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CIK 0001804116 • 5 13F filings • Oct 21, 2025 – Oct 15, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $276K | 0.2% | 1,787 SH | |
| AMAZON COM INC | COM | $258K | 0.2% | 1,355 SH | |
| AMMO INC | COM | $16K | 0.0% | 11,250 SH | |
| APPLE INC | COM | $1.0M | 0.9% | 4,619 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $509K | 0.4% | 955 SH | |
| BROADCOM INC | COM | $278K | 0.2% | 1,662 SH | |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $539K | 0.5% | 16,151 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $884K | 0.8% | 24,813 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $578K | 0.5% | 16,889 SH | |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $837K | 0.7% | 34,176 SH | |
| CARRIER GLOBAL CORPORATION | COM | $328K | 0.3% | 5,167 SH | |
| CATERPILLAR INC | COM | $225K | 0.2% | 681 SH | |
| CHEVRON CORP NEW | COM | $410K | 0.4% | 2,454 SH | |
| CLEVELAND-CLIFFS INC NEW | COM | $353K | 0.3% | 42,964 SH | |
| COCA COLA CO | COM | $360K | 0.3% | 5,021 SH | |
| COSTCO WHSL CORP NEW | COM | $269K | 0.2% | 284 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.5M | 1.3% | 54,866 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $4.8M | 4.2% | 145,303 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $579K | 0.5% | 22,114 SH | |
| EXXON MOBIL CORP | COM | $1.3M | 1.1% | 10,591 SH | |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $436K | 0.4% | 10,918 SH | |
| FIDELITY COVINGTON TRUST | FUNDAMENTAL SMAL | $10.7M | 9.4% | 424,825 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $411K | 0.4% | 9,002 SH | |
| FIDELITY NATL INFORMATION SV | COM | $239K | 0.2% | 3,194 SH | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $1.4M | 1.2% | 28,595 SH | |
| FISERV INC | COM | $279K | 0.2% | 1,261 SH | |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $358K | 0.3% | 14,870 SH | |
| GENERAL DYNAMICS CORP | COM | $224K | 0.2% | 822 SH | |
| ILLINOIS TOOL WKS INC | COM | $309K | 0.3% | 1,245 SH | |
| ISHARES TR | CORE DIV GRWTH | $11.8M | 10.3% | 190,659 SH | |
| ISHARES TR | CORE HIGH DV ETF | $3.2M | 2.8% | 26,307 SH | |
| ISHARES TR | CORE MSCI EAFE | $227K | 0.2% | 3,004 SH | |
| ISHARES TR | CORE MSCI TOTAL | $627K | 0.5% | 8,988 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.5M | 2.2% | 42,878 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.9M | 1.6% | 18,026 SH | |
| ISHARES TR | CORE S&P TTL STK | $1.7M | 1.5% | 13,722 SH | |
| ISHARES TR | CORE S&P500 ETF | $305K | 0.3% | 543 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $4.2M | 3.7% | 180,820 SH | |
| ISHARES TR | IBONDS 26 TRM TS | $5.9M | 5.1% | 255,570 SH | |
| ISHARES TR | IBONDS 27 ETF | $379K | 0.3% | 15,693 SH | |
| ISHARES TR | IBONDS 27 TRM TS | $799K | 0.7% | 35,640 SH | |
| ISHARES TR | IBONDS DEC 26 | $259K | 0.2% | 10,151 SH | |
| ISHARES TR | IBONDS DEC2026 | $637K | 0.6% | 26,294 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $642K | 0.6% | 25,529 SH | |
| ISHARES TR | INTL SEL DIV ETF | $784K | 0.7% | 25,263 SH | |
| ISHARES TR | MSCI USA MIN VOL | $909K | 0.8% | 9,706 SH | |
| ISHARES TR | PFD AND INCM SEC | $539K | 0.5% | 17,530 SH | |
| ISHARES TR | SELECT DIVID ETF | $206K | 0.2% | 1,531 SH | |
| JOHNSON & JOHNSON | COM | $467K | 0.4% | 2,815 SH | |
| KIMBERLY-CLARK CORP | COM | $244K | 0.2% | 1,716 SH | |
| MCDONALDS CORP | COM | $202K | 0.2% | 645 SH | |
| MGE ENERGY INC | COM | $252K | 0.2% | 2,707 SH | |
| MICROSOFT CORP | COM | $2.7M | 2.3% | 7,065 SH | |
| NEWMONT CORP | COM | $640K | 0.6% | 13,255 SH | |
| NVIDIA CORPORATION | COM | $2.7M | 2.4% | 25,092 SH | |
| OTIS WORLDWIDE CORP | COM | $285K | 0.2% | 2,765 SH | |
| PACER FDS TR | US CASH COWS 100 | $429K | 0.4% | 7,839 SH | |
| PHILIP MORRIS INTL INC | COM | $259K | 0.2% | 1,635 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $773K | 0.7% | 7,569 SH | |
| PROSHARES TR | S&P MDCP 400 DIV | $3.1M | 2.7% | 38,493 SH | |
| QUANTA SVCS INC | COM | $345K | 0.3% | 1,356 SH | |
| RTX CORPORATION | COM | $810K | 0.7% | 6,117 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.7M | 2.4% | 136,358 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $2.3M | 2.0% | 29,183 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $264K | 0.2% | 471 SH | |
| SPDR SER TR | S&P DIVID ETF | $287K | 0.3% | 2,112 SH | |
| TOYOTA MOTOR CORP | ADS | $275K | 0.2% | 1,557 SH | |
| UNION PAC CORP | COM | $539K | 0.5% | 2,282 SH | |
| UNITEDHEALTH GROUP INC | COM | $480K | 0.4% | 916 SH | |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $221K | 0.2% | 2,285 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $304K | 0.3% | 1,176 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 0.9% | 11,607 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $20.7M | 18.1% | 75,231 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $907K | 0.8% | 4,676 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $436K | 0.4% | 3,384 SH | |
| WALMART INC | COM | $578K | 0.5% | 6,585 SH | |
| WEC ENERGY GROUP INC | COM | $299K | 0.3% | 2,740 SH | |
| WELLS FARGO CO NEW | COM | $223K | 0.2% | 3,108 SH | |
| WHEATON PRECIOUS METALS CORP | COM | $2.2M | 2.0% | 28,944 SH | |
| WP CAREY INC | COM | $433K | 0.4% | 6,868 SH |
| 13F-HR |
| 0001804116-25-000004 |
| $132.3M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001804116-26-000003 | $165.5M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003878 | $126.2M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001804116-26-000002 | $146.7M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002530 | $114.5M | View |