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CIK 0001908585 • 7 13F filings • Apr 11, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $360K | 0.1%Prev: 0.1% | 1,641 SH | Increased+93 SH |
| APPLE INC | COM | $758K | 0.3%Prev: 0.7% | 3,694 SH | Decreased-4,906 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $309K | 0.1% | 4,426 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $256K | 0.1%Prev: 0.1% | 527 SH | Increased+77 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.4M | 1.6%Prev: 1.9% | 149,539 SH | Decreased-18,000 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $58.6M | 21.6%Prev: 21.3% | 2,184,381 SH | Decreased-325,239 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $13.1M | 4.9%Prev: 5.4% | 422,947 SH | Decreased-53,957 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $22.1M | 8.2%Prev: 9.4% | 617,042 SH | Decreased-139,209 SH |
| DIREXION SHS ETF TR | DAILY 20+ YEAR T | $953K | 0.4% | 24,294 SH | New |
| DIREXION SHS ETF TR | DAILY REAL EST B | $863K | 0.3% | 90,412 SH | New |
| DIREXION SHS ETF TR | DLY EMG MK BL 3X | $255K | 0.1% | 6,503 SH | New |
| DIREXION SHS ETF TR | DLY FTS BUL 3X | $574K | 0.2% | 16,610 SH | New |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | $210K | 0.1% | 6,273 SH | New |
| DIREXION SHS ETF TR | DRX S&P500BULL | $1.1M | 0.4% | 6,154 SH | New |
| EXXON MOBIL CORP | COM | $668K | 0.2%Prev: 0.3% | 6,200 SH | Decreased-144 SH |
| HERSHEY CO | COM | $484K | 0.2%Prev: 0.2% | 2,914 SH | Decreased+236 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $910K | 0.3%Prev: 0.4% | 3,087 SH | Decreased-1,869 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.2M | 0.8%Prev: 0.8% | 21,052 SH | Decreased-2,005 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.2M | 0.8% | 26,051 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $38.5M | 14.2%Prev: 14.3% | 401,998 SH | Decreased-66,041 SH |
| LINKBANCORP INC | COM | $175K | 0.1%Prev: 0.1% | 23,880 SH | Increased+3,695 SH |
| MCCORMICK & CO INC | COM NON VTG | $1.2M | 0.5%Prev: 0.3% | 16,430 SH | Increased-332 SH |
| MCDONALDS CORP | COM | $317K | 0.1%Prev: 0.1% | 1,086 SH | Decreased-114 SH |
| META PLATFORMS INC | CL A | $306K | 0.1%Prev: 0.1% | 415 SH | Increased-58 SH |
| MICROSOFT CORP | COM | $648K | 0.2%Prev: 0.1% | 1,303 SH | Increased+495 SH |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $2.2M | 0.8% | 52,637 SH | New |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $541K | 0.2%Prev: 0.2% | 22,533 SH | Decreased-4,158 SH |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $1.6M | 0.6%Prev: 0.6% | 47,282 SH | Decreased-5,088 SH |
| PNC FINL SVCS GROUP INC | COM | $283K | 0.1%Prev: 0.1% | 1,517 SH | Decreased |
| PPL CORP | COM | $298K | 0.1%Prev: 0.1% | 8,788 SH | Decreased-347 SH |
| PRAXIS FDS | IMPACT LARGE CAP | $6.7M | 2.5%Prev: 3.2% | 218,960 SH | Decreased-95,695 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $44.8M | 16.5%Prev: 16.5% | 1,679,994 SH | Decreased-261,544 SH |
| SPDR GOLD TR | GOLD SHS | $648K | 0.2%Prev: 0.2% | 2,127 SH | Decreased+321 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $904K | 0.3% | 1,463 SH | New |
| UNITED PARCEL SERVICE INC | CL B | $497K | 0.2% | 4,920 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $382K | 0.1%Prev: 0.1% | 1,364 SH | Decreased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.3M | 1.6%Prev: 1.3% | 47,882 SH | Increased+462 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.8M | 1.0%Prev: 0.8% | 4,904 SH | Increased+540 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $412K | 0.2%Prev: 0.1% | 1,739 SH | Decreased+93 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.3M | 5.6%Prev: 5.2% | 50,326 SH | Decreased-103 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.7M | 0.6%Prev: 0.6% | 34,623 SH | Decreased-1,895 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $477K | 0.2% | 3,713 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $606K | 0.2%Prev: 0.2% | 7,112 SH | Increased+1,461 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.4M | 2.4%Prev: 2.3% | 111,941 SH | Decreased-2,077 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $12.5M | 4.6%Prev: 4.5% | 190,339 SH | Decreased-5,419 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $15.8M | 5.8%Prev: 5.6% | 143,686 SH | Decreased-11,966 SH |
| WALMART INC | COM | $450K | 0.2%Prev: 0.2% | 4,607 SH | Decreased-1,614 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 |