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CIK 0001488921 • 4 13F filings • Apr 25, 2025 – Jan 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $254K | 0.0% | 811 SH | New |
| APPLE INC | COM | $337K | 0.0%Prev: 0.0% | 1,238 SH | Increased+263 SH |
| AT&T INC | COM | $463K | 0.0%Prev: 0.0% | 18,622 SH | Decreased+605 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $248K | 0.0%Prev: 0.0% | 6,256 SH | Increased+305 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $157.3M | 9.1%Prev: 8.8% | 3,416,406 SH | Increased+166,799 SH |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $23.3M | 1.3%Prev: 1.3% | 596,389 SH | Increased+48,905 SH |
| INVESCO QQQ TR | UNIT SER 1 | $315K | 0.0%Prev: 0.0% | 513 SH | Increased+1 SH |
| ISHARES TR | CORE MSCI TOTAL | $63.8M | 3.7%Prev: 3.7% | 753,401 SH | Increased-10,712 SH |
| ISHARES TR | CORE S&P MCP ETF | $89.1M | 5.1%Prev: 5.3% | 1,349,996 SH | Decreased-25,901 SH |
| ISHARES TR | CORE S&P SCP ETF | $50.3M | 2.9%Prev: 2.9% | 418,852 SH | Increased-884 SH |
| ISHARES TR | CORE S&P500 ETF | $372.9M | 21.5%Prev: 21.2% | 544,435 SH | Increased+6,903 SH |
| ISHARES TR | CORE US AGGBD ET | $3.9M | 0.2%Prev: 0.2% | 38,943 SH | Decreased-1 SH |
| ISHARES TR | RUS 1000 ETF | $265.3M | 15.3%Prev: 15.5% | 710,475 SH | Increased-12,117 SH |
| ISHARES TR | RUS 1000 GRW ETF | $689K | 0.0%Prev: 0.0% | 1,456 SH | Increased+182 SH |
| ISHARES TR | RUS 1000 VAL ETF | $417K | 0.0%Prev: 0.0% | 1,984 SH | Increased+480 SH |
| ISHARES TR | RUSSELL 2000 ETF | $13.2M | 0.8%Prev: 0.8% | 53,689 SH | Decreased-1,312 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $176.6M | 10.2%Prev: 9.9% | 3,729,750 SH | Increased+182,776 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $82.5M | 4.8%Prev: 4.6% | 1,631,362 SH | Increased+83,125 SH |
| MICROSOFT CORP | COM | $259K | 0.0%Prev: 0.0% | 535 SH | Decreased+10 SH |
| NVIDIA CORPORATION | COM | $388K | 0.0%Prev: 0.0% | 2,081 SH | Increased+186 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $200.7M | 11.6%Prev: 12.0% | 6,117,568 SH | Decreased-244,067 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $903K | 0.1%Prev: 0.1% | 35,068 SH | Increased |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $703K | 0.0%Prev: 0.0% | 30,075 SH | Decreased-1,503 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $997K | 0.1%Prev: 0.1% | 38,021 SH | Increased-440 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $59.4M | 3.4%Prev: 3.5% | 2,206,176 SH | Decreased-76,081 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $129.9M | 7.5%Prev: 7.3% | 4,319,152 SH | Increased+114,417 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $24.1M | 1.4%Prev: 1.5% | 846,199 SH | Decreased-44,489 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $6.6M | 0.4%Prev: 0.4% | 9,711 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $750K | 0.0%Prev: 0.0% | 1,538 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $280K | 0.0% | 447 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.5M | 0.5%Prev: 0.5% | 28,195 SH | Increased-14 SH |
| 13F-HR |
| 0001488921-26-000004 |
| $1.91B |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003950 | $1.61B | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001488921-26-000002 | $1.71B | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002331 | $1.50B | View |