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CIK 0002126518 • 3 13F filings • Apr 7, 2026 – Aug 7, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $214K | 0.1% | 606 SH | New |
| APPLE INC | COM | $824K | 0.4%Prev: 0.4% | 2,848 SH | Increased-47 SH |
| CATERPILLAR INC | COM | $1.9M | 0.8%Prev: 0.7% | 1,754 SH | Increased-37 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $752K | 0.3% | 16,956 SH | New |
| GE AEROSPACE | COM NEW | $305K | 0.1%Prev: 0.1% | 815 SH | Increased+1 SH |
| GE VERNOVA INC | COM | $227K | 0.1% | 193 SH | New |
| ISHARES TR | CORE MSCI EAFE | $262K | 0.1%Prev: 0.1% | 2,710 SH | Increased+42 SH |
| ISHARES TR | CORE S&P500 ETF | $284K | 0.1%Prev: 0.1% | 379 SH | Increased+60 SH |
| ISHARES TR | NATIONAL MUN ETF | $803K | 0.4%Prev: 0.4% | 7,465 SH | Increased+144 SH |
| ISHARES TR | RUS 1000 GRW ETF | $230K | 0.1%Prev: 0.1% | 1,853 SH | Increased+1,355 SH |
| ISHARES TR | RUSSELL 2000 ETF | $349K | 0.2%Prev: 0.1% | 1,163 SH | Increased+3 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.1M | 0.5%Prev: 0.5% | 7,772 SH | Increased+7 SH |
| ISHARES TR | S&P 500 VAL ETF | $786K | 0.3%Prev: 0.4% | 3,462 SH | Increased+14 SH |
| ISHARES TR | SHRT NAT MUN ETF | $408K | 0.2%Prev: 0.2% | 3,834 SH | Increased+24 SH |
| MEDTRONIC PLC | SHS | $220K | 0.1%Prev: 0.1% | 2,807 SH | Decreased-7 SH |
| MICROSOFT CORP | COM | $346K | 0.2%Prev: 0.2% | 928 SH | Increased+5 SH |
| ORION GROUP HLDGS INC | COM | $378K | 0.2%Prev: 0.1% | 22,502 SH | Increased |
| SCHWAB STRATEGIC TR | FUND EM EQUI ETF | $2.7M | 1.2% | 69,130 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $14.2M | 6.2%Prev: 6.6% | 269,162 SH | Increased+11,262 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $5.1M | 2.2%Prev: 2.1% | 134,251 SH | Increased+12,835 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.7M | 0.8%Prev: 0.8% | 61,967 SH | Increased-228 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $18.8M | 8.3%Prev: 9.0% | 780,780 SH | Increased+66,692 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $671K | 0.3%Prev: 0.3% | 28,989 SH | Increased+296 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $788K | 0.3%Prev: 0.4% | 27,213 SH | Increased+71 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $30.1M | 13.2%Prev: 12.6% | 889,375 SH | Increased+58,043 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $30.8M | 13.6%Prev: 13.2% | 885,859 SH | Increased+54,392 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $252K | 0.1%Prev: 0.1% | 10,652 SH | Increased+64 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $9.2M | 4.1%Prev: 3.5% | 255,555 SH | Increased+22,351 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $464K | 0.2% | 2,434 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $281K | 0.1% | 4,621 SH | New |
| UNITED PARCEL SVCS INC | CL B | $384K | 0.2% | 3,576 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $22.9M | 10.1%Prev: 10.4% | 220,050 SH | Increased+13,746 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.3M | 0.6%Prev: 0.7% | 17,554 SH | Decreased+98 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $204K | 0.1% | 2,616 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $31.9M | 14.0%Prev: 14.8% | 434,192 SH | Increased+48,455 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $488K | 0.2%Prev: 0.2% | 5,660 SH | Increased+4,694 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.6M | 2.4%Prev: 2.4% | 57,680 SH | Increased+4,690 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.0M | 0.9%Prev: 0.9% | 2,972 SH | Increased+35 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $669K | 0.3%Prev: 0.3% | 2,206 SH | Increased-39 SH |
| VANGUARD INDEX FDS | VALUE ETF | $241K | 0.1%Prev: 0.1% | 1,107 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.4M | 2.4%Prev: 2.2% | 91,096 SH | Increased+12,049 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.5%Prev: 0.5% | 21,228 SH | Increased+474 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $884K | 0.4%Prev: 0.5% | 15,182 SH | Decreased-206 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $28.6M | 12.6%Prev: 12.1% | 401,505 SH | Increased+37,805 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $691K | 0.3%Prev: 0.3% | 4,370 SH | Increased-13 SH |
| VANGUARD WORLD FD | INF TECH ETF | $335K | 0.1%Prev: 0.1% | 2,800 SH | Increased+2,450 SH |
| 13F-HR |
| 0002126518-26-000003 |
| $191.9M |
| View |