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CIK 0002000571 • 6 13F filings • May 15, 2025 – Jul 13, 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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $278K | 0.1% | 1,328 SH | |
| AFLAC INC | COM | $422K | 0.2% | 3,798 SH | |
| ALPHABET INC | CAP STK CL C | $679K | 0.3% | 4,347 SH | |
| AMAZON COM INC | COM | $523K | 0.2% | 2,748 SH | |
| APPLE INC | COM | $8.6M | 3.6% | 38,510 SH | |
| BANK AMERICA CORP | COM | $563K | 0.2% | 13,499 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $462K | 0.2% | 867 SH | |
| CCC INTELLIGENT SOLUTIONS HL | COM | $900K | 0.4% | 99,620 SH | |
| CHEVRON CORP NEW | COM | $327K | 0.1% | 1,955 SH | |
| CINCINNATI FINL CORP | COM | $344K | 0.1% | 2,328 SH | |
| COCA COLA CO | COM | $838K | 0.3% | 11,692 SH | |
| COMERICA INC | COM | $428K | 0.2% | 7,248 SH | |
| CONIFER HLDGS INC | COM | $5K | 0.0% | 10,200 SH | |
| COSTCO WHSL CORP NEW | COM | $532K | 0.2% | 562 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.6M | 1.1% | 64,957 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.6M | 0.7% | 25,974 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $18.3M | 7.6% | 597,822 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.7M | 2.8% | 129,214 SH | |
| DISNEY WALT CO | COM | $215K | 0.1% | 2,181 SH | |
| DT MIDSTREAM INC | COMMON STOCK | $277K | 0.1% | 2,869 SH | |
| DTE ENERGY CO | COM | $794K | 0.3% | 5,741 SH | |
| ELI LILLY & CO | COM | $215K | 0.1% | 260 SH | |
| EQUIFAX INC | COM | $206K | 0.1% | 847 SH | |
| EXXON MOBIL CORP | COM | $246K | 0.1% | 2,072 SH | |
| FIFTH THIRD BANCORP | COM | $296K | 0.1% | 7,542 SH | |
| FORD MTR CO | COM | $167K | 0.1% | 16,688 SH | |
| GOLDMAN SACHS GROUP INC | COM | $238K | 0.1% | 435 SH | |
| HOME DEPOT INC | COM | $597K | 0.2% | 1,628 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $258K | 0.1% | 1,037 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $7.1M | 2.9% | 40,781 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $3.4M | 1.4% | 7,148 SH | |
| ISHARES TR | CORE MSCI TOTAL | $224K | 0.1% | 3,206 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.2M | 0.9% | 37,454 SH | |
| ISHARES TR | CORE S&P SCP ETF | $3.8M | 1.6% | 35,896 SH | |
| ISHARES TR | CORE S&P500 ETF | $44.3M | 18.5% | 78,909 SH | |
| ISHARES TR | MSCI EAFE ETF | $496K | 0.2% | 6,068 SH | |
| ISHARES TR | NATIONAL MUN ETF | $245K | 0.1% | 2,319 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $286K | 0.1% | 792 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $1.7M | 0.7% | 8,535 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $2.9M | 1.2% | 9,179 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 0.5% | 12,804 SH | |
| ISHARES TR | U.S. TECH ETF | $275K | 0.1% | 1,956 SH | |
| JOHNSON & JOHNSON | COM | $389K | 0.2% | 2,346 SH | |
| JPMORGAN CHASE & CO. | COM | $2.1M | 0.9% | 8,380 SH | |
| KIMBERLY-CLARK CORP | COM | $337K | 0.1% | 2,371 SH | |
| MCDONALDS CORP | COM | $759K | 0.3% | 2,430 SH | |
| META PLATFORMS INC | CL A | $384K | 0.2% | 666 SH | |
| MICROSOFT CORP | COM | $8.3M | 3.5% | 22,184 SH | |
| MONDELEZ INTL INC | CL A | $312K | 0.1% | 4,593 SH | |
| NEXTERA ENERGY INC | COM | $210K | 0.1% | 2,968 SH | |
| NORTHROP GRUMMAN CORP | COM | $510K | 0.2% | 997 SH | |
| NVIDIA CORPORATION | COM | $403K | 0.2% | 3,716 SH | |
| ORACLE CORP | COM | $281K | 0.1% | 2,012 SH | |
| PEPSICO INC | COM | $217K | 0.1% | 1,444 SH | |
| PFIZER INC | COM | $261K | 0.1% | 10,285 SH | |
| PGIM ETF TR | AAA CLO ETF | $1.0M | 0.4% | 19,702 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $35.1M | 14.6% | 706,620 SH | |
| PHILIP MORRIS INTL INC | COM | $246K | 0.1% | 1,547 SH | |
| PROCTER AND GAMBLE CO | COM | $497K | 0.2% | 2,914 SH | |
| ROCKET COS INC | COM CL A | $128K | 0.1% | 10,603 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $15.5M | 6.4% | 553,339 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $20.4M | 8.5% | 410,419 SH | |
| SEMPRA | COM | $280K | 0.1% | 3,928 SH | |
| SOFI TECHNOLOGIES INC | COM | $625K | 0.3% | 53,715 SH | |
| SOUTHERN CO | COM | $746K | 0.3% | 8,113 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $379K | 0.2% | 678 SH | |
| STARBUCKS CORP | COM | $225K | 0.1% | 2,292 SH | |
| TRACTOR SUPPLY CO | COM | $265K | 0.1% | 4,805 SH | |
| UNITEDHEALTH GROUP INC | COM | $346K | 0.1% | 660 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $18.9M | 7.9% | 36,803 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $238K | 0.1% | 4,759 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $207K | 0.1% | 1,067 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $13.6M | 5.7% | 51,490 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $223K | 0.1% | 721 SH | |
| VERIZON COMMUNICATIONS INC | COM | $210K | 0.1% | 4,635 SH | |
| VISA INC | COM CL A | $295K | 0.1% | 842 SH | |
| WALMART INC | COM | $232K | 0.1% | 2,647 SH | |
| WASTE MGMT INC DEL | COM | $456K | 0.2% | 1,967 SH |
| Q3 2025 |
| 13F-HR |
| 0001172661-25-004916 |
| $269.4M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002586 | $310.7M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002569 | $248.8M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001621 | $275.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002098 | $240.1M | View |