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CIK 0001994252 • 6 13F filings • Apr 10, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $5.4M | 1.5%Prev: 1.2% | 17,383 SH | Increased-160 SH |
| AMAZON COM INC | COM | $398K | 0.1%Prev: 0.1% | 1,725 SH | Decreased-485 SH |
| APPLE INC | COM | $6.0M | 1.7%Prev: 1.7% | 22,208 SH | Increased-99 SH |
| BROADCOM INC | COM | $8.6M | 2.4%Prev: 2.5% | 24,749 SH | Decreased-1,346 SH |
| CHEVRON CORP NEW | COM | $2.9M | 0.8%Prev: 0.9% | 19,171 SH | Decreased-68 SH |
| CHUBB LIMITED | COM | $4.3M | 1.2%Prev: 1.1% | 13,798 SH | Increased-88 SH |
| CONSOLIDATED EDISON INC | COM | $482K | 0.1%Prev: 0.1% | 4,852 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $543K | 0.2%Prev: 0.2% | 630 SH | Decreased |
| EXXON MOBIL CORP | COM | $2.7M | 0.8%Prev: 0.8% | 22,788 SH | Increased-72 SH |
| HARTFORD INSURANCE GROUP INC | COM | $3.8M | 1.1%Prev: 1.1% | 27,379 SH | Increased+9 SH |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $4.6M | 1.3%Prev: 1.2% | 220,045 SH | Increased+21,589 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $15.1M | 4.3%Prev: 3.7% | 150,672 SH | Increased+24,798 SH |
| ISHARES TR | FLTG RATE NT ETF | $13.3M | 3.7%Prev: 3.5% | 261,316 SH | Increased+27,202 SH |
| ISHARES TR | INTL SEL DIV ETF | $1.9M | 0.5%Prev: 0.5% | 48,012 SH | Increased-215 SH |
| ISHARES TR | NATIONAL MUN ETF | $291K | 0.1% | 2,715 SH | New |
| ISHARES TR | PFD AND INCM SEC | $4.8M | 1.4%Prev: 1.5% | 155,211 SH | Decreased-2,675 SH |
| JOHNSON & JOHNSON | COM | $4.0M | 1.1%Prev: 1.1% | 19,337 SH | Increased-164 SH |
| JPMORGAN CHASE & CO. | COM | $6.0M | 1.7%Prev: 1.8% | 18,505 SH | Decreased-556 SH |
| KONTOOR BRANDS INC | COM | $514K | 0.1%Prev: 0.2% | 8,414 SH | Decreased-300 SH |
| LOCKHEED MARTIN CORP | COM | $3.5M | 1.0%Prev: 1.1% | 7,196 SH | Decreased-50 SH |
| LOWES COS INC | COM | $3.6M | 1.0%Prev: 1.1% | 14,743 SH | Decreased+130 SH |
| MASTERCARD INCORPORATED | CL A | $314K | 0.1%Prev: 0.1% | 550 SH | Increased |
| MEDTRONIC PLC | SHS | $3.6M | 1.0%Prev: 1.0% | 37,033 SH | Increased+72 SH |
| MERCK & CO INC | COM | $2.1M | 0.6%Prev: 0.5% | 19,673 SH | Increased-32 SH |
| MICROSOFT CORP | COM | $5.5M | 1.6%Prev: 1.8% | 11,455 SH | Decreased-580 SH |
| MORGAN STANLEY | COM NEW | $6.0M | 1.7%Prev: 1.6% | 34,063 SH | Increased-401 SH |
| NEXTERA ENERGY INC | COM | $4.7M | 1.3%Prev: 1.3% | 58,200 SH | Increased-521 SH |
| NVIDIA CORPORATION | COM | $436K | 0.1%Prev: 0.2% | 2,340 SH | Decreased-471 SH |
| NXP SEMICONDUCTORS N V | COM | $3.4M | 0.9%Prev: 1.0% | 15,455 SH | Decreased+127 SH |
| ORACLE CORP | COM | $3.3M | 0.9%Prev: 1.5% | 17,141 SH | Decreased-518 SH |
| PACKAGING CORP AMER | COM | $2.6M | 0.7%Prev: 0.8% | 12,475 SH | Decreased+78 SH |
| PARKER-HANNIFIN CORP | COM | $5.9M | 1.7%Prev: 1.5% | 6,668 SH | Increased-64 SH |
| PAYCHEX INC | COM | $3.0M | 0.8%Prev: 1.0% | 26,857 SH | Decreased-33 SH |
| PEPSICO INC | COM | $2.6M | 0.7%Prev: 0.7% | 18,391 SH | Increased+306 SH |
