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CIK 0002113970 • 2 13F filings • Feb 27, 2026 – Apr 22, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN NATL MUN I | COM | $234K | 0.2%Prev: 0.2% | 21,600 SH | Increased |
| ALPHABET INC | CAP STK CL A | $271K | 0.3%Prev: 0.2% | 867 SH | Increased-70 SH |
| ALPHABET INC | CAP STK CL C | $402K | 0.4%Prev: 0.6% | 1,282 SH | Decreased-964 SH |
| AMAZON COM INC | COM | $505K | 0.5%Prev: 0.4% | 2,188 SH | Increased+115 SH |
| APPLE INC | COM | $1.7M | 1.6%Prev: 1.3% | 6,194 SH | Increased+338 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 1.3%Prev: 0.6% | 2,715 SH | Increased+1,212 SH |
| COHEN & STEERS ETF TRUST | REAL ESTATE ACTI | $1.6M | 1.5%Prev: 1.5% | 61,930 SH | Decreased-3,832 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $4.5M | 4.2%Prev: 4.3% | 134,302 SH | Decreased-5,762 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $20.8M | 19.4%Prev: 20.3% | 417,530 SH | Decreased-29,608 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.3M | 2.2%Prev: 2.2% | 61,405 SH | Decreased-4,524 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $900K | 0.8%Prev: 0.8% | 26,299 SH | Decreased-28 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.4M | 1.3%Prev: 1.4% | 43,494 SH | Decreased-4,423 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $445K | 0.4%Prev: 0.4% | 9,858 SH | Decreased |
| FRANKLIN LTD DURATION INCOME | COM | $510K | 0.5%Prev: 0.4% | 82,895 SH | Increased |
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | $109K | 0.1%Prev: 0.1% | 17,285 SH | Increased |
| HOME DEPOT INC | COM | $466K | 0.4%Prev: 0.4% | 1,353 SH | Increased-10 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $532K | 0.5%Prev: 0.3% | 1,795 SH | Increased+136 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $341K | 0.3%Prev: 1.1% | 18,093 SH | Decreased-50,024 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $527K | 0.5%Prev: 0.7% | 26,712 SH | Decreased-13,407 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $2.0M | 1.9%Prev: 2.1% | 98,377 SH | Decreased-20,404 SH |
| ISHARES INC | CORE MSCI EMKT | $262K | 0.2%Prev: 0.2% | 3,904 SH | Decreased-166 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.9M | 1.8%Prev: 1.7% | 28,989 SH | Decreased+285 SH |
| ISHARES TR | CORE S&P500 ETF | $1.3M | 1.2%Prev: 1.0% | 1,863 SH | Increased+55 SH |
| ISHARES TR | EGSADVNCDMSCI EM | $213K | 0.2%Prev: 0.2% | 4,580 SH | Decreased |
| ISHARES TR | ESG AW MSCI EAFE | $557K | 0.5%Prev: 0.5% | 5,860 SH | Decreased-145 SH |
| ISHARES TR | ESG AWARE MSCI | $325K | 0.3%Prev: 0.3% | 7,070 SH | Decreased |
| ISHARES TR | ESG AWR MSCI USA | $231K | 0.2%Prev: 0.2% | 1,550 SH | Increased |
| ISHARES TR | ESG EAFE ETF | $433K | 0.4%Prev: 0.4% | 5,760 SH | Decreased |
| ISHARES TR | ESG MSCI USA ETF | $334K | 0.3%Prev: 0.3% | 5,795 SH | Increased-55 SH |
| ISHARES TR | ESG OPTIMIZED | $3.2M | 3.0%Prev: 2.6% | 23,034 SH | Increased-118 SH |
| ISHARES TR | FLTG RATE NT ETF | $285K | 0.3%Prev: 0.3% | 5,597 SH | Decreased-520 SH |
| ISHARES TR | MSCI ACWI EX US | $293K | 0.3%Prev: 0.3% | 4,358 SH | Increased+100 SH |
| ISHARES TR | RUS 1000 ETF | $1.2M | 1.1%Prev: 0.9% | 3,090 SH | Increased+144 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $9.5M | 8.8%Prev: 9.4% | 199,702 SH | Decreased-33,077 SH |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | $1.3M | 1.2%Prev: 1.1% | 18,401 SH | Decreased+383 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $7.1M | 6.6%Prev: 6.9% | 123,954 SH | Decreased-18,280 SH |
