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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 | $333K | 0.2%Prev: 0.4% | 6,293 SH | Decreased-6,103 SH |
| DEERE & CO | COM | $458K | 0.3%Prev: 0.3% | 900 SH | Decreased |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $283K | 0.2%Prev: 0.2% | 8,515 SH | Decreased-962 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $722K | 0.5%Prev: 0.5% | 15,778 SH | Increased+744 SH |
| HUBBELL INC | COM | $722K | 0.5%Prev: 0.6% | 1,768 SH | Decreased |
| ISHARES INC | MSCI WORLD ETF | $1.1M | 0.8%Prev: 0.2% | 6,444 SH | Increased+4,542 SH |
| ISHARES TR | 0-5YR INVT GR CP | $349K | 0.2%Prev: 0.2% | 6,907 SH | Increased |
| ISHARES TR | CORE DIV GRWTH | $1.9M | 1.4%Prev: 1.5% | 30,133 SH | Decreased-870 SH |
| ISHARES TR | CORE DIVID ETF | $1.1M | 0.8%Prev: 0.6% | 21,318 SH | Increased+4,219 SH |
| ISHARES TR | CORE MSCI EAFE | $477K | 0.3%Prev: 0.4% | 5,719 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $4.0M | 2.8%Prev: 3.0% | 63,895 SH | Decreased+544 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.8M | 3.4%Prev: 3.8% | 44,065 SH | Decreased-651 SH |
| ISHARES TR | CORE S&P US GWT | $811K | 0.6%Prev: 0.6% | 5,394 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $12.2M | 8.6%Prev: 9.0% | 19,630 SH | Decreased-328 SH |
| ISHARES TR | CORE US AGGBD ET | $422K | 0.3%Prev: 0.3% | 4,258 SH | Decreased-515 SH |
| ISHARES TR | CRE U S REIT ETF | $392K | 0.3%Prev: 0.3% | 6,926 SH | Decreased |
| ISHARES TR | GLOBAL 100 ETF | $575K | 0.4%Prev: 0.4% | 5,331 SH | Decreased+174 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.9M | 1.3%Prev: 1.3% | 35,479 SH | Decreased-1,312 SH |
| ISHARES TR | MORNINGSTR US EQ | $315K | 0.2%Prev: 0.3% | 3,667 SH | Decreased-528 SH |
| ISHARES TR | MRGSTR MD CP GRW | $574K | 0.4%Prev: 0.4% | 7,155 SH | Increased+42 SH |
| ISHARES TR | MSCI EAFE ETF | $1.0M | 0.7%Prev: 0.8% | 11,604 SH | Decreased |
| ISHARES TR | RUS 1000 ETF | $295K | 0.2%Prev: 0.2% | 869 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $5.7M | 4.0%Prev: 3.9% | 13,344 SH | Decreased-2 SH |
| ISHARES TR | RUS MID CAP ETF | $832K | 0.6%Prev: 0.6% | 9,042 SH | Increased+746 SH |
| ISHARES TR | RUS TP200 GR ETF | $523K | 0.4%Prev: 0.4% | 2,123 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $842K | 0.6%Prev: 0.7% | 3,900 SH | Decreased-33 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 0.9%Prev: 0.6% | 11,006 SH | Increased+3,262 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.0M | 0.7%Prev: 0.8% | 5,209 SH | Decreased |
| ISHARES TR | S&P MC 400GR ETF | $431K | 0.3%Prev: 0.4% | 4,739 SH | Decreased-588 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.3M | 0.9%Prev: 0.3% | 10,441 SH | Increased+7,097 SH |
| ISHARES TR | SHRT NAT MUN ETF | $351K | 0.2% | 3,299 SH | New |
| ISHARES TR | SP SMCP600VL ETF | $247K | 0.2% | 2,479 SH | New |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $3.0M | 2.1%Prev: 2.0% | 63,347 SH | Increased+513 SH |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $728K | 0.5%Prev: 0.6% | 15,347 SH | Decreased-1,719 SH |
| KKR & CO INC | COM | $252K | 0.2% | 1,897 SH | New |
| META PLATFORMS INC | CL A | $585K | 0.4%Prev: 0.3% | 792 SH | Increased+112 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | $1.4M | 1.0%Prev: 0.9% | 26,642 SH | Increased+583 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $317K | 0.2%Prev: 0.3% | 7,933 SH | Decreased+108 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.3M | 0.9%Prev: 1.0% | 52,401 SH | Decreased-1,588 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $478K | 0.3%Prev: 0.4% | 21,644 SH | Decreased-401 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $231K | 0.2%Prev: 0.2% | 9,944 SH | Increased+43 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.8M | 1.3%Prev: 0.5% | 66,713 SH | Increased+41,147 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.7M | 1.2%Prev: 1.1% | 58,567 SH | Increased+3,938 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $667K | 0.5%Prev: 0.5% | 24,088 SH | Decreased+542 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.1M | 0.8% | 26,600 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $12.2M | 8.6% | 19,727 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $843K | 0.6% | 19,786 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $1.9M | 1.4% | 63,719 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $5.0M | 3.5% | 51,988 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $4.2M | 3.0% | 80,100 SH | New |
| SPDR SERIES TRUST | S&P 400 MDCP VAL | $859K | 0.6% | 10,815 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $830K | 0.6% | 9,351 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $958K | 0.7% | 12,015 SH | New |
| SPDR SERIES TRUST | S&P DIVID ETF | $309K | 0.2% | 2,274 SH | New |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | $1.4M | 1.0%Prev: 1.7% | 27,396 SH | Decreased-23,457 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $639K | 0.5%Prev: 0.5% | 3,387 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | $416K | 0.3%Prev: 0.2% | 3,680 SH | Increased+1,847 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.6M | 1.9%Prev: 1.9% | 33,842 SH | Decreased-1,136 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $438K | 0.3%Prev: 0.3% | 5,951 SH | Decreased-99 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $8.9M | 6.3%Prev: 5.4% | 20,265 SH | Increased+2,219 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $4.3M | 3.0%Prev: 2.6% | 14,951 SH | Increased+65 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.4M | 1.0%Prev: 1.0% | 8,406 SH | Decreased+155 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.8M | 1.3%Prev: 1.3% | 6,368 SH | Decreased-189 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $567K | 0.4%Prev: 0.3% | 999 SH | Increased+178 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 0.8%Prev: 0.8% | 5,474 SH | Decreased |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 1.3%Prev: 1.5% | 7,927 SH | Decreased-142 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.1M | 0.8%Prev: 0.8% | 3,840 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $770K | 0.5%Prev: 0.6% | 2,535 SH | Decreased-153 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.4M | 1.0%Prev: 1.2% | 8,033 SH | Decreased-653 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $296K | 0.2%Prev: 0.2% | 4,403 SH | Decreased-87 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.4M | 1.0%Prev: 1.0% | 11,040 SH | Decreased+551 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.2M | 2.2%Prev: 2.2% | 39,678 SH | Decreased-1,316 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.4M | 1.0%Prev: 1.0% | 13,026 SH | Decreased-200 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.0M | 3.6%Prev: 3.9% | 88,482 SH | Decreased-598 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $5.9M | 4.2%Prev: 4.5% | 44,030 SH | Decreased+201 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $1.1M | 0.8%Prev: 0.8% | 4,723 SH | Decreased |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $700K | 0.5%Prev: 0.5% | 5,336 SH | Decreased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.3M | 1.6%Prev: 1.6% | 6,220 SH | Decreased+4 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $3.6M | 2.5%Prev: 2.9% | 43,271 SH | Decreased-3,355 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 |