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CIK 0002046227 • 41 13F filings • May 13, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $129K | 0.1% | 1,775 SH | |
| ALLERGAN PLC | SHS | $116K | 0.1% | 484 SH | |
| ALLSTATE CORP | COM | $163K | 0.1% | 1,997 SH | |
| ALPHABET INC | CAP STK CL A | $591K | 0.4% | 697 SH | |
| AMERICAN INTL GROUP INC | COM NEW | $448K | 0.3% | 7,181 SH | |
| AMERICAN TOWER CORP NEW | COM | $132K | 0.1% | 1,087 SH | |
| AMERICAN WTR WKS CO INC NEW | COM | $294K | 0.2% | 3,776 SH | |
| AMGEN INC | COM | $142K | 0.1% | 866 SH | |
| APPLE INC | COM | $600K | 0.4% | 4,174 SH | |
| AT&T INC | COM | $136K | 0.1% | 3,284 SH | |
| BANK AMERCORP | COM | $197K | 0.1% | 8,354 SH | |
| BOEING CO | COM | $351K | 0.2% | 1,983 SH | |
| BRISTOL MYERS SQUIBB CO | COM | $94K | 0.1% | 1,733 SH | |
| CELGENE CORP | COM | $161K | 0.1% | 1,297 SH | |
| CITIGROUPINC | COM NEW | $205K | 0.1% | 3,430 SH | |
| CSX CORP | COM | $158K | 0.1% | 3,385 SH | |
| DBX ETF TR | XTRAK MSCI EAFE | $2.5M | 1.6% | 85,443 SH | |
| DEERE & CO | COM | $222K | 0.1% | 2,039 SH | |
| DELTA AIRLINES INC DEL | COM NEW | $110K | 0.1% | 2,385 SH | |
| EXXON MOBIL CORP | COM | $153K | 0.1% | 1,868 SH | |
| FACEBOOK INC | CL A | $177K | 0.1% | 1,244 SH | |
| FIDELITY | CONSMR STAPLES | $40K | 0.0% | 1,218 SH | |
| FIDELITY | MSCI CONSM DIS | $84K | 0.1% | 2,422 SH | |
| FIDELITY | MSCI ENERGY IDX | $37K | 0.0% | 1,895 SH | |
| FIDELITY | MSCI FINLS IDX | $218K | 0.1% | 6,216 SH | |
| FIDELITY | MSCI HLTH CARE I | $85K | 0.1% | 2,394 SH | |
| FIDELITY | MSCI INDL INDX | $159K | 0.1% | 4,737 SH | |
| FIDELITY | MSCI INFO TECH I | $109K | 0.1% | 2,660 SH | |
| FIDELITY | MSCI MATLS INDEX | $60K | 0.0% | 1,952 SH | |
| FIDELITY | VLU FACTOR ETF | $427K | 0.3% | 14,931 SH | |
| FIRST TR VALUE LINE DIVID INSHS | SHS | $6.8M | 4.2% | 233,729 SH | |
| GENERAL DYNAMICS CORP | COM | $131K | 0.1% | 702 SH | |
| GENERAL MTRS CO | COM | $247K | 0.2% | 6,972 SH | |
| HONEYWELLINTL INC | COM | $148K | 0.1% | 1,184 SH | |
| INTL PAPER CO | COM | $120K | 0.1% | 2,354 SH | |
| ISHARES | MIN VOL EMRG MKT | $9.4M | 5.8% | 175,046 SH | |
| ISHARES INC | MSCI JPN ETF NEW | $12K | 0.0% | 236 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.6M | 1.6% | 44,667 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 0.9% | 8,089 SH | |
| ISHARES TR | CORE S&P SCP ETF | $12.7M | 7.8% | 183,596 SH | |
| ISHARES TR | CORE S&P TTL STK | $11.7M | 7.2% | 215,700 SH | |
| ISHARES TR | CORE S&P VLU ETF | $7.8M | 4.8% | 154,552 SH | |
| ISHARES TR | CORE S&P500 ETF | $19.4M | 12.0% | 81,816 SH | |
| ISHARES TR | CORE US AGGBD ET | $11.2M | 6.9% | 103,655 SH | |
| ISHARES TR | FLTG RATE BD ETF | $2.8M | 1.7% | 54,380 SH | |
| ISHARES TR | INTRM GOV/CR ETF | $3.8M | 2.3% | 34,268 SH | |
| ISHARES TR | MBS ETF | $1.9M | 1.1% | 17,437 SH | |
| ISHARES TR | MIN VOL EAFE ETF | $14.9M | 9.2% | 226,104 SH | |
| ISHARES TR | MSCI AC ASIA ETF | $14K | 0.0% | 218 SH | |
| ISHARES TR | S&P MC 400GR ETF | $5.9M | 3.6% | 31,027 SH | |
| ISHARES TR | S&P MC 400VL ETF | $174K | 0.1% | 1,175 SH | |
| ISHARES TR | SP SMCP600GR ETF | $60K | 0.0% | 389 SH | |
| ISHARES TR | SP SMCP600VL ETF | $977K | 0.6% | 7,050 SH | |
| ISHARES TR | TIPS BD ETF | $3.6M | 2.2% | 31,241 SH | |
| ISHARES TR | USA MOMENTUM FCT | $1.3M | 0.8% | 15,650 SH | |
| JOHNSON &JOHNSON | COM | $320K | 0.2% | 2,570 SH | |
| JPMORGAN CHASE & CO | COM | $228K | 0.1% | 2,592 SH | |
| MONSANTO CO NEW | COM | $314K | 0.2% | 2,773 SH | |
| NIKE INC | CL B | $253K | 0.2% | 4,537 SH | |
| NOVARTIS A G | SPONSORED ADR | $219K | 0.1% | 2,953 SH | |
| PACCAR INC | COM | $151K | 0.1% | 2,250 SH | |
| PEPSICO INC | COM | $215K | 0.1% | 1,925 SH | |
