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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 | $445K | 0.3%Prev: 0.4% | 1,865 SH | Increased-42 SH |
| AMERICAN ELEC PWR CO INC | COM | $961K | 0.5%Prev: 0.4% | 7,027 SH | Increased+3,005 SH |
| APPLE INC | COM | $397K | 0.2%Prev: 0.3% | 1,373 SH | Increased-340 SH |
| BLACKROCK FLOATING RATE INCO | COM | $4.8M | 2.7%Prev: 3.4% | 438,310 SH | Increased+158,074 SH |
| BRUNSWICK CORP | COM | $463K | 0.3% | 5,500 SH | New |
| CALAMOS CONV OPPORTUNITIES & | SH BEN INT | $3.9M | 2.2% | 293,821 SH | New |
| CONOCOPHILLIPS | COM | $1.1M | 0.6% | 10,295 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $591K | 0.3% | 4,666 SH | New |
| EXXON MOBIL CORP | COM | $1.9M | 1.1% | 13,713 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $212K | 0.1% | 210 SH | New |
| INTEL CORP | COM | $32.6M | 18.4%Prev: 1.3% | 233,660 SH | Increased+169,392 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $290K | 0.2% | 1,033 SH | New |
| ISHARES INC | MSCI EMRG CHN | $602K | 0.3% | 5,883 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $819K | 0.5% | 10,621 SH | New |
| ISHARES TR | CORE S&P500 ETF | $10.8M | 6.1% | 14,417 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $421K | 0.2% | 8,039 SH | New |
| ISHARES TR | MSCI EAFE ETF | $219K | 0.1% | 2,112 SH | New |
| ISHARES TR | MSCI EMG MKT ETF | $264K | 0.1% | 3,853 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $288K | 0.2% | 957 SH | New |
| LINDE PLC | SHS | $1.2M | 0.7% | 2,313 SH | New |
| MCKESSON CORP | COM | $424K | 0.2%Prev: 0.4% | 561 SH | Decreased-22 SH |
| MICRON TECHNOLOGY INC | COM | $486K | 0.3% | 421 SH | New |
| MICROSOFT CORP | COM | $914K | 0.5%Prev: 0.6% | 2,451 SH | Increased+1,050 SH |
| PEPSICO INC | COM | $322K | 0.2%Prev: 0.2% | 2,375 SH | Increased+469 SH |
| PHILLIPS 66 | COM | $686K | 0.4% | 4,059 SH | New |
| PIMCO ETF TR | 1-5 US TIP IDX | $265K | 0.1% | 4,964 SH | New |
| PPL CORP | COM | $335K | 0.2% | 9,204 SH | New |
| ROCKWELL AUTOMATION INC | COM | $606K | 0.3%Prev: 0.5% | 1,225 SH | Increased-275 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $299K | 0.2% | 10,812 SH | New |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $13.1M | 7.4% | 252,223 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $12.2M | 6.9% | 242,827 SH | New |
| SPDR SERIES TRUST | ST STR P400MID | $23.2M | 13.1% | 343,706 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $13.5M | 7.6% | 153,363 SH | New |
| SPDR SERIES TRUST | ST STR SP600 SML | $3.2M | 1.8% | 56,146 SH | New |
| STRYKER CORPORATION | COM | $363K | 0.2%Prev: 0.5% | 1,154 SH | Decreased-162 SH |
| TRANE TECHNOLOGIES PLC | SHS | $312K | 0.2% | 636 SH | New |
| UNITED BANKSHARES INC WEST V | COM | $255K | 0.1% | 5,565 SH | New |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $690K | 0.4% | 7,021 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $5.5M | 3.1% | 68,161 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $8.6M | 4.9% | 89,500 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $917K | 0.5% | 3,024 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $942K | 0.5% | 2,546 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.3M | 3.0% | 88,304 SH | New |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $6.1M | 3.4% | 135,847 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.3M | 0.7% | 25,995 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.0M | 4.0% | 98,580 SH | New |
| WISDOMTREE TR | EMG MKTS SMCAP | $2.2M | 1.3% | 34,561 SH | New |
| WISDOMTREE TR | INTL SMCAP DIV | $2.1M | 1.2% | 25,385 SH | New |
| WISDOMTREE TR | US MIDCAP DIVID | $881K | 0.5% | 15,590 SH | New |
| WISDOMTREE TR | US SMALLCAP DIVD | $2.7M | 1.5% | 66,967 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 |