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CIK 0001966094 • 3 13F filings • May 14, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $269K | 0.2%Prev: 0.1% | 1,176 SH | Increased+288 SH |
| AIRBNB INC CLASS A | COM | $516K | 0.3%Prev: 0.3% | 3,801 SH | Decreased-641 SH |
| ALERIAN ENERGY INFRASTRUCTURE ETF | COM | $5.6M | 3.2%Prev: 6.0% | 177,064 SH | Decreased-179,171 SH |
| ALPHABET INC CLASS CLASS A | COM | $1.3M | 0.8% | 4,239 SH | New |
| ALPHABET INC CLASS CLASS C | COM | $405K | 0.2% | 1,290 SH | New |
| AMAZON.COM INC | COM | $1.2M | 0.7%Prev: 0.5% | 5,082 SH | Increased+395 SH |
| AMERICAN HEALTHCARE REITREIT | COM | $241K | 0.1%Prev: 0.2% | 5,115 SH | Decreased-1,905 SH |
| AMERICAN HOMES 4 RENT REIT | COM | $307K | 0.2% | 9,565 SH | New |
| AMERICAN TOWER CORP NEW REIT | COM | $478K | 0.3%Prev: 0.2% | 2,722 SH | Decreased-563 SH |
| APPLE INC | COM | $1.8M | 1.0%Prev: 0.8% | 6,508 SH | Increased+423 SH |
| AVALONBAY CMNTYS INC REIT | COM | $281K | 0.2%Prev: 0.1% | 1,548 SH | Decreased-187 SH |
| BLACKSTONE INC | COM | $578K | 0.3%Prev: 0.3% | 3,749 SH | Decreased-1,267 SH |
| BRIXMOR PPTY GROUP INC REIT | COM | $309K | 0.2%Prev: 0.2% | 11,780 SH | Decreased-1,140 SH |
| BROADCOM INC | COM | $773K | 0.4%Prev: 0.3% | 2,234 SH | Increased+267 SH |
| CAMDEN PPTY TR REIT | COM | $268K | 0.2%Prev: 0.1% | 2,436 SH | Increased+296 SH |
| CHENIERE ENERGY INC | COM | $306K | 0.2%Prev: 0.1% | 1,576 SH | Increased+666 SH |
| CINCINNATI FINL CORP | COM | $392K | 0.2%Prev: 0.1% | 2,402 SH | Increased+1,000 SH |
| CISCO SYS INC | COM | $271K | 0.2%Prev: 0.1% | 3,519 SH | Increased+1,507 SH |
| COMCAST CORP NEW TRADES WITH DUE BILLS | COM | $398K | 0.2% | 13,313 SH | New |
| DIGITAL RLTY TR INC REIT | COM | $531K | 0.3%Prev: 0.3% | 3,429 SH | Decreased+108 SH |
| DISNEY WALT CO | COM | $622K | 0.4%Prev: 0.3% | 5,468 SH | Decreased-1,028 SH |
| EATON VANCE TOTAL RETURNBOND ETF | COM | $1.3M | 0.7%Prev: 0.6% | 24,509 SH | Decreased-1,873 SH |
| EBAY INC | COM | $590K | 0.3%Prev: 0.3% | 6,768 SH | Decreased+608 SH |
| ELI LILLY AND CO | COM | $290K | 0.2%Prev: 0.1% | 270 SH | Decreased+4 SH |
| EQUINIX INC REIT | COM | $1.1M | 0.6%Prev: 0.7% | 1,461 SH | Decreased-51 SH |
| FIDELITY MSCI HEALTH CARE INDX ETF | COM | $280K | 0.2% | 3,764 SH | New |
| HEALTHCARE REALTY TR A CLASS A | COM | $311K | 0.2%Prev: 0.1% | 18,342 SH | Increased+3,213 SH |
| HIGHWOODS PPTYS INC REIT | COM | $201K | 0.1% | 7,799 SH | New |
| INVENTRUST PPTYS CORP | COM | $296K | 0.2%Prev: 0.2% | 10,495 SH | Decreased-2,035 SH |
| INVITATION HOMES INC | COM | $254K | 0.1% | 9,124 SH | New |
| ISHARES RUSSELL 3000 ETF | COM | $1.1M | 0.6%Prev: 0.5% | 2,919 SH | Decreased |
| ISHARES SHORT TERM NTNL MUN BND ETF | COM | $29.4M | 16.8% | 275,798 SH | New |
| JPMORGAN CHASE CO | COM | $284K | 0.2% | 880 SH | New |
| META PLATFORMS INC CLASS A | COM | $879K | 0.5%Prev: 0.2% | 1,332 SH | Increased+692 SH |
