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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 | $717K | 0.9% | 4,241 SH | New |
| BANK NEW YORK MELLON CORP | COM | $1.3M | 1.6%Prev: 1.5% | 11,344 SH | Increased |
| ELI LILLY & CO | COM | $229K | 0.3%Prev: 0.8% | 249 SH | Decreased-400 SH |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $1.0M | 1.2% | 12,248 SH | New |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $41.9M | 49.9%Prev: 39.8% | 836,772 SH | Increased+195,092 SH |
| FIDELITY COVINGTON TRUST | FIDELITY FUND LR | $494K | 0.6% | 17,751 SH | New |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $5.5M | 6.6%Prev: 6.0% | 79,585 SH | Increased+14,398 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $13.0M | 15.5%Prev: 19.2% | 284,777 SH | Increased+13,798 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $1.1M | 1.3% | 9,144 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $1.8M | 2.2%Prev: 2.6% | 33,660 SH | Increased-3,000 SH |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 2.2%Prev: 3.9% | 2,825 SH | Decreased-1,610 SH |
| ISHARES TR | CRE U S REIT ETF | $232K | 0.3%Prev: 0.4% | 3,922 SH | Decreased-820 SH |
| ISHARES TR | ESG AWR MSCI USA | $4.3M | 5.2%Prev: 7.0% | 30,637 SH | Decreased-6,211 SH |
| ISHARES TR | RUS 1000 GRW ETF | $223K | 0.3% | 523 SH | New |
| ISHARES TR | S&P 500 VAL ETF | $280K | 0.3%Prev: 0.4% | 1,324 SH | Increased-120 SH |
| ISHARES TR | S&P SML 600 GWT | $317K | 0.4%Prev: 0.5% | 2,189 SH | Increased-300 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $296K | 0.4% | 5,912 SH | New |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $244K | 0.3%Prev: 0.3% | 4,985 SH | Increased |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $394K | 0.5% | 5,866 SH | New |
| KROGER CO | COM | $217K | 0.3%Prev: 0.3% | 2,997 SH | Increased |
| PGIM ETF TR | TOTAL RETURN BON | $664K | 0.8% | 16,004 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $989K | 1.2%Prev: 2.5% | 18,946 SH | Decreased-12,305 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $227K | 0.3% | 8,537 SH | New |
| SELECTIVE INS GROUP INC | COM | $452K | 0.5%Prev: 2.3% | 6,000 SH | Decreased-10,191 SH |
| TESLA INC | COM | $254K | 0.3% | 683 SH | New |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $716K | 0.9%Prev: 1.7% | 15,431 SH | Decreased-9,248 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.4M | 1.6%Prev: 1.2% | 3,093 SH | Increased+936 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.1M | 3.6%Prev: 4.1% | 5,118 SH | Increased-76 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $732K | 0.9%Prev: 1.1% | 2,423 SH | Increased-377 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 |