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CIK 0001806752 • 6 13F filings • Apr 25, 2025 – Jul 20, 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 | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $256K | 0.1%Prev: 0.1% | 1,600 SH | Decreased-300 SH |
| ABBOTT LABS | COM | $2.9M | 0.9%Prev: 1.0% | 23,259 SH | Decreased-196 SH |
| ABBVIE INC | COM | $548K | 0.2%Prev: 0.2% | 2,400 SH | Decreased-446 SH |
| ADOBE INC | COM | $3.1M | 0.9%Prev: 1.1% | 8,943 SH | Decreased-1,661 SH |
| ADVANCED MICRO DEVICES INC | COM | $3.5M | 1.0%Prev: 1.1% | 16,111 SH | Decreased-7,059 SH |
| AIR PRODS & CHEMS INC | COM | $2.0M | 0.6%Prev: 0.7% | 8,274 SH | Decreased-217 SH |
| ALPHABET INC | CAP STK CL A | $6.8M | 2.1%Prev: 2.3% | 21,817 SH | Decreased-8,866 SH |
| ALPHABET INC | CAP STK CL C | $452K | 0.1%Prev: 0.2% | 1,440 SH | Decreased-675 SH |
| AMAZON COM INC | COM | $7.7M | 2.3%Prev: 2.3% | 33,384 SH | Increased-1,162 SH |
| AMDOCS LTD | SHS | $2.6M | 0.8%Prev: 1.0% | 32,373 SH | Decreased-6,701 SH |
| AMERICAN ELEC PWR CO INC | COM | $1.8M | 0.5%Prev: 0.5% | 15,301 SH | Increased-271 SH |
| AMERICAN TOWER CORP NEW | COM | $1.2M | 0.4%Prev: 0.5% | 6,974 SH | Decreased-1,367 SH |
| AMPHENOL CORP NEW | CL A | $3.3M | 1.0%Prev: 0.9% | 24,277 SH | Increased-462 SH |
| APPLE INC | COM | $7.9M | 2.4%Prev: 2.7% | 28,899 SH | Decreased-6,370 SH |
| BAKER HUGHES COMPANY | CL A | $2.7M | 0.8%Prev: 0.9% | 59,247 SH | Decreased-1,426 SH |
| BANK AMERICA CORP | COM | $3.9M | 1.2%Prev: 1.1% | 70,664 SH | Increased-1,937 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.9M | 1.5%Prev: 1.5% | 9,688 SH | Decreased-117 SH |
| BROADCOM INC | COM | $3.6M | 1.1%Prev: 1.1% | 10,269 SH | Increased-190 SH |
| CAMECO CORP | COM | $366K | 0.1%Prev: 0.1% | 4,000 SH | Increased |
| CATERPILLAR INC | COM | $5.6M | 1.7%Prev: 1.6% | 9,825 SH | Increased-951 SH |
| CDW CORP | COM | $937K | 0.3%Prev: 0.4% | 6,878 SH | Decreased-1,200 SH |
| COPART INC | COM | $3.2M | 1.0%Prev: 1.3% | 81,417 SH | Decreased-12,287 SH |
| COSTCO WHSL CORP NEW | COM | $2.6M | 0.8%Prev: 1.7% | 2,987 SH | Decreased-3,027 SH |
| CROWN HLDGS INC | COM | $2.4M | 0.7% | 23,478 SH | New |
| DEERE & CO | COM | $1.7M | 0.5%Prev: 0.5% | 3,725 SH | Increased-30 SH |
| DELL TECHNOLOGIES INC | CL C | $4.8M | 1.4%Prev: 1.5% | 37,969 SH | Decreased+2,510 SH |
| DIGITAL RLTY TR INC | COM | $2.5M | 0.8%Prev: 0.8% | 16,188 SH | Decreased+471 SH |
| DISNEY WALT CO | COM | $2.8M | 0.9%Prev: 0.9% | 24,724 SH | Decreased-168 SH |
| DOLLAR GEN CORP NEW | COM | $2.1M | 0.6%Prev: 0.5% | 15,634 SH | Increased+89 SH |
