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CIK 0002110810 • 3 13F filings • Feb 13, 2026 – Aug 5, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $469K | 0.4%Prev: 0.4% | 2,054 SH | Decreased-75 SH |
| ALPHABET INC | CAP STK CL A | $271K | 0.2%Prev: 0.5% | 865 SH | Decreased-1,056 SH |
| ALPHABET INC | CAP STK CL C | $271K | 0.2%Prev: 0.3% | 865 SH | Decreased-577 SH |
| AMAZON COM INC | COM | $307K | 0.3%Prev: 0.5% | 1,329 SH | Decreased-1,510 SH |
| AMERICAN ELEC PWR CO INC | COM | $260K | 0.2%Prev: 0.2% | 2,253 SH | Decreased+297 SH |
| APPLE INC | COM | $2.9M | 2.5%Prev: 2.7% | 10,801 SH | Decreased-2,769 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $2.7M | 2.3% | 81,675 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $11.3M | 9.6%Prev: 8.6% | 185,396 SH | Decreased-1,780 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $4.8M | 4.1% | 125,368 SH | New |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $1.0M | 0.9% | 21,310 SH | New |
| BROADCOM INC | COM | $271K | 0.2%Prev: 0.4% | 784 SH | Decreased-845 SH |
| CHEVRON CORP NEW | COM | $321K | 0.3% | 2,109 SH | New |
| CONSTELLATION ENERGY CORP | COM | $315K | 0.3%Prev: 0.2% | 892 SH | Increased-103 SH |
| ELI LILLY & CO | COM | $1.2M | 1.0%Prev: 1.1% | 1,123 SH | Decreased-211 SH |
| EXXON MOBIL CORP | COM | $1.7M | 1.4%Prev: 1.2% | 13,855 SH | Decreased+696 SH |
| HOME DEPOT INC | COM | $376K | 0.3%Prev: 0.3% | 1,093 SH | Decreased-35 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.3M | 1.1%Prev: 0.3% | 15,639 SH | Increased+9,296 SH |
| ISHARES INC | CORE MSCI EMKT | $8.1M | 6.9%Prev: 6.0% | 120,257 SH | Decreased+13,442 SH |
| ISHARES INC | MSCI EMRG CHN | $704K | 0.6%Prev: 0.5% | 9,683 SH | Increased+2,927 SH |
| ISHARES TR | 10-20 YR TRS ETF | $2.1M | 1.8%Prev: 0.3% | 20,764 SH | Increased+16,352 SH |
| ISHARES TR | CORE INTL AGGR | $304K | 0.3% | 6,088 SH | New |
| ISHARES TR | CORE S&P500 ETF | $15.4M | 13.1%Prev: 18.8% | 22,412 SH | Decreased-14,540 SH |
| ISHARES TR | CORE UNIVRSL USD | $1.1M | 0.9%Prev: 1.1% | 22,817 SH | Decreased-11,051 SH |
| ISHARES TR | EAFE GRWTH ETF | $2.7M | 2.3%Prev: 4.5% | 23,412 SH | Decreased-29,578 SH |
| ISHARES TR | EAFE VALUE ETF | $8.2M | 7.0%Prev: 4.2% | 114,370 SH | Increased+32,473 SH |
| ISHARES TR | MBS ETF | $223K | 0.2%Prev: 0.2% | 2,341 SH | Decreased-363 SH |
| ISHARES TR | MSCI USA MIN VOL | $635K | 0.5% | 6,749 SH | New |
| ISHARES TR | MSCI USA MMENTM | $2.3M | 1.9%Prev: 1.6% | 9,007 SH | Decreased+1,955 SH |
| ISHARES TR | MSCI USA QLT FCT | $4.7M | 4.0%Prev: 1.9% | 23,814 SH | Increased+10,889 SH |
| ISHARES TR | NATIONAL MUN ETF | $3.4M | 2.9%Prev: 2.2% | 31,313 SH | Increased+1,173 SH |
| ISHARES TR | S&P 100 ETF | $6.6M | 5.6%Prev: 0.5% | 19,181 SH | Increased+17,004 SH |
| ISHARES TR | S&P 500 GRWT ETF | $9.2M | 7.8%Prev: 7.4% | 74,348 SH | Decreased-5,160 SH |
| ISHARES TR | S&P 500 VAL ETF | $8.6M | 7.3%Prev: 5.4% | 40,507 SH | Increased+5,312 SH |
| ISHARES TR | U.S. TECH ETF | $2.1M | 1.8%Prev: 0.7% | 10,280 SH | Increased+6,009 SH |
| ISHARES TR | US AER DEF ETF | $2.2M | 1.8%Prev: 0.7% | 10,038 SH | Increased+5,566 SH |
| JPMORGAN CHASE & CO. | COM | $348K | 0.3% | 1,080 SH | New |
| META PLATFORMS INC | CL A | $266K | 0.2%Prev: 0.3% | 403 SH | Decreased-282 SH |
| MICROSOFT CORP | COM | $874K | 0.7%Prev: 0.8% | 1,807 SH | Decreased-1,326 SH |
| NVIDIA CORPORATION | COM | $986K | 0.8%Prev: 1.4% | 5,285 SH | Decreased-4,836 SH |
| PEPSICO INC | COM | $342K | 0.3% | 2,386 SH | New |
| PIMCO ETF TR | ACTIVE BD ETF | $462K | 0.4%Prev: 0.4% | 4,960 SH | Decreased-723 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $1.7M | 1.5%Prev: 1.2% | 32,880 SH | Decreased-1,008 SH |
| PIMCO ETF TR | MTG BKD SECS ACT | $276K | 0.2%Prev: 0.2% | 5,563 SH | Decreased-397 SH |
| PIMCO ETF TR | MULTISECTOR BD | $513K | 0.4%Prev: 0.4% | 19,238 SH | Decreased-3,362 SH |
| PIMCO ETF TR | MUNI INCOME OPP | $1.2M | 1.0%Prev: 0.9% | 26,853 SH | Decreased-1,645 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $230K | 0.2% | 2,866 SH | New |
| T-MOBILE US INC | COM | $245K | 0.2% | 1,208 SH | New |
| TESLA INC | COM | $222K | 0.2%Prev: 0.2% | 493 SH | Decreased-373 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $333K | 0.3%Prev: 0.2% | 993 SH | Decreased |
| WALMART INC | COM | $872K | 0.7%Prev: 0.7% | 7,831 SH | Decreased-894 SH |
| WELLS FARGO CO NEW | COM | $249K | 0.2% | 2,671 SH | New |
| 13F-HR |
| 0002110810-26-000002 |
| $120.8M |
| View |