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CIK 0001908585 • 7 13F filings • Apr 11, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $660K | 0.3% | 2,969 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $325K | 0.1% | 4,426 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.7M | 1.5% | 141,570 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $55.0M | 22.4% | 2,094,830 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.3M | 4.6% | 408,592 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $20.1M | 8.2% | 609,025 SH | |
| DIREXION SHS ETF TR | DAILY 20+ YEAR T | $896K | 0.4% | 20,354 SH | |
| DIREXION SHS ETF TR | DAILY REAL EST B | $791K | 0.3% | 76,637 SH | |
| DIREXION SHS ETF TR | DLY EMG MK BL 3X | $235K | 0.1% | 7,640 SH | |
| DIREXION SHS ETF TR | DLY FTS BUL 3X | $525K | 0.2% | 19,668 SH | |
| DIREXION SHS ETF TR | DRX S&P500BULL | $979K | 0.4% | 6,973 SH | |
| EXXON MOBIL CORP | COM | $732K | 0.3% | 6,153 SH | |
| HERSHEY CO | COM | $416K | 0.2% | 2,432 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $768K | 0.3% | 3,087 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $2.3M | 0.9% | 22,481 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $2.3M | 0.9% | 27,789 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $37.2M | 15.2% | 390,534 SH | |
| LINKBANCORP INC | COM | $162K | 0.1% | 23,880 SH | |
| MCCORMICK & CO INC | COM NON VTG | $1.3M | 0.5% | 16,332 SH | |
| MCDONALDS CORP | COM | $246K | 0.1% | 786 SH | |
| META PLATFORMS INC | CL A | $270K | 0.1% | 469 SH | |
| MICROSOFT CORP | COM | $489K | 0.2% | 1,303 SH | |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $2.0M | 0.8% | 51,554 SH | |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $529K | 0.2% | 22,254 SH | |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $1.4M | 0.6% | 47,082 SH | |
| PPL CORP | COM | $218K | 0.1% | 6,033 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $43.8M | 17.9% | 1,630,614 SH | |
| SPDR GOLD TR | GOLD SHS | $583K | 0.2% | 2,022 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $794K | 0.3% | 1,419 SH | |
| UNITED PARCEL SERVICE INC | CL B | $470K | 0.2% | 4,271 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $353K | 0.1% | 1,364 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.7M | 2.3% | 63,030 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.4M | 1.0% | 4,705 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $401K | 0.2% | 1,807 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $12.3M | 5.0% | 44,636 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 0.6% | 31,869 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $300K | 0.1% | 2,587 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.9M | 2.4% | 115,364 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $11.1M | 4.5% | 187,827 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $14.5M | 5.9% | 147,729 SH |
| 13F-HR |
| 0001951757-25-001177 |
| $271.6M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000965 | $351.2M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000884 | $270.9M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000552 | $312.7M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000314 | $245.1M | View |