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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 | $424K | 0.0% | 3,388 SH | New |
| ABBVIE INC | COM | $2.0M | 0.2%Prev: 0.3% | 8,618 SH | Decreased-954 SH |
| ALLIANT ENERGY CORP | COM | $320K | 0.0%Prev: 0.0% | 4,925 SH | Decreased+475 SH |
| APPLE INC | COM | $1.6M | 0.2%Prev: 0.2% | 5,925 SH | Decreased+274 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $215K | 0.0% | 836 SH | New |
| BANK MONTREAL QUE | COM | $201K | 0.0% | 1,551 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.2%Prev: 0.1% | 2,694 SH | Increased+132 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $133.5M | 15.6%Prev: 16.1% | 2,195,797 SH | Decreased+48,346 SH |
| CHEVRON CORP NEW | COM | $395K | 0.0% | 2,589 SH | New |
| COLGATE PALMOLIVE CO | COM | $303K | 0.0%Prev: 0.0% | 3,836 SH | Decreased+46 SH |
| CONSTELLATION ENERGY CORP | COM | $554K | 0.1%Prev: 0.0% | 1,567 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $209K | 0.0% | 242 SH | New |
| DANAHER CORPORATION | COM | $374K | 0.0% | 1,633 SH | New |
| DISNEY WALT CO | COM | $797K | 0.1%Prev: 0.1% | 7,003 SH | Increased+300 SH |
| EXXON MOBIL CORP | COM | $899K | 0.1%Prev: 0.1% | 7,468 SH | Decreased+409 SH |
| FIDELITY NATL INFORMATION SV | COM | $229K | 0.0% | 3,444 SH | New |
| GE AEROSPACE | COM NEW | $1.9M | 0.2%Prev: 0.2% | 6,142 SH | Decreased+310 SH |
| GE VERNOVA INC | COM | $1.1M | 0.1%Prev: 0.2% | 1,679 SH | Decreased |
| INNOVATOR ETFS TRUST | S&P INVT GRD PFD | $235K | 0.0%Prev: 0.0% | 13,339 SH | Increased-396 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $883K | 0.1%Prev: 0.1% | 2,982 SH | Increased |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $9.8M | 1.1%Prev: 1.2% | 466,928 SH | Decreased-66,747 SH |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $271K | 0.0%Prev: 0.0% | 9,950 SH | Decreased-208 SH |
| INVESCO QQQ TR | UNIT SER 1 | $47.0M | 5.5%Prev: 7.3% | 76,498 SH | Decreased-13,223 SH |
| ISHARES INC | CORE MSCI EMKT | $36.3M | 4.3%Prev: 5.5% | 540,117 SH | Decreased-63,874 SH |
| ISHARES INC | MSCI EMRG CHN | $27.9M | 3.3%Prev: 0.5% | 384,179 SH | Increased+343,870 SH |
| ISHARES TR | 20 YR TR BD ETF | $12.8M | 1.5%Prev: 1.7% | 146,677 SH | Decreased-33,223 SH |
| ISHARES TR | 7-10 YR TRSY BD | $21.4M | 2.5%Prev: 2.6% | 222,323 SH | Decreased-27,546 SH |
| ISHARES TR | BROAD USD HIGH | $9.6M | 1.1%Prev: 1.4% | 257,111 SH | Decreased-75,127 SH |
| ISHARES TR | CONV BD ETF | $402K | 0.0%Prev: 0.1% | 4,076 SH | Decreased-23 SH |
| ISHARES TR | CORE DIV GRWTH | $41.0M | 4.8%Prev: 4.2% | 591,147 SH | Increased+84,020 SH |
| ISHARES TR | CORE MSCI EAFE | $125.2M | 14.7%Prev: 12.0% | 1,399,440 SH | Increased+273,785 SH |
| ISHARES TR | CORE S&P MCP ETF | $45.4M | 5.3%Prev: 4.0% | 687,276 SH | Increased+211,411 SH |
| ISHARES TR | CORE S&P SCP ETF | $26.2M | 3.1%Prev: 3.3% | 217,827 SH | Decreased+15,346 SH |
| ISHARES TR | CORE S&P500 ETF | $194.4M | 22.8%Prev: 27.2% | 283,872 SH | Decreased-46,176 SH |
| ISHARES TR | CORE US AGGBD ET | $77.7M | 9.1%Prev: 9.1% | 778,270 SH | Decreased-56,500 SH |
| ISHARES TR | JPMORGAN USD EMG | $5.9M | 0.7%Prev: 0.0% | 60,969 SH | Increased+56,276 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.9M | 0.2% | 20,253 SH | New |
| ISHARES TR | RUS 1000 ETF | $687K | 0.1%Prev: 0.1% | 1,840 SH | Increased+240 SH |
| ISHARES TR | S&P 500 GRWT ETF | $3.5M | 0.4%Prev: 0.4% | 28,252 SH | Increased+3,472 SH |
| ISHARES TR | S&P 500 VAL ETF | $3.4M | 0.4%Prev: 0.4% | 15,892 SH | Decreased+1,044 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $6.3M | 0.7%Prev: 0.0% | 125,430 SH | Increased+120,112 SH |
| JPMORGAN CHASE & CO. | COM | $1.5M | 0.2% | 4,683 SH | New |
| MCDONALDS CORP | COM | $1.2M | 0.1%Prev: 0.1% | 3,969 SH | Increased+1,117 SH |
| MGE ENERGY INC | COM | $671K | 0.1%Prev: 0.1% | 8,550 SH | Decreased-15 SH |
| MICROSOFT CORP | COM | $1.3M | 0.1%Prev: 0.1% | 2,607 SH | Increased+732 SH |
| NVIDIA CORPORATION | COM | $314K | 0.0%Prev: 0.0% | 1,686 SH | Decreased+97 SH |
| PITNEY BOWES INC | COM | $155K | 0.0%Prev: 0.0% | 14,684 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $263K | 0.0% | 1,835 SH | New |
| PRUDENTIAL FINL INC | COM | $428K | 0.1%Prev: 0.0% | 3,793 SH | Increased+186 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $286K | 0.0% | 3,562 SH | New |
| RAYMOND JAMES FINL INC | COM | $442K | 0.1%Prev: 0.0% | 2,754 SH | Increased-18 SH |
| RTX CORPORATION | COM | $372K | 0.0% | 2,030 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $513K | 0.1% | 3,560 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $819K | 0.1% | 14,393 SH | New |
| TRAVELERS COMPANIES INC | COM | $270K | 0.0%Prev: 0.0% | 930 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $267K | 0.0%Prev: 0.0% | 426 SH | Increased+85 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $558K | 0.1%Prev: 0.1% | 1,665 SH | Increased+361 SH |
| WISDOMTREE TR | YIELD ENHANCD US | $297K | 0.0%Prev: 0.0% | 6,741 SH | Decreased-149 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 |