| PFIZER INC | COM | $163K | 0.1% | 4,771 SH | |
| POWERSHARES ETF TR II | S&P500 HGH BET | $835K | 0.5% | 22,218 SH | |
| RAYTHEON CO | COM NEW | $132K | 0.1% | 863 SH | |
| ROYAL DUTCH SHELL PLCSPONS ADR A | SPONS ADR A | $106K | 0.1% | 2,002 SH | |
| SPDR DOW JONES INDL AVRG ETF | UT SER 1 | $17.1M | 10.6% | 83,053 SH | |
| SPDR INDEX SHS FDSDJ GLB RL ES ETF | DJ GLB RL ES ETF | $25K | 0.0% | 530 SH | |
| SPDR SERIES TRUST | S&P BK ETF | $402K | 0.2% | 9,350 SH | |
| UNION PAC | COM | $439K | 0.3% | 4,140 SH | |
| UNITEDHEALTH GROUP INC | COM | $128K | 0.1% | 778 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $10.2M | 6.3% | 84,181 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.7M | 2.3% | 42,798 SH | |
| VERIZON COMMUNICATIONS INC | COM | $123K | 0.1% | 2,518 SH |
| 13F-HR/A |
| 0001140361-25-018641 |
| $871.6M |
| View |
| May 19, 2025 | Q4 2023 | 13F-HR | 0001140361-25-019771 | $612.5M | View |
| May 19, 2025 | Q4 2022 | 13F-HR | 0001140361-25-019754 | $516.1M | View |
| May 19, 2025 | Q4 2021 | 13F-HR | 0001140361-25-019740 | $550.7M | View |
| May 19, 2025 | Q4 2020 | 13F-HR | 0001140361-25-019732 | $410.6M | View |
| May 19, 2025 | Q4 2019 | 13F-HR | 0001140361-25-019723 | $416.5M | View |
| May 19, 2025 | Q4 2018 | 13F-HR | 0001140361-25-019715 | $271.6M | View |
| May 19, 2025 | Q4 2017 | 13F-HR | 0001140361-25-019704 | $205.8M | View |
| May 19, 2025 | Q4 2016 | 13F-HR | 0001140361-25-019695 | $137.4M | View |
| Oct 24, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000150 | $1.29B | View |
| May 19, 2025 | Q3 2024 | 13F-HR | 0001140361-25-019783 | $867.4M | View |
| May 19, 2025 | Q3 2023 | 13F-HR | 0001140361-25-019764 | $539.4M | View |
| May 20, 2025 | Q3 2022 | 13F-HR/A | 0001140361-25-019907 | $485.7M | View |
| May 19, 2025 | Q3 2021 | 13F-HR | 0001140361-25-019738 | $501.1M | View |
| May 19, 2025 | Q3 2020 | 13F-HR | 0001140361-25-019730 | $358.3M | View |
| May 19, 2025 | Q3 2019 | 13F-HR | 0001140361-25-019721 | $325.2M | View |
| May 19, 2025 | Q3 2018 | 13F-HR | 0001140361-25-019713 | $302.9M | View |
| May 19, 2025 | Q3 2017 | 13F-HR | 0001140361-25-019702 | $187.3M | View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000687 | $1.67B | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000926 | $1.16B | View |
| May 19, 2025 | Q2 2024 | 13F-HR | 0001140361-25-019781 | $804.3M | View |
| May 19, 2025 | Q2 2023 | 13F-HR | 0001140361-25-019761 | $580.3M | View |
| May 19, 2025 | Q2 2022 | 13F-HR | 0001140361-25-019747 | $496.6M | View |
| May 19, 2025 | Q2 2021 | 13F-HR | 0001140361-25-019736 | $504.0M | View |
| May 19, 2025 | Q2 2020 | 13F-HR | 0001140361-25-019727 | $473.6M | View |
| May 19, 2025 | Q2 2019 | 13F-HR | 0001140361-25-019719 | $372.7M | View |
| May 19, 2025 | Q2 2018 | 13F-HR | 0001140361-25-019708 | $274.7M | View |
| May 19, 2025 | Q2 2017 | 13F-HR | 0001140361-25-019700 | $172.2M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000390 | $1.35B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001140361-25-018424 | $889.2M | View |
| May 19, 2025 | Q1 2024 | 13F-HR | 0001140361-25-019777 | $655.7M | View |
| May 19, 2025 | Q1 2023 | 13F-HR | 0001140361-25-019758 | $521.0M | View |
| May 19, 2025 | Q1 2022 | 13F-HR | 0001140361-25-019742 | $553.2M | View |
| May 19, 2025 | Q1 2021 | 13F-HR | 0001140361-25-019734 | $453.3M | View |
| May 19, 2025 | Q1 2020 | 13F-HR | 0001140361-25-019725 | $347.5M | View |
| May 19, 2025 | Q1 2019 | 13F-HR | 0001140361-25-019717 | $334.1M | View |
| May 19, 2025 | Q1 2018 | 13F-HR | 0001140361-25-019706 | $226.2M | View |
| May 19, 2025 | Q1 2017 | 13F-HR | 0001140361-25-019697 | $162.4M | View |