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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 LABORATORIES | COM | $344K | 0.0% | 3,351 SH | New |
| ABBVIE INC | COM | $1.8M | 0.2%Prev: 0.3% | 8,230 SH | Decreased-779 SH |
| ALLIANT ENERGY CORP | COM | $319K | 0.0%Prev: 0.0% | 4,450 SH | Increased-293 SH |
| APPLE INC | COM | $1.5M | 0.2%Prev: 0.4% | 5,793 SH | Decreased-7,395 SH |
| BANK MONTREAL MEDIUM | COM | $207K | 0.0% | 1,527 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.1%Prev: 0.3% | 2,639 SH | Decreased-914 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $132.0M | 15.5%Prev: 10.3% | 2,268,468 SH | Increased+716,359 SH |
| CHEVRON CORPORATION | COM | $524K | 0.1% | 2,532 SH | New |
| COLGATE PALMOLIVE CO | COM | $323K | 0.0%Prev: 0.0% | 3,790 SH | Decreased-46 SH |
| CONSTELLATION ENERGY CORP | COM | $438K | 0.1%Prev: 0.0% | 1,567 SH | Increased-9 SH |
| COSTCO WHOLESALE CORPORATION | COM | $452K | 0.1% | 454 SH | New |
| DANAHER CORP DEL | COM | $310K | 0.0% | 1,636 SH | New |
| DISNEY WALT CO | COM | $675K | 0.1%Prev: 0.0% | 7,002 SH | Increased+4,765 SH |
| EXELON CORP | COM | $218K | 0.0%Prev: 0.0% | 4,451 SH | Increased+2 SH |
| EXXON MOBIL CORP | COM | $1.3M | 0.1%Prev: 0.1% | 7,470 SH | Increased-236 SH |
| GE AEROSPACE | COM NEW | $1.7M | 0.2%Prev: 0.2% | 5,831 SH | Increased+59 SH |
| GE VERNOVA INC | COM | $1.5M | 0.2%Prev: 0.1% | 1,679 SH | Increased+91 SH |
| INNOVATOR ETFS TRUST | S&P INVT GRD PFD | $224K | 0.0%Prev: 0.0% | 13,529 SH | Decreased+775 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $723K | 0.1%Prev: 0.1% | 2,982 SH | Decreased-144 SH |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $6.4M | 0.7%Prev: 1.9% | 313,227 SH | Decreased-347,069 SH |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $271K | 0.0%Prev: 0.0% | 10,051 SH | Increased+398 SH |
| INVESCO QQQ TR | UNIT SER 1 | $45.1M | 5.3%Prev: 4.5% | 78,147 SH | Increased+7,128 SH |
| ISHARES INC | CORE MSCI EMKT | $55.8M | 6.5%Prev: 3.8% | 800,452 SH | Increased+284,075 SH |
| ISHARES INC | MSCI EMRG CHN | $12.5M | 1.5%Prev: 3.0% | 159,378 SH | Decreased-244,914 SH |
| ISHARES TR | 20 YR TR BD ETF | $21.3M | 2.5%Prev: 1.2% | 245,164 SH | Increased+144,967 SH |
| ISHARES TR | 7-10 YR TRSY BD | $15.3M | 1.8%Prev: 2.7% | 160,187 SH | Decreased-49,423 SH |
| ISHARES TR | BROAD USD HIGH | $8.7M | 1.0%Prev: 2.0% | 235,560 SH | Decreased-157,331 SH |
| ISHARES TR | CONV BD ETF | $416K | 0.0%Prev: 0.0% | 4,086 SH | Increased+71 SH |
| ISHARES TR | CORE DIV GRWTH | $50.2M | 5.9%Prev: 5.6% | 715,444 SH | Increased+51,167 SH |
| ISHARES TR | CORE MSCI EAFE | $121.1M | 14.2%Prev: 16.4% | 1,337,502 SH | Increased-262,515 SH |
| ISHARES TR | CORE S&P MCP ETF | $40.3M | 4.7%Prev: 5.1% | 596,597 SH | Increased-41,687 SH |
| ISHARES TR | CORE S&P SCP ETF | $27.0M | 3.2%Prev: 2.7% | 217,077 SH | Increased+29,628 SH |
| ISHARES TR | CORE S&P500 ETF | $194.5M | 22.8%Prev: 19.1% | 297,706 SH | Increased+47,533 SH |
| ISHARES TR | CORE US AGGBD ET | $50.3M | 5.9%Prev: 12.5% | 506,437 SH | Decreased-423,268 SH |
| ISHARES TR | JPMORGAN USD EMG | $6.3M | 0.7% | 66,724 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $930K | 0.1%Prev: 2.9% | 10,031 SH | Decreased-220,749 SH |
| ISHARES TR | RUS 1000 ETF | $579K | 0.1%Prev: 0.1% | 1,624 SH | Increased-93 SH |
| ISHARES TR | S&P 500 GRWT ETF | $3.1M | 0.4%Prev: 0.4% | 27,184 SH | Increased-2,266 SH |
| ISHARES TR | S&P 500 VAL ETF | $3.3M | 0.4%Prev: 0.4% | 15,570 SH | Increased-478 SH |
| ISHARES TR | TRS FLT RT BD | $29.6M | 3.5% | 585,477 SH | New |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $6.5M | 0.8%Prev: 2.1% | 129,954 SH | Decreased-176,679 SH |
| JPMORGAN CHASE & CO | COM | $1.3M | 0.2% | 4,422 SH | New |
| MCDONALDS CORP | COM | $1.2M | 0.1%Prev: 0.2% | 3,969 SH | Decreased-200 SH |
| MGE ENERGY INC | COM | $661K | 0.1%Prev: 0.1% | 8,558 SH | Decreased-125 SH |
| MICROSOFT CORP | COM | $953K | 0.1%Prev: 0.2% | 2,575 SH | Decreased-671 SH |
| NVIDIA CORPORATION | COM | $286K | 0.0% | 1,638 SH | New |
| PITNEY BOWES INC | COM | $162K | 0.0% | 14,684 SH | New |
| PROCTER & GAMBLE CO | COM | $265K | 0.0% | 1,836 SH | New |
| PRUDENTIAL FINL INC | COM | $352K | 0.0%Prev: 0.1% | 3,607 SH | Decreased-212 SH |
| RAYMOND JAMES FINL INC | COM | $400K | 0.0%Prev: 0.1% | 2,762 SH | Increased+35 SH |
| RTX CORPORATION | COM | $345K | 0.0%Prev: 0.0% | 1,790 SH | Increased-296 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $473K | 0.1% | 3,560 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $746K | 0.1% | 13,574 SH | New |
| TRAVELERS COMPANIES INC | COM | $271K | 0.0%Prev: 0.0% | 930 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $255K | 0.0%Prev: 0.0% | 426 SH | Increased+17 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $534K | 0.1%Prev: 0.1% | 1,665 SH | Increased+49 SH |
| WISDOMTREE TR | YIELD ENHANCD US | $296K | 0.0%Prev: 0.0% | 6,815 SH | Increased+298 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 |