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CIK 0002042068 • 6 13F filings • Apr 25, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $236K | 0.2% | 4,514 SH | |
| DEERE & CO | COM | $422K | 0.3% | 900 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $244K | 0.2% | 8,209 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $654K | 0.5% | 14,320 SH | |
| HUBBELL INC | COM | $585K | 0.5% | 1,768 SH | |
| ISHARES INC | MSCI WORLD ETF | $985K | 0.8% | 6,429 SH | |
| ISHARES TR | 0-5YR INVT GR CP | $347K | 0.3% | 6,907 SH | |
| ISHARES TR | CORE DIV GRWTH | $1.8M | 1.4% | 29,261 SH | |
| ISHARES TR | CORE MSCI EAFE | $433K | 0.3% | 5,719 SH | |
| ISHARES TR | CORE S&P MCP ETF | $3.7M | 2.9% | 63,482 SH | |
| ISHARES TR | CORE S&P SCP ETF | $4.9M | 3.9% | 47,107 SH | |
| ISHARES TR | CORE S&P US GWT | $685K | 0.5% | 5,394 SH | |
| ISHARES TR | CORE S&P500 ETF | $9.9M | 7.8% | 17,687 SH | |
| ISHARES TR | CORE US AGGBD ET | $419K | 0.3% | 4,238 SH | |
| ISHARES TR | CRE U S REIT ETF | $399K | 0.3% | 6,919 SH | |
| ISHARES TR | GLOBAL 100 ETF | $531K | 0.4% | 5,514 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $1.8M | 1.4% | 34,464 SH | |
| ISHARES TR | MORNINGSTR US EQ | $302K | 0.2% | 3,905 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $511K | 0.4% | 7,155 SH | |
| ISHARES TR | MSCI EAFE ETF | $949K | 0.7% | 11,607 SH | |
| ISHARES TR | RUS 1000 ETF | $267K | 0.2% | 869 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $4.8M | 3.8% | 13,408 SH | |
| ISHARES TR | RUS MID CAP ETF | $779K | 0.6% | 9,160 SH | |
| ISHARES TR | RUS TP200 GR ETF | $448K | 0.4% | 2,123 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $778K | 0.6% | 3,900 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.0M | 0.8% | 11,208 SH | |
| ISHARES TR | S&P 500 VAL ETF | $993K | 0.8% | 5,209 SH | |
| ISHARES TR | S&P MC 400GR ETF | $398K | 0.3% | 4,778 SH | |
| ISHARES TR | S&P MC 400VL ETF | $1.3M | 1.0% | 10,588 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $648K | 0.5% | 6,138 SH | |
| ISHARES TR | SP SMCP600VL ETF | $237K | 0.2% | 2,433 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $2.9M | 2.3% | 61,739 SH | |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $713K | 0.6% | 15,099 SH | |
| KKR & CO INC | COM | $219K | 0.2% | 1,897 SH | |
| META PLATFORMS INC | CL A | $290K | 0.2% | 504 SH | |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | $1.3M | 1.0% | 25,238 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $272K | 0.2% | 7,516 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.2M | 1.0% | 51,724 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $430K | 0.3% | 21,751 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $230K | 0.2% | 9,944 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.7M | 2.2% | 97,959 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.3M | 1.0% | 52,186 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $655K | 0.5% | 24,642 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $984K | 0.8% | 27,015 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $11.0M | 8.6% | 19,621 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $806K | 0.6% | 19,786 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $1.9M | 1.5% | 61,470 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $4.1M | 3.3% | 51,613 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $4.1M | 3.2% | 80,100 SH | |
| SPDR SER TR | S&P 400 MDCP VAL | $833K | 0.7% | 10,815 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $771K | 0.6% | 9,292 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $939K | 0.7% | 11,974 SH | |
| SPDR SER TR | S&P DIVID ETF | $336K | 0.3% | 2,479 SH | |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | $1.2M | 1.0% | 24,882 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $624K | 0.5% | 3,387 SH | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | $380K | 0.3% | 3,680 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.5M | 1.9% | 32,395 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $422K | 0.3% | 5,744 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $7.6M | 6.0% | 20,450 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $3.6M | 2.9% | 14,911 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.3M | 1.0% | 8,067 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.6M | 1.3% | 6,211 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $513K | 0.4% | 999 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.0M | 0.8% | 5,474 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 1.4% | 7,898 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $928K | 0.7% | 3,684 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $238K | 0.2% | 867 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.3M | 1.0% | 7,583 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $270K | 0.2% | 4,450 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.2M | 0.9% | 10,363 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $313K | 0.2% | 6,304 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.1M | 2.4% | 39,017 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.2M | 0.9% | 12,734 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.5M | 3.5% | 88,203 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $5.7M | 4.5% | 44,249 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $951K | 0.7% | 4,723 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $687K | 0.5% | 5,336 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.7M | 1.4% | 5,649 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $3.1M | 2.4% | 38,737 SH |
| 13F-HR |
| 0002042068-26-000007 |
| $160.9M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0002042068-25-000003 | $140.9M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0002042068-26-000002 | $145.0M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0002042068-25-000002 | $127.3M | View |