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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 | $1.2M | 0.5%Prev: 0.3% | 84,854 SH | Increased+14,406 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $4.6M | 1.9% | 47,256 SH | New |
| APPLE INC | COM | $2.5M | 1.0%Prev: 1.0% | 8,638 SH | Increased-734 SH |
| BROADCOM INC | COM | $266K | 0.1%Prev: 0.1% | 703 SH | Increased+23 SH |
| COLGATE PALMOLIVE CO | COM | $244K | 0.1%Prev: 0.1% | 2,659 SH | Increased |
| COSTCO WHOLESALE CORPORATION | COM | $394K | 0.2% | 422 SH | New |
| DELL TECHNOLOGIES INC | CL C | $434K | 0.2%Prev: 0.1% | 1,006 SH | Increased |
| ELI LILLY & CO | COM | $521K | 0.2% | 434 SH | New |
| HENRY JACK & ASSOC INC | COM | $247K | 0.1%Prev: 0.2% | 1,793 SH | Decreased-137 SH |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $379K | 0.2%Prev: 0.2% | 2,145 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $4.5M | 1.9%Prev: 1.9% | 54,336 SH | Increased-5,280 SH |
| ISHARES TR | CORE MSCI EAFE | $18.1M | 7.5%Prev: 6.6% | 187,226 SH | Increased+34,879 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.2M | 0.5%Prev: 0.6% | 15,500 SH | Decreased-4,080 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.7M | 2.0%Prev: 1.8% | 31,771 SH | Increased-820 SH |
| ISHARES TR | CORE S&P US VLU | $473K | 0.2%Prev: 0.2% | 4,294 SH | Increased-300 SH |
| ISHARES TR | CORE S&P500 ETF | $4.7M | 1.9%Prev: 2.2% | 6,252 SH | Increased-600 SH |
| ISHARES TR | CRE U S REIT ETF | $322K | 0.1%Prev: 0.0% | 4,851 SH | Increased+4,615 SH |
| ISHARES TR | IBDS DEC28 ETF | $332K | 0.1%Prev: 0.1% | 13,139 SH | Increased+7,999 SH |
| ISHARES TR | IBONDS DEC 2030 | $226K | 0.1%Prev: 0.1% | 10,385 SH | Increased+3,535 SH |
| ISHARES TR | IBONDS DEC 2031 | $711K | 0.3%Prev: 0.4% | 34,097 SH | Increased+1,810 SH |
| ISHARES TR | IBONDS DEC 2032 | $388K | 0.2%Prev: 0.1% | 15,385 SH | Increased+8,070 SH |
| ISHARES TR | IBONDS DEC 2033 | $289K | 0.1%Prev: 0.1% | 11,210 SH | Increased+5,340 SH |
| ISHARES TR | IBONDS DEC 2034 | $456K | 0.2%Prev: 0.0% | 17,520 SH | Increased+14,220 SH |
| ISHARES TR | IBONDS DEC 2035 | $518K | 0.2% | 20,218 SH | New |
| ISHARES TR | IBONDS DEC 2036 | $316K | 0.1% | 12,555 SH | New |
| ISHARES TR | IBONDS DEC 29 | $445K | 0.2%Prev: 0.1% | 19,229 SH | Increased+10,838 SH |
| ISHARES TR | S&P 500 GRWT ETF | $485K | 0.2%Prev: 0.2% | 3,528 SH | Increased-480 SH |
| ISHARES TR | S&P 500 VAL ETF | $512K | 0.2%Prev: 0.2% | 2,255 SH | Increased |
| MICRON TECHNOLOGY INC | COM | $250K | 0.1%Prev: 0.0% | 216 SH | Increased+69 SH |
| MICROSOFT CORP | COM | $418K | 0.2%Prev: 0.1% | 1,121 SH | Increased+652 SH |
| NETFLIX INC. | COM | $524K | 0.2% | 7,332 SH | New |
| PEPSICO INC | COM | $284K | 0.1%Prev: 0.1% | 2,099 SH | Increased+922 SH |
| PROCTER & GAMBLE CO | COM | $429K | 0.2% | 2,923 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.5M | 1.4%Prev: 1.5% | 95,236 SH | Increased-2,171 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $229K | 0.1%Prev: 0.1% | 7,530 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $52.7M | 21.9%Prev: 23.5% | 1,694,633 SH | Increased-156,325 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $26.3M | 10.9%Prev: 11.2% | 947,807 SH | Increased-35,780 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.0M | 0.8%Prev: 0.6% | 58,638 SH | Increased+13,509 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $23.4M | 9.7%Prev: 11.1% | 794,508 SH | Increased-86,826 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.7M | 1.1%Prev: 0.8% | 73,799 SH | Increased+15,350 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.2M | 1.8%Prev: 1.7% | 117,411 SH | Increased-9,708 SH |
| SPDR SERIES TRUST | ST STR P400MID | $201K | 0.1% | 2,978 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $275K | 0.1% | 368 SH | New |
| TESLA INC | COM | $389K | 0.2%Prev: 0.1% | 925 SH | Increased+43 SH |
| UMB FINL CORP | COM | $484K | 0.2%Prev: 0.2% | 3,387 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $42.5M | 17.7%Prev: 17.1% | 123,599 SH | Increased+7,414 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $28.1M | 11.7%Prev: 10.4% | 92,772 SH | Increased+7,916 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $225K | 0.1%Prev: 0.1% | 607 SH | Increased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $300K | 0.1%Prev: 0.1% | 5,940 SH | Increased+975 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $203K | 0.1%Prev: 0.1% | 611 SH | Increased+159 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $941K | 0.4%Prev: 0.4% | 13,205 SH | Increased-491 SH |
| WALMART INC | COM | $241K | 0.1%Prev: 0.1% | 2,126 SH | Increased+374 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 |