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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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $457K | 0.1%Prev: 0.1% | 4,727 SH | Decreased-134 SH |
| ALPHABET INC | CAP STK CL A | $930K | 0.2%Prev: 0.3% | 9,724 SH | Decreased+9,147 SH |
| AMAZON COM INC | COM | $718K | 0.1%Prev: 0.2% | 6,351 SH | Decreased+5,975 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $142K | 0.0% | 2,144 SH | New |
| AMERICAN TOWER CORP NEW | COM | $506K | 0.1%Prev: 0.1% | 2,358 SH | Decreased-464 SH |
| AMERICAN WTR WKS CO INC NEW | COM | $300K | 0.1%Prev: 0.1% | 2,308 SH | Decreased-441 SH |
| APPLE INC | COM | $1.0M | 0.2%Prev: 0.3% | 7,352 SH | Decreased-3,208 SH |
| BK OF AMERICA CORP | COM | $222K | 0.0% | 7,358 SH | New |
| BRISTOL-MYERS SQUIBB CO | COM | $179K | 0.0%Prev: 0.1% | 2,517 SH | Decreased-6,548 SH |
| BROADCOM INC | COM | $135K | 0.0%Prev: 0.1% | 303 SH | Decreased-826 SH |
| CATERPILLAR INC | COM | $729K | 0.1%Prev: 0.2% | 4,440 SH | Decreased-484 SH |
| CHENIERE ENERGY INC | COM NEW | $227K | 0.0% | 1,367 SH | New |
| CONOCOPHILLIPS | COM | $1.6M | 0.3%Prev: 0.1% | 15,898 SH | Increased+5,456 SH |
| CVS HEALTH CORP | COM | $336K | 0.1%Prev: 0.1% | 3,525 SH | Decreased-683 SH |
| DEERE & CO | COM | $321K | 0.1%Prev: 0.1% | 962 SH | Decreased-1,278 SH |
| DIAMONDBACK ENERGY INC | COM | $220K | 0.0% | 1,827 SH | New |
| EA SERIES TRUST | FREEDOM 100 EM | $87K | 0.0% | 3,500 SH | New |
| ENPHASE ENERGY INC | COM | $37K | 0.0% | 135 SH | New |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $1.6M | 0.3%Prev: 0.6% | 51,699 SH | Decreased-3,976 SH |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $565K | 0.1%Prev: 0.6% | 9,279 SH | Decreased-25,873 SH |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $1.3M | 0.3% | 65,468 SH | New |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $2.0M | 0.4%Prev: 0.2% | 46,289 SH | Increased+25,942 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $2.0M | 0.4%Prev: 0.6% | 34,444 SH | Decreased-11,399 SH |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $1.2M | 0.2%Prev: 0.3% | 27,155 SH | Decreased-4,125 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $1.5M | 0.3%Prev: 1.0% | 17,034 SH | Decreased-26,249 SH |
| FIDELITY COVINGTON TRUST | MSCI MATLS INDEX | $719K | 0.1%Prev: 0.2% | 18,914 SH | Decreased-2,862 SH |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $1.9M | 0.4% | 44,125 SH | New |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | $2.2M | 0.4% | 110,481 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $11.6M | 2.4% | 244,030 SH | New |
| FIRST TR VALUE LINE DIVID IN | SHS | $10.1M | 2.1%Prev: 2.5% | 280,981 SH | Decreased-39,642 SH |
| GENERAL ELECTRIC CO | COM NEW | $31K | 0.0%Prev: 0.0% | 500 SH | Decreased |
