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CIK 0002062596 • 8 13F filings • Apr 24, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| ADT INC DEL | COM | $176K | 0.2% | 25,440 SH | New |
| AMAZON COM INC | COM | $202K | 0.2%Prev: 0.2% | 923 SH | Decreased-185 SH |
| APPLE INC | COM | $1.1M | 1.0%Prev: 0.9% | 4,450 SH | Decreased-203 SH |
| BNY MELLON ETF TRUST | INTERNATIONL EQT | $728K | 0.7%Prev: 2.8% | 10,055 SH | Decreased-29,753 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $7.2M | 6.5%Prev: 5.2% | 112,937 SH | Increased+21,588 SH |
| DOMINION ENERGY INC | COM | $868K | 0.8%Prev: 0.8% | 16,113 SH | Decreased-512 SH |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | $432K | 0.4%Prev: 0.7% | 16,542 SH | Decreased-13,611 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $3.5M | 3.1%Prev: 2.1% | 30,066 SH | Increased+9,565 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $332K | 0.3% | 4,738 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $4.4M | 4.0%Prev: 3.5% | 8,586 SH | Decreased+1,010 SH |
| ISHARES TR | BROAD USD HIGH | $3.3M | 3.0%Prev: 1.8% | 89,628 SH | Increased+26,815 SH |
| ISHARES TR | CORE DIV GRWTH | $4.4M | 4.0%Prev: 3.1% | 72,124 SH | Increased+13,544 SH |
| ISHARES TR | CORE MSCI EAFE | $2.0M | 1.8%Prev: 1.2% | 28,659 SH | Increased+10,815 SH |
| ISHARES TR | CORE S&P MCP ETF | $775K | 0.7%Prev: 0.6% | 12,435 SH | Decreased+307 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.2M | 2.9%Prev: 2.0% | 27,538 SH | Increased+5,736 SH |
| ISHARES TR | CORE S&P US GWT | $1.6M | 1.5%Prev: 1.0% | 11,714 SH | Increased+3,805 SH |
| ISHARES TR | CORE S&P US VLU | $1.3M | 1.2%Prev: 0.6% | 13,849 SH | Increased+6,390 SH |
| ISHARES TR | CORE S&P500 ETF | $6.8M | 6.2%Prev: 5.4% | 11,553 SH | Decreased+1,156 SH |
| ISHARES TR | CORE US AGGBD ET | $3.4M | 3.1%Prev: 2.9% | 34,902 SH | Decreased-2,608 SH |
| ISHARES TR | MSCI USA VALUE | $1.0M | 0.9%Prev: 0.6% | 9,500 SH | Increased+3,210 SH |
| ISHARES TR | RUS MID CAP ETF | $474K | 0.4%Prev: 0.6% | 5,365 SH | Decreased-1,999 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.7M | 1.6%Prev: 0.8% | 13,749 SH | Increased+5,735 SH |
| ISHARES TR | U.S. TECH ETF | $355K | 0.3% | 2,226 SH | New |
| ISHARES TR | US HLTHCARE ETF | $242K | 0.2% | 4,152 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $422K | 0.4%Prev: 1.1% | 7,333 SH | Decreased-18,046 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $483K | 0.4%Prev: 0.7% | 8,559 SH | Decreased-6,696 SH |
| JOHNSON & JOHNSON | COM | $221K | 0.2% | 1,525 SH | New |
| JPMORGAN CHASE & CO. | COM | $205K | 0.2%Prev: 0.2% | 856 SH | Decreased-113 SH |
| MCDONALDS CORP | COM | $496K | 0.4%Prev: 0.4% | 1,712 SH | Decreased-72 SH |
| MICROSOFT CORP | COM | $1.0M | 0.9%Prev: 1.1% | 2,411 SH | Decreased-353 SH |
| NORTHROP GRUMMAN CORP | COM | $208K | 0.2%Prev: 0.2% | 443 SH | Decreased-6 SH |
| NVIDIA CORPORATION | COM | $251K | 0.2%Prev: 0.3% | 1,867 SH | Decreased-87 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $1.7M | 1.6%Prev: 5.5% | 34,816 SH | Decreased-106,648 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.2M | 2.9%Prev: 1.7% | 130,964 SH | Increased+42,020 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $755K | 0.7%Prev: 0.5% | 1,773 SH | Increased+415 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $668K | 0.6%Prev: 0.6% | 1,140 SH | Decreased+31 SH |
| SPDR SER TR | PRTFLO S&P500 GW | $1.0M | 0.9% | 11,658 SH | New |
| SPDR SER TR | PRTFLO S&P500 HI | $3.3M | 3.0% | 75,976 SH | New |
| SPDR SER TR | PRTFLO S&P500 VL | $659K | 0.6% | 12,893 SH | New |
| TESLA INC | COM | $330K | 0.3%Prev: 0.3% | 818 SH | Increased+78 SH |
| TEXAS INSTRS INC | COM | $253K | 0.2% | 1,351 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $276K | 0.2%Prev: 0.3% | 755 SH | Decreased-3 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $557K | 0.5%Prev: 1.0% | 1,357 SH | Decreased-1,202 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.3M | 3.9%Prev: 3.3% | 16,156 SH | Increased+1,689 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $34.1M | 30.8%Prev: 34.9% | 63,241 SH | Decreased-9,854 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.0M | 0.9%Prev: 0.7% | 4,163 SH | Increased+745 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $614K | 0.6%Prev: 0.4% | 2,118 SH | Increased+424 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $218K | 0.2%Prev: 0.2% | 4,355 SH | Decreased-97 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 1.3%Prev: 0.6% | 29,987 SH | Increased+17,101 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $330K | 0.3%Prev: 0.2% | 2,590 SH | Increased+529 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $391K | 0.4%Prev: 0.3% | 1,542 SH | Increased+63 SH |
| VANGUARD WORLD FD | INF TECH ETF | $2.8M | 2.5%Prev: 3.5% | 4,434 SH | Decreased-1,565 SH |
| 13F-HR |
| 0001667731-25-000520 |
| $110.6M |
| View |
| Nov 12, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000247 | $128.3M | View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000838 | $172.1M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000918 | $120.6M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000554 | $142.2M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000527 | $108.5M | View |