| EDWARDS LIFESCIENCES CORP | COM | $2.7M | 0.8%Prev: 0.7% | 31,316 SH | Increased+988 SH |
| ELI LILLY & CO | COM | $1.9M | 0.6%Prev: 0.4% | 1,750 SH | Increased-39 SH |
| EXXON MOBIL CORP | COM | $6.9M | 2.1%Prev: 2.0% | 57,019 SH | Increased-28 SH |
| GEN DIGITAL INC | COM | $2.3M | 0.7%Prev: 1.0% | 84,940 SH | Decreased-32,639 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $24.3M | 7.4%Prev: 7.1% | 565,608 SH | Increased-2,314 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US | $1.0M | 0.3%Prev: 0.3% | 13,420 SH | Decreased-328 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $12.3M | 3.7%Prev: 3.7% | 92,941 SH | Increased+398 SH |
| GOLDMAN SACHS GROUP INC | COM | $8.3M | 2.5%Prev: 2.3% | 9,460 SH | Increased-121 SH |
| HCA HEALTHCARE INC | COM | $3.0M | 0.9%Prev: 0.8% | 6,518 SH | Increased+288 SH |
| HERSHEY CO | COM | $706K | 0.2%Prev: 0.2% | 3,882 SH | Decreased-237 SH |
| HONEYWELL INTL INC | COM | $5.3M | 1.6%Prev: 1.7% | 27,070 SH | Decreased+887 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $2.1M | 0.6%Prev: 0.7% | 13,186 SH | Decreased-43 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $556K | 0.2%Prev: 0.2% | 2,904 SH | Decreased-78 SH |
| ISHARES INC | CORE MSCI EMKT | $445K | 0.1%Prev: 0.1% | 6,620 SH | Increased |
| ISHARES INC | EMNG MKTS EQT | $9.4M | 2.9%Prev: 2.8% | 163,120 SH | Increased-461 SH |
| ISHARES TR | 20 YR TR BD ETF | $5.0M | 1.5%Prev: 1.6% | 57,570 SH | Decreased-1,333 SH |
| ISHARES TR | CORE HIGH DV ETF | $488K | 0.1%Prev: 0.1% | 4,011 SH | Decreased+18 SH |
| ISHARES TR | CORE MSCI EAFE | $1.2M | 0.4%Prev: 0.4% | 13,100 SH | Decreased-330 SH |
| ISHARES TR | CORE S&P SCP ETF | $439K | 0.1%Prev: 0.1% | 3,656 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $9.0M | 2.7%Prev: 0.2% | 13,087 SH | Increased+12,330 SH |
| ISHARES TR | CORE US AGGBD ET | $379K | 0.1% | 3,790 SH | New |
| ISHARES TR | S&P MC 400VL ETF | $211K | 0.1%Prev: 0.1% | 1,600 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $494K | 0.1%Prev: 0.2% | 3,499 SH | Decreased+17 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $5.2M | 1.6% | 47,517 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $605K | 0.2%Prev: 0.2% | 10,570 SH | Decreased-966 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.9M | 1.2%Prev: 1.2% | 77,072 SH | Decreased-322 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $9.5M | 2.9%Prev: 2.8% | 144,855 SH | Increased+396 SH |
| JOHNSON & JOHNSON | COM | $10.3M | 3.1%Prev: 2.8% | 49,536 SH | Increased-247 SH |
| JPMORGAN CHASE & CO. | COM | $9.8M | 3.0%Prev: 2.9% | 30,431 SH | Increased+161 SH |
| LOWES COS INC | COM | $5.7M | 1.7%Prev: 1.8% | 23,496 SH | Decreased+235 SH |
