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CIK 0002106874 • 3 13F filings • Jan 28, 2026 – Aug 4, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | TAX AWARE SHRT | $1.3M | 0.5%Prev: 0.5% | 51,085 SH | Decreased-9,554 SH |
| ALPHABET INC | CAP STK CL A | $3.1M | 1.2%Prev: 1.3% | 9,966 SH | Decreased-80 SH |
| ALPHABET INC | CAP STK CL C | $436K | 0.2%Prev: 0.2% | 1,390 SH | Decreased-112 SH |
| ALTRIA GROUP INC | COM | $457K | 0.2%Prev: 0.2% | 7,918 SH | Decreased-277 SH |
| AMAZON COM INC | COM | $2.3M | 0.9%Prev: 0.8% | 10,148 SH | Increased+933 SH |
| APPLE INC | COM | $1.9M | 0.8%Prev: 0.7% | 6,980 SH | Decreased-166 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $9.6M | 3.8% | 181,307 SH | New |
| BOEING CO | COM | $385K | 0.2%Prev: 0.1% | 1,775 SH | Increased+5 SH |
| BROADCOM INC | COM | $215K | 0.1%Prev: 0.1% | 622 SH | Decreased-109 SH |
| CATERPILLAR INC | COM | $877K | 0.4%Prev: 0.5% | 1,532 SH | Decreased+109 SH |
| CAVA GROUP INC | COM | $537K | 0.2%Prev: 0.3% | 9,143 SH | Decreased |
| CHEVRON CORP NEW | COM | $3.0M | 1.2% | 19,493 SH | New |
| CORNING INC | COM | $247K | 0.1%Prev: 0.3% | 2,823 SH | Decreased-52 SH |
| CROWDSTRIKE HLDGS INC | CL A | $1.6M | 0.7%Prev: 1.0% | 3,483 SH | Decreased-142 SH |
| CUMMINS INC | COM | $883K | 0.4%Prev: 0.3% | 1,731 SH | Decreased+397 SH |
| DANAHER CORPORATION | COM | $2.2M | 0.9% | 9,727 SH | New |
| DEERE & CO | COM | $4.1M | 1.7%Prev: 2.0% | 8,876 SH | Decreased+164 SH |
| DISNEY WALT CO | COM | $253K | 0.1% | 2,223 SH | New |
| DOMINION ENERGY INC | COM | $969K | 0.4%Prev: 0.4% | 16,543 SH | Decreased+1,255 SH |
| EATON CORP PLC | SHS | $369K | 0.1%Prev: 0.2% | 1,159 SH | Decreased-5 SH |
| ELI LILLY & CO | COM | $4.2M | 1.7%Prev: 1.7% | 3,926 SH | Decreased+46 SH |
| ENTERGY CORP NEW | COM | $213K | 0.1%Prev: 0.1% | 2,309 SH | Decreased-28 SH |
| EXXON MOBIL CORP | COM | $206K | 0.1%Prev: 0.1% | 1,709 SH | Decreased+129 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $18.7M | 7.5%Prev: 8.6% | 405,448 SH | Decreased-128,298 SH |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $5.6M | 2.2%Prev: 2.2% | 305,206 SH | Decreased-45,450 SH |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $617K | 0.2% | 8,633 SH | New |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $16.1M | 6.4%Prev: 6.5% | 231,421 SH | Decreased+6,586 SH |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ-100 SEL | $651K | 0.3%Prev: 0.2% | 4,580 SH | Decreased+358 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $1.8M | 0.7% | 45,947 SH | New |
| FULTON FINL CORP PA | COM | $392K | 0.2%Prev: 0.2% | 20,271 SH | Decreased-299 SH |
| GE AEROSPACE | COM NEW | $399K | 0.2%Prev: 0.2% | 1,296 SH | Decreased-24 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $337K | 0.1%Prev: 0.1% | 1,760 SH | Decreased+88 SH |
| ISHARES TR | 1 3 YR TREAS BD | $354K | 0.1%Prev: 0.1% | 4,278 SH | Decreased-63 SH |
| ISHARES TR | 20 YR TR BD ETF | $3.1M | 1.2%Prev: 1.3% | 35,449 SH | Decreased-6,362 SH |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.5%Prev: 0.5% | 1,715 SH | Decreased-9 SH |
