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CIK 0002093023 • 3 13F filings • May 12, 2026 – Oct 16, 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 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $276K | 0.3% | 607 SH | |
| ALPHABET INC | CAP STK CL A | $741K | 0.7% | 1,848 SH | |
| ALPHABET INC | CAP STK CL C | $827K | 0.8% | 2,084 SH | |
| AMAZON COM INC | COM | $1.2M | 1.2% | 4,373 SH | |
| AMGEN INC | COM | $330K | 0.3% | 994 SH | |
| ANALOG DEVICES INC | COM | $357K | 0.4% | 858 SH | |
| APPLE INC | COM | $3.6M | 3.6% | 12,275 SH | |
| APPLOVIN CORP | COM CL A | $200K | 0.2% | 427 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.8M | 2.8% | 53,136 SH | |
| BROADCOM INC | COM | $1.0M | 1.0% | 2,400 SH | |
| CINTAS CORP | COM | $378K | 0.4% | 2,266 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $268K | 0.3% | 508 SH | |
| ELI LILLY & CO | COM | $406K | 0.4% | 428 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $6.3M | 6.3% | 138,248 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $8.1M | 8.1% | 177,126 SH | |
| GOLDMAN SACHS ETF TR | ULTRA SHORT BOND | $2.8M | 2.8% | 56,393 SH | |
| ISHARES INC | CORE MSCI EMKT | $362K | 0.4% | 4,359 SH | |
| ISHARES TR | CORE MSCI EAFE | $359K | 0.4% | 3,689 SH | |
| ISHARES TR | CORE S&P MCP ETF | $4.8M | 4.8% | 64,977 SH | |
| ISHARES TR | CORE S&P SCP ETF | $4.5M | 4.5% | 32,467 SH | |
| ISHARES TR | CORE S&P500 ETF | $21.4M | 21.3% | 28,819 SH | |
| ISHARES TR | ESG AWR MSCI USA | $849K | 0.8% | 5,289 SH | |
| ISHARES TR | MSCI USA MIN VOL | $609K | 0.6% | 6,474 SH | |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $6.0M | 5.9% | 129,502 SH | |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $470K | 0.5% | 9,334 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $2.8M | 2.8% | 56,399 SH | |
| MASTERCARD INCORPORATED | CL A | $275K | 0.3% | 556 SH | |
| META PLATFORMS INC | CL A | $680K | 0.7% | 1,115 SH | |
| MFS ACTIVE EXCHANGE TRADED F | CORE PLUS BD ETF | $5.7M | 5.7% | 228,703 SH | |
| MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | $7.9M | 7.9% | 247,357 SH | |
| MICRON TECHNOLOGY INC | COM | $440K | 0.4% | 589 SH | |
| MICROSOFT CORP | COM | $2.0M | 2.0% | 4,889 SH | |
| NVIDIA CORPORATION | COM | $3.0M | 3.0% | 13,827 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $216K | 0.2% | 1,565 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $461K | 0.5% | 8,797 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $5.4M | 5.4% | 204,638 SH | |
| PIMCO ETF TR | SHTRM MUN BD ACT | $475K | 0.5% | 9,419 SH | |
| QUALCOMM INC | COM | $520K | 0.5% | 2,372 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $261K | 0.3% | 8,604 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $258K | 0.3% | 350 SH | |
| TESLA INC | COM | $536K | 0.5% | 1,252 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $228K | 0.2% | 336 SH | |
| WESCO INTL INC | COM | $215K | 0.2% | 604 SH |
| 13F-HR |
| 0001754960-26-000375 |
| $100.4M |
| View |