| PROCTER AND GAMBLE CO | COM | $3.4M | 1.0%Prev: 1.1% | 23,613 SH | Decreased-192 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $599K | 0.2%Prev: 0.2% | 7,453 SH | Decreased-133 SH |
| REPUBLIC SVCS INC | COM | $4.6M | 1.3%Prev: 1.5% | 21,603 SH | Decreased-295 SH |
| SEMPRA | COM | $4.3M | 1.2%Prev: 1.3% | 48,783 SH | Decreased+203 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $6.8M | 1.9%Prev: 1.9% | 152,003 SH | Increased+3,557 SH |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $397K | 0.1%Prev: 0.1% | 10,153 SH | Increased+90 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $13.4M | 3.8% | 494,530 SH | New |
| STRYKER CORPORATION | COM | $3.7M | 1.0%Prev: 1.1% | 10,394 SH | Decreased-87 SH |
| SYSCO CORP | COM | $3.1M | 0.9%Prev: 1.0% | 42,024 SH | Decreased-449 SH |
| UNION PAC CORP | COM | $3.7M | 1.0%Prev: 1.1% | 16,087 SH | Decreased+15 SH |
| V F CORP | COM | $642K | 0.2%Prev: 0.2% | 35,503 SH | Increased-1,200 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $34.2M | 9.6%Prev: 9.8% | 70,041 SH | Increased+255 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.9M | 1.1%Prev: 1.1% | 13,481 SH | Increased+249 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $897K | 0.3%Prev: 0.3% | 1,430 SH | Increased-6 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.0M | 1.1%Prev: 1.1% | 15,498 SH | Increased+182 SH |
| VANGUARD INDEX FDS | VALUE ETF | $15.2M | 4.3%Prev: 4.3% | 79,678 SH | Increased+1,399 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $53.6M | 15.1%Prev: 14.4% | 639,920 SH | Increased+53,482 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $13.4M | 3.8%Prev: 3.6% | 223,577 SH | Increased+20,814 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $4.8M | 1.4%Prev: 1.3% | 63,214 SH | Increased+4,360 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $10.9M | 3.1%Prev: 3.1% | 49,557 SH | Increased+28 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $5.5M | 1.5%Prev: 1.6% | 25,983 SH | Increased+840 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $1.7M | 0.5%Prev: 0.4% | 5,830 SH | Increased |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $5.0M | 1.4%Prev: 1.4% | 16,649 SH | Increased+207 SH |
| VANGUARD WORLD FD | INF TECH ETF | $7.0M | 2.0%Prev: 2.0% | 9,333 SH | Increased+14 SH |
| VISA INC | COM CL A | $4.1M | 1.1%Prev: 1.2% | 11,585 SH | Increased-191 SH |
| WALMART INC | COM | $5.9M | 1.7%Prev: 1.6% | 53,124 SH | Increased-1,359 SH |
| WEC ENERGY GROUP INC | COM | $513K | 0.1%Prev: 0.2% | 4,861 SH | Decreased+119 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $1.7M | 0.5%Prev: 0.5% | 32,183 SH | Decreased+181 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $1.7M | 0.5%Prev: 0.5% | 49,605 SH | Increased+571 SH |
| 13F-HR |
| 0001994252-26-000005 |
| $382.7M |
| View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003786 | $318.0M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001994252-26-000002 | $353.6M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002004 | $298.9M | View |