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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 | $248K | 0.1%Prev: 0.1% | 1,334 SH | Decreased-39 SH |
| AFLAC INC | COM | $381K | 0.2%Prev: 0.1% | 3,611 SH | Increased+341 SH |
| ALPHABET INC | CAP STK CL C | $723K | 0.3%Prev: 0.4% | 4,076 SH | Decreased+381 SH |
| AMAZON COM INC | COM | $603K | 0.2%Prev: 0.3% | 2,748 SH | Decreased-645 SH |
| APPLE INC | COM | $8.0M | 3.2%Prev: 3.5% | 39,099 SH | Decreased+962 SH |
| BANK AMERICA CORP | COM | $620K | 0.2%Prev: 0.1% | 13,107 SH | Increased+5,948 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $421K | 0.2%Prev: 0.2% | 867 SH | Decreased-14 SH |
| CCC INTELLIGENT SOLUTIONS HL | COM | $937K | 0.4%Prev: 0.1% | 99,620 SH | Increased+41,100 SH |
| CHEVRON CORP NEW | COM | $262K | 0.1% | 1,830 SH | New |
| CINCINNATI FINL CORP | COM | $347K | 0.1%Prev: 0.1% | 2,328 SH | Decreased |
| COCA COLA CO | COM | $801K | 0.3%Prev: 0.3% | 11,317 SH | Decreased+688 SH |
| COMERICA INC | COM | $417K | 0.2% | 6,996 SH | New |
| CONIFER HLDGS INC | COM | $7K | 0.0% | 10,200 SH | New |
| COSTCO WHSL CORP NEW | COM | $557K | 0.2% | 562 SH | New |
| DELTA AIR LINES INC DEL | COM NEW | $223K | 0.1% | 4,528 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.8M | 1.1%Prev: 1.3% | 64,988 SH | Decreased-1,834 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.9M | 0.8%Prev: 0.7% | 28,239 SH | Increased+1,922 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $15.8M | 6.3%Prev: 12.1% | 507,954 SH | Decreased-423,635 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.6M | 2.7%Prev: 2.9% | 123,150 SH | Decreased-6,715 SH |
| DISNEY WALT CO | COM | $271K | 0.1%Prev: 0.1% | 2,182 SH | Increased-4 SH |
| DT MIDSTREAM INC | COMMON STOCK | $316K | 0.1%Prev: 0.1% | 2,872 SH | Decreased+8 SH |
| DTE ENERGY CO | COM | $761K | 0.3%Prev: 0.3% | 5,747 SH | Decreased-137 SH |
| ELI LILLY & CO | COM | $277K | 0.1% | 355 SH | New |
| EQUIFAX INC | COM | $220K | 0.1% | 847 SH | New |
| EXXON MOBIL CORP | COM | $224K | 0.1%Prev: 0.3% | 2,074 SH | Decreased-2,625 SH |
| FIFTH THIRD BANCORP | COM | $310K | 0.1%Prev: 0.3% | 7,547 SH | Decreased-12,127 SH |
| FORD MTR CO | COM | $180K | 0.1%Prev: 0.1% | 16,574 SH | Decreased-3,820 SH |
| GOLDMAN SACHS GROUP INC | COM | $308K | 0.1%Prev: 0.1% | 435 SH | Decreased+43 SH |
| HOME DEPOT INC | COM | $602K | 0.2%Prev: 0.2% | 1,642 SH | Increased-38 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $299K | 0.1%Prev: 0.1% | 1,014 SH | Increased+46 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $7.3M | 2.9%Prev: 2.6% | 40,351 SH | Increased+2,396 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.1M | 1.7%Prev: 1.6% | 7,480 SH | Decreased-118 SH |
| ISHARES TR | CORE MSCI TOTAL | $248K | 0.1%Prev: 0.1% | 3,206 SH | Decreased+182 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.3M | 0.9%Prev: 0.9% | 37,239 SH | Decreased+1,156 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.9M | 1.6%Prev: 1.8% | 36,078 SH | Decreased-4,373 SH |
| ISHARES TR | CORE S&P500 ETF | $50.9M | 20.4%Prev: 16.6% | 81,947 SH | Increased+11,761 SH |
| ISHARES TR | MSCI EAFE ETF | $542K | 0.2%Prev: 0.2% | 6,068 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $227K | 0.1% | 2,169 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $380K | 0.2%Prev: 0.1% | 894 SH | Increased+117 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.8M | 0.7%Prev: 0.7% | 8,512 SH | Decreased+221 SH |
