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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 | $118K | 0.1% | 14,496 SH | |
| APPLE INC | COM | $1.0M | 0.9% | 4,511 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $348K | 0.3% | 654 SH | |
| BNY MELLON ETF TRUST | INTERNATIONL EQT | $868K | 0.8% | 11,215 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $6.6M | 6.1% | 109,855 SH | |
| DOMINION ENERGY INC | COM | $912K | 0.8% | 16,274 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $200K | 0.2% | 4,391 SH | |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | $486K | 0.4% | 18,237 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $3.2M | 2.9% | 28,956 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $247K | 0.2% | 3,303 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $4.0M | 3.7% | 8,576 SH | |
| ISHARES TR | BROAD USD HIGH | $3.0M | 2.8% | 81,923 SH | |
| ISHARES TR | CORE DIV GRWTH | $4.3M | 4.0% | 70,157 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.0M | 1.8% | 26,007 SH | |
| ISHARES TR | CORE S&P MCP ETF | $746K | 0.7% | 12,779 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.8M | 2.6% | 26,851 SH | |
| ISHARES TR | CORE S&P US GWT | $1.5M | 1.4% | 11,659 SH | |
| ISHARES TR | CORE S&P US VLU | $1.3M | 1.2% | 13,832 SH | |
| ISHARES TR | CORE S&P500 ETF | $6.3M | 5.8% | 11,282 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.4M | 3.1% | 34,025 SH | |
| ISHARES TR | MSCI USA VALUE | $976K | 0.9% | 9,155 SH | |
| ISHARES TR | RUS MID CAP ETF | $467K | 0.4% | 5,490 SH | |
| ISHARES TR | S&P MC 400VL ETF | $1.6M | 1.5% | 13,206 SH | |
| ISHARES TR | U.S. TECH ETF | $309K | 0.3% | 2,198 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.0M | 0.9% | 17,753 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $645K | 0.6% | 12,461 SH | |
| JPMORGAN CHASE & CO. | COM | $231K | 0.2% | 943 SH | |
| MCDONALDS CORP | COM | $549K | 0.5% | 1,758 SH | |
| MICROSOFT CORP | COM | $921K | 0.8% | 2,454 SH | |
| NORTHROP GRUMMAN CORP | COM | $228K | 0.2% | 445 SH | |
| NVIDIA CORPORATION | COM | $239K | 0.2% | 2,203 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $2.8M | 2.6% | 56,576 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.8M | 2.6% | 116,287 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $756K | 0.7% | 1,801 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $642K | 0.6% | 1,147 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $905K | 0.8% | 11,263 SH | |
| SPDR SER TR | PRTFLO S&P500 HI | $3.0M | 2.8% | 68,743 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $489K | 0.5% | 9,569 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $270K | 0.2% | 806 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $753K | 0.7% | 2,030 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $4.2M | 3.9% | 16,224 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $34.6M | 31.9% | 67,389 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $909K | 0.8% | 4,100 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $506K | 0.5% | 1,840 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $217K | 0.2% | 4,378 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.5M | 1.4% | 29,081 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $336K | 0.3% | 2,607 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $400K | 0.4% | 1,511 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $2.6M | 2.4% | 4,806 SH | |
| VISA INC | COM CL A | $215K | 0.2% | 614 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 |