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CIK 0001914617 • 6 13F filings • Apr 28, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $4.1M | 1.2%Prev: 1.4% | 11,801 SH | Decreased-1,053 SH |
| ALPHABET INC | CAP STK CL A | $5.6M | 1.7%Prev: 1.3% | 17,967 SH | Increased-198 SH |
| ALPHABET INC | CAP STK CL C | $16.1M | 4.9%Prev: 3.9% | 51,160 SH | Increased-2,637 SH |
| AMAZON COM INC | COM | $10.7M | 3.2%Prev: 3.1% | 46,192 SH | Increased-140 SH |
| AMERICAN ELEC PWR CO INC | COM | $382K | 0.1%Prev: 0.1% | 3,312 SH | Decreased-258 SH |
| APPLE INC | COM | $17.2M | 5.2%Prev: 5.1% | 63,192 SH | Increased-3,432 SH |
| APPLIED MATLS INC | COM | $9.9M | 3.0%Prev: 2.5% | 38,615 SH | Increased-2,336 SH |
| ARES CAPITAL CORP | COM | $1.2M | 0.4%Prev: 0.4% | 60,165 SH | Decreased-6,924 SH |
| BANK AMERICA CORP | COM | $5.1M | 1.5%Prev: 1.5% | 92,470 SH | Increased-1,768 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $13.6M | 4.1%Prev: 4.0% | 26,985 SH | Increased+378 SH |
| BLACKROCK INC | COM | $5.5M | 1.7%Prev: 1.8% | 5,135 SH | Decreased-51 SH |
| BLACKSTONE INC | COM | $6.2M | 1.9%Prev: 2.1% | 40,523 SH | Decreased-93 SH |
| BLACKSTONE MTG TR INC | COM CL A | $859K | 0.3%Prev: 0.3% | 44,899 SH | Decreased-6,244 SH |
| BOOKING HOLDINGS INC | COM | $9.7M | 2.9%Prev: 3.0% | 1,820 SH | Decreased-29 SH |
| BROADCOM INC | COM | $14.6M | 4.4%Prev: 5.6% | 42,176 SH | Decreased-14,495 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $544K | 0.2% | 12,235 SH | New |
| CROWN CASTLE INC | COM | $247K | 0.1%Prev: 0.1% | 2,778 SH | Decreased-449 SH |
| CSX CORP | COM | $4.1M | 1.2%Prev: 1.2% | 113,830 SH | Increased-1,309 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $447K | 0.1%Prev: 0.1% | 6,067 SH | Increased+3,653 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $811K | 0.2%Prev: 0.2% | 21,336 SH | Increased+976 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $79K | 0.0%Prev: 0.0% | 1,136 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.4M | 1.6%Prev: 1.6% | 90,740 SH | Increased+149 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $23.5M | 7.1%Prev: 6.7% | 716,881 SH | Increased+6,127 SH |
| DISNEY WALT CO | COM | $4.0M | 1.2%Prev: 1.2% | 34,852 SH | Increased+963 SH |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $8.5M | 2.6%Prev: 2.4% | 464,570 SH | Increased+28,316 SH |
| GENERAL DYNAMICS CORP | COM | $6.9M | 2.1%Prev: 2.2% | 20,491 SH | Decreased-821 SH |
| GLOBAL X FDS | GLB X MLP ENRG I | $3.2M | 1.0%Prev: 1.0% | 53,319 SH | Decreased-1,590 SH |
| HCA HEALTHCARE INC | COM | $4.5M | 1.4%Prev: 1.2% | 9,578 SH | Increased-15 SH |
| HERSHEY CO | COM | $5.5M | 1.7%Prev: 1.7% | 30,045 SH | Decreased+501 SH |
| INTUITIVE SURGICAL INC | COM NEW | $429K | 0.1%Prev: 0.1% | 757 SH | Increased |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $682K | 0.2%Prev: 0.2% | 25,070 SH | Decreased+31 SH |
| IQVIA HLDGS INC | COM | $4.0M | 1.2% | 17,769 SH | New |
| ISHARES TR | CORE MSCI INTL | $42K | 0.0%Prev: 0.0% | 508 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $4.6M | 1.4%Prev: 1.3% | 38,653 SH | Increased+991 SH |
| ISHARES TR | CORE S&P TTL STK | $42K | 0.0%Prev: 0.0% | 281 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $8.2M | 2.5%Prev: 2.3% | 82,368 SH | Increased+6,788 SH |
| ISHARES TR | ESG ADVNCD HY BD | $32K | 0.0%Prev: 0.0% | 672 SH | Decreased |
| ISHARES TR | ESG AWR US AGRGT | $31K | 0.0%Prev: 0.0% | 655 SH | Decreased |
| ISHARES TR | ESG AWRE USD ETF | $47K | 0.0%Prev: 0.0% | 2,011 SH | Decreased |
