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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 | $256K | 0.0%Prev: 0.0% | 1,007 SH | Decreased-1,931 SH |
| AT&T INC | COM | $327K | 0.0%Prev: 0.0% | 11,265 SH | Decreased-7,984 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $243K | 0.0% | 6,256 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $159.7M | 9.3%Prev: 9.4% | 3,499,700 SH | Increased+403,134 SH |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $23.4M | 1.4%Prev: 1.3% | 603,467 SH | Increased+90,568 SH |
| INVESCO QQQ TR | UNIT SER 1 | $308K | 0.0%Prev: 0.0% | 533 SH | Increased+21 SH |
| ISHARES TR | CORE MSCI TOTAL | $64.1M | 3.7%Prev: 3.6% | 739,814 SH | Increased-41,335 SH |
| ISHARES TR | CORE S&P MCP ETF | $89.4M | 5.2%Prev: 5.2% | 1,324,253 SH | Increased-20,989 SH |
| ISHARES TR | CORE S&P SCP ETF | $51.5M | 3.0%Prev: 3.5% | 414,434 SH | Decreased-81,646 SH |
| ISHARES TR | CORE S&P500 ETF | $364.2M | 21.2%Prev: 19.0% | 557,593 SH | Increased+49,996 SH |
| ISHARES TR | CORE US AGGBD ET | $4.0M | 0.2%Prev: 0.2% | 40,758 SH | Increased+4,304 SH |
| ISHARES TR | RUS 1000 ETF | $252.5M | 14.7%Prev: 15.5% | 708,202 SH | Increased-50,126 SH |
| ISHARES TR | RUS 1000 GRW ETF | $621K | 0.0%Prev: 0.0% | 1,456 SH | Increased+182 SH |
| ISHARES TR | RUS 1000 VAL ETF | $424K | 0.0%Prev: 0.0% | 1,984 SH | Increased+457 SH |
| ISHARES TR | RUSSELL 2000 ETF | $13.2M | 0.8%Prev: 0.8% | 53,380 SH | Increased-5,117 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $182.1M | 10.6%Prev: 10.1% | 3,867,634 SH | Increased+633,790 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $84.3M | 4.9%Prev: 4.9% | 1,666,333 SH | Increased+219,834 SH |
| MICROSOFT CORP | COM | $209K | 0.0%Prev: 0.0% | 565 SH | Decreased-949 SH |
| NVIDIA CORPORATION | COM | $265K | 0.0%Prev: 0.0% | 1,522 SH | Decreased-2,311 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $188.0M | 11.0%Prev: 12.4% | 6,000,541 SH | Increased-892,987 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $930K | 0.1%Prev: 0.0% | 36,497 SH | Increased+24,387 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $947K | 0.1%Prev: 0.1% | 40,768 SH | Increased+1,421 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.0M | 0.1%Prev: 0.1% | 40,803 SH | Increased+3,870 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $58.5M | 3.4%Prev: 3.4% | 2,283,449 SH | Increased-24,950 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $133.8M | 7.8%Prev: 7.3% | 4,320,097 SH | Increased+117,078 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $23.7M | 1.4%Prev: 1.7% | 814,448 SH | Decreased-295,063 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $6.3M | 0.4% | 9,714 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $683K | 0.0% | 1,563 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $295K | 0.0% | 493 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.3M | 0.5%Prev: 0.5% | 29,077 SH | Increased+2,082 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 |