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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 | $409K | 0.2%Prev: 0.2% | 1,717 SH | Increased-31 SH |
| APPLE INC | COM | $303K | 0.1%Prev: 0.1% | 1,047 SH | Increased |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $5.5M | 2.4%Prev: 2.6% | 199,783 SH | Increased+10,646 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $393K | 0.2%Prev: 0.2% | 8,641 SH | Decreased-186 SH |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $9.4M | 4.1%Prev: 4.0% | 217,064 SH | Increased+11,980 SH |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $5.2M | 2.3%Prev: 2.9% | 328,560 SH | Decreased-7,172 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $9.4M | 4.1%Prev: 3.9% | 44,089 SH | Increased+3,245 SH |
| ISHARES INC | CORE MSCI EMKT | $882K | 0.4%Prev: 0.4% | 10,651 SH | Increased-292 SH |
| ISHARES INC | MSCI EQUAL WEITE | $762K | 0.3%Prev: 0.3% | 6,675 SH | Increased+8 SH |
| ISHARES INC | MSCI EURZONE ETF | $6.4M | 2.8%Prev: 2.7% | 92,506 SH | Increased+5,547 SH |
| ISHARES TR | 20 YR TR BD ETF | $5.8M | 2.5%Prev: 2.5% | 66,556 SH | Increased+7,537 SH |
| ISHARES TR | CORE MSCI EAFE | $2.2M | 1.0%Prev: 1.0% | 22,853 SH | Increased-229 SH |
| ISHARES TR | CORE S&P MCP ETF | $23.8M | 10.4%Prev: 10.1% | 308,888 SH | Increased+9,087 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.0M | 1.3%Prev: 1.3% | 20,455 SH | Increased-172 SH |
| ISHARES TR | CORE S&P500 ETF | $46.9M | 20.4%Prev: 19.7% | 62,586 SH | Increased+1,906 SH |
| ISHARES TR | CORE UNIVRSL USD | $1.5M | 0.7%Prev: 0.8% | 32,589 SH | Decreased-2,687 SH |
| ISHARES TR | CORE US AGGBD ET | $569K | 0.2%Prev: 0.3% | 5,748 SH | Increased+94 SH |
| ISHARES TR | INTL EQTY FACTOR | $363K | 0.2%Prev: 0.2% | 8,856 SH | Decreased-1,894 SH |
| ISHARES TR | MSCI USA VALUE | $7.1M | 3.1%Prev: 2.8% | 35,761 SH | Increased-4,552 SH |
| ISHARES TR | NATIONAL MUN ETF | $493K | 0.2%Prev: 0.5% | 4,579 SH | Decreased-3,988 SH |
| ISHARES TR | RUS 1000 ETF | $3.5M | 1.5%Prev: 1.5% | 8,433 SH | Increased-9 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.6M | 0.7%Prev: 0.7% | 5,464 SH | Increased+11 SH |
| NVIDIA CORPORATION | COM | $324K | 0.1%Prev: 0.1% | 1,618 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $36.9M | 16.1%Prev: 15.8% | 1,333,313 SH | Increased+50,730 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $338K | 0.1%Prev: 0.1% | 11,487 SH | Increased+1,500 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $891K | 0.4%Prev: 0.4% | 37,622 SH | Increased-1,499 SH |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $6.9M | 3.0% | 157,792 SH | New |
| SPDR SERIES TRUST | ST LON TREAS ETF | $377K | 0.2% | 14,363 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $228K | 0.1% | 1,912 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $7.7M | 3.4%Prev: 3.5% | 10,358 SH | Increased-427 SH |
| TREACE MED CONCEPTS INC | COM | $361K | 0.2%Prev: 0.1% | 90,821 SH | Increased |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $1.3M | 0.6%Prev: 0.7% | 28,693 SH | Decreased-1,977 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $14.7M | 6.4%Prev: 6.5% | 200,427 SH | Increased+21,698 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.6M | 1.1%Prev: 1.1% | 32,636 SH | Increased+24,623 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $410K | 0.2%Prev: 0.2% | 1,108 SH | Increased-135 SH |
| VANGUARD INDEX FDS | VALUE ETF | $324K | 0.1%Prev: 0.2% | 1,489 SH | Increased-68 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $14.4M | 6.3%Prev: 6.2% | 240,516 SH | Increased+9,154 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $593K | 0.3%Prev: 0.3% | 6,696 SH | Increased+94 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.5%Prev: 0.7% | 23,938 SH | Decreased-3,167 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.5M | 1.9%Prev: 2.0% | 62,539 SH | Increased-1,617 SH |
| 13F-HR |
| 0001951757-26-001089 |
| $229.6M |
| View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000740 | $201.3M | View |