MICROSOFT CORP | COM | $1.3M | 0.9% | 3,434 SH | |
| MONDELEZ INTL INC | CL A | $251K | 0.2% | 3,701 SH | |
| NVIDIA CORPORATION | COM | $281K | 0.2% | 2,592 SH | |
| PACER FDS TR | US CASH COWS 100 | $7.8M | 5.3% | 142,047 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.3M | 1.6% | 59,554 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $617K | 0.4% | 9,068 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $1.8M | 1.2% | 58,243 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $4.7M | 3.2% | 58,724 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $225K | 0.2% | 1,356 SH | |
| TESLA INC | COM | $345K | 0.2% | 1,331 SH | |
| UBER TECHNOLOGIES INC | COM | $854K | 0.6% | 11,719 SH | |
| UNITEDHEALTH GROUP INC | COM | $1.1M | 0.7% | 2,112 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $712K | 0.5% | 9,305 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $263K | 0.2% | 1,016 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 1.1% | 6,164 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.4M | 1.6% | 47,792 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.1M | 0.7% | 3,574 SH |
| 13F-HR |
| 0001398344-25-019534 |
| $171.3M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001398344-26-012617 | $195.9M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013461 | $163.2M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006803 | $173.7M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001398344-25-007422 | $148.0M | View |