| GENERAL MTRS CO | COM | $227K | 0.0%Prev: 0.1% | 7,084 SH | Decreased+740 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $2.2M | 0.4%Prev: 1.3% | 87,294 SH | Decreased-100,885 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US | $9.2M | 1.9%Prev: 1.8% | 182,986 SH | Increased+40,342 SH |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | $4.3M | 0.9%Prev: 1.3% | 81,428 SH | Decreased-12,975 SH |
| HONEYWELL INTL INC | COM | $197K | 0.0%Prev: 0.1% | 1,179 SH | Decreased-221 SH |
| INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | $5.5M | 1.1% | 332,064 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | $3.4M | 0.7%Prev: 1.7% | 160,572 SH | Decreased-118,831 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $6.9M | 1.4%Prev: 1.6% | 119,317 SH | Decreased-11,002 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $32.9M | 6.8%Prev: 8.5% | 258,373 SH | Decreased-25,817 SH |
| ISHARES INC | CORE MSCI EMKT | $9.3M | 1.9%Prev: 2.0% | 217,532 SH | Decreased+56,392 SH |
| ISHARES INC | ESG AWR MSCI EM | $163K | 0.0%Prev: 0.1% | 5,888 SH | Decreased-619 SH |
| ISHARES INC | MSCI EMERG MKT | $9.3M | 1.9%Prev: 2.8% | 240,812 SH | Decreased-26,518 SH |
| ISHARES INC | MSCI EMERG MRKT | $3.2M | 0.7%Prev: 1.1% | 62,353 SH | Decreased-25,545 SH |
| ISHARES INC | MSCI EMRG CHN | $77K | 0.0% | 1,730 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $10.1M | 2.1%Prev: 0.2% | 105,419 SH | Increased+93,802 SH |
| ISHARES TR | 1 3 YR TREAS BD | $16.2M | 3.3% | 200,054 SH | New |
| ISHARES TR | 10-20 YR TRS ETF | $11.0M | 2.3% | 100,967 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $741K | 0.2% | 6,486 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $7.0M | 1.4% | 73,267 SH | New |
| ISHARES TR | CMBS ETF | $5.8M | 1.2%Prev: 0.6% | 125,972 SH | Increased+74,396 SH |
| ISHARES TR | CORE 1 5 YR USD | $575K | 0.1% | 12,475 SH | New |
| ISHARES TR | CORE DIV GRWTH | $339K | 0.1% | 7,614 SH | New |
| ISHARES TR | CORE HIGH DV ETF | $4.6M | 1.0% | 50,712 SH | New |
| ISHARES TR | CORE MSCI EAFE | $14.4M | 3.0%Prev: 2.2% | 273,146 SH | Increased+125,359 SH |
| ISHARES TR | CORE S&P MCP ETF | $967K | 0.2%Prev: 0.6% | 4,408 SH | Decreased-7,817 SH |
| ISHARES TR | CORE S&P SCP ETF | $19.5M | 4.0%Prev: 3.9% | 223,596 SH | Increased+46,327 SH |
| ISHARES TR | CORE S&P TTL STK | $5.8M | 1.2%Prev: 1.7% | 72,460 SH | Decreased-12,139 SH |
| ISHARES TR | CORE S&P500 ETF | $32.2M | 6.6%Prev: 11.0% | 89,748 SH | Decreased-37,804 SH |
| ISHARES TR | CORE US AGGBD ET | $5.7M | 1.2%Prev: 5.3% | 59,561 SH | Decreased-170,528 SH |
| ISHARES TR | CRE U S REIT ETF | $3.0M | 0.6%Prev: 0.7% | 63,790 SH | Decreased+2,718 SH |
| ISHARES TR | ESG AWARE MSCI | $236K | 0.0% | 7,701 SH | New |
| ISHARES TR | IBONDS 23 TRM TS | $2.3M | 0.5% | 91,629 SH | New |
| ISHARES TR | IBONDS DEC23 ETF | $3.8M | 0.8% | 152,710 SH | New |
