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CIK 0001488921 • 4 13F filings • Apr 25, 2025 – Jan 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $389K | 0.0% | 2,044 SH | |
| APPLE INC | COM | $653K | 0.0% | 2,938 SH | |
| AT&T INC | COM | $544K | 0.0% | 19,249 SH | |
| BROADCOM INC | COM | $204K | 0.0% | 1,221 SH | |
| CME GROUP INC | COM | $229K | 0.0% | 863 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $141.4M | 9.4% | 3,096,566 SH | |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $19.7M | 1.3% | 512,899 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $240K | 0.0% | 512 SH | |
| ISHARES TR | CORE MSCI TOTAL | $54.5M | 3.6% | 781,149 SH | |
| ISHARES TR | CORE S&P MCP ETF | $78.5M | 5.2% | 1,345,242 SH | |
| ISHARES TR | CORE S&P SCP ETF | $51.9M | 3.5% | 496,080 SH | |
| ISHARES TR | CORE S&P500 ETF | $285.2M | 19.0% | 507,597 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.6M | 0.2% | 36,454 SH | |
| ISHARES TR | EXPANDED TECH | $252K | 0.0% | 2,837 SH | |
| ISHARES TR | RUS 1000 ETF | $232.6M | 15.5% | 758,328 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $460K | 0.0% | 1,274 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $287K | 0.0% | 1,527 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $11.7M | 0.8% | 58,497 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $152.1M | 10.1% | 3,233,844 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $73.2M | 4.9% | 1,446,499 SH | |
| META PLATFORMS INC | CL A | $327K | 0.0% | 567 SH | |
| MICROSOFT CORP | COM | $568K | 0.0% | 1,514 SH | |
| NVIDIA CORPORATION | COM | $415K | 0.0% | 3,833 SH | |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $185.6M | 12.4% | 6,893,528 SH | |
| SCHWAB STRATEGIC TR | MUN BD ETF | $307K | 0.0% | 12,110 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $911K | 0.1% | 39,347 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $795K | 0.1% | 36,933 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $51.0M | 3.4% | 2,308,399 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $110.1M | 7.3% | 4,203,019 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $26.0M | 1.7% | 1,109,511 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $353K | 0.0% | 3,659 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $786K | 0.1% | 15,773 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $341K | 0.0% | 1,725 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $372K | 0.0% | 4,552 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $742K | 0.0% | 5,083 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $753K | 0.1% | 3,647 SH | |
| SOUTHERN CO | COM | $381K | 0.0% | 4,143 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $5.6M | 0.4% | 9,991 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.4M | 0.5% | 26,995 SH | |
| VISA INC | COM CL A | $280K | 0.0% | 800 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 |