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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 | $362K | 0.1%Prev: 0.1% | 1,641 SH | Decreased-1 SH |
| APPLE INC | COM | $768K | 0.3%Prev: 0.7% | 3,694 SH | Decreased-4,923 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $316K | 0.1% | 4,426 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $258K | 0.1%Prev: 0.1% | 527 SH | Increased+77 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.5M | 1.6%Prev: 1.9% | 150,044 SH | Decreased-15,426 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $59.0M | 21.7%Prev: 21.4% | 2,186,062 SH | Decreased-407,806 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $13.2M | 4.9%Prev: 5.3% | 424,558 SH | Decreased-72,928 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $22.3M | 8.2% | 620,084 SH | New |
| DIREXION SHS ETF TR | DAILY 20+ YEAR T | $967K | 0.4% | 24,508 SH | New |
| DIREXION SHS ETF TR | DAILY REAL EST B | $864K | 0.3% | 88,835 SH | New |
| DIREXION SHS ETF TR | DLY EMG MK BL 3X | $258K | 0.1% | 6,560 SH | New |
| DIREXION SHS ETF TR | DLY FTS BUL 3X | $583K | 0.2% | 16,881 SH | New |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | $209K | 0.1% | 6,049 SH | New |
| DIREXION SHS ETF TR | DRX S&P500BULL | $1.1M | 0.4% | 6,179 SH | New |
| EXXON MOBIL CORP | COM | $677K | 0.2%Prev: 0.2% | 6,200 SH | Decreased-185 SH |
| HERSHEY CO | COM | $512K | 0.2%Prev: 0.1% | 2,914 SH | Increased+216 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $899K | 0.3%Prev: 0.4% | 3,087 SH | Decreased-1,869 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.2M | 0.8%Prev: 0.7% | 21,047 SH | Decreased-4,443 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.1M | 0.8% | 26,049 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $38.3M | 14.1%Prev: 13.6% | 402,313 SH | Decreased-103,926 SH |
| LINKBANCORP INC | COM | $179K | 0.1% | 23,880 SH | New |
| MCCORMICK & CO INC | COM NON VTG | $1.3M | 0.5%Prev: 0.2% | 16,430 SH | Increased-489 SH |
| MCDONALDS CORP | COM | $323K | 0.1%Prev: 0.1% | 1,086 SH | Decreased-114 SH |
| META PLATFORMS INC | CL A | $298K | 0.1%Prev: 0.1% | 415 SH | Increased-77 SH |
| MICROSOFT CORP | COM | $641K | 0.2%Prev: 0.1% | 1,303 SH | Increased+471 SH |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $2.2M | 0.8% | 52,791 SH | New |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $544K | 0.2%Prev: 0.2% | 22,622 SH | Decreased-6,923 SH |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $1.6M | 0.6%Prev: 0.6% | 47,852 SH | Decreased-4,238 SH |
| PNC FINL SVCS GROUP INC | COM | $292K | 0.1%Prev: 0.1% | 1,517 SH | Decreased-7 SH |
| PPL CORP | COM | $299K | 0.1%Prev: 0.1% | 8,788 SH | Decreased-236 SH |
| PRAXIS FDS | IMPACT LARGE CAP | $6.7M | 2.5% | 220,710 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $44.7M | 16.5%Prev: 15.6% | 1,682,351 SH | Decreased-390,155 SH |
| SPDR GOLD TR | GOLD SHS | $654K | 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 | $514K | 0.2% | 4,920 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $384K | 0.1%Prev: 0.1% | 1,364 SH | Decreased-4,092 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.3M | 1.6%Prev: 1.3% | 47,882 SH | Decreased+1,149 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.8M | 1.0%Prev: 1.0% | 4,911 SH | Decreased-120 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $416K | 0.2%Prev: 0.1% | 1,739 SH | Decreased+93 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.3M | 5.6%Prev: 5.5% | 50,321 SH | Decreased-1,403 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.7M | 0.6%Prev: 0.7% | 34,628 SH | Decreased-3,760 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $477K | 0.2% | 3,713 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $612K | 0.2%Prev: 0.2% | 7,112 SH | Increased+1,461 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.4M | 2.3%Prev: 2.4% | 111,915 SH | Decreased-6,508 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $12.5M | 4.6%Prev: 4.7% | 190,265 SH | Decreased-10,465 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $15.7M | 5.8%Prev: 6.1% | 143,610 SH | Decreased-18,053 SH |
| WALMART INC | COM | $453K | 0.2%Prev: 0.2% | 4,607 SH | Decreased-1,564 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 |