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CIK 0002110690 • 4 13F filings • Feb 11, 2026 – Oct 21, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $364K | 0.2% | 1,748 SH | |
| APPLE INC | COM | $266K | 0.1% | 1,047 SH | |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $5.2M | 2.6% | 189,137 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $403K | 0.2% | 8,827 SH | |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $8.1M | 4.0% | 205,084 SH | |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $5.8M | 2.9% | 335,732 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $7.8M | 3.9% | 40,844 SH | |
| ISHARES INC | CORE MSCI EMKT | $763K | 0.4% | 10,943 SH | |
| ISHARES INC | MSCI EQUAL WEITE | $679K | 0.3% | 6,667 SH | |
| ISHARES INC | MSCI EURZONE ETF | $5.4M | 2.7% | 86,959 SH | |
| ISHARES TR | 20 YR TR BD ETF | $5.1M | 2.5% | 59,019 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.1M | 1.0% | 23,082 SH | |
| ISHARES TR | CORE S&P MCP ETF | $20.2M | 10.1% | 299,801 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.6M | 1.3% | 20,627 SH | |
| ISHARES TR | CORE S&P500 ETF | $39.6M | 19.7% | 60,680 SH | |
| ISHARES TR | CORE UNIVRSL USD | $1.6M | 0.8% | 35,276 SH | |
| ISHARES TR | CORE US AGGBD ET | $561K | 0.3% | 5,654 SH | |
| ISHARES TR | INTL EQTY FACTOR | $419K | 0.2% | 10,750 SH | |
| ISHARES TR | MSCI USA VALUE | $5.7M | 2.8% | 40,313 SH | |
| ISHARES TR | NATIONAL MUN ETF | $909K | 0.5% | 8,567 SH | |
| ISHARES TR | RUS 1000 ETF | $3.0M | 1.5% | 8,442 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $1.4M | 0.7% | 5,453 SH | |
| NVIDIA CORPORATION | COM | $282K | 0.1% | 1,618 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $31.7M | 15.8% | 1,282,583 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $256K | 0.1% | 9,987 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $841K | 0.4% | 39,121 SH | |
| SELECT SECTOR SPDR TR | STATE STREET REA | $6.2M | 3.1% | 150,826 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $661K | 0.3% | 25,151 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $7.0M | 3.5% | 10,785 SH | |
| TREACE MED CONCEPTS INC | COM | $122K | 0.1% | 90,821 SH | |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $1.4M | 0.7% | 30,670 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $13.2M | 6.5% | 178,729 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.3M | 1.1% | 8,013 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $399K | 0.2% | 1,243 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $305K | 0.2% | 1,557 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $12.5M | 6.2% | 231,362 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $544K | 0.3% | 6,602 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.4M | 0.7% | 27,105 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.1M | 2.0% | 64,156 SH |
| 13F-HR |
| 0001951757-26-001089 |
| $229.6M |
| View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000740 | $201.3M | View |