| MICROSOFT CORP | COM | $1.7M | 1.0%Prev: 0.6% | 3,498 SH | Increased-112 SH |
| NETFLIX INC | COM | $203K | 0.1%Prev: 0.2% | 2,163 SH | Decreased-4,971 SH |
| NVIDIA CORP | COM | $1.4M | 0.8%Prev: 0.7% | 7,506 SH | Decreased-162 SH |
| PALANTIR TECHNOLOGIES INCLASS CLASS A | COM | $632K | 0.4% | 3,558 SH | New |
| PHILIP MORRIS INTL INC | COM | $246K | 0.1%Prev: 0.1% | 1,533 SH | Decreased+112 SH |
| PROLOGIS INC REIT | COM | $745K | 0.4%Prev: 0.4% | 5,834 SH | Decreased-1,400 SH |
| PUBLIC STORAGE REIT | COM | $244K | 0.1%Prev: 0.1% | 939 SH | Decreased-6 SH |
| REXFORD INDL RLTY INC REIT | COM | $290K | 0.2% | 7,485 SH | New |
| ROSS STORES INC | COM | $301K | 0.2%Prev: 0.1% | 1,670 SH | Decreased+154 SH |
| SBA COMMUNICATIONS CORP CLASS CLASS A | COM | $306K | 0.2% | 1,584 SH | New |
| SCHWAB FUNDMNTL US LARGECOM ETF | COM | $7.7M | 4.4% | 281,585 SH | New |
| SILA RLTY TR INC REIT | COM | $212K | 0.1% | 9,095 SH | New |
| SPDR INDEX SHARES EMERG MARKT ETF | COM | $780K | 0.4% | 16,674 SH | New |
| SPDR PORTFOLIO DVLPD WRLD EX-US ETF | COM | $661K | 0.4% | 14,876 SH | New |
| ST SRT SPDR PTFL S&P 1500 CMPST ETF | COM | $380K | 0.2% | 4,607 SH | New |
| STATE STREET SPDR PORTFLS&P 500 ETF | COM | $701K | 0.4% | 8,737 SH | New |
| SUN CMNTYS INC REIT | COM | $290K | 0.2%Prev: 0.1% | 2,343 SH | Increased-15 SH |
| TESLA INC | COM | $407K | 0.2%Prev: 0.2% | 904 SH | Increased-2 SH |
| TJX COS INC NEW | COM | $364K | 0.2%Prev: 0.2% | 2,367 SH | Decreased-48 SH |
| TOLL BROS INC | COM | $478K | 0.3%Prev: 0.3% | 3,534 SH | Decreased-531 SH |
| VANGUARD 0 3 MONTH TREASURY ETF | COM | $9.8M | 5.6% | 129,489 SH | New |
| VANGUARD CORE BOND ETF | COM | $16.4M | 9.3%Prev: 12.3% | 210,485 SH | Decreased-148,697 SH |
| VANGUARD FTSE EMERGING MARKETS ETF | COM | $747K | 0.4% | 13,899 SH | New |
| VANGUARD HIGH DIVIDEND YIELD ETF | COM | $11.7M | 6.7% | 81,594 SH | New |
| VANGUARD INFORMATION TECHNOLOGY ETF | COM | $1.7M | 1.0% | 2,290 SH | New |
| VANGUARD INTERNATNL HGH DIV YLD ETF | COM | $4.5M | 2.5% | 49,526 SH | New |
| VANGUARD RUSSELL 1000 GROWTH ETF | COM | $8.7M | 5.0% | 71,744 SH | New |
| VANGUARD RUSSELL 3000 ETF | COM | $596K | 0.3% | 1,984 SH | New |
| VANGUARD S&P 500 ETF | COM | $2.8M | 1.6%Prev: 1.4% | 4,457 SH | Decreased-10 SH |
| VANGUARD S&P 500 GROWTH ETF | COM | $5.7M | 3.3% | 12,932 SH | New |
| VANGUARD TOTAL STOCK MARKET ETF | COM | $39.6M | 22.6% | 118,158 SH | New |
| VANGUARD TOTAL WORLD STOCK ETF | COM | $455K | 0.3% | 3,225 SH | New |
| VENTAS INC REIT | COM | $595K | 0.3%Prev: 0.4% | 7,691 SH | Decreased-2,556 SH |
| VISA INC CLASS CLASS A | COM | $214K | 0.1% | 610 SH | New |
| WELLTOWER INC REIT | COM | $374K | 0.2%Prev: 0.2% | 2,016 SH | Decreased |
| WHITESTONE REIT REIT | COM | $213K | 0.1% | 15,342 SH | New |
| WILLIAMS COS INC | COM | $207K | 0.1% | 3,448 SH | New |
| 13F-HR |
| 0001966094-26-000004 |
| $192.3M |
| View |