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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 | $264K | 0.2%Prev: 0.1% | 1,700 SH | Decreased |
| AFLAC INC | COM | $785K | 0.5%Prev: 0.4% | 7,029 SH | Decreased |
| AMAZON COM INC | COM | $2.0M | 1.2%Prev: 1.0% | 8,987 SH | Increased+846 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $23.9M | 13.9%Prev: 17.5% | 567,448 SH | Decreased-261,012 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.9M | 3.4%Prev: 6.8% | 77,932 SH | Decreased-60,047 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $18.3M | 10.7%Prev: 14.6% | 231,446 SH | Decreased-89,943 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $10.3M | 6.0%Prev: 4.7% | 94,481 SH | Increased+22,029 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $11.5M | 6.7%Prev: 4.2% | 158,856 SH | Increased+67,614 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $11.6M | 6.8%Prev: 4.4% | 116,590 SH | Increased+47,732 SH |
| APPLE INC | COM | $2.9M | 1.7%Prev: 1.2% | 11,339 SH | Increased+3,385 SH |
| ECOLAB INC | COM | $462K | 0.3%Prev: 0.2% | 1,686 SH | Increased+353 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | $8.8M | 5.1%Prev: 5.0% | 340,319 SH | Decreased+9,444 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $2.3M | 1.4% | 78,632 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $3.7M | 2.2%Prev: 2.5% | 77,943 SH | Decreased-15,640 SH |
| GENERAL MLS INC | COM | $1.7M | 1.0% | 34,342 SH | New |
| HONEST CO INC | COM | $510K | 0.3%Prev: 0.4% | 138,705 SH | Decreased-87,394 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $560K | 0.3%Prev: 0.3% | 12,376 SH | Increased+2,289 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $551K | 0.3%Prev: 0.1% | 5,334 SH | Increased+3,215 SH |
| ISHARES TR | CORE DIV GRWTH | $2.9M | 1.7%Prev: 1.6% | 43,200 SH | Decreased+2,408 SH |
| ISHARES TR | RUS 1000 VAL ETF | $290K | 0.2% | 1,423 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $4.6M | 2.7%Prev: 3.0% | 48,809 SH | Decreased-11,594 SH |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | $236K | 0.1% | 3,477 SH | New |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $5.9M | 3.4% | 90,665 SH | New |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $23.4M | 13.7%Prev: 11.0% | 504,207 SH | Increased+37,930 SH |
| META PLATFORMS INC | CL A | $474K | 0.3%Prev: 0.2% | 645 SH | Increased+57 SH |
| MICROSOFT CORP | COM | $1.6M | 0.9%Prev: 0.4% | 3,096 SH | Increased+813 SH |
| NVIDIA CORPORATION | COM | $371K | 0.2%Prev: 0.2% | 1,991 SH | Increased+262 SH |
| PACER FDS TR | US CASH COWS 100 | $7.5M | 4.4%Prev: 0.9% | 130,785 SH | Increased+101,343 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.9M | 1.7% | 61,832 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $715K | 0.4% | 8,860 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $2.0M | 1.2% | 67,433 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $6.4M | 3.8% | 61,514 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $458K | 0.3% | 1,639 SH | New |
| UBER TECHNOLOGIES INC | COM | $419K | 0.2%Prev: 0.2% | 4,272 SH | Decreased-1,744 SH |
| UNITEDHEALTH GROUP INC | COM | $706K | 0.4%Prev: 0.2% | 2,045 SH | Increased+1,165 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $505K | 0.3%Prev: 0.1% | 6,467 SH | Increased+3,088 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $298K | 0.2%Prev: 0.2% | 1,016 SH | Increased-2,680 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.0M | 1.1%Prev: 1.1% | 5,964 SH | Decreased+50 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $249K | 0.1% | 4,163 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.4M | 0.8%Prev: 0.7% | 3,574 SH | Increased-11,657 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 |