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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% | 1,588 SH | Decreased+23 SH |
| APPLE INC | COM | $2.5M | 0.8%Prev: 0.9% | 9,101 SH | Decreased-238 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $406K | 0.1% | 4,436 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $224K | 0.1%Prev: 0.1% | 450 SH | Decreased-2 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $5.3M | 1.8%Prev: 1.9% | 157,246 SH | Decreased-15,467 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $63.9M | 21.2%Prev: 20.7% | 2,412,706 SH | Decreased-314,029 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $15.5M | 5.1%Prev: 5.4% | 444,307 SH | Decreased-70,832 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $26.7M | 8.9% | 670,853 SH | New |
| DIREXION SHS ETF TR | DAILY 20+ YEAR T | $261K | 0.1% | 7,046 SH | New |
| DIREXION SHS ETF TR | DAILY REAL EST B | $256K | 0.1% | 30,095 SH | New |
| DIREXION SHS ETF TR | DRX S&P500BULL | $301K | 0.1% | 1,356 SH | New |
| EXXON MOBIL CORP | COM | $773K | 0.3% | 6,303 SH | New |
| HERSHEY CO | COM | $488K | 0.2%Prev: 0.1% | 2,676 SH | Increased-310 SH |
| HOME DEPOT INC | COM | $214K | 0.1% | 619 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $1.4M | 0.5%Prev: 0.3% | 4,956 SH | Increased-38 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.4M | 0.8%Prev: 0.8% | 23,517 SH | Decreased-6,238 SH |
| ISHARES TR | 7-10 YR TRSY BD | $42.2M | 14.0%Prev: 13.6% | 438,992 SH | Decreased-102,413 SH |
| LINKBANCORP INC | COM | $266K | 0.1% | 32,458 SH | New |
| MCCORMICK & CO INC | COM NON VTG | $1.1M | 0.4%Prev: 0.1% | 16,643 SH | Increased+8,105 SH |
| MCDONALDS CORP | COM | $367K | 0.1%Prev: 0.1% | 1,210 SH | Increased+10 SH |
| META PLATFORMS INC | CL A | $270K | 0.1%Prev: 0.1% | 415 SH | Decreased-60 SH |
| MICROSOFT CORP | COM | $382K | 0.1%Prev: 0.2% | 808 SH | Decreased-309 SH |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $228K | 0.1% | 4,967 SH | New |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $2.4M | 0.8%Prev: 0.8% | 9,702 SH | Decreased-1,350 SH |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $571K | 0.2%Prev: 0.2% | 23,585 SH | Decreased-9,881 SH |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $1.8M | 0.6%Prev: 0.6% | 50,163 SH | Decreased-6,421 SH |
| PNC FINL SVCS GROUP INC | COM | $321K | 0.1%Prev: 0.1% | 1,520 SH | Decreased |
| PPL CORP | COM | $321K | 0.1%Prev: 0.1% | 9,135 SH | Increased+111 SH |
| PRAXIS FDS | IMPACT LARGE CAP | $10.0M | 3.3% | 302,103 SH | New |
| S&P GLOBAL INC | COM | $246K | 0.1% | 480 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $48.7M | 16.1%Prev: 15.9% | 1,837,308 SH | Decreased-418,995 SH |
| SPDR GOLD TR | GOLD SHS | $719K | 0.2%Prev: 0.2% | 1,806 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $930K | 0.3% | 1,361 SH | New |
| UNITED PARCEL SERVICE INC | CL B | $477K | 0.2% | 4,725 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $399K | 0.1% | 1,364 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.2M | 1.4%Prev: 1.2% | 47,950 SH | Decreased+568 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.8M | 0.9%Prev: 1.0% | 4,379 SH | Decreased-507 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $430K | 0.1% | 1,646 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $16.6M | 5.5% | 49,396 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.0M | 0.7%Prev: 0.6% | 36,094 SH | Decreased-765 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.4M | 0.8%Prev: 0.8% | 40,938 SH | Decreased-10,348 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $539K | 0.2%Prev: 0.2% | 5,789 SH | Decreased-238 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.2M | 2.4%Prev: 2.2% | 114,461 SH | Decreased+2,686 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $13.9M | 4.6%Prev: 4.6% | 191,546 SH | Decreased-9,698 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $17.9M | 5.9%Prev: 6.3% | 147,811 SH | Decreased-16,444 SH |
| WALMART INC | COM | $708K | 0.2%Prev: 0.2% | 6,277 SH | Increased+304 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 |