| J P MORGAN EXCHANGE TRADED F | INTL HDGD EQT LA | $234K | 0.2%Prev: 0.2% | 4,472 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | $4.9M | 4.5%Prev: 4.4% | 39,156 SH | Decreased-1 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $363K | 0.3%Prev: 0.3% | 6,243 SH | Decreased-852 SH |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | $1.0M | 1.0%Prev: 0.8% | 13,120 SH | Increased+673 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTFCTR EMRNG | $278K | 0.3%Prev: 0.2% | 8,460 SH | Decreased |
| JOHN HANCOCK EXCHANGE TRADED | MULTI INTL ETF | $1.2M | 1.1%Prev: 1.0% | 27,785 SH | Decreased+500 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $275K | 0.3%Prev: 0.2% | 4,198 SH | Increased+500 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTR SML | $296K | 0.3%Prev: 0.2% | 7,059 SH | Increased+2,100 SH |
| JPMORGAN CHASE & CO. | COM | $307K | 0.3% | 954 SH | New |
| MERCK & CO INC | COM | $239K | 0.2%Prev: 0.2% | 2,271 SH | Increased+300 SH |
| MICROSOFT CORP | COM | $1.1M | 1.0%Prev: 0.8% | 2,316 SH | Increased-141 SH |
| NYLI MACKAY DEFINEDTERM MUNI | COM | $155K | 0.1%Prev: 0.1% | 10,415 SH | Increased |
| ORACLE CORP | COM | $322K | 0.3%Prev: 0.2% | 1,652 SH | Increased |
| PIMCO CALIF MUN INCOME FD | COM | $262K | 0.2%Prev: 0.2% | 29,980 SH | Increased |
| RIVERNORTH FLEXIBLE MUNI INC | COM | $218K | 0.2%Prev: 0.2% | 17,210 SH | Increased |
| RTX CORPORATION | COM | $243K | 0.2%Prev: 0.2% | 1,326 SH | Decreased |
| S&P GLOBAL INC | COM | $994K | 0.9%Prev: 0.6% | 1,901 SH | Increased+147 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.4M | 1.3%Prev: 1.3% | 47,914 SH | Decreased-833 SH |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $852K | 0.8% | 23,711 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $349K | 0.3% | 512 SH | New |
| T ROWE PRICE ETF INC | FLOATING RATE | $1.4M | 1.3%Prev: 1.2% | 28,092 SH | Increased+650 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $247K | 0.2%Prev: 0.3% | 506 SH | Decreased-274 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $353K | 0.3%Prev: 0.3% | 1,216 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $378K | 0.4%Prev: 0.3% | 603 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.9M | 1.8%Prev: 1.8% | 9,161 SH | Decreased-607 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $495K | 0.5%Prev: 0.4% | 1,476 SH | Increased+17 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.2M | 2.1%Prev: 2.0% | 30,262 SH | Decreased-745 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.3M | 1.2%Prev: 1.2% | 23,740 SH | Decreased-1,134 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $263K | 0.2%Prev: 0.2% | 1,832 SH | Increased+175 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $314K | 0.3% | 3,753 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.2M | 2.0%Prev: 1.8% | 9,807 SH | Increased+290 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $8.0M | 7.5%Prev: 7.5% | 56,086 SH | Decreased-2,727 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $516K | 0.5%Prev: 0.4% | 5,735 SH | Decreased+200 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $3.2M | 3.0%Prev: 2.7% | 62,942 SH | Decreased-220 SH |