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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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $218K | 0.2%Prev: 0.2% | 995 SH | Decreased-618 SH |
| APPLE INC | COM | $922K | 0.8%Prev: 0.9% | 4,494 SH | Decreased-566 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $339K | 0.3%Prev: 0.3% | 698 SH | Decreased-175 SH |
| BNY MELLON ETF TRUST | INTERNATIONL EQT | $3.2M | 2.7%Prev: 2.6% | 37,643 SH | Decreased-2,517 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $6.5M | 5.4%Prev: 4.3% | 97,411 SH | Increased+10,375 SH |
| DOMINION ENERGY INC | COM | $929K | 0.8%Prev: 0.7% | 16,443 SH | Decreased-132 SH |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | $720K | 0.6%Prev: 0.6% | 26,609 SH | Decreased-3,474 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $3.4M | 2.8%Prev: 1.6% | 27,636 SH | Increased+9,819 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.9M | 3.3%Prev: 3.3% | 7,157 SH | Decreased-1,023 SH |
| ISHARES TR | BROAD USD HIGH | $2.6M | 2.2%Prev: 1.4% | 70,500 SH | Increased+15,941 SH |
| ISHARES TR | CORE DIV GRWTH | $4.2M | 3.5%Prev: 2.9% | 65,337 SH | Increased+5,987 SH |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 1.3%Prev: 1.2% | 19,056 SH | Decreased+846 SH |
| ISHARES TR | CORE S&P MCP ETF | $793K | 0.7%Prev: 0.6% | 12,788 SH | Decreased-685 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.8M | 2.3%Prev: 1.9% | 25,547 SH | Increased+3,453 SH |
| ISHARES TR | CORE S&P US GWT | $1.2M | 1.0%Prev: 0.9% | 7,757 SH | Decreased-331 SH |
| ISHARES TR | CORE S&P US VLU | $702K | 0.6%Prev: 0.5% | 7,418 SH | Decreased-117 SH |
| ISHARES TR | CORE S&P500 ETF | $6.8M | 5.7%Prev: 5.7% | 11,015 SH | Decreased-1,376 SH |
| ISHARES TR | CORE US AGGBD ET | $4.0M | 3.3%Prev: 2.5% | 40,067 SH | Increased+4,253 SH |
| ISHARES TR | MSCI USA VALUE | $939K | 0.8%Prev: 0.5% | 8,294 SH | Increased+3,387 SH |
| ISHARES TR | RUS MID CAP ETF | $582K | 0.5%Prev: 0.6% | 6,325 SH | Decreased-1,774 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.5M | 1.2%Prev: 0.7% | 11,810 SH | Increased+4,573 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.1M | 0.9%Prev: 0.8% | 18,806 SH | Decreased-235 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $845K | 0.7%Prev: 0.5% | 15,536 SH | Increased+3,906 SH |
| JPMORGAN CHASE & CO. | COM | $280K | 0.2% | 965 SH | New |
| MCDONALDS CORP | COM | $518K | 0.4%Prev: 0.4% | 1,774 SH | Decreased-30 SH |
| MICROSOFT CORP | COM | $1.3M | 1.1%Prev: 0.8% | 2,547 SH | Increased-382 SH |
| NORTHROP GRUMMAN CORP | COM | $223K | 0.2%Prev: 0.2% | 447 SH | Decreased+6 SH |
| NVIDIA CORPORATION | COM | $289K | 0.2%Prev: 0.4% | 1,826 SH | Decreased-1,747 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $6.3M | 5.2%Prev: 5.2% | 126,935 SH | Decreased-23,107 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.6M | 2.1%Prev: 1.2% | 106,189 SH | Increased+34,675 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $556K | 0.5% | 1,261 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $698K | 0.6% | 1,130 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $570K | 0.5% | 5,979 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 HI | $2.5M | 2.1% | 58,680 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $214K | 0.2% | 4,095 SH | New |
| TESLA INC | COM | $234K | 0.2%Prev: 0.2% | 738 SH | Decreased-86 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $310K | 0.3%Prev: 0.2% | 783 SH | Decreased-7 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 0.9%Prev: 1.0% | 2,592 SH | Decreased-761 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $254K | 0.2%Prev: 0.2% | 890 SH | Decreased-204 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.2M | 3.5%Prev: 3.0% | 14,964 SH | Decreased+273 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $40.5M | 33.6%Prev: 36.5% | 71,290 SH | Decreased-15,449 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $813K | 0.7%Prev: 0.7% | 3,433 SH | Decreased-481 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $498K | 0.4%Prev: 0.9% | 1,638 SH | Decreased-2,312 SH |
| VANGUARD INDEX FDS | VALUE ETF | $211K | 0.2%Prev: 0.2% | 1,196 SH | Decreased-476 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.1M | 0.9%Prev: 0.8% | 22,587 SH | Decreased-1,043 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $216K | 0.2%Prev: 0.2% | 4,415 SH | Decreased-47 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $734K | 0.6%Prev: 0.7% | 12,870 SH | Decreased-2,383 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $244K | 0.2%Prev: 0.4% | 1,829 SH | Decreased-1,724 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $365K | 0.3%Prev: 0.3% | 1,470 SH | Decreased+98 SH |
| VANGUARD WORLD FD | INF TECH ETF | $3.8M | 3.1%Prev: 3.4% | 5,672 SH | Decreased-1,233 SH |
| VISA INC | COM CL A | $243K | 0.2%Prev: 0.2% | 685 SH | Decreased-183 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 |