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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 | $243K | 0.2%Prev: 0.2% | 1,108 SH | Decreased-430 SH |
| APPLE INC | COM | $1.2M | 0.9%Prev: 0.9% | 4,653 SH | Decreased-529 SH |
| BANK AMERICA CORP | COM | $232K | 0.2% | 4,498 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $351K | 0.3%Prev: 0.2% | 698 SH | Decreased-16 SH |
| BNY MELLON ETF TRUST | INTERNATIONL EQT | $3.6M | 2.8%Prev: 2.4% | 39,808 SH | Decreased-1,947 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $6.6M | 5.2% | 91,349 SH | New |
| DOMINION ENERGY INC | COM | $1.0M | 0.8%Prev: 0.7% | 16,625 SH | Decreased-104 SH |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | $836K | 0.7%Prev: 0.5% | 30,153 SH | Decreased-2,620 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $2.7M | 2.1%Prev: 1.4% | 20,501 SH | Increased+3,887 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.5M | 3.5%Prev: 3.5% | 7,576 SH | Decreased-644 SH |
| ISHARES TR | BROAD USD HIGH | $2.4M | 1.8%Prev: 1.1% | 62,813 SH | Increased+13,281 SH |
| ISHARES TR | CORE DIV GRWTH | $4.0M | 3.1%Prev: 2.5% | 58,580 SH | Decreased+2,379 SH |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 1.2%Prev: 1.1% | 17,844 SH | Decreased-1,044 SH |
| ISHARES TR | CORE S&P MCP ETF | $791K | 0.6%Prev: 0.7% | 12,128 SH | Decreased-2,808 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.6M | 2.0%Prev: 1.9% | 21,802 SH | Decreased-335 SH |
| ISHARES TR | CORE S&P US GWT | $1.3M | 1.0%Prev: 0.8% | 7,909 SH | Decreased+476 SH |
| ISHARES TR | CORE S&P US VLU | $746K | 0.6%Prev: 0.5% | 7,459 SH | Decreased-237 SH |
| ISHARES TR | CORE S&P500 ETF | $7.0M | 5.4%Prev: 5.2% | 10,397 SH | Decreased-1,544 SH |
| ISHARES TR | CORE US AGGBD ET | $3.8M | 2.9%Prev: 2.0% | 37,510 SH | Increased+2,163 SH |
| ISHARES TR | MSCI USA VALUE | $787K | 0.6%Prev: 0.5% | 6,290 SH | Decreased+1,678 SH |
| ISHARES TR | RUS MID CAP ETF | $711K | 0.6%Prev: 0.6% | 7,364 SH | Decreased-1,423 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.0M | 0.8%Prev: 0.6% | 8,014 SH | Increased+1,144 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.4M | 1.1%Prev: 1.8% | 25,379 SH | Decreased-30,152 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $877K | 0.7%Prev: 0.4% | 15,255 SH | Increased+3,429 SH |
| JPMORGAN CHASE & CO. | COM | $306K | 0.2% | 969 SH | New |
| LOWES COS INC | COM | $235K | 0.2%Prev: 0.1% | 935 SH | Increased-122 SH |
| MCDONALDS CORP | COM | $542K | 0.4%Prev: 0.3% | 1,784 SH | Increased-25 SH |
| MICROSOFT CORP | COM | $1.4M | 1.1%Prev: 0.6% | 2,764 SH | Increased-165 SH |
| NORTHROP GRUMMAN CORP | COM | $273K | 0.2%Prev: 0.1% | 449 SH | Increased+8 SH |
| NVIDIA CORPORATION | COM | $365K | 0.3%Prev: 0.5% | 1,954 SH | Decreased-1,940 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $7.0M | 5.5%Prev: 4.7% | 141,464 SH | Decreased-20,992 SH |
| PNC FINL SVCS GROUP INC | COM | $201K | 0.2%Prev: 0.2% | 1,000 SH | Decreased-691 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.2M | 1.7%Prev: 1.0% | 88,944 SH | Increased+18,844 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $248K | 0.2%Prev: 0.2% | 9,074 SH | Decreased-1,604 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $630K | 0.5% | 1,358 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $739K | 0.6% | 1,109 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $656K | 0.5% | 6,278 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 HI | $2.5M | 1.9% | 56,724 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $229K | 0.2% | 4,136 SH | New |
| TESLA INC | COM | $329K | 0.3%Prev: 0.2% | 740 SH | Increased-24 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $330K | 0.3%Prev: 0.2% | 758 SH | Increased-2,600 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 1.0%Prev: 1.1% | 2,559 SH | Decreased-18,942 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $334K | 0.3%Prev: 0.2% | 1,085 SH | Decreased-23 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.2M | 3.3%Prev: 2.6% | 14,467 SH | Decreased-40,536 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $44.8M | 34.9%Prev: 35.7% | 73,095 SH | Decreased-16,321 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $869K | 0.7%Prev: 0.7% | 3,418 SH | Decreased-431 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $556K | 0.4%Prev: 1.9% | 1,694 SH | Decreased-7,320 SH |
| VANGUARD INDEX FDS | VALUE ETF | $251K | 0.2%Prev: 0.2% | 1,345 SH | Decreased-627 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.3M | 1.0%Prev: 0.7% | 24,753 SH | Increased+2,164 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $223K | 0.2%Prev: 0.1% | 4,452 SH | Decreased-59 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $772K | 0.6%Prev: 0.6% | 12,886 SH | Decreased-2,459 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $290K | 0.2%Prev: 0.3% | 2,061 SH | Decreased-1,734 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $384K | 0.3%Prev: 0.2% | 1,479 SH | Increased+426 SH |
| VANGUARD WORLD FD | INF TECH ETF | $4.5M | 3.5%Prev: 4.1% | 5,999 SH | Decreased-52,593 SH |
| VISA INC | COM CL A | $234K | 0.2%Prev: 0.2% | 686 SH | Decreased-153 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 |