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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 | $379K | 0.3% | 1,742 SH | |
| AIR PRODUCTS AND CHEMICALS I | COM | $408K | 0.4% | 1,404 SH | |
| ALPHABET INC | CAP STK CL A | $2.0M | 1.8% | 7,071 SH | |
| AMAZON COM INC | COM | $1.0M | 0.9% | 4,925 SH | |
| APPLE INC | COM | $2.2M | 2.0% | 8,725 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $481K | 0.4% | 2,350 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.9% | 2,135 SH | |
| BROADCOM INC | COM | $256K | 0.2% | 826 SH | |
| CISCO SYS INC | COM | $379K | 0.3% | 4,886 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $238K | 0.2% | 239 SH | |
| DEERE & CO | COM | $500K | 0.4% | 885 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $554K | 0.5% | 12,272 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $8.5M | 7.6% | 230,498 SH | |
| ELEVANCE HEALTH INC FORMERLY | COM | $216K | 0.2% | 739 SH | |
| EMERSON ELEC CO | COM | $421K | 0.4% | 3,216 SH | |
| EXXON MOBIL CORP | COM | $298K | 0.3% | 1,756 SH | |
| GENERAL DYNAMICS CORP | COM | $319K | 0.3% | 928 SH | |
| HOME DEPOT INC | COM | $492K | 0.4% | 1,496 SH | |
| HONEYWELL INTL INC | COM | $313K | 0.3% | 1,385 SH | |
| ILLINOIS TOOL WKS INC | COM | $301K | 0.3% | 1,150 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $239K | 0.2% | 988 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $5.6M | 5.0% | 23,434 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $3.3M | 3.0% | 22,762 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 1.3% | 2,422 SH | |
| ISHARES TR | CORE DIV GRWTH | $4.5M | 4.0% | 63,487 SH | |
| ISHARES TR | CORE MSCI EAFE | $7.1M | 6.3% | 77,937 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.5M | 1.3% | 22,098 SH | |
| ISHARES TR | CORE S&P SCP ETF | $4.8M | 4.3% | 38,880 SH | |
| ISHARES TR | CORE S&P500 ETF | $295K | 0.3% | 451 SH | |
| ISHARES TR | CORE US AGGBD ET | $5.7M | 5.1% | 57,618 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.0M | 0.9% | 10,692 SH | |
| ISHARES TR | S&P 100 ETF | $2.4M | 2.2% | 7,665 SH | |
| ISHARES TR | TRUST ISHARE 0-1 | $389K | 0.3% | 3,523 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $955K | 0.9% | 18,791 SH | |
| JOHNSON & JOHNSON | COM | $297K | 0.3% | 1,214 SH | |
| JPMORGAN CHASE & CO | COM | $726K | 0.7% | 2,470 SH | |
| KINDER MORGAN INC DEL | COM | $271K | 0.2% | 8,073 SH | |
| LOWES COS INC | COM | $306K | 0.3% | 1,294 SH | |
| MICROSOFT CORP | COM | $1.2M | 1.0% | 3,132 SH | |
| NVIDIA CORPORATION | COM | $598K | 0.5% | 3,426 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $17.7M | 15.9% | 192,244 SH | |
| QUALCOMM INC | COM | $207K | 0.2% | 1,609 SH | |
| RBB FD INC | US TRSRY 6 MNTH | $254K | 0.2% | 5,067 SH | |
| REALTY INCOME CORP | COM | $221K | 0.2% | 3,598 SH | |
| RTX CORPORATION | COM | $378K | 0.3% | 1,959 SH | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $4.7M | 4.3% | 10,193 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $11.1M | 10.0% | 17,071 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $8.6M | 7.7% | 109,593 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.9% | 1,750 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $2.1M | 1.8% | 10,478 SH | |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $930K | 0.8% | 12,379 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $212K | 0.2% | 2,258 SH | |
| WALMART INC | COM | $571K | 0.5% | 4,586 SH | |
| WELLS FARGO & CO | COM | $356K | 0.3% | 4,476 SH |
| 13F-HR |
| 0001754960-26-000378 |
| $111.3M |
| View |