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CIK 0002053294 • 5 13F filings • Apr 23, 2025 – Jul 10, 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 | $531K | 0.1% | 4,005 SH | |
| ABBVIE INC | COM | $1.9M | 0.3% | 9,009 SH | |
| ALLIANT ENERGY CORP | COM | $305K | 0.0% | 4,743 SH | |
| ALLSTATE CORP | COM | $247K | 0.0% | 1,193 SH | |
| APPLE INC | COM | $2.9M | 0.4% | 13,188 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $244K | 0.0% | 800 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 0.3% | 3,553 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $75.7M | 10.3% | 1,552,109 SH | |
| CHEVRON CORP NEW | COM | $427K | 0.1% | 2,552 SH | |
| COHEN & STEERS INFRASTRUCTUR | COM | $212K | 0.0% | 8,297 SH | |
| COHEN & STEERS TOTAL RETURN | COM | $131K | 0.0% | 10,808 SH | |
| COLGATE PALMOLIVE CO | COM | $359K | 0.0% | 3,836 SH | |
| CONSTELLATION ENERGY CORP | COM | $318K | 0.0% | 1,576 SH | |
| COSTCO WHSL CORP NEW | COM | $284K | 0.0% | 300 SH | |
| DANAHER CORPORATION | COM | $374K | 0.1% | 1,826 SH | |
| DEERE & CO | COM | $219K | 0.0% | 466 SH | |
| DISNEY WALT CO | COM | $221K | 0.0% | 2,237 SH | |
| EDISON INTL | COM | $208K | 0.0% | 3,534 SH | |
| EXACT SCIENCES CORP | COM | $342K | 0.0% | 7,896 SH | |
| EXELON CORP | COM | $205K | 0.0% | 4,449 SH | |
| EXXON MOBIL CORP | COM | $916K | 0.1% | 7,706 SH | |
| FIDELITY NATL INFORMATION SV | COM | $485K | 0.1% | 6,499 SH | |
| GE AEROSPACE | COM NEW | $1.2M | 0.2% | 5,772 SH | |
| GE VERNOVA INC | COM | $485K | 0.1% | 1,588 SH | |
| INNOVATOR ETFS TRUST | S&P INVT GRD PFD | $225K | 0.0% | 12,754 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $777K | 0.1% | 3,126 SH | |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $13.7M | 1.9% | 660,296 SH | |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $258K | 0.0% | 9,653 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $33.3M | 4.5% | 71,019 SH | |
| ISHARES INC | CORE MSCI EMKT | $27.9M | 3.8% | 516,377 SH | |
| ISHARES INC | MSCI EMRG CHN | $22.3M | 3.0% | 404,292 SH | |
| ISHARES TR | 20 YR TR BD ETF | $9.1M | 1.2% | 100,197 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $20.0M | 2.7% | 209,610 SH | |
| ISHARES TR | BROAD USD HIGH | $14.5M | 2.0% | 392,891 SH | |
| ISHARES TR | CONV BD ETF | $336K | 0.0% | 4,015 SH | |
| ISHARES TR | CORE DIV GRWTH | $41.0M | 5.6% | 664,277 SH | |
| ISHARES TR | CORE MSCI EAFE | $121.0M | 16.4% | 1,600,017 SH | |
| ISHARES TR | CORE S&P MCP ETF | $37.2M | 5.1% | 638,284 SH | |
| ISHARES TR | CORE S&P SCP ETF | $19.6M | 2.7% | 187,449 SH | |
| ISHARES TR | CORE S&P500 ETF | $140.6M | 19.1% | 250,173 SH | |
| ISHARES TR | CORE US AGGBD ET | $92.0M | 12.5% | 929,705 SH | |
| ISHARES TR | MSCI USA MIN VOL | $21.6M | 2.9% | 230,780 SH | |
| ISHARES TR | RUS 1000 ETF | $527K | 0.1% | 1,717 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $2.7M | 0.4% | 29,450 SH | |
| ISHARES TR | S&P 500 VAL ETF | $3.1M | 0.4% | 16,048 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $15.5M | 2.1% | 306,633 SH | |
| JPMORGAN CHASE & CO. | COM | $1.3M | 0.2% | 5,115 SH | |
| MCDONALDS CORP | COM | $1.3M | 0.2% | 4,169 SH | |
| MGE ENERGY INC | COM | $807K | 0.1% | 8,683 SH | |
| MICROSOFT CORP | COM | $1.2M | 0.2% | 3,246 SH | |
| PROCTER AND GAMBLE CO | COM | $326K | 0.0% | 1,915 SH | |
| PRUDENTIAL FINL INC | COM | $427K | 0.1% | 3,819 SH | |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $282K | 0.0% | 3,427 SH | |
| RAYMOND JAMES FINL INC | COM | $379K | 0.1% | 2,727 SH | |
| RTX CORPORATION | COM | $276K | 0.0% | 2,086 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $368K | 0.0% | 1,780 SH | |
| SPDR SER TR | BBG CONV SEC ETF | $603K | 0.1% | 7,869 SH | |
| SPDR SER TR | ICE PFD SEC ETF | $314K | 0.0% | 9,694 SH | |
| TRAVELERS COMPANIES INC | COM | $246K | 0.0% | 930 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $210K | 0.0% | 409 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $444K | 0.1% | 1,616 SH | |
| WISDOMTREE TR | YIELD ENHANCD US | $283K | 0.0% | 6,517 SH |
| 13F-HR |
| 0002085853-26-000683 |
| $909.3M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000840 | $826.5M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000363 | $853.6M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000490 | $736.0M | View |