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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 | $265K | 0.0%Prev: 0.0% | 917 SH | Decreased-2,945 SH |
| AT&T INC | COM | $273K | 0.0%Prev: 0.0% | 13,192 SH | Decreased-5,133 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $278K | 0.0% | 6,256 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $250.0M | 13.1%Prev: 8.8% | 5,495,432 SH | Increased+2,397,730 SH |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $24.2M | 1.3%Prev: 1.2% | 617,517 SH | Increased+116,081 SH |
| INVESCO QQQ TR | UNIT SER 1 | $377K | 0.0%Prev: 0.0% | 513 SH | Increased-3 SH |
| ISHARES TR | CORE MSCI TOTAL | $69.5M | 3.6%Prev: 3.7% | 728,716 SH | Increased-44,622 SH |
| ISHARES TR | CORE S&P MCP ETF | $100.4M | 5.3%Prev: 5.4% | 1,301,904 SH | Increased-86,908 SH |
| ISHARES TR | CORE S&P SCP ETF | $60.7M | 3.2%Prev: 3.4% | 409,323 SH | Increased-86,365 SH |
| ISHARES TR | CORE S&P500 ETF | $422.9M | 22.1%Prev: 20.5% | 564,713 SH | Increased+34,668 SH |
| ISHARES TR | CORE US AGGBD ET | $3.7M | 0.2%Prev: 0.2% | 37,783 SH | Decreased-1,831 SH |
| ISHARES TR | RUS 1000 ETF | $287.7M | 15.1%Prev: 15.4% | 702,613 SH | Increased-26,237 SH |
| ISHARES TR | RUS 1000 GRW ETF | $633K | 0.0%Prev: 0.0% | 5,096 SH | Increased+3,822 SH |
| ISHARES TR | RUS 1000 VAL ETF | $365K | 0.0%Prev: 0.0% | 1,504 SH | Increased-23 SH |
| ISHARES TR | RUSSELL 2000 ETF | $15.8M | 0.8%Prev: 0.8% | 52,705 SH | Increased-3,314 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $190.5M | 10.0%Prev: 9.7% | 4,057,660 SH | Increased+742,726 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.8M | 0.1%Prev: 4.7% | 35,085 SH | Decreased-1,443,232 SH |
| NVIDIA CORPORATION | COM | $291K | 0.0%Prev: 0.0% | 1,454 SH | Decreased-420 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $210.9M | 11.0%Prev: 12.3% | 5,848,312 SH | Increased-802,016 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $943K | 0.0%Prev: 0.1% | 36,507 SH | Increased+2,314 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.1M | 0.1%Prev: 0.0% | 46,343 SH | Increased+16,497 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.2M | 0.1%Prev: 0.1% | 41,259 SH | Increased+3,472 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $63.5M | 3.3%Prev: 3.6% | 2,158,489 SH | Increased-185,137 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $158.0M | 8.3%Prev: 7.3% | 4,286,476 SH | Increased+104,544 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $26.5M | 1.4%Prev: 1.8% | 732,766 SH | Decreased-397,037 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $7.3M | 0.4% | 9,742 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $792K | 0.0%Prev: 0.0% | 9,198 SH | Increased+7,660 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $339K | 0.0% | 493 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $10.8M | 0.6%Prev: 0.5% | 29,077 SH | Increased+869 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $238K | 0.0% | 2,780 SH | New |
| 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 |