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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 | $223K | 0.2% | 1,445 SH | |
| APPLE INC | COM | $638K | 0.7% | 2,873 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $798K | 0.9% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $249K | 0.3% | 468 SH | |
| BROADCOM INC | COM | $263K | 0.3% | 1,569 SH | |
| CLEVELAND-CLIFFS INC NEW | COM | $151K | 0.2% | 18,353 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $385K | 0.4% | 14,866 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $986K | 1.1% | 31,575 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $611K | 0.7% | 19,988 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $879K | 0.9% | 36,973 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $209K | 0.2% | 7,430 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $229K | 0.2% | 1,877 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $665K | 0.7% | 21,100 SH | |
| GLOBAL X FDS | NASDAQ 100 COVER | $166K | 0.2% | 10,000 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $3.4M | 3.6% | 181,790 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | $2.4M | 2.6% | 146,785 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $3.4M | 3.6% | 162,774 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $3.4M | 3.7% | 174,462 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $3.4M | 3.7% | 175,247 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $2.8M | 3.0% | 167,400 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $3.5M | 3.8% | 170,863 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $506K | 0.5% | 2,920 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.0M | 2.1% | 4,171 SH | |
| ISHARES TR | CORE 1 5 YR USD | $278K | 0.3% | 5,760 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.3M | 2.5% | 30,216 SH | |
| ISHARES TR | CORE S&P SCP ETF | $280K | 0.3% | 2,677 SH | |
| ISHARES TR | CORE S&P500 ETF | $4.4M | 4.7% | 7,781 SH | |
| ISHARES TR | FALN ANGLS USD | $388K | 0.4% | 14,500 SH | |
| ISHARES TR | PFD AND INCM SEC | $2.1M | 2.3% | 69,079 SH | |
| ISHARES TR | S&P 500 VAL ETF | $1.6M | 1.7% | 8,399 SH | |
| ISHARES TR | SELECT DIVID ETF | $1.2M | 1.3% | 8,749 SH | |
| ISHARES TR | U.S. REAL ES ETF | $454K | 0.5% | 4,745 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $2.2M | 2.4% | 43,980 SH | |
| MICROSOFT CORP | COM | $373K | 0.4% | 994 SH | |
| NVIDIA CORPORATION | COM | $215K | 0.2% | 1,988 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $771K | 0.8% | 7,667 SH | |
| PROCTER AND GAMBLE CO | COM | $1.4M | 1.5% | 8,341 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $916K | 1.0% | 1,638 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $241K | 0.3% | 3,000 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.9M | 4.2% | 50,106 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.3M | 1.4% | 25,281 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $5.7M | 6.2% | 15,474 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $4.4M | 4.7% | 16,929 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.6M | 2.8% | 28,352 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.1M | 2.2% | 4,000 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.3M | 1.5% | 7,217 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.0M | 2.1% | 8,819 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $2.4M | 2.6% | 9,517 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $2.8M | 3.0% | 15,991 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 1.6% | 33,497 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $222K | 0.2% | 2,807 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.8M | 5.1% | 24,584 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3.7M | 4.0% | 28,935 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.5M | 2.7% | 29,874 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $672K | 0.7% | 9,113 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $271K | 0.3% | 500 SH | |
| WISDOMTREE TR | US SMALLCAP DIVD | $356K | 0.4% | 11,130 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 |