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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 | $240K | 0.2%Prev: 0.4% | 1,361 SH | Decreased |
| AMAZON COM INC | COM | $224K | 0.2%Prev: 0.2% | 1,022 SH | Increased+28 SH |
| APPLE INC | COM | $750K | 0.8%Prev: 0.7% | 3,656 SH | Increased+775 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $729K | 0.7%Prev: 0.7% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $244K | 0.2%Prev: 0.2% | 503 SH | Increased+15 SH |
| BROADCOM INC | COM | $421K | 0.4%Prev: 0.4% | 1,529 SH | Increased+287 SH |
| CLEVELAND-CLIFFS INC NEW | COM | $139K | 0.1%Prev: 0.1% | 18,253 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $433K | 0.4%Prev: 0.6% | 14,966 SH | Decreased-3,110 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.4M | 1.4%Prev: 1.4% | 37,938 SH | Decreased-402 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $637K | 0.6%Prev: 0.9% | 20,549 SH | Decreased-6,880 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $903K | 0.9%Prev: 1.2% | 38,483 SH | Decreased-16,835 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $268K | 0.3%Prev: 0.4% | 9,105 SH | Decreased-2,180 SH |
| DUKE ENERGY CORP NEW | COM NEW | $221K | 0.2%Prev: 0.2% | 1,877 SH | Decreased |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $860K | 0.9%Prev: 0.9% | 23,225 SH | Decreased-4,150 SH |
| GLOBAL X FDS | NASDAQ 100 COVER | $167K | 0.2%Prev: 0.2% | 10,000 SH | Decreased |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $3.5M | 3.5%Prev: 3.2% | 185,804 SH | Increased+834 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | $2.5M | 2.6%Prev: 2.8% | 153,435 SH | Decreased-34,673 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $3.3M | 3.4% | 160,924 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $3.4M | 3.5%Prev: 3.2% | 176,717 SH | Decreased-2,291 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $3.5M | 3.5%Prev: 3.3% | 177,805 SH | Decreased-5,638 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $2.9M | 2.9%Prev: 3.0% | 173,066 SH | Decreased-22,203 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $3.5M | 3.6%Prev: 3.3% | 172,127 SH | Decreased-5,881 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $531K | 0.5%Prev: 0.4% | 2,920 SH | Increased+450 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.3M | 2.3%Prev: 2.2% | 4,156 SH | Decreased-24 SH |
| ISHARES TR | CORE 1 5 YR USD | $270K | 0.3%Prev: 0.2% | 5,560 SH | Increased+600 SH |
| ISHARES TR | CORE MSCI EAFE | $2.5M | 2.6%Prev: 2.5% | 30,396 SH | Decreased-149 SH |
| ISHARES TR | CORE S&P SCP ETF | $293K | 0.3%Prev: 0.3% | 2,677 SH | Decreased+295 SH |
| ISHARES TR | CORE S&P500 ETF | $4.8M | 4.9%Prev: 4.4% | 7,765 SH | Decreased+352 SH |
| ISHARES TR | FALN ANGLS USD | $387K | 0.4%Prev: 0.3% | 14,250 SH | Increased+2,790 SH |
| ISHARES TR | PFD AND INCM SEC | $2.2M | 2.2%Prev: 2.2% | 71,139 SH | Decreased-8,450 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.6M | 1.7%Prev: 1.6% | 8,399 SH | Decreased+290 SH |
| ISHARES TR | SELECT DIVID ETF | $1.2M | 1.2%Prev: 1.2% | 8,749 SH | Decreased+69 SH |
| ISHARES TR | U.S. REAL ES ETF | $450K | 0.5%Prev: 0.5% | 4,745 SH | Decreased-565 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $2.2M | 2.2%Prev: 1.0% | 42,346 SH | Increased+20,024 SH |
| MICROSOFT CORP | COM | $474K | 0.5%Prev: 0.3% | 953 SH | Increased+29 SH |
| NVIDIA CORPORATION | COM | $294K | 0.3%Prev: 0.3% | 1,858 SH | Decreased-30 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $745K | 0.8% | 7,406 SH | New |
| PROCTER AND GAMBLE CO | COM | $1.3M | 1.3% | 8,327 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.0M | 1.0% | 1,638 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $286K | 0.3% | 3,000 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.9M | 4.0%Prev: 3.8% | 49,903 SH | Decreased-3,030 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.3M | 1.3%Prev: 0.7% | 25,280 SH | Increased+10,653 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $6.8M | 6.8%Prev: 6.0% | 15,418 SH | Increased+534 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $4.9M | 4.9%Prev: 4.3% | 17,014 SH | Increased+1,247 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.5M | 2.6%Prev: 2.5% | 28,539 SH | Decreased-1,699 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3M | 2.3%Prev: 1.9% | 4,000 SH | Increased+600 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.4M | 1.5%Prev: 1.5% | 7,372 SH | Decreased-145 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.1M | 2.1%Prev: 2.2% | 8,909 SH | Decreased-108 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $2.7M | 2.7%Prev: 2.8% | 9,752 SH | Decreased-380 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.9M | 2.9%Prev: 3.0% | 16,325 SH | Decreased-116 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.6M | 1.7%Prev: 1.6% | 33,151 SH | Decreased-14 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $223K | 0.2% | 2,806 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.0M | 5.1%Prev: 4.8% | 24,659 SH | Decreased+320 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $217K | 0.2%Prev: 0.2% | 3,797 SH | Decreased+249 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3.9M | 3.9%Prev: 3.9% | 29,079 SH | Decreased+184 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.7M | 2.7%Prev: 2.5% | 29,937 SH | Decreased-829 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $729K | 0.7%Prev: 0.8% | 9,104 SH | Decreased |
| VANGUARD WORLD FD | INF TECH ETF | $332K | 0.3%Prev: 0.3% | 500 SH | Increased+100 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $402K | 0.4%Prev: 0.5% | 12,660 SH | Decreased-1,730 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 |