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CIK 0002008648 • 6 13F filings • Apr 30, 2025 – Jul 16, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $891K | 0.5%Prev: 0.5% | 2,847 SH | Increased-226 SH |
| ALPHABET INC | CAP STK CL C | $215K | 0.1% | 684 SH | New |
| ALTRIA GROUP INC | COM | $288K | 0.2%Prev: 0.2% | 5,000 SH | Decreased |
| AMAZON COM INC | COM | $846K | 0.5%Prev: 0.5% | 3,665 SH | Decreased-268 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $8.7M | 5.3%Prev: 5.0% | 115,411 SH | Increased+3,390 SH |
| APPLE INC | COM | $2.4M | 1.5%Prev: 1.6% | 8,990 SH | Decreased-1,090 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $3.3M | 2.0%Prev: 1.9% | 85,840 SH | Increased+4,374 SH |
| BLACKROCK ETF TRUST II | ISHARES TOTAL RE | $13.0M | 7.8%Prev: 7.9% | 255,689 SH | Increased+4,680 SH |
| BOSTON SCIENTIFIC CORP | COM | $278K | 0.2%Prev: 0.2% | 2,917 SH | Decreased-242 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $3.1M | 1.9%Prev: 1.9% | 113,568 SH | Increased+4,147 SH |
| CITIZENS FINL GROUP INC | COM | $213K | 0.1% | 3,653 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $384K | 0.2%Prev: 0.3% | 9,021 SH | Decreased-1,052 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $480K | 0.3%Prev: 0.3% | 12,590 SH | Increased+242 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $764K | 0.5%Prev: 0.5% | 15,928 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.6M | 1.0%Prev: 1.0% | 34,725 SH | Increased+446 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $11.6M | 7.0%Prev: 6.8% | 293,543 SH | Increased+5,789 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $221K | 0.1%Prev: 0.5% | 3,407 SH | Decreased-8,713 SH |
| HOME DEPOT INC | COM | $223K | 0.1%Prev: 0.2% | 648 SH | Decreased-30 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $534K | 0.3%Prev: 0.3% | 20,000 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $3.8M | 2.3%Prev: 2.0% | 47,007 SH | Increased+1,691 SH |
| ISHARES INC | MSCI EMRG CHN | $7.4M | 4.4%Prev: 4.1% | 101,354 SH | Increased+2,926 SH |
| ISHARES TR | EAFE GRWTH ETF | $3.4M | 2.0%Prev: 2.1% | 29,846 SH | Decreased-616 SH |
| ISHARES TR | EAFE VALUE ETF | $10.6M | 6.3%Prev: 6.1% | 147,906 SH | Increased+2,745 SH |
| ISHARES TR | MSCI USA MMENTM | $3.0M | 1.8%Prev: 1.9% | 12,069 SH | Decreased+213 SH |
| ISHARES TR | MSCI USA QLT FCT | $11.4M | 6.9%Prev: 6.8% | 57,535 SH | Increased+864 SH |
| ISHARES TR | S&P 100 ETF | $6.2M | 3.7%Prev: 3.7% | 18,080 SH | Increased+152 SH |
| ISHARES TR | S&P 500 GRWT ETF | $12.2M | 7.3%Prev: 7.2% | 99,072 SH | Increased+1,740 SH |
| ISHARES TR | U.S. TECH ETF | $5.2M | 3.2%Prev: 3.1% | 26,277 SH | Increased+452 SH |
| ISHARES TR | US INFRASTRUC | $2.6M | 1.6%Prev: 1.5% | 50,111 SH | Increased+2,467 SH |
| J P MORGAN EXCHANGE TRADED F | USD EMRNG MKT | $1.2M | 0.7%Prev: 0.7% | 28,906 SH | Increased+1,973 SH |
| META PLATFORMS INC | CL A | $281K | 0.2%Prev: 0.2% | 426 SH | Decreased-57 SH |
| MICROSOFT CORP | COM | $1.6M | 0.9%Prev: 1.1% | 3,216 SH | Decreased-243 SH |
| NVIDIA CORPORATION | COM | $466K | 0.3%Prev: 0.5% | 2,499 SH | Decreased-2,159 SH |
| PHILIP MORRIS INTL INC | COM | $1.6M | 1.0%Prev: 1.0% | 10,102 SH | Decreased+100 SH |
| PROGRESSIVE CORP | COM | $291K | 0.2%Prev: 0.2% | 1,277 SH | Decreased-47 SH |
| REGIONS FINANCIAL CORP NEW | COM | $211K | 0.1%Prev: 0.1% | 7,775 SH | Increased |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $7.5M | 4.5%Prev: 4.5% | 319,426 SH | Increased+6,220 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.2M | 0.7%Prev: 0.8% | 26,125 SH | Decreased-374 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $16.8M | 10.1% | 209,322 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $202K | 0.1% | 2,590 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $434K | 0.3%Prev: 0.3% | 5,507 SH | Increased+289 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $498K | 0.3%Prev: 0.3% | 10,309 SH | Increased+392 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 0.9%Prev: 0.9% | 2,425 SH | Increased+121 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $292K | 0.2%Prev: 0.2% | 5,434 SH | Decreased-484 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $4.3M | 2.6%Prev: 2.6% | 76,216 SH | Increased+1,453 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $4.9M | 2.9%Prev: 2.9% | 104,137 SH | Increased+3,616 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $841K | 0.5%Prev: 0.5% | 13,465 SH | Decreased-719 SH |
| 13F-HR |
| 0002008648-26-000003 |
| $176.7M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0002008648-25-000003 | $163.2M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0002008648-26-000002 | $161.4M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0002008648-25-000002 | $151.4M | View |