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CIK 0001908585 • 7 13F filings • Apr 11, 2025 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $322K | 0.1% | 1,548 SH | New |
| APPLE INC | COM | $2.2M | 0.7%Prev: 0.3% | 8,600 SH | Increased+5,631 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $216K | 0.1% | 450 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $5.8M | 1.9%Prev: 1.5% | 167,539 SH | Increased+25,969 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $66.7M | 21.3%Prev: 22.4% | 2,509,620 SH | Increased+414,790 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $16.9M | 5.4%Prev: 4.6% | 476,904 SH | Increased+68,312 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $29.4M | 9.4%Prev: 8.2% | 756,251 SH | Increased+147,226 SH |
| DIREXION SHARES ETF TRUST | DAILY REAL ESTAT | $232K | 0.1% | 27,056 SH | New |
| DIREXION SHARES ETF TRUST | DAILY S&P 500 BU | $270K | 0.1% | 1,460 SH | New |
| DIREXION SHARES ETF TRUST | DLY 20 YR TRESUR | $228K | 0.1% | 6,315 SH | New |
| EXXON MOBIL CORP | COM | $1.1M | 0.3%Prev: 0.3% | 6,344 SH | Increased+191 SH |
| HERSHEY CO | COM | $557K | 0.2%Prev: 0.2% | 2,678 SH | Increased+246 SH |
| HOME DEPOT INC | COM | $204K | 0.1% | 620 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $1.2M | 0.4%Prev: 0.3% | 4,956 SH | Increased+1,869 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.4M | 0.8%Prev: 0.9% | 23,057 SH | Increased+576 SH |
| ISHARES TR | 7-10 YR TRSY BD | $44.7M | 14.3%Prev: 15.2% | 468,039 SH | Increased+77,505 SH |
| JOHNSON & JOHNSON | COM | $222K | 0.1% | 909 SH | New |
| LINKBANCORP INC | COM | $168K | 0.1%Prev: 0.1% | 20,185 SH | Increased-3,695 SH |
| MCCORMICK & CO INC | COM NON VTG | $845K | 0.3%Prev: 0.5% | 16,762 SH | Decreased+430 SH |
| MCDONALDS CORP | COM | $373K | 0.1%Prev: 0.1% | 1,200 SH | Increased+414 SH |
| META PLATFORMS INC | CL A | $271K | 0.1%Prev: 0.1% | 473 SH | Increased+4 SH |
| MICROSOFT CORP | COM | $299K | 0.1%Prev: 0.2% | 808 SH | Decreased-495 SH |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $2.6M | 0.8% | 10,547 SH | New |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $637K | 0.2%Prev: 0.2% | 26,691 SH | Increased+4,437 SH |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $2.0M | 0.6%Prev: 0.6% | 52,370 SH | Increased+5,288 SH |
| PNC FINL SVCS GROUP INC | COM | $316K | 0.1% | 1,517 SH | New |
| PPL CORP | COM | $349K | 0.1%Prev: 0.1% | 9,135 SH | Increased+3,102 SH |
| PRAXIS FDS | IMPACT LARGE CAP | $10.0M | 3.2% | 314,655 SH | New |
| S&P GLOBAL INC | COM | $204K | 0.1% | 480 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $51.7M | 16.5%Prev: 17.9% | 1,941,538 SH | Increased+310,924 SH |
| SPDR GOLD TR | GOLD SHS | $777K | 0.2%Prev: 0.2% | 1,806 SH | Increased-216 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $885K | 0.3% | 1,361 SH | New |
| UNITED PARCEL SVCS INC | CL B | $435K | 0.1% | 4,421 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $392K | 0.1%Prev: 0.1% | 1,364 SH | Increased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.2M | 1.3%Prev: 2.3% | 47,420 SH | Decreased-15,610 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.6M | 0.8%Prev: 1.0% | 4,364 SH | Increased-341 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $431K | 0.1%Prev: 0.2% | 1,646 SH | Increased-161 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $16.2M | 5.2%Prev: 5.0% | 50,429 SH | Increased+5,793 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.0M | 0.6%Prev: 0.6% | 36,518 SH | Increased+4,649 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.4M | 0.8% | 40,288 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $530K | 0.2% | 5,651 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.3M | 2.3%Prev: 2.4% | 114,018 SH | Increased-1,346 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $14.0M | 4.5%Prev: 4.5% | 195,758 SH | Increased+7,931 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $17.5M | 5.6%Prev: 5.9% | 155,652 SH | Increased+7,923 SH |
| WALMART INC | COM | $773K | 0.2% | 6,221 SH | New |
| 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 |