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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 | $248K | 0.0%Prev: 0.0% | 975 SH | Decreased+58 SH |
| AT&T INC | COM | $509K | 0.0%Prev: 0.0% | 18,017 SH | Increased+4,825 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $230K | 0.0% | 5,951 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $150.3M | 8.8%Prev: 13.1% | 3,249,607 SH | Decreased-2,245,825 SH |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $21.3M | 1.3%Prev: 1.3% | 547,484 SH | Decreased-70,033 SH |
| INVESCO QQQ TR | UNIT SER 1 | $308K | 0.0%Prev: 0.0% | 512 SH | Decreased-1 SH |
| ISHARES TR | CORE MSCI TOTAL | $63.1M | 3.7%Prev: 3.6% | 764,113 SH | Decreased+35,397 SH |
| ISHARES TR | CORE S&P MCP ETF | $89.8M | 5.3%Prev: 5.3% | 1,375,897 SH | Decreased+73,993 SH |
| ISHARES TR | CORE S&P SCP ETF | $49.9M | 2.9%Prev: 3.2% | 419,736 SH | Decreased+10,413 SH |
| ISHARES TR | CORE S&P500 ETF | $359.8M | 21.2%Prev: 22.1% | 537,532 SH | Decreased-27,181 SH |
| ISHARES TR | CORE US AGGBD ET | $3.9M | 0.2%Prev: 0.2% | 38,944 SH | Increased+1,161 SH |
| ISHARES TR | RUS 1000 ETF | $264.1M | 15.5%Prev: 15.1% | 722,592 SH | Decreased+19,979 SH |
| ISHARES TR | RUS 1000 GRW ETF | $597K | 0.0%Prev: 0.0% | 1,274 SH | Decreased-3,822 SH |
| ISHARES TR | RUS 1000 VAL ETF | $306K | 0.0%Prev: 0.0% | 1,504 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $13.3M | 0.8%Prev: 0.8% | 55,001 SH | Decreased+2,296 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $168.7M | 9.9%Prev: 10.0% | 3,546,974 SH | Decreased-510,686 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $78.5M | 4.6%Prev: 0.1% | 1,548,237 SH | Increased+1,513,152 SH |
| MICROSOFT CORP | COM | $272K | 0.0% | 525 SH | New |
| NVIDIA CORPORATION | COM | $354K | 0.0%Prev: 0.0% | 1,895 SH | Increased+441 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $204.3M | 12.0%Prev: 11.0% | 6,361,635 SH | Decreased+513,323 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $898K | 0.1%Prev: 0.0% | 35,068 SH | Decreased-1,439 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $741K | 0.0%Prev: 0.1% | 31,578 SH | Decreased-14,765 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $989K | 0.1%Prev: 0.1% | 38,461 SH | Decreased-2,798 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $60.1M | 3.5%Prev: 3.3% | 2,282,257 SH | Decreased+123,768 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $124.6M | 7.3%Prev: 8.3% | 4,204,735 SH | Decreased-81,741 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $24.9M | 1.5%Prev: 1.4% | 890,688 SH | Decreased+157,922 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $6.5M | 0.4% | 9,711 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $738K | 0.0%Prev: 0.0% | 1,538 SH | Decreased-7,660 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.3M | 0.5%Prev: 0.6% | 28,209 SH | Decreased-868 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 |