| ISHARES TR | IBONDS DEC24 ETF | $3.8M | 0.8% | 155,525 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $2.8M | 0.6% | 27,571 SH | New |
| ISHARES TR | INTL DEV RE ETF | $1.8M | 0.4% | 95,079 SH | New |
| ISHARES TR | INTL DIV GRWTH | $5.4M | 1.1% | 106,261 SH | New |
| ISHARES TR | INTL EQTY FACTOR | $5.3M | 1.1% | 250,841 SH | New |
| ISHARES TR | INTL SEL DIV ETF | $1.0M | 0.2% | 45,476 SH | New |
| ISHARES TR | INTRM GOV CR ETF | $4.3M | 0.9%Prev: 0.9% | 42,477 SH | Decreased+1,858 SH |
| ISHARES TR | ISHS 5-10YR INVT | $21K | 0.0%Prev: 0.1% | 441 SH | Decreased-8,365 SH |
| ISHARES TR | MBS ETF | $15K | 0.0%Prev: 1.1% | 168 SH | Decreased-52,715 SH |
| ISHARES TR | MSCI ACWI EX US | $100K | 0.0%Prev: 0.1% | 2,488 SH | Decreased-7,536 SH |
| ISHARES TR | MSCI EAFE MIN VL | $2.8M | 0.6%Prev: 1.0% | 49,854 SH | Decreased-16,455 SH |
| ISHARES TR | MSCI INTL QUALTY | $178K | 0.0%Prev: 0.8% | 6,423 SH | Decreased-99,355 SH |
| ISHARES TR | MSCI INTL VLU FT | $708K | 0.1% | 35,831 SH | New |
| ISHARES TR | MSCI KLD400 SOC | $611K | 0.1%Prev: 0.2% | 9,117 SH | Decreased-975 SH |
| ISHARES TR | MSCI USA MIN VOL | $383K | 0.1%Prev: 0.4% | 5,794 SH | Decreased-23,775 SH |
| ISHARES TR | MSCI USA QLT FCT | $26.8M | 5.5%Prev: 8.3% | 257,732 SH | Decreased-59,813 SH |
| ISHARES TR | RUS 1000 VAL ETF | $475K | 0.1% | 3,493 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $3.9M | 0.8% | 49,119 SH | New |
| ISHARES TR | S&P 500 GRWT ETF | $499K | 0.1%Prev: 0.1% | 8,623 SH | Decreased-629 SH |
| ISHARES TR | S&P 500 VAL ETF | $2.2M | 0.5%Prev: 0.5% | 17,255 SH | Decreased+238 SH |
| ISHARES TR | S&P MC 400GR ETF | $635K | 0.1%Prev: 0.3% | 10,079 SH | Decreased-9,472 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.7M | 0.3%Prev: 0.6% | 18,549 SH | Decreased-8,867 SH |
| ISHARES TR | S&P SML 600 GWT | $273K | 0.1%Prev: 0.2% | 2,681 SH | Decreased-4,586 SH |
| ISHARES TR | SP SMCP600VL ETF | $1.6M | 0.3%Prev: 1.1% | 19,003 SH | Decreased-36,294 SH |
| ISHARES TR | TIPS BD ETF | $9K | 0.0%Prev: 0.0% | 85 SH | Decreased+6 SH |
| ISHARES TR | TRS FLT RT BD | $2.3M | 0.5% | 45,138 SH | New |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $858K | 0.2% | 24,476 SH | New |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $8.6M | 1.8% | 175,515 SH | New |
| JOHNSON & JOHNSON | COM | $287K | 0.1%Prev: 0.2% | 1,756 SH | Decreased-3,048 SH |
| JPMORGAN CHASE & CO | COM | $315K | 0.1%Prev: 0.1% | 3,018 SH | Decreased-588 SH |
| MARATHON PETE CORP | COM | $389K | 0.1% | 3,915 SH | New |
| MASTERCARD INCORPORATED | CL A | $245K | 0.1%Prev: 0.1% | 860 SH | Decreased |
| MICROSOFT CORP | COM | $831K | 0.2%Prev: 0.2% | 3,570 SH | Decreased-688 SH |
| NEXTERA ENERGY INC | COM | $286K | 0.1%Prev: 0.1% | 3,643 SH | Decreased-482 SH |
| NIKE INC | CL B | $123K | 0.0% | 1,484 SH | New |
