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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 | $391K | 0.1%Prev: 0.1% | 1,642 SH | Increased+1 SH |
| APPLE INC | COM | $2.5M | 0.7%Prev: 0.3% | 8,617 SH | Increased+4,923 SH |
| ASTRAZENECA PLC | ORD | $252K | 0.1% | 1,328 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $225K | 0.1%Prev: 0.1% | 450 SH | Decreased-77 SH |
| BURKE HERBERT FINL SVCS CORP | COM | $542K | 0.2% | 7,540 SH | New |
| CATERPILLAR INC | COM | $406K | 0.1% | 382 SH | New |
| CUMMINS INC | COM | $218K | 0.1% | 306 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.7M | 1.9%Prev: 1.6% | 165,470 SH | Increased+15,931 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $75.1M | 21.4%Prev: 21.6% | 2,593,868 SH | Increased+409,487 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $18.5M | 5.3%Prev: 4.9% | 497,486 SH | Increased+74,539 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $34.5M | 9.8% | 777,969 SH | New |
| DIREXION SHARES ETF TRUST | DAI REA BUL ETF | $162K | 0.0% | 15,362 SH | New |
| EXXON MOBIL CORP | COM | $873K | 0.2%Prev: 0.2% | 6,385 SH | Increased+185 SH |
| HERSHEY CO | COM | $473K | 0.1%Prev: 0.2% | 2,698 SH | Decreased-216 SH |
| HOME DEPOT INC | COM | $202K | 0.1% | 573 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $1.4M | 0.4%Prev: 0.3% | 4,956 SH | Increased+1,869 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.6M | 0.7%Prev: 0.8% | 25,490 SH | Increased+4,438 SH |
| ISHARES TR | 7-10 YR TRSY BD | $47.9M | 13.6%Prev: 14.2% | 506,239 SH | Increased+104,241 SH |
| JOHNSON & JOHNSON | COM | $231K | 0.1% | 910 SH | New |
| MCCORMICK & CO INC | COM NON VTG | $853K | 0.2%Prev: 0.5% | 16,919 SH | Decreased+489 SH |
| MCDONALDS CORP | COM | $324K | 0.1%Prev: 0.1% | 1,200 SH | Increased+114 SH |
| META PLATFORMS INC | CL A | $277K | 0.1%Prev: 0.1% | 492 SH | Decreased+77 SH |
| MICROSOFT CORP | COM | $310K | 0.1%Prev: 0.2% | 832 SH | Decreased-471 SH |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $3.0M | 0.9% | 10,532 SH | New |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $702K | 0.2%Prev: 0.2% | 29,545 SH | Increased+7,012 SH |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $2.0M | 0.6%Prev: 0.6% | 52,090 SH | Increased+4,808 SH |
| PNC FINL SVCS GROUP INC | COM | $375K | 0.1%Prev: 0.1% | 1,524 SH | Increased+7 SH |
| PPL CORP | COM | $328K | 0.1%Prev: 0.1% | 9,024 SH | Increased+236 SH |
| PRAXIS FDS | IMPA LA GROW ETF | $5.8M | 1.6% | 148,164 SH | New |
| PRAXIS FDS | IMPA LA VALU ETF | $6.0M | 1.7% | 172,356 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $54.9M | 15.6%Prev: 16.5% | 2,072,506 SH | Increased+392,512 SH |
| SPDR GOLD TR | GOLD SHS | $665K | 0.2%Prev: 0.2% | 1,806 SH | Increased-321 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.2M | 0.3% | 1,542 SH | New |
| UNITED PARCEL SVCS INC | CL B | $449K | 0.1% | 4,173 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $440K | 0.1%Prev: 0.1% | 5,456 SH | Increased+4,092 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.5M | 1.3%Prev: 1.6% | 46,733 SH | Increased-1,149 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.5M | 1.0%Prev: 1.0% | 5,031 SH | Increased+127 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $205K | 0.1% | 844 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $499K | 0.1%Prev: 0.2% | 1,646 SH | Increased-93 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $19.1M | 5.5%Prev: 5.6% | 51,724 SH | Increased+1,398 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.3M | 0.7%Prev: 0.6% | 38,388 SH | Increased+3,765 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.6M | 0.7% | 44,329 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $601K | 0.2%Prev: 0.2% | 5,651 SH | Decreased-1,461 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.4M | 2.4%Prev: 2.4% | 118,423 SH | Increased+6,482 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $16.5M | 4.7%Prev: 4.6% | 200,730 SH | Increased+10,391 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $21.4M | 6.1%Prev: 5.8% | 161,663 SH | Increased+17,977 SH |
| WALMART INC | COM | $699K | 0.2%Prev: 0.2% | 6,171 SH | Increased+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 |