| ISHARES TR | ESG MSCI LEADR | $174K | 0.1%Prev: 0.1% | 1,434 SH | Increased+4 SH |
| ISHARES TR | FALN ANGLS USD | $3.1M | 0.9%Prev: 0.9% | 114,648 SH | Increased+4,016 SH |
| ISHARES TR | INTL SEL DIV ETF | $77K | 0.0% | 1,959 SH | New |
| ISHARES TR | MRGSTR SM CP GR | $70K | 0.0%Prev: 0.0% | 1,260 SH | Increased+3 SH |
| ISHARES TR | RUS 1000 GRW ETF | $248K | 0.1%Prev: 0.1% | 523 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $83K | 0.0%Prev: 0.0% | 396 SH | Increased |
| ISHARES TR | S&P MC 400GR ETF | $73K | 0.0%Prev: 0.0% | 751 SH | Increased+2 SH |
| ISHARES TR | U.S. REAL ES ETF | $26K | 0.0%Prev: 0.0% | 275 SH | Decreased |
| ISHARES TR | ULTRA SHORT DUR | $8.3M | 2.5%Prev: 3.0% | 164,894 SH | Decreased-30,560 SH |
| ISHARES TR | USD GRN BOND ETF | $16K | 0.0%Prev: 0.0% | 329 SH | Decreased |
| ISHARES TR | USD INV GRDE ETF | $9.4M | 2.8%Prev: 2.7% | 181,249 SH | Increased+6,514 SH |
| JOHNSON CTLS INTL PLC | SHS | $5.8M | 1.8%Prev: 1.7% | 48,741 SH | Increased-1,805 SH |
| LENNAR CORP | CL A | $227K | 0.1%Prev: 0.1% | 2,205 SH | Decreased |
| LOWES COS INC | COM | $8.6M | 2.6%Prev: 2.7% | 35,853 SH | Decreased+625 SH |
| MARTIN MARIETTA MATLS INC | COM | $218K | 0.1% | 350 SH | New |
| MASTERCARD INCORPORATED | CL A | $304K | 0.1%Prev: 0.1% | 532 SH | Increased+5 SH |
| MICROSOFT CORP | COM | $14.6M | 4.4%Prev: 4.8% | 30,254 SH | Decreased-479 SH |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | $4.1M | 1.2%Prev: 1.2% | 19,989 SH | Increased-187 SH |
| NEXTERA ENERGY INC | COM | $294K | 0.1%Prev: 0.1% | 3,660 SH | Increased |
| NOVARTIS AG | SPONSORED ADR | $7.0M | 2.1%Prev: 1.9% | 50,437 SH | Increased-63 SH |
| ONEOK INC NEW | COM | $257K | 0.1%Prev: 0.1% | 3,500 SH | Increased |
| PRINCIPAL FINANCIAL GROUP IN | COM | $265K | 0.1%Prev: 0.1% | 3,000 SH | Increased |
| PURE STORAGE INC | CL A | $2.9M | 0.9%Prev: 1.0% | 43,381 SH | Decreased+2,005 SH |
| SALESFORCE INC | COM | $4.1M | 1.3%Prev: 0.9% | 15,656 SH | Increased+2,764 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $91K | 0.0%Prev: 0.0% | 3,806 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.9M | 0.9%Prev: 0.9% | 105,502 SH | Increased+683 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $2.4M | 0.7%Prev: 0.7% | 114,274 SH | Decreased+904 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $4.3M | 1.3%Prev: 1.0% | 14,039 SH | Increased+1,842 SH |
| TE CONNECTIVITY PLC | ORD SHS | $4.5M | 1.3%Prev: 1.2% | 19,572 SH | Increased+657 SH |
| UNITED RENTALS INC | COM | $13.6M | 4.1%Prev: 5.0% | 16,814 SH | Decreased-726 SH |
| UNITEDHEALTH GROUP INC | COM | $3.3M | 1.0%Prev: 1.0% | 10,044 SH | Decreased+256 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $551K | 0.2%Prev: 0.2% | 5,323 SH | Decreased-1,866 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $523K | 0.2%Prev: 0.2% | 834 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $171K | 0.1%Prev: 0.0% | 510 SH | Increased+335 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.1M | 0.6%Prev: 0.7% | 42,176 SH | Decreased-1,372 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $2.6M | 0.8%Prev: 0.8% | 14,165 SH | Decreased-478 SH |
| VISA INC | COM CL A | $9.0M | 2.7%Prev: 2.6% | 25,557 SH | Increased+230 SH |
| WILLIAMS SONOMA INC | COM | $7.8M | 2.4%Prev: 2.7% | 43,838 SH | Decreased-1,549 SH |
| 13F-HR |
| 0001398344-26-013207 |
| $365.6M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000446 | $310.7M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001398344-26-008784 | $322.0M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000252 | $282.3M | View |