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CIK 0002111816 • 3 13F filings • Feb 24, 2026 – Aug 7, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BROADWIND INC | COM NEW | $59K | 0.1%Prev: 0.1% | 21,000 SH | Decreased |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | $3.6M | 3.1%Prev: 2.3% | 110,938 SH | Increased+7,810 SH |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | $4.6M | 3.9%Prev: 4.9% | 95,219 SH | Decreased-46,070 SH |
| ISHARES TR | CORE MSCI EAFE | $9.3M | 8.0%Prev: 4.7% | 104,477 SH | Increased+30,296 SH |
| ISHARES TR | MSCI USA MIN VOL | $2.3M | 2.0% | 24,686 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $2.7M | 2.3%Prev: 4.4% | 10,850 SH | Decreased-11,762 SH |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | $8.4M | 7.2%Prev: 7.0% | 130,271 SH | Decreased-8,693 SH |
| MICROSOFT CORP | COM | $219K | 0.2% | 452 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $11.3M | 9.7% | 253,511 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $51.9M | 44.6% | 706,611 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $4.5M | 3.9%Prev: 2.6% | 15,492 SH | Increased-33,550 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $990K | 0.9%Prev: 1.1% | 1,578 SH | Decreased-875 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $261K | 0.2% | 5,199 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $10.6M | 9.1%Prev: 1.6% | 48,408 SH | Increased+38,165 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $5.6M | 4.8% | 22,169 SH | New |
| 13F-HR |
| 0001951757-26-000707 |
| $132.1M |
| View |