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CIK 0002047030 • 7 13F filings • Apr 15, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $13K | 0.0% | 100 SH | |
| ABBVIE INC | COM | $31K | 0.0% | 150 SH | |
| ALPHABET INC | CAP STK CL A | $32K | 0.0% | 207 SH | |
| ALPHABET INC | CAP STK CL C | $22K | 0.0% | 140 SH | |
| AMAZON COM INC | COM | $8K | 0.0% | 40 SH | |
| AMEREN CORP | COM | $152K | 0.2% | 1,515 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $19K | 0.0% | 276 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.2M | 1.2% | 13,465 SH | |
| AMERICAN ELEC PWR CO INC | COM | $75K | 0.1% | 687 SH | |
| AMGEN INC | COM | $5K | 0.0% | 15 SH | |
| APPLE INC | COM | $180K | 0.2% | 812 SH | |
| BANK AMERICA CORP | COM | $953K | 0.9% | 22,826 SH | |
| BOEING CO | COM | $27K | 0.0% | 156 SH | |
| BP PLC | SPONSORED ADR | $859 | 0.0% | 25 SH | |
| BRIGHTHOUSE FINL INC | COM | $928 | 0.0% | 16 SH | |
| CHUBB LIMITED | COM | $15K | 0.0% | 50 SH | |
| COCA COLA CO | COM | $145K | 0.1% | 2,029 SH | |
| CONOCOPHILLIPS | COM | $26K | 0.0% | 247 SH | |
| COSTCO WHSL CORP NEW | COM | $3K | 0.0% | 3 SH | |
| DEERE & CO | COM | $23K | 0.0% | 50 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $65K | 0.1% | 1,068 SH | |
| DISNEY WALT CO | COM | $4K | 0.0% | 35 SH | |
| DYNEX CAP INC | COM | $2K | 0.0% | 136 SH | |
| ELI LILLY & CO | COM | $62K | 0.1% | 75 SH | |
| EMERSON ELEC CO | COM | $31K | 0.0% | 281 SH | |
| ENTERPRISE FINL SVCS CORP | COM | $23K | 0.0% | 432 SH | |
| ETF SER SOLUTIONS | AAM LW DUR PFD | $55K | 0.1% | 2,701 SH | |
| GLOBAL X FDS | RBTCS ARTFL INTE | $6K | 0.0% | 213 SH | |
| HILTON WORLDWIDE HLDGS INC | COM | $228 | 0.0% | 1 SH | |
| HOME DEPOT INC | COM | $13K | 0.0% | 34 SH | |
| INVESCO DB COMMDY INDX TRCK | UNIT | $30K | 0.0% | 1,334 SH | |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $1.5M | 1.5% | 137,741 SH | |
| ISHARES INC | CORE MSCI EMKT | $221K | 0.2% | 4,087 SH | |
| ISHARES TR | CORE 1 5 YR USD | $8.4M | 8.3% | 174,720 SH | |
| ISHARES TR | CORE MSCI EAFE | $57K | 0.1% | 752 SH | |
| ISHARES TR | CORE MSCI TOTAL | $2.6M | 2.6% | 37,481 SH | |
| ISHARES TR | CORE S&P MCP ETF | $844K | 0.8% | 14,461 SH | |
| ISHARES TR | CORE S&P SCP ETF | $941K | 0.9% | 9,001 SH | |
| ISHARES TR | CORE S&P TTL STK | $868K | 0.9% | 7,113 SH | |
| ISHARES TR | CORE S&P US VLU | $676K | 0.7% | 7,330 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.0M | 2.0% | 3,525 SH | |
| ISHARES TR | EAFE SML CP ETF | $431K | 0.4% | 6,783 SH | |
| ISHARES TR | EAFE VALUE ETF | $981K | 1.0% | 16,646 SH | |
| ISHARES TR | INTL SEL DIV ETF | $33K | 0.0% | 1,069 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $20K | 0.0% | 108 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $5K | 0.0% | 35 SH | |
| ISHARES TR | RUS MID CAP ETF | $52K | 0.1% | 611 SH | |
| ISHARES TR | S&P 500 VAL ETF | $197K | 0.2% | 1,032 SH | |
| ISHARES TR | SP SMCP600VL ETF | $389K | 0.4% | 3,989 SH | |
| JOHNSON & JOHNSON | COM | $49K | 0.0% | 297 SH | |
| LINDE PLC | SHS | $1K | 0.0% | 3 SH | |
| MEDTRONIC PLC | SHS | $41K | 0.0% | 453 SH | |
| MERCK & CO INC | COM | $41K | 0.0% | 453 SH | |
| MICROSOFT CORP | COM | $34K | 0.0% | 90 SH | |
| NOVO-NORDISK A S | ADR | $556 | 0.0% | 8 SH | |
| NVIDIA CORPORATION | COM | $93K | 0.1% | 857 SH | |
| PFIZER INC | COM | $66K | 0.1% | 2,593 SH | |
| PHILLIPS 66 | COM | $4K | 0.0% | 35 SH | |
| PIMCO ETF TR | 1-5 US TIP IDX | $11K | 0.0% | 195 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $483K | 0.5% | 17,286 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $4K | 0.0% | 100 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $281K | 0.3% | 502 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $10K | 0.0% | 152 SH | |
| SPDR SER TR | S&P DIVID ETF | $14K | 0.0% | 102 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $3K | 0.0% | 20 SH | |
| THE CIGNA GROUP | COM | $3K | 0.0% | 9 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $1K | 0.0% | 3 SH | |
| TYSON FOODS INC | CL A | $59K | 0.1% | 928 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $20K | 0.0% | 234 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.9M | 1.9% | 24,175 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $945K | 0.9% | 12,863 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $294K | 0.3% | 793 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $607K | 0.6% | 2,363 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $57K | 0.1% | 357 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $6.9M | 6.8% | 26,589 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.2M | 10.1% | 19,879 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.9M | 1.9% | 10,219 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $8.6M | 8.4% | 38,560 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.1M | 2.0% | 7,488 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $5.1M | 5.0% | 29,531 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $3.5M | 3.4% | 56,890 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.6M | 1.5% | 34,663 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.7M | 2.7% | 23,583 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $95K | 0.1% | 818 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $276K | 0.3% | 5,539 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.4M | 3.4% | 43,228 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $8.0M | 7.9% | 128,910 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.3M | 6.2% | 124,299 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3.2M | 3.1% | 24,538 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $4.3M | 4.2% | 58,091 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $39K | 0.0% | 72 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $4.7M | 4.7% | 23,431 SH | |
| VERIZON COMMUNICATIONS INC | COM | $16K | 0.0% | 357 SH | |
| VIATRIS INC | COM | $3K | 0.0% | 317 SH | |
| WALMART INC | COM | $13K | 0.0% | 152 SH |
| 13F-HR |
| 0002047030-25-000010 |
| $123.8M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0002047030-26-000003 | $148.6M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0002047030-25-000007 | $113.6M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002047030-26-000002 | $133.1M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0002047030-25-000004 | $101.3M | View |