| NOVARTIS AG | SPONSORED ADR | $263K | 0.1%Prev: 0.1% | 3,456 SH | Decreased-669 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $855K | 0.2%Prev: 0.3% | 18,550 SH | Decreased-4,762 SH |
| NVIDIA CORPORATION | COM | $149K | 0.0% | 1,229 SH | New |
| ONEOK INC NEW | COM | $228K | 0.0% | 4,441 SH | New |
| PACER FDS TR | US CASH COWS 100 | $127K | 0.0% | 3,100 SH | New |
| PEPSICO INC | COM | $276K | 0.1%Prev: 0.1% | 1,693 SH | Decreased-1,007 SH |
| PHILLIPS 66 | COM | $486K | 0.1%Prev: 0.1% | 6,021 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $2.9M | 0.6%Prev: 0.6% | 23,252 SH | Decreased |
| PROSHARES TR | PSHS SH MSCI EAF | $3.2M | 0.7% | 134,445 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $842K | 0.2%Prev: 0.2% | 10,527 SH | Decreased-1,035 SH |
| PROSHARES TR | SHORT QQQ NEW | $9.4M | 1.9% | 628,207 SH | New |
| PROSHARES TR | SHORT S&P 500 NE | $15.0M | 3.1% | 866,901 SH | New |
| PROSHARES TR | SHRT 20+YR TRE | $9.1M | 1.9% | 409,819 SH | New |
| PROSHARES TR | SHT 7-10 YR TR | $9.0M | 1.9% | 314,254 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $13.5M | 2.8% | 203,093 SH | New |
| SOLAREDGE TECHNOLOGIES INC | COM | $8K | 0.0% | 36 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $13.7M | 2.8%Prev: 4.1% | 47,721 SH | Decreased-13,424 SH |
| T-MOBILE US INC | COM | $577K | 0.1%Prev: 0.1% | 4,302 SH | Increased+1,306 SH |
| TESLA INC | COM | $13K | 0.0% | 48 SH | New |
| UNILEVER PLC | SPON ADR NEW | $66K | 0.0%Prev: 0.0% | 1,500 SH | Decreased-50 SH |
| UNION PAC CORP | COM | $442K | 0.1%Prev: 0.1% | 2,270 SH | Decreased-1,397 SH |
| UNITEDHEALTH GROUP INC | COM | $570K | 0.1%Prev: 0.1% | 1,129 SH | Decreased-665 SH |
| VANECK ETF TRUST | IG FLOATING RATE | $4.3M | 0.9% | 172,520 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $264K | 0.1%Prev: 0.1% | 4,401 SH | Decreased-3,927 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $16.2M | 3.3% | 227,671 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $336K | 0.1%Prev: 0.1% | 1,968 SH | Decreased+25 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $21.0M | 4.3%Prev: 5.7% | 117,106 SH | Decreased-12,088 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $49K | 0.0%Prev: 0.9% | 650 SH | Decreased-49,391 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $187K | 0.0%Prev: 0.0% | 1,380 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 0.2% | 28,173 SH | New |
| VISA INC | COM CL A | $336K | 0.1%Prev: 0.1% | 1,890 SH | Increased+674 SH |
| VMWARE INC | CL A COM | $228K | 0.0% | 2,145 SH | New |
| VULCAN MATLS CO | COM | $245K | 0.1%Prev: 0.1% | 1,555 SH | Decreased-306 SH |
| WALMART INC | COM | $560K | 0.1%Prev: 0.1% | 4,316 SH | Increased+446 SH |
| WISDOMTREE TR | EM EX ST-OWNED | $2.3M | 0.5%Prev: 0.8% | 95,156 SH | Decreased-17,297 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $469K | 0.1% | 9,333 SH | New |
| 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 |