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CIK 0001911316 • 6 13F filings • May 8, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $298K | 0.2% | 950 SH | New |
| AMGEN INC | COM | $210K | 0.1% | 641 SH | New |
| AMPHENOL CORP NEW | CL A | $230K | 0.1% | 1,700 SH | New |
| APPLE INC | COM | $8.0M | 4.7% | 29,578 SH | New |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $1.4M | 0.8%Prev: 3.0% | 24,802 SH | Decreased-57,744 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $10.3M | 6.0%Prev: 5.7% | 281,879 SH | Increased+41,314 SH |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $1.8M | 1.1%Prev: 3.9% | 24,867 SH | Decreased-60,703 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $16.7M | 9.7%Prev: 9.9% | 361,739 SH | Increased+39,856 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $7.7M | 4.5%Prev: 5.1% | 58,025 SH | Increased-735 SH |
| ISHARES INC | CORE MSCI EMKT | $2.8M | 1.6%Prev: 0.6% | 40,939 SH | Increased+27,559 SH |
| ISHARES TR | CORE DIV GRWTH | $9.9M | 5.8%Prev: 3.5% | 142,036 SH | Increased+64,537 SH |
| ISHARES TR | CORE S&P500 ETF | $15.6M | 9.1%Prev: 9.7% | 22,736 SH | Increased+919 SH |
| ISHARES TR | FLTG RATE NT ETF | $7.1M | 4.2% | 139,592 SH | New |
| ISHARES TR | S&P SML 600 GWT | $576K | 0.3%Prev: 0.4% | 4,080 SH | Decreased-355 SH |
| ISHARES TR | U.S. UTILITS ETF | $310K | 0.2%Prev: 0.2% | 2,857 SH | Decreased-260 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $973K | 0.6%Prev: 0.8% | 19,033 SH | Decreased-6,206 SH |
| MICROSOFT CORP | COM | $948K | 0.6%Prev: 0.7% | 1,960 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $378K | 0.2%Prev: 0.3% | 2,125 SH | Decreased-200 SH |
| PHILIP MORRIS INTL INC | COM | $555K | 0.3%Prev: 0.4% | 3,461 SH | Decreased+38 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.0M | 0.6% | 14,168 SH | New |
| SOUTHERN CO | COM | $210K | 0.1%Prev: 0.2% | 2,404 SH | Decreased |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $427K | 0.2%Prev: 1.4% | 9,132 SH | Decreased-36,490 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.0M | 1.2%Prev: 1.4% | 2,897 SH | Decreased-371 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $12.3M | 7.2% | 277,258 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $756K | 0.4%Prev: 3.6% | 10,203 SH | Decreased-62,848 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $428K | 0.3%Prev: 0.3% | 877 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $11.1M | 6.5%Prev: 6.3% | 52,246 SH | Increased+6,920 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $8.5M | 5.0% | 28,039 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.0M | 4.1%Prev: 6.4% | 20,833 SH | Decreased-8,652 SH |
| VANGUARD INDEX FDS | VALUE ETF | $9.6M | 5.6%Prev: 4.3% | 50,365 SH | Increased+15,534 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $15.5M | 9.1%Prev: 8.9% | 194,538 SH | Increased+27,630 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $12.1M | 7.1%Prev: 5.5% | 192,974 SH | Increased+55,261 SH |
| VISA INC | COM CL A | $317K | 0.2%Prev: 0.2% | 904 SH | Increased+50 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $4.3M | 2.5% | 50,379 SH | New |
| 13F-HR |
| 0001911316-26-000003 |
| $186.4M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004580 | $148.0M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001911316-26-000002 | $173.1M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002768 | $135.0M | View |