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CIK 0002066524 • 8 13F filings • May 13, 2025 – Oct 15, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $285K | 0.3%Prev: 0.3% | 1,505 SH | Decreased+144 SH |
| AMAZON COM INC | COM | $244K | 0.3%Prev: 0.2% | 1,110 SH | Increased+88 SH |
| APPLE INC | COM | $735K | 0.8%Prev: 0.9% | 2,935 SH | Decreased-746 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $681K | 0.7%Prev: 0.7% | 1 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $217K | 0.2%Prev: 0.2% | 479 SH | Decreased-24 SH |
| BROADCOM INC | COM | $377K | 0.4%Prev: 0.5% | 1,625 SH | Decreased+96 SH |
| CLEVELAND-CLIFFS INC NEW | COM | $172K | 0.2%Prev: 0.2% | 18,253 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $353K | 0.4%Prev: 0.5% | 13,910 SH | Decreased-1,221 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $865K | 0.9%Prev: 1.2% | 29,620 SH | Decreased-3,600 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $557K | 0.6%Prev: 0.7% | 18,563 SH | Decreased-2,721 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $806K | 0.9%Prev: 0.9% | 34,638 SH | Decreased-4,670 SH |
| DUKE ENERGY CORP NEW | COM NEW | $202K | 0.2%Prev: 0.2% | 1,877 SH | Decreased |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $730K | 0.8%Prev: 1.0% | 20,650 SH | Decreased-3,195 SH |
| GLOBAL X FDS | NASDAQ 100 COVER | $182K | 0.2%Prev: 0.2% | 10,000 SH | Increased |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $3.3M | 3.5%Prev: 3.3% | 179,540 SH | Decreased-1,514 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | $2.3M | 2.5%Prev: 2.5% | 145,325 SH | Decreased-7,685 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $3.4M | 3.6%Prev: 2.2% | 164,794 SH | Increased+57,150 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $3.4M | 3.6%Prev: 3.2% | 173,412 SH | Increased+2,113 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $3.4M | 3.6%Prev: 3.4% | 173,162 SH | Decreased-2,993 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $2.7M | 2.9%Prev: 2.8% | 165,690 SH | Decreased-5,182 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $3.4M | 3.6%Prev: 3.4% | 168,588 SH | Decreased-4,296 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $538K | 0.6%Prev: 0.5% | 3,070 SH | Increased+600 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.1M | 2.3%Prev: 2.4% | 4,136 SH | Decreased+5 SH |
| ISHARES TR | CORE 1 5 YR USD | $289K | 0.3%Prev: 0.2% | 6,040 SH | Increased+980 SH |
| ISHARES TR | CORE MSCI EAFE | $2.1M | 2.2%Prev: 2.6% | 29,581 SH | Decreased-735 SH |
| ISHARES TR | CORE S&P SCP ETF | $308K | 0.3%Prev: 0.3% | 2,677 SH | Increased+250 SH |
| ISHARES TR | CORE S&P500 ETF | $4.6M | 4.9%Prev: 5.0% | 7,859 SH | Decreased+77 SH |
| ISHARES TR | FALN ANGLS USD | $387K | 0.4%Prev: 0.4% | 14,500 SH | Increased+1,000 SH |
| ISHARES TR | PFD AND INCM SEC | $2.2M | 2.4%Prev: 2.1% | 70,369 SH | Increased+2,390 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.6M | 1.7%Prev: 1.6% | 8,399 SH | Decreased+250 SH |
| ISHARES TR | SELECT DIVID ETF | $1.2M | 1.2%Prev: 1.2% | 8,824 SH | Decreased+84 SH |
| ISHARES TR | U.S. REAL ES ETF | $446K | 0.5%Prev: 0.5% | 4,795 SH | Decreased-90 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $2.3M | 2.5%Prev: 2.0% | 45,598 SH | Increased+5,236 SH |
| MICROSOFT CORP | COM | $432K | 0.5%Prev: 0.5% | 1,024 SH | Decreased+71 SH |
| NVIDIA CORPORATION | COM | $280K | 0.3%Prev: 0.3% | 2,087 SH | Decreased+229 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $779K | 0.8%Prev: 0.7% | 7,765 SH | Increased+858 SH |
| PROCTER AND GAMBLE CO | COM | $1.4M | 1.5%Prev: 1.2% | 8,452 SH | Increased+125 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $975K | 1.0%Prev: 1.0% | 1,663 SH | Decreased+68 SH |
| SPDR SER TR | PRTFLO S&P500 GW | $264K | 0.3% | 3,000 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.9M | 4.1%Prev: 3.6% | 50,341 SH | Increased+3,154 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.3M | 1.4%Prev: 1.1% | 25,506 SH | Increased+1,975 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $6.2M | 6.6%Prev: 7.1% | 15,174 SH | Decreased-65 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $4.6M | 5.0%Prev: 4.9% | 17,239 SH | Decreased+845 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.5M | 2.6%Prev: 2.6% | 27,860 SH | Decreased-924 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.2M | 2.3%Prev: 2.0% | 4,000 SH | Increased+600 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.4M | 1.5%Prev: 1.5% | 7,000 SH | Decreased-327 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.1M | 2.3%Prev: 2.2% | 8,946 SH | Decreased+20 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $2.6M | 2.7%Prev: 2.8% | 9,192 SH | Decreased-605 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.6M | 2.8%Prev: 2.9% | 15,646 SH | Decreased-430 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 1.5%Prev: 1.8% | 32,602 SH | Decreased-837 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $219K | 0.2% | 2,807 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.9M | 5.2%Prev: 5.0% | 24,795 SH | Decreased+706 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3.7M | 3.9%Prev: 3.9% | 28,632 SH | Decreased-78 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.3M | 2.5%Prev: 2.6% | 29,291 SH | Decreased-660 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $619K | 0.7%Prev: 0.7% | 9,113 SH | Decreased+9 SH |
| VANGUARD WORLD FD | INF TECH ETF | $311K | 0.3%Prev: 0.3% | 500 SH | Increased+100 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $382K | 0.4%Prev: 0.4% | 11,130 SH | Decreased-1,760 SH |
| 13F-HR |
| 0001172661-25-001718 |
| $93.7M |
| View |
| Oct 7, 2025 | Q3 2025 | 13F-HR | 0001172661-25-004179 | $103.2M | View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002532 | $123.8M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002573 | $99.1M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001412 | $108.9M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001719 | $92.6M | View |