| MANHATTAN ASSOCIATES INC | COM | $2.3M | 0.7%Prev: 1.0% | 13,245 SH | Decreased-2,444 SH |
| MASTERCARD INCORPORATED | CL A | $7.5M | 2.3%Prev: 2.3% | 13,139 SH | Increased+76 SH |
| MCDONALDS CORP | COM | $1.6M | 0.5%Prev: 0.5% | 5,364 SH | Decreased-66 SH |
| META PLATFORMS INC | CL A | $5.8M | 1.8%Prev: 1.9% | 8,848 SH | Decreased+348 SH |
| MICROSOFT CORP | COM | $8.1M | 2.4%Prev: 3.0% | 16,659 SH | Decreased-2,492 SH |
| NETFLIX INC | COM | $2.0M | 0.6%Prev: 0.8% | 21,372 SH | Decreased+19,166 SH |
| NEW YORK TIMES CO | CL A | $2.0M | 0.6%Prev: 0.5% | 28,248 SH | Increased-438 SH |
| NEXTERA ENERGY INC | COM | $7.8M | 2.4%Prev: 2.2% | 97,537 SH | Increased+553 SH |
| NVIDIA CORPORATION | COM | $9.2M | 2.8%Prev: 2.9% | 49,409 SH | Decreased-1,963 SH |
| ORACLE CORP | COM | $599K | 0.2%Prev: 0.8% | 3,071 SH | Decreased-6,227 SH |
| OWENS CORNING NEW | COM | $882K | 0.3%Prev: 0.4% | 7,881 SH | Decreased-1,471 SH |
| PEPSICO INC | COM | $5.0M | 1.5%Prev: 1.6% | 34,725 SH | Decreased-1,621 SH |
| PFIZER INC | COM | $1.8M | 0.5%Prev: 0.6% | 72,581 SH | Decreased-9,938 SH |
| PROCTER AND GAMBLE CO | COM | $546K | 0.2%Prev: 0.2% | 3,808 SH | Decreased-650 SH |
| PROGRESSIVE CORP | COM | $2.2M | 0.7%Prev: 0.9% | 9,607 SH | Decreased-2,034 SH |
| PROLOGIS INC. | COM | $2.4M | 0.7%Prev: 0.7% | 18,491 SH | Increased-1,083 SH |
| QUALCOMM INC | COM | $1.6M | 0.5%Prev: 0.5% | 9,207 SH | Increased-153 SH |
| SALESFORCE INC | COM | $3.9M | 1.2%Prev: 1.0% | 14,722 SH | Increased+396 SH |
| SCHWAB CHARLES CORP | COM | $4.9M | 1.5%Prev: 1.4% | 49,396 SH | Increased+352 SH |
| STARBUCKS CORP | COM | $2.0M | 0.6%Prev: 0.7% | 24,002 SH | Decreased-4,057 SH |
| STRYKER CORPORATION | COM | $8.0M | 2.4%Prev: 2.5% | 22,782 SH | Decreased+281 SH |
| TRACTOR SUPPLY CO | COM | $1.4M | 0.4%Prev: 0.5% | 28,155 SH | Decreased-240 SH |
| TRANSDIGM GROUP INC | COM | $2.6M | 0.8%Prev: 0.8% | 1,954 SH | Increased+64 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $520K | 0.2% | 1,551 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $295K | 0.1% | 3,908 SH | New |
| VISA INC | COM CL A | $603K | 0.2%Prev: 0.2% | 1,718 SH | Decreased-273 SH |
| WALMART INC | COM | $6.0M | 1.8%Prev: 1.7% | 53,953 SH | Increased-171 SH |
| WELLS FARGO CO NEW | COM | $5.3M | 1.6% | 57,232 SH | New |
| ZOETIS INC | CL A | $1.5M | 0.5%Prev: 0.7% | 11,828 SH | Decreased-3,584 SH |
| 13F-HR |
| 0002085853-25-000070 |
| $328.6M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000772 | $340.8M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000411 | $321.1M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000533 | $283.6M | View |