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CIK 0000872359 • 6 13F filings • Apr 28, 2025 – Jul 16, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $949K | 0.4% | 7,154 SH | |
| ALPHABET INC | CAP STK CL A | $4.3M | 1.8% | 28,128 SH | |
| ALPHABET INC | CAP STK CL C | $232K | 0.1% | 1,485 SH | |
| AMAZON COM INC | COM | $8.6M | 3.6% | 44,981 SH | |
| AMGEN INC | COM | $397K | 0.2% | 1,274 SH | |
| APPLE INC | COM | $13.1M | 5.5% | 59,194 SH | |
| BANK AMERICA CORP | COM | $427K | 0.2% | 10,232 SH | |
| BANK NEW YORK MELLON CORP | COM | $286K | 0.1% | 3,415 SH | |
| BLACKSTONE INC | COM | $287K | 0.1% | 2,052 SH | |
| BROADCOM INC | COM | $3.3M | 1.4% | 19,619 SH | |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $3.1M | 1.3% | 123,639 SH | |
| CATERPILLAR INC | COM | $208K | 0.1% | 630 SH | |
| CENCORA INC | COM | $6.3M | 2.6% | 22,600 SH | |
| CITIZENS FINL GROUP INC | COM | $305K | 0.1% | 7,452 SH | |
| CNA FINL CORP | COM | $309K | 0.1% | 6,091 SH | |
| CORNING INC | COM | $377K | 0.2% | 8,225 SH | |
| COSTCO WHSL CORP NEW | COM | $350K | 0.1% | 370 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.2M | 0.9% | 85,443 SH | |
| DTE ENERGY CO | COM | $3.0M | 1.3% | 21,717 SH | |
| ELI LILLY & CO | COM | $232K | 0.1% | 281 SH | |
| EXXON MOBIL CORP | COM | $276K | 0.1% | 2,318 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $4.8M | 2.0% | 153,983 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED SMALL | $2.2M | 0.9% | 76,191 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $3.6M | 1.5% | 79,865 SH | |
| FIRST MAJESTIC SILVER CORP | COM | $229K | 0.1% | 34,300 SH | |
| FORD MTR CO | COM | $207K | 0.1% | 20,592 SH | |
| GE AEROSPACE | COM NEW | $3.0M | 1.2% | 14,781 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $13.2M | 5.5% | 119,577 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $205K | 0.1% | 825 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | $399K | 0.2% | 18,488 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $6.6M | 2.7% | 65,173 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $9.8M | 4.1% | 102,291 SH | |
| ISHARES TR | CORE MSCI EAFE | $15.6M | 6.5% | 206,178 SH | |
| ISHARES TR | CORE S&P SCP ETF | $677K | 0.3% | 6,472 SH | |
| ISHARES TR | CORE S&P500 ETF | $4.2M | 1.8% | 7,485 SH | |
| ISHARES TR | IBONDS DEC 2031 | $309K | 0.1% | 14,874 SH | |
| ISHARES TR | INTL EQTY FACTOR | $1.5M | 0.6% | 48,125 SH | |
| ISHARES TR | MBS ETF | $6.7M | 2.8% | 71,937 SH | |
| ISHARES TR | MSCI EAFE ETF | $624K | 0.3% | 7,641 SH | |
| ISHARES TR | MSCI USA MMENTM | $316K | 0.1% | 1,563 SH | |
| ISHARES TR | MSCI USA QLT FCT | $6.6M | 2.8% | 38,828 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $267K | 0.1% | 1,339 SH | |
| ISHARES TR | SHORT TREAS BD | $1.7M | 0.7% | 15,781 SH | |
| JANUS DETROIT STR TR | HENDERSON MTG | $6.3M | 2.6% | 138,981 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $7.9M | 3.3% | 156,698 SH | |
| JPMORGAN CHASE & CO. | COM | $445K | 0.2% | 1,815 SH | |
| KINROSS GOLD CORP | COM | $189K | 0.1% | 15,000 SH | |
| MANULIFE FINL CORP | COM | $266K | 0.1% | 8,543 SH | |
| MARVELL TECHNOLOGY INC | COM | $1.4M | 0.6% | 23,140 SH | |
| MASTERCARD INCORPORATED | CL A | $2.2M | 0.9% | 3,929 SH | |
| MEDTRONIC PLC | SHS | $2.4M | 1.0% | 27,090 SH | |
| META PLATFORMS INC | CL A | $871K | 0.4% | 1,511 SH | |
| MICROSOFT CORP | COM | $18.6M | 7.7% | 49,522 SH | |
| MID-AMER APT CMNTYS INC | COM | $3.2M | 1.4% | 19,356 SH | |
| MOSAIC CO NEW | COM | $270K | 0.1% | 10,000 SH | |
| MOTOROLA SOLUTIONS INC | COM NEW | $208K | 0.1% | 476 SH | |
| NETFLIX INC | COM | $957K | 0.4% | 1,026 SH | |
| NEW FOUND GOLD CORP | COM | $30K | 0.0% | 25,000 SH | |
| NISOURCE INC | COM | $2.6M | 1.1% | 63,751 SH | |
| NVIDIA CORPORATION | COM | $730K | 0.3% | 6,740 SH | |
| PARKER-HANNIFIN CORP | COM | $353K | 0.1% | 581 SH | |
| PFIZER INC | COM | $373K | 0.2% | 14,720 SH | |
| REDFIN CORP | COM | $1.0M | 0.4% | 112,770 SH | |
| ROCKET COS INC | COM CL A | $808K | 0.3% | 66,975 SH | |
| SCHWAB CHARLES CORP | COM | $4.8M | 2.0% | 61,929 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.4M | 1.0% | 113,689 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $8.7M | 3.6% | 332,842 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $294K | 0.1% | 1,489 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $908K | 0.4% | 4,397 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $396K | 0.2% | 10,887 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.5% | 2,024 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $822K | 0.3% | 8,958 SH | |
| SPDR SER TR | PORT MTG BK ETF | $220K | 0.1% | 9,999 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $6.5M | 2.7% | 99,462 SH | |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | $1.2M | 0.5% | 42,900 SH | |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $754K | 0.3% | 65,000 SH | |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $2.4M | 1.0% | 74,779 SH | |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | $2.3M | 1.0% | 65,705 SH | |
| T-MOBILE US INC | COM | $6.7M | 2.8% | 25,241 SH | |
| TESLA INC | COM | $383K | 0.2% | 1,479 SH | |
| TRUMP MEDIA & TECHNOLOGY GRO | *W EXP 03/25/202 | $435K | 0.2% | 35,000 SH | |
| TRUMP MEDIA & TECHNOLOGY GRO | COM | $391K | 0.2% | 20,000 SH | |
| UNITEDHEALTH GROUP INC | COM | $4.9M | 2.0% | 9,291 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.7M | 0.7% | 6,660 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 0.5% | 2,408 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $840K | 0.3% | 16,923 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 0.4% | 5,495 SH | |
| VANGUARD WELLINGTON FD | US MOMENTUM | $4.0M | 1.6% | 26,038 SH | |
| VISA INC | COM CL A | $238K | 0.1% | 678 SH | |
| WALMART INC | COM | $2.5M | 1.1% | 28,857 SH | |
| WASTE MGMT INC DEL | COM | $200K | 0.1% | 864 SH |
| 13F-HR |
| 0000872359-25-000002 |
| $278.1M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0000872359-26-000003 | $307.8M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003676 | $260.4M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0000872359-26-000002 | $271.7M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002375 | $240.2M | View |