| ISHARES TR | RUSSELL 3000 ETF | $3.2M | 1.3%Prev: 1.2% | 9,149 SH | Decreased+252 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.4M | 1.0%Prev: 0.9% | 22,243 SH | Decreased+146 SH |
| ISHARES TR | U.S. TECH ETF | $2.8M | 1.1%Prev: 1.2% | 16,207 SH | Decreased-2,208 SH |
| JOHNSON & JOHNSON | COM | $338K | 0.1%Prev: 0.2% | 2,211 SH | Decreased+158 SH |
| JPMORGAN CHASE & CO. | COM | $2.4M | 1.0% | 8,417 SH | New |
| KIMBERLY-CLARK CORP | COM | $306K | 0.1%Prev: 0.1% | 2,371 SH | Increased+184 SH |
| MCDONALDS CORP | COM | $714K | 0.3%Prev: 0.3% | 2,445 SH | Decreased+97 SH |
| META PLATFORMS INC | CL A | $483K | 0.2%Prev: 0.1% | 655 SH | Increased+49 SH |
| MICROSOFT CORP | COM | $10.9M | 4.4%Prev: 2.8% | 21,933 SH | Increased+1,142 SH |
| MONDELEZ INTL INC | CL A | $310K | 0.1%Prev: 0.1% | 4,595 SH | Increased+946 SH |
| NORTHROP GRUMMAN CORP | COM | $498K | 0.2%Prev: 0.2% | 997 SH | Decreased-3 SH |
| NVIDIA CORPORATION | COM | $893K | 0.4%Prev: 0.3% | 5,650 SH | Increased+1,307 SH |
| ORACLE CORP | COM | $440K | 0.2%Prev: 0.1% | 2,013 SH | Increased+41 SH |
| PFIZER INC | COM | $249K | 0.1%Prev: 0.1% | 10,271 SH | Decreased+85 SH |
| PGIM ETF TR | AAA CLO ETF | $1.0M | 0.4%Prev: 0.4% | 19,702 SH | Decreased-1,893 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $31.8M | 12.8%Prev: 13.8% | 639,837 SH | Decreased-129,102 SH |
| PHILIP MORRIS INTL INC | COM | $282K | 0.1%Prev: 0.1% | 1,547 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $468K | 0.2% | 2,937 SH | New |
| ROCKET COS INC | COM CL A | $262K | 0.1% | 18,497 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $10.4M | 4.2%Prev: 4.2% | 393,459 SH | Decreased+13,750 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $21.9M | 8.8% | 418,951 SH | New |
| SEMPRA | COM | $298K | 0.1%Prev: 0.1% | 3,935 SH | Decreased+146 SH |
| SOFI TECHNOLOGIES INC | COM | $665K | 0.3%Prev: 0.5% | 36,515 SH | Decreased-55,762 SH |
| SOUTHERN CO | COM | $750K | 0.3%Prev: 0.3% | 8,171 SH | Decreased-163 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $593K | 0.2% | 959 SH | New |
| STARBUCKS CORP | COM | $210K | 0.1%Prev: 0.1% | 2,297 SH | Increased-43 SH |
| TRACTOR SUPPLY CO | COM | $254K | 0.1%Prev: 0.1% | 4,805 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $206K | 0.1% | 662 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $21.1M | 8.5%Prev: 6.7% | 37,073 SH | Increased+6,270 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $240K | 0.1%Prev: 0.1% | 4,767 SH | Increased+57 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $229K | 0.1%Prev: 0.1% | 1,117 SH | Decreased-578 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $13.3M | 5.4%Prev: 5.6% | 53,666 SH | Decreased-2,925 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $264K | 0.1%Prev: 0.2% | 721 SH | Decreased-936 SH |
| VERIZON COMMUNICATIONS INC | COM | $200K | 0.1% | 4,629 SH | New |
| VISA INC | COM CL A | $299K | 0.1%Prev: 0.1% | 842 SH | Increased+32 SH |
| WALMART INC | COM | $259K | 0.1%Prev: 0.1% | 2,647 SH | Decreased-404 SH |
| WASTE MGMT INC DEL | COM | $451K | 0.2%Prev: 0.2% | 1,969 SH | Decreased-60 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 |