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CIK 0001858828 • 6 13F filings • May 2, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $556K | 0.3%Prev: 0.3% | 3,470 SH | Increased |
| ABBOTT LABS | COM | $779K | 0.4%Prev: 0.5% | 6,218 SH | Decreased+47 SH |
| ABBVIE INC | COM | $1.2M | 0.7%Prev: 0.8% | 5,130 SH | Decreased-650 SH |
| AFLAC INC | COM | $207K | 0.1%Prev: 0.1% | 1,877 SH | Decreased |
| AIR PRODS & CHEMS INC | COM | $306K | 0.2%Prev: 0.2% | 1,237 SH | Decreased-43 SH |
| ALPHABET INC | CAP STK CL A | $207K | 0.1% | 662 SH | New |
| ALPHABET INC | CAP STK CL C | $327K | 0.2%Prev: 0.1% | 1,042 SH | Increased+12 SH |
| AMAZON COM INC | COM | $252K | 0.1%Prev: 0.2% | 1,093 SH | Decreased-255 SH |
| APPLE INC | COM | $961K | 0.5%Prev: 0.5% | 3,535 SH | Increased-206 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $283K | 0.2%Prev: 0.2% | 1,102 SH | Decreased-40 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $281K | 0.2%Prev: 0.2% | 560 SH | Decreased |
| BOSTON SCIENTIFIC CORP | COM | $213K | 0.1%Prev: 0.1% | 2,234 SH | Decreased |
| C H ROBINSON WORLDWIDE INC | COM NEW | $2.7M | 1.5%Prev: 1.3% | 16,696 SH | Increased |
| CARDINAL HEALTH INC | COM | $1.1M | 0.6%Prev: 0.5% | 5,423 SH | Increased-684 SH |
| CHEVRON CORP NEW | COM | $871K | 0.5%Prev: 0.5% | 5,716 SH | Decreased-518 SH |
| CHUBB LIMITED | COM | $383K | 0.2%Prev: 0.2% | 1,226 SH | Increased+112 SH |
| CINCINNATI FINL CORP | COM | $956K | 0.5%Prev: 0.6% | 5,854 SH | Decreased-324 SH |
| CINTAS CORP | COM | $210K | 0.1%Prev: 0.2% | 1,116 SH | Decreased-198 SH |
| COCA COLA CO | COM | $224K | 0.1%Prev: 0.1% | 3,199 SH | Increased+6 SH |
| CONSOLIDATED EDISON INC | COM | $469K | 0.3%Prev: 0.3% | 4,722 SH | Decreased-685 SH |
| COSTCO WHSL CORP NEW | COM | $211K | 0.1%Prev: 0.1% | 245 SH | Decreased |
| ECOLAB INC | COM | $776K | 0.4%Prev: 0.5% | 2,954 SH | Decreased-46 SH |
| EMERSON ELEC CO | COM | $572K | 0.3%Prev: 0.3% | 4,312 SH | Decreased-98 SH |
| EXPEDITORS INTL WASH INC | COM | $293K | 0.2%Prev: 0.1% | 1,969 SH | Increased-80 SH |
| EXXON MOBIL CORP | COM | $793K | 0.4%Prev: 0.5% | 6,586 SH | Decreased-649 SH |
| FACTSET RESH SYS INC | COM | $566K | 0.3%Prev: 0.3% | 1,951 SH | Increased+147 SH |
| FASTENAL CO | COM | $509K | 0.3%Prev: 0.4% | 12,695 SH | Decreased-26 SH |
| GENERAL MLS INC | COM | $393K | 0.2%Prev: 0.2% | 8,458 SH | Decreased-278 SH |
| GENUINE PARTS CO | COM | $480K | 0.3%Prev: 0.3% | 3,904 SH | Decreased+169 SH |
| GRACO INC | COM | $621K | 0.4%Prev: 0.4% | 7,571 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $396K | 0.2%Prev: 0.3% | 1,335 SH | Decreased-493 SH |
| INVESCO QQQ TR | UNIT SER 1 | $9.4M | 5.3%Prev: 5.4% | 15,248 SH | Decreased-541 SH |
| ISHARES TR | CORE S&P MCP ETF | $16.8M | 9.5%Prev: 9.4% | 255,053 SH | Increased+2,070 SH |
| ISHARES TR | CORE S&P SCP ETF | $239K | 0.1%Prev: 0.1% | 1,985 SH | Increased+121 SH |
| ISHARES TR | CORE S&P500 ETF | $258K | 0.1%Prev: 0.2% | 376 SH | Decreased-159 SH |
| ISHARES TR | RUS MID CAP ETF | $2.0M | 1.1%Prev: 1.1% | 20,378 SH | Decreased-334 SH |
