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CIK 0002021711 • 7 13F filings • Apr 17, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $430K | 0.3%Prev: 0.3% | 1,865 SH | Decreased+45 SH |
| AMERICAN ELEC PWR CO INC | COM | $810K | 0.6%Prev: 0.5% | 7,027 SH | Decreased |
| APPLE INC | COM | $349K | 0.3%Prev: 0.3% | 1,283 SH | Decreased-25 SH |
| ARCH CAP GROUP LTD | ORD | $207K | 0.2% | 2,155 SH | New |
| BLACKROCK FLOATING RATE INCO | COM | $4.3M | 3.3%Prev: 2.9% | 369,243 SH | Decreased-104,296 SH |
| BRUNSWICK CORP | COM | $408K | 0.3%Prev: 0.2% | 5,500 SH | Increased |
| CALAMOS CONV OPPORTUNITIES & | SH BEN INT | $2.9M | 2.2% | 276,926 SH | New |
| CONOCOPHILLIPS | COM | $964K | 0.7%Prev: 0.8% | 10,295 SH | Decreased+52 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $1.5M | 1.1% | 10,458 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $547K | 0.4% | 4,666 SH | New |
| EXXON MOBIL CORP | COM | $1.7M | 1.3% | 13,713 SH | New |
| INTEL CORP | COM | $4.1M | 3.1%Prev: 16.5% | 109,936 SH | Decreased-123,711 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $306K | 0.2%Prev: 0.1% | 1,033 SH | Increased |
| ISHARES INC | MSCI EMRG CHN | $570K | 0.4% | 7,841 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $701K | 0.5% | 10,621 SH | New |
| ISHARES TR | CORE S&P500 ETF | $10.3M | 7.9% | 15,014 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $458K | 0.3% | 8,656 SH | New |
| ISHARES TR | MSCI EAFE ETF | $217K | 0.2% | 2,263 SH | New |
| ISHARES TR | MSCI EMG MKT ETF | $211K | 0.2% | 3,853 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $236K | 0.2% | 960 SH | New |
| LINDE PLC | SHS | $986K | 0.8% | 2,313 SH | New |
| MCKESSON CORP | COM | $460K | 0.4%Prev: 0.3% | 561 SH | Decreased |
| MICROSOFT CORP | COM | $1.2M | 0.9%Prev: 0.7% | 2,459 SH | Decreased+12 SH |
| PEPSICO INC | COM | $342K | 0.3%Prev: 0.2% | 2,385 SH | Increased+10 SH |
| PHILLIPS 66 | COM | $524K | 0.4%Prev: 0.6% | 4,059 SH | Decreased+72 SH |
| PIMCO ETF TR | 1-5 US TIP IDX | $268K | 0.2% | 4,994 SH | New |
| PPL CORP | COM | $322K | 0.2%Prev: 0.2% | 9,204 SH | Increased |
| ROCKWELL AUTOMATION INC | COM | $477K | 0.4%Prev: 0.3% | 1,225 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $267K | 0.2% | 11,105 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $10.6M | 8.1% | 239,399 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $11.3M | 8.6% | 240,797 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $32.0M | 24.4% | 505,418 SH | New |
| STRYKER CORPORATION | COM | $438K | 0.3%Prev: 0.2% | 1,247 SH | Increased+93 SH |
| TRANE TECHNOLOGIES PLC | SHS | $256K | 0.2% | 658 SH | New |
| UNITED BANKSHARES INC WEST V | COM | $214K | 0.2%Prev: 0.1% | 5,565 SH | Decreased |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $1.5M | 1.1% | 12,836 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $5.0M | 3.8% | 17,108 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $6.8M | 5.2% | 76,341 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $783K | 0.6% | 3,035 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.8% | 3,309 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.9M | 3.7% | 90,754 SH | New |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $5.7M | 4.4% | 124,640 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.3M | 1.0% | 26,421 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.2M | 4.8% | 99,727 SH | New |
| WISDOMTREE TR | EMG MKTS SMCAP | $1.9M | 1.5% | 33,399 SH | New |
| WISDOMTREE TR | INTL SMCAP DIV | $2.0M | 1.5% | 24,627 SH | New |
| WISDOMTREE TR | US MIDCAP DIVID | $804K | 0.6% | 15,590 SH | New |
| WISDOMTREE TR | US SMALLCAP DIVD | $2.2M | 1.7% | 66,599 SH | New |
| 13F-HR |
| 0002021711-25-000006 |
| $124.9M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0002021711-26-000003 | $177.1M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0002021711-25-000003 | $107.6M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002021711-26-000002 | $139.0M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0002021711-25-000002 | $93.0M | View |