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CIK 0001963421 • 6 13F filings • Apr 23, 2025 – Jul 20, 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 | |||||
|---|---|---|---|---|---|
| ADTRAN HOLDINGS INC | COM | $612K | 0.3%Prev: 0.3% | 70,448 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.1M | 1.0%Prev: 0.0% | 27,370 SH | Increased+27,231 SH |
| APPLE INC | COM | $2.5M | 1.2%Prev: 1.1% | 9,117 SH | Increased-151 SH |
| BROADCOM INC | COM | $235K | 0.1%Prev: 0.1% | 680 SH | Increased |
| COLGATE PALMOLIVE CO | COM | $210K | 0.1%Prev: 0.1% | 2,659 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $411K | 0.2%Prev: 0.1% | 477 SH | Increased+150 SH |
| HENRY JACK & ASSOC INC | COM | $326K | 0.2%Prev: 0.1% | 1,788 SH | Increased+2 SH |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $336K | 0.2%Prev: 0.2% | 2,145 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $3.9M | 1.9%Prev: 1.9% | 58,133 SH | Decreased-2,612 SH |
| ISHARES TR | CORE MSCI EAFE | $15.6M | 7.7%Prev: 7.1% | 174,440 SH | Increased+3,251 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.0M | 0.5%Prev: 0.6% | 15,830 SH | Decreased-3,750 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.9M | 1.9%Prev: 1.8% | 32,149 SH | Increased-304 SH |
| ISHARES TR | CORE S&P US VLU | $471K | 0.2%Prev: 0.2% | 4,594 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $4.4M | 2.1%Prev: 2.2% | 6,352 SH | Decreased-490 SH |
| ISHARES TR | CRE U S REIT ETF | $276K | 0.1%Prev: 0.1% | 4,851 SH | Decreased |
| ISHARES TR | IBONDS DEC 2031 | $693K | 0.3%Prev: 0.3% | 32,777 SH | Increased+275 SH |
| ISHARES TR | IBONDS DEC 2032 | $217K | 0.1%Prev: 0.1% | 8,495 SH | Decreased |
| ISHARES TR | IBONDS DEC 2033 | $213K | 0.1%Prev: 0.1% | 8,140 SH | Decreased |
| ISHARES TR | IBONDS DEC 2034 | $291K | 0.1%Prev: 0.0% | 11,025 SH | Increased+7,725 SH |
| ISHARES TR | S&P 500 GRWT ETF | $494K | 0.2%Prev: 0.2% | 4,008 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $478K | 0.2%Prev: 0.2% | 2,255 SH | Increased |
| MICROSOFT CORP | COM | $424K | 0.2%Prev: 0.1% | 876 SH | Increased+406 SH |
| NETFLIX INC | COM | $665K | 0.3%Prev: 0.4% | 7,092 SH | Decreased+6,383 SH |
| PEPSICO INC | COM | $269K | 0.1%Prev: 0.1% | 1,875 SH | Increased+698 SH |
| PROCTER AND GAMBLE CO | COM | $411K | 0.2%Prev: 0.2% | 2,865 SH | Increased+811 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.2M | 1.6%Prev: 1.6% | 97,383 SH | Decreased-251 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $200K | 0.1%Prev: 0.1% | 7,530 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $46.7M | 23.0%Prev: 23.1% | 1,715,952 SH | Decreased-125,821 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $23.2M | 11.4%Prev: 10.9% | 965,779 SH | Increased-16,704 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $967K | 0.5%Prev: 0.6% | 32,644 SH | Decreased-10,325 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $21.8M | 10.7%Prev: 10.9% | 808,258 SH | Decreased-59,536 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.8M | 0.9%Prev: 0.8% | 58,449 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $3.4M | 1.7%Prev: 1.7% | 118,805 SH | Decreased-7,979 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $278K | 0.1%Prev: 0.1% | 408 SH | Increased-5 SH |
| TESLA INC | COM | $422K | 0.2%Prev: 0.2% | 939 SH | Decreased-14 SH |
| UMB FINL CORP | COM | $390K | 0.2%Prev: 0.2% | 3,387 SH | Decreased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $37.2M | 18.3%Prev: 17.8% | 118,180 SH | Decreased-3,293 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $21.8M | 10.7%Prev: 10.4% | 84,697 SH | Increased-942 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $204K | 0.1%Prev: 0.1% | 607 SH | Increased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $350K | 0.2%Prev: 0.2% | 6,965 SH | Increased-10 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $828K | 0.4%Prev: 0.4% | 13,251 SH | Increased-455 SH |
| WALMART INC | COM | $217K | 0.1%Prev: 0.1% | 1,952 SH | Increased+200 SH |
| Q3 2025 |
| 13F-HR |
| 0002072075-25-000006 |
| $209.5M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0002072075-26-000018 | $240.2M | View |
| Aug 15, 2025 | Q2 2025 | 13F-HR | 0002072075-25-000003 | $193.3M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002072075-26-000004 | $205.2M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001963421-25-000002 | $4.8M | View |