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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 | $390K | 0.1%Prev: 0.1% | 1,565 SH | Increased-76 SH |
| APPLE INC | COM | $3.1M | 0.9%Prev: 0.3% | 9,339 SH | Increased+5,645 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $225K | 0.1%Prev: 0.1% | 452 SH | Decreased-75 SH |
| BURKE HERBERT FINL SVCS CORP | COM | $978K | 0.3% | 14,260 SH | New |
| CATERPILLAR INC | COM | $290K | 0.1% | 358 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.9M | 1.9%Prev: 1.6% | 172,713 SH | Increased+22,669 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $73.8M | 20.7%Prev: 21.7% | 2,726,735 SH | Increased+540,673 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $19.4M | 5.4%Prev: 4.9% | 515,139 SH | Increased+90,581 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $35.9M | 10.1% | 807,700 SH | New |
| DIREXION SHARES ETF TRUST | DAI REA BUL ETF | $133K | 0.0% | 16,078 SH | New |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $1.0M | 0.3% | 6,432 SH | New |
| HERSHEY CO | COM | $471K | 0.1%Prev: 0.2% | 2,986 SH | Decreased+72 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.1M | 0.3%Prev: 0.3% | 4,994 SH | Increased+1,907 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $3.0M | 0.8%Prev: 0.8% | 29,755 SH | Increased+8,708 SH |
| ISHARES TR | 7-10 YR TRSY BD | $48.4M | 13.6%Prev: 14.1% | 541,405 SH | Increased+139,092 SH |
| JOHNSON & JOHNSON | COM | $241K | 0.1% | 911 SH | New |
| MCCORMICK & CO INC | COM NON VTG | $396K | 0.1%Prev: 0.5% | 8,538 SH | Decreased-7,892 SH |
| MCDONALDS CORP | COM | $277K | 0.1%Prev: 0.1% | 1,200 SH | Decreased+114 SH |
| META PLATFORMS INC | CL A | $344K | 0.1%Prev: 0.1% | 475 SH | Increased+60 SH |
| MICROSOFT CORP | COM | $573K | 0.2%Prev: 0.2% | 1,117 SH | Decreased-186 SH |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $3.0M | 0.8% | 11,052 SH | New |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $770K | 0.2%Prev: 0.2% | 33,466 SH | Increased+10,844 SH |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $2.2M | 0.6%Prev: 0.6% | 56,584 SH | Increased+8,732 SH |
| NVIDIA CORPORATION | COM | $307K | 0.1% | 1,343 SH | New |
| PNC FINL SVCS GROUP INC | COM | $338K | 0.1%Prev: 0.1% | 1,520 SH | Increased+3 SH |
| PPL CORP | COM | $297K | 0.1%Prev: 0.1% | 9,024 SH | Decreased+236 SH |
| PRAXIS FDS | IMPA LA GROW ETF | $6.5M | 1.8% | 160,106 SH | New |
| PRAXIS FDS | IMPA LA VALU ETF | $6.4M | 1.8% | 183,952 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $56.7M | 15.9%Prev: 16.5% | 2,256,303 SH | Increased+573,952 SH |
| SPDR GOLD TR | GOLD SHS | $688K | 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 | $390K | 0.1% | 4,171 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $428K | 0.1% | 5,456 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $581K | 0.2% | 2,042 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $18.5M | 5.2% | 49,481 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.2M | 1.2%Prev: 1.6% | 47,382 SH | Decreased-500 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.4M | 1.0%Prev: 1.0% | 4,886 SH | Increased-25 SH |
| VANGUARD INSTL INDEX FD | ULTR SHOR TR ETF | $311K | 0.1% | 4,112 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.2M | 0.6%Prev: 0.6% | 36,859 SH | Increased+2,231 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $3.0M | 0.8% | 51,286 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $655K | 0.2%Prev: 0.2% | 6,027 SH | Increased-1,085 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.9M | 2.2%Prev: 2.3% | 111,775 SH | Increased-140 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $16.3M | 4.6%Prev: 4.6% | 201,244 SH | Increased+10,979 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $22.3M | 6.3%Prev: 5.8% | 164,255 SH | Increased+20,645 SH |
| WALMART INC | COM | $621K | 0.2%Prev: 0.2% | 5,973 SH | Increased+1,366 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 |