| ISHARES TR | RUSSELL 2000 ETF | $19.3M | 10.9%Prev: 11.0% | 78,359 SH | Decreased-1,813 SH |
| ISHARES TR | S&P 500 GRWT ETF | $5.3M | 3.0%Prev: 3.2% | 42,665 SH | Decreased-4,517 SH |
| ISHARES TR | S&P 500 VAL ETF | $4.6M | 2.6%Prev: 2.8% | 21,497 SH | Decreased-2,126 SH |
| ISHARES TR | ULTRA SHORT DUR | $1.7M | 1.0%Prev: 0.9% | 33,963 SH | Increased+980 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $1.1M | 0.6%Prev: 0.8% | 21,667 SH | Decreased-5,639 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $6.7M | 3.8%Prev: 2.8% | 132,105 SH | Increased+35,786 SH |
| JOHNSON & JOHNSON | COM | $1.2M | 0.7%Prev: 0.7% | 5,820 SH | Increased-450 SH |
| LOWES COS INC | COM | $695K | 0.4%Prev: 0.4% | 2,881 SH | Decreased+27 SH |
| MCDONALDS CORP | COM | $290K | 0.2%Prev: 0.2% | 950 SH | Decreased-60 SH |
| MEDTRONIC PLC | SHS | $275K | 0.2%Prev: 0.2% | 2,862 SH | Decreased-826 SH |
| MICROSOFT CORP | COM | $595K | 0.3%Prev: 0.4% | 1,230 SH | Decreased-13 SH |
| PENTAIR PLC | SHS | $270K | 0.2%Prev: 0.2% | 2,597 SH | Decreased-25 SH |
| PEPSICO INC | COM | $690K | 0.4%Prev: 0.4% | 4,810 SH | Increased+17 SH |
| PROCTER AND GAMBLE CO | COM | $783K | 0.4%Prev: 0.5% | 5,466 SH | Decreased+298 SH |
| PROSHARES TR | S&P 500 DV ARIST | $287K | 0.2%Prev: 0.2% | 2,758 SH | Increased+64 SH |
| S&P GLOBAL INC | COM | $957K | 0.5%Prev: 0.5% | 1,831 SH | Increased+39 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $285K | 0.2%Prev: 0.2% | 8,708 SH | Decreased+59 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $588K | 0.3%Prev: 0.3% | 24,441 SH | Increased-291 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $278K | 0.2%Prev: 0.2% | 10,346 SH | Increased |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $340K | 0.2%Prev: 0.2% | 11,308 SH | Decreased-939 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $201K | 0.1%Prev: 0.1% | 7,062 SH | Increased-128 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $26.2M | 14.8%Prev: 15.0% | 38,481 SH | Decreased-1,133 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $24.4M | 13.7% | 333,248 SH | New |
| SYSCO CORP | COM | $470K | 0.3%Prev: 0.3% | 6,372 SH | Decreased-282 SH |
| TARGET CORP | COM | $460K | 0.3%Prev: 0.2% | 4,706 SH | Increased+263 SH |
| UNITEDHEALTH GROUP INC | COM | $280K | 0.2%Prev: 0.2% | 849 SH | Decreased-11 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $326K | 0.2%Prev: 0.2% | 1,122 SH | Decreased-129 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $437K | 0.2%Prev: 0.2% | 697 SH | Increased+3 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.5M | 4.3%Prev: 4.2% | 140,332 SH | Increased+2,472 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $23.7M | 13.3%Prev: 12.9% | 378,824 SH | Increased-1,435 SH |
| WALMART INC | COM | $419K | 0.2%Prev: 0.2% | 3,762 SH | Increased-15 SH |
| 13F-HR |
| 0001858828-26-000003 |
| $199.8M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001858828-25-000006 | $168.9M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001858828-26-000002 | $173.9M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001858828-25-000002 | $156.5M | View |