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CIK 0002110354 • 3 13F filings • Feb 24, 2026 – Jul 17, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $398K | 0.4%Prev: 0.3% | 1,741 SH | Decreased+41 SH |
| AIR PRODS & CHEMS INC | COM | $345K | 0.3% | 1,395 SH | New |
| ALPHABET INC | CAP STK CL A | $2.2M | 2.1%Prev: 1.9% | 7,150 SH | Decreased+123 SH |
| AMAZON COM INC | COM | $1.1M | 1.1%Prev: 0.9% | 4,945 SH | Decreased+26 SH |
| APPLE INC | COM | $2.2M | 2.1%Prev: 1.7% | 8,005 SH | Decreased+277 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $637K | 0.6%Prev: 0.4% | 2,460 SH | Increased+110 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 1.1%Prev: 0.8% | 2,223 SH | Increased+88 SH |
| BROADCOM INC | COM | $300K | 0.3%Prev: 0.2% | 868 SH | Decreased+42 SH |
| CISCO SYS INC | COM | $388K | 0.4%Prev: 0.4% | 5,034 SH | Decreased+146 SH |
| COSTCO WHSL CORP NEW | COM | $219K | 0.2% | 254 SH | New |
| DEERE & CO | COM | $412K | 0.4%Prev: 0.4% | 882 SH | Decreased-5 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $662K | 0.6%Prev: 0.4% | 14,135 SH | Increased+4,156 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $8.8M | 8.4% | 230,470 SH | New |
| ELEVANCE HEALTH INC FORMERLY | COM | $264K | 0.3%Prev: 0.2% | 754 SH | Decreased+12 SH |
| EMERSON ELEC CO | COM | $427K | 0.4%Prev: 0.4% | 3,214 SH | Decreased-3 SH |
| EXXON MOBIL CORP | COM | $210K | 0.2% | 1,747 SH | New |
| GENERAL DYNAMICS CORP | COM | $327K | 0.3%Prev: 0.2% | 970 SH | Increased+84 SH |
| HOME DEPOT INC | COM | $561K | 0.5%Prev: 0.3% | 1,629 SH | Increased+358 SH |
| HONEYWELL INTL INC | COM | $280K | 0.3% | 1,436 SH | New |
| ILLINOIS TOOL WKS INC | COM | $297K | 0.3%Prev: 0.2% | 1,200 SH | Increased+287 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $291K | 0.3%Prev: 0.2% | 981 SH | Increased-12 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $5.6M | 5.4%Prev: 5.5% | 22,086 SH | Decreased-1,481 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $3.0M | 2.9%Prev: 2.9% | 22,003 SH | Decreased-46 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 1.4%Prev: 1.4% | 2,461 SH | Decreased+53 SH |
| ISHARES TR | CORE DIV GRWTH | $4.4M | 4.2%Prev: 3.8% | 62,953 SH | Decreased-1,772 SH |
| ISHARES TR | CORE MSCI EAFE | $4.5M | 4.3%Prev: 6.3% | 50,131 SH | Decreased-35,346 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.7M | 1.7%Prev: 1.2% | 26,103 SH | Increased+5,043 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.2M | 3.0%Prev: 5.0% | 26,221 SH | Decreased-17,900 SH |
| ISHARES TR | CORE US AGGBD ET | $5.1M | 4.8%Prev: 4.7% | 50,644 SH | Decreased-11,619 SH |
| ISHARES TR | IBOXX HI YD ETF | $201K | 0.2% | 2,496 SH | New |
| ISHARES TR | MSCI EAFE ETF | $1.2M | 1.1%Prev: 0.9% | 12,052 SH | Increased+1,250 SH |
| ISHARES TR | S&P 100 ETF | $4.7M | 4.5%Prev: 2.0% | 13,796 SH | Increased+6,641 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $406K | 0.4%Prev: 0.3% | 3,686 SH | Increased+163 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $919K | 0.9% | 17,993 SH | New |
| JOHNSON & JOHNSON | COM | $262K | 0.3%Prev: 0.3% | 1,267 SH | Decreased-72 SH |
| JPMORGAN CHASE & CO. | COM | $819K | 0.8% | 2,541 SH | New |
| KINDER MORGAN INC DEL | COM | $222K | 0.2%Prev: 0.2% | 8,067 SH | Decreased-311 SH |
| LOWES COS INC | COM | $311K | 0.3%Prev: 0.2% | 1,289 SH | Increased-12 SH |
| MICROSOFT CORP | COM | $1.6M | 1.5%Prev: 0.9% | 3,245 SH | Increased+162 SH |
| NVIDIA CORPORATION | COM | $651K | 0.6%Prev: 0.5% | 3,489 SH | Decreased+76 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $14.3M | 13.7%Prev: 14.9% | 153,154 SH | Decreased-57,810 SH |
| QUALCOMM INC | COM | $287K | 0.3%Prev: 0.2% | 1,678 SH | Decreased+59 SH |
| RBB FD INC | US TRSRY 6 MNTH | $347K | 0.3%Prev: 0.2% | 6,932 SH | Increased+1,859 SH |
| REALTY INCOME CORP | COM | $225K | 0.2%Prev: 0.2% | 3,971 SH | Increased+531 SH |
| RTX CORPORATION | COM | $402K | 0.4%Prev: 0.3% | 2,190 SH | Increased+231 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $4.4M | 4.2% | 9,097 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $10.9M | 10.5% | 15,997 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $7.5M | 7.1%Prev: 7.9% | 94,622 SH | Decreased-38,159 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 1.0%Prev: 0.9% | 1,722 SH | Decreased-29 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.4M | 1.3%Prev: 2.5% | 7,359 SH | Decreased-7,868 SH |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $713K | 0.7%Prev: 1.0% | 9,440 SH | Decreased-8,153 SH |
| WALMART INC | COM | $537K | 0.5%Prev: 0.4% | 4,811 SH | Increased+223 SH |
| WELLS FARGO CO NEW | COM | $415K | 0.4% | 4,451 SH | New |
| WISDOMTREE TR | US S CAP QTY DIV | $236K | 0.2% | 4,766 SH | New |
| 13F-HR |
| 0001754960-26-000378 |
| $111.3M |
| View |