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CIK 0002066080 • 6 13F filings • May 8, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ANSYS INC | COM | $775K | 0.3% | 2,448 SH | |
| APPLE INC | COM | $1.5M | 0.6% | 6,619 SH | |
| AT&T INC | COM | $270K | 0.1% | 9,551 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $769K | 0.3% | 1,444 SH | |
| BROADCOM INC | COM | $359K | 0.1% | 2,145 SH | |
| CRH PLC | ORD | $467K | 0.2% | 5,307 SH | |
| EXXON MOBIL CORP | COM | $693K | 0.3% | 5,825 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $2.7M | 1.0% | 85,556 SH | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $8.1M | 3.1% | 163,739 SH | |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $9.0M | 3.4% | 159,750 SH | |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $9.7M | 3.7% | 139,669 SH | |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $9.6M | 3.7% | 140,682 SH | |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $6.0M | 2.3% | 88,231 SH | |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $9.9M | 3.7% | 61,128 SH | |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $311K | 0.1% | 11,332 SH | |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $360K | 0.1% | 7,075 SH | |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $5.4M | 2.1% | 225,706 SH | |
| GE AEROSPACE | COM NEW | $257K | 0.1% | 1,283 SH | |
| HOME DEPOT INC | COM | $590K | 0.2% | 1,611 SH | |
| INDEPENDENT BK CORP MASS | COM | $347K | 0.1% | 5,541 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $509K | 0.2% | 2,937 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $666K | 0.3% | 6,436 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $7.8M | 3.0% | 94,421 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $11.1M | 4.2% | 93,907 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $14.6M | 5.6% | 153,215 SH | |
| ISHARES TR | CONV BD ETF | $516K | 0.2% | 6,173 SH | |
| ISHARES TR | CORE 1 5 YR USD | $13.0M | 4.9% | 268,805 SH | |
| ISHARES TR | CORE S&P US GWT | $62.7M | 23.9% | 493,711 SH | |
| ISHARES TR | CORE S&P US VLU | $34.6M | 13.1% | 374,405 SH | |
| ISHARES TR | FALN ANGLS USD | $12.0M | 4.5% | 446,140 SH | |
| ISHARES TR | IBOXX INV CP ETF | $11.9M | 4.5% | 109,242 SH | |
| ISHARES TR | PFD AND INCM SEC | $6.0M | 2.3% | 194,899 SH | |
| ISHARES TR | TIPS BD ETF | $11.6M | 4.4% | 104,420 SH | |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $466K | 0.2% | 8,133 SH | |
| M & T BK CORP | COM | $505K | 0.2% | 2,824 SH | |
| MICROSOFT CORP | COM | $1.1M | 0.4% | 2,809 SH | |
| NVIDIA CORPORATION | COM | $281K | 0.1% | 2,596 SH | |
| SPDR GOLD TR | GOLD SHS | $779K | 0.3% | 2,705 SH | |
| TESLA INC | COM | $244K | 0.1% | 941 SH | |
| TORONTO DOMINION BK ONT | COM NEW | $243K | 0.1% | 4,046 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.3M | 0.5% | 2,624 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.6M | 1.0% | 9,298 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $761K | 0.3% | 3,922 SH | |
| VERIZON COMMUNICATIONS INC | COM | $245K | 0.1% | 5,397 SH | |
| VISA INC | COM CL A | $204K | 0.1% | 583 SH | |
| WALMART INC | COM | $336K | 0.1% | 3,831 SH |
| Q3 2025 |
| 13F-HR |
| 0002066080-25-000005 |
| $328.3M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002066080-26-000003 | $385.5M | View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0002066080-25-000004 | $257.1M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002066080-26-000002 | $333.2M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0002066080-25-000003 | $263.0M | View |