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CIK 0001488921 • 4 13F filings • Apr 25, 2025 – Jan 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $792K | 0.0%Prev: 0.0% | 3,862 SH | Increased+2,855 SH |
| AT&T INC | COM | $530K | 0.0%Prev: 0.0% | 18,325 SH | Increased+7,060 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $213K | 0.0%Prev: 0.0% | 5,951 SH | Decreased-305 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $141.7M | 8.8%Prev: 9.3% | 3,097,702 SH | Decreased-401,998 SH |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $19.2M | 1.2%Prev: 1.4% | 501,436 SH | Decreased-102,031 SH |
| INVESCO QQQ TR | UNIT SER 1 | $285K | 0.0%Prev: 0.0% | 516 SH | Decreased-17 SH |
| ISHARES TR | CORE MSCI TOTAL | $59.8M | 3.7%Prev: 3.7% | 773,338 SH | Decreased+33,524 SH |
| ISHARES TR | CORE S&P MCP ETF | $86.1M | 5.4%Prev: 5.2% | 1,388,812 SH | Decreased+64,559 SH |
| ISHARES TR | CORE S&P SCP ETF | $54.2M | 3.4%Prev: 3.0% | 495,688 SH | Increased+81,254 SH |
| ISHARES TR | CORE S&P500 ETF | $329.1M | 20.5%Prev: 21.2% | 530,045 SH | Decreased-27,548 SH |
| ISHARES TR | CORE US AGGBD ET | $3.9M | 0.2%Prev: 0.2% | 39,614 SH | Decreased-1,144 SH |
| ISHARES TR | RUS 1000 ETF | $247.5M | 15.4%Prev: 14.7% | 728,850 SH | Decreased+20,648 SH |
| ISHARES TR | RUS 1000 GRW ETF | $541K | 0.0%Prev: 0.0% | 1,274 SH | Decreased-182 SH |
| ISHARES TR | RUS 1000 VAL ETF | $297K | 0.0%Prev: 0.0% | 1,527 SH | Decreased-457 SH |
| ISHARES TR | RUSSELL 2000 ETF | $12.1M | 0.8%Prev: 0.8% | 56,019 SH | Decreased+2,639 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $156.0M | 9.7%Prev: 10.6% | 3,314,934 SH | Decreased-552,700 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $74.9M | 4.7%Prev: 4.9% | 1,478,317 SH | Decreased-188,016 SH |
| MICROSOFT CORP | COM | $420K | 0.0%Prev: 0.0% | 845 SH | Increased+280 SH |
| NVIDIA CORPORATION | COM | $296K | 0.0%Prev: 0.0% | 1,874 SH | Increased+352 SH |
| PHILIP MORRIS INTL INC | COM | $208K | 0.0% | 1,141 SH | New |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $198.3M | 12.3%Prev: 11.0% | 6,650,328 SH | Increased+649,787 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $861K | 0.1%Prev: 0.1% | 34,193 SH | Decreased-2,304 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $694K | 0.0%Prev: 0.1% | 29,846 SH | Decreased-10,922 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $900K | 0.1%Prev: 0.1% | 37,787 SH | Decreased-3,016 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $57.3M | 3.6%Prev: 3.4% | 2,343,626 SH | Decreased+60,177 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $117.3M | 7.3%Prev: 7.8% | 4,181,932 SH | Decreased-138,165 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $28.6M | 1.8%Prev: 1.4% | 1,129,803 SH | Increased+315,355 SH |
| SOUTHERN CO | COM | $380K | 0.0% | 4,143 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $6.2M | 0.4% | 9,991 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $674K | 0.0%Prev: 0.0% | 1,538 SH | Decreased-25 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.6M | 0.5%Prev: 0.5% | 28,208 SH | Decreased-869 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 |