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CIK 0001803294 • 6 13F filings • May 6, 2025 – Aug 19, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AXSOME THERAPEUTICS INC | COM | $775K | 0.9%Prev: 0.6% | 4,241 SH | Increased |
| BANK NEW YORK MELLON CORP | COM | $1.3M | 1.4%Prev: 1.3% | 11,344 SH | Increased |
| ELI LILLY & CO | COM | $268K | 0.3% | 249 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $1.1M | 1.2%Prev: 1.5% | 12,248 SH | Decreased-3,040 SH |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $48.1M | 52.8%Prev: 55.3% | 877,396 SH | Decreased-84,384 SH |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $5.8M | 6.4%Prev: 6.0% | 80,398 SH | Increased-472 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $13.0M | 14.2%Prev: 12.3% | 281,767 SH | Increased+34,101 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $1.1M | 1.2%Prev: 1.1% | 9,144 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $2.0M | 2.2%Prev: 2.1% | 33,660 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.9M | 2.1%Prev: 2.1% | 2,825 SH | Decreased-133 SH |
| ISHARES TR | CRE U S REIT ETF | $223K | 0.2%Prev: 0.3% | 3,922 SH | Decreased-803 SH |
| ISHARES TR | ESG AWR MSCI USA | $4.6M | 5.0%Prev: 5.1% | 30,772 SH | Decreased-1,622 SH |
| ISHARES TR | RUS 1000 GRW ETF | $248K | 0.3%Prev: 0.3% | 523 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $281K | 0.3%Prev: 0.3% | 1,324 SH | Increased |
| ISHARES TR | S&P SML 600 GWT | $309K | 0.3%Prev: 0.3% | 2,189 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $293K | 0.3%Prev: 0.3% | 5,797 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $245K | 0.3%Prev: 0.3% | 4,985 SH | Increased |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $384K | 0.4%Prev: 0.5% | 5,866 SH | Decreased-1,288 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $1.1M | 1.2%Prev: 1.4% | 20,231 SH | Decreased-4,581 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $204K | 0.2%Prev: 0.3% | 7,691 SH | Decreased-1,112 SH |
| SELECTIVE INS GROUP INC | COM | $502K | 0.6%Prev: 0.5% | 6,000 SH | Increased |
| TESLA INC | COM | $307K | 0.3%Prev: 0.3% | 683 SH | Increased |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $1.1M | 1.2%Prev: 1.2% | 23,116 SH | Increased-7 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.8M | 2.0%Prev: 1.8% | 3,757 SH | Increased+183 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.4M | 3.7%Prev: 3.4% | 5,437 SH | Increased+303 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $732K | 0.8%Prev: 0.9% | 2,424 SH | Decreased-256 SH |
| 13F-HR |
| 0001420506-26-001870 |
| $49.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001985 | $86.6M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000952 | $84.0M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000882 | $64.4M | View |