| ISHARES TR | IBONDS 26 TRM TS | $10.5M | 4.2%Prev: 2.2% | 460,294 SH | Increased+188,642 SH |
| ISHARES TR | IBONDS DEC 26 | $260K | 0.1%Prev: 0.1% | 10,137 SH | Decreased-101 SH |
| ISHARES TR | IBONDS DEC 27 | $258K | 0.1%Prev: 0.1% | 10,144 SH | Decreased-106 SH |
| ISHARES TR | ISHARES BIOTECH | $259K | 0.1%Prev: 0.1% | 1,536 SH | Decreased-1 SH |
| ISHARES TR | US AER DEF ETF | $438K | 0.2%Prev: 0.2% | 2,042 SH | Decreased+125 SH |
| ISHARES TR | US TREAS BD ETF | $16.8M | 6.7%Prev: 7.5% | 729,615 SH | Decreased-198,135 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $2.0M | 0.8%Prev: 0.8% | 39,306 SH | Decreased-4,209 SH |
| JPMORGAN CHASE & CO. | COM | $5.0M | 2.0% | 15,365 SH | New |
| LOCKHEED MARTIN CORP | COM | $1.5M | 0.6%Prev: 0.6% | 3,058 SH | Decreased-198 SH |
| LOWES COS INC | COM | $2.9M | 1.1%Prev: 1.0% | 11,846 SH | Increased-720 SH |
| MICROSOFT CORP | COM | $6.7M | 2.7%Prev: 2.0% | 13,918 SH | Increased-857 SH |
| NETFLIX INC | COM | $2.5M | 1.0% | 26,558 SH | New |
| NVIDIA CORPORATION | COM | $617K | 0.2%Prev: 0.3% | 3,308 SH | Decreased-530 SH |
| PALO ALTO NETWORKS INC | COM | $2.7M | 1.1%Prev: 1.9% | 14,839 SH | Decreased-1,221 SH |
| PEPSICO INC | COM | $2.3M | 0.9%Prev: 0.9% | 16,362 SH | Decreased-3,291 SH |
| PHILIP MORRIS INTL INC | COM | $811K | 0.3%Prev: 0.3% | 5,053 SH | Decreased-120 SH |
| PROCTER AND GAMBLE CO | COM | $3.7M | 1.5% | 26,142 SH | New |
| SCHWAB CHARLES CORP | COM | $2.6M | 1.0%Prev: 1.0% | 25,935 SH | Decreased-3,874 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $8.9M | 3.6%Prev: 1.2% | 323,802 SH | Increased+217,925 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $13.4M | 5.4%Prev: 5.3% | 410,137 SH | Decreased-32,004 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.4M | 1.0%Prev: 1.1% | 85,168 SH | Decreased-1,851 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $3.0M | 1.2% | 19,581 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $359K | 0.1% | 8,408 SH | New |
| SPDR GOLD TR | GOLD SHS | $252K | 0.1%Prev: 0.1% | 636 SH | Increased-20 SH |
| UBER TECHNOLOGIES INC | COM | $3.2M | 1.3%Prev: 1.2% | 39,596 SH | Decreased-6,351 SH |
| UNION PAC CORP | COM | $265K | 0.1%Prev: 0.1% | 1,145 SH | Decreased+26 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $319K | 0.1%Prev: 0.1% | 1,527 SH | Decreased-8 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $494K | 0.2%Prev: 0.2% | 787 SH | Increased+133 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $20.8M | 8.3%Prev: 8.5% | 94,835 SH | Decreased-5,911 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $24.6M | 9.8%Prev: 10.2% | 325,919 SH | Decreased-11,228 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $16.5M | 6.6%Prev: 9.0% | 114,670 SH | Decreased-46,618 SH |
| VANGUARD WORLD FD | INF TECH ETF | $218K | 0.1%Prev: 0.1% | 290 SH | Decreased-2,030 SH |
| VISA INC | COM CL A | $700K | 0.3%Prev: 0.3% | 1,996 SH | Decreased-59 SH |
| WALMART INC | COM | $4.0M | 1.6%Prev: 1.4% | 35,505 SH | Decreased-453 SH |
| 13F-HR |
| 0001398344-26-008547 |
| $255.1M |
| View |