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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 | SHARES FLEXIBLE | $337K | 0.2% | 6,333 SH | New |
| DEERE & CO | OM | $412K | 0.3% | 900 SH | New |
| FIDELITY COVINGTON TRUST | NHANCED INTL | $332K | 0.2% | 9,419 SH | New |
| FIDELITY MERRIMACK STR TR | OTAL BD ETF | $730K | 0.5% | 15,789 SH | New |
| HUBBELL INC | OM | $761K | 0.5% | 1,768 SH | New |
| ISHARES INC | SCI WORLD ETF | $1.2M | 0.8% | 6,444 SH | New |
| ISHARES TR | -5YR INVT GR CP | $351K | 0.2% | 6,907 SH | New |
| ISHARES TR | &P 500 GRWT ETF | $1.3M | 0.9% | 10,476 SH | New |
| ISHARES TR | &P 500 VAL ETF | $1.1M | 0.7% | 5,209 SH | New |
| ISHARES TR | &P MC 400GR ETF | $454K | 0.3% | 4,739 SH | New |
| ISHARES TR | &P MC 400VL ETF | $1.4M | 0.9% | 10,441 SH | New |
| ISHARES TR | &P SML 600 GWT | $206K | 0.1% | 1,455 SH | New |
| ISHARES TR | LOBAL 100 ETF | $640K | 0.4% | 5,331 SH | New |
| ISHARES TR | ORE DIV GRWTH | $2.1M | 1.4% | 30,139 SH | New |
| ISHARES TR | ORE DIVID ETF | $1.1M | 0.7% | 20,626 SH | New |
| ISHARES TR | ORE MSCI EAFE | $499K | 0.3% | 5,719 SH | New |
| ISHARES TR | ORE S&P MCP ETF | $4.2M | 2.8% | 63,895 SH | New |
| ISHARES TR | ORE S&P SCP ETF | $5.2M | 3.6% | 43,920 SH | New |
| ISHARES TR | ORE S&P US GWT | $888K | 0.6% | 5,394 SH | New |
| ISHARES TR | ORE S&P500 ETF | $13.1M | 9.0% | 19,630 SH | New |
| ISHARES TR | ORE US AGGBD ET | $431K | 0.3% | 4,301 SH | New |
| ISHARES TR | ORNINGSTR US EQ | $339K | 0.2% | 3,667 SH | New |
| ISHARES TR | P SMCP600VL ETF | $274K | 0.2% | 2,480 SH | New |
| ISHARES TR | RE U S REIT ETF | $407K | 0.3% | 6,926 SH | New |
| ISHARES TR | RGSTR MD CP GRW | $592K | 0.4% | 7,155 SH | New |
| ISHARES TR | SCI EAFE ETF | $1.1M | 0.7% | 11,604 SH | New |
| ISHARES TR | SHS 1-5YR INVS | $1.8M | 1.3% | 34,740 SH | New |
| ISHARES TR | US 1000 ETF | $318K | 0.2% | 869 SH | New |
| ISHARES TR | US 1000 GRW ETF | $6.3M | 4.3% | 13,348 SH | New |
| ISHARES TR | US MID CAP ETF | $846K | 0.6% | 8,758 SH | New |
| ISHARES TR | US TP200 GR ETF | $581K | 0.4% | 2,123 SH | New |
| ISHARES TR | USSELL 2000 ETF | $944K | 0.6% | 3,900 SH | New |
| J P MORGAN EXCHANGE TRADED F | HORT DURA CORE | $731K | 0.5% | 15,347 SH | New |
| J P MORGAN EXCHANGE TRADED F | ORE PLUS BD ETF | $3.0M | 2.0% | 62,428 SH | New |
| KKR & CO INC | OM | $247K | 0.2% | 1,897 SH | New |
| META PLATFORMS INC | L A | $364K | 0.2% | 496 SH | New |
| MORGAN STANLEY ETF TRUST | ATON VANCE TOTA | $1.3M | 0.9% | 25,545 SH | New |
| SCHWAB STRATEGIC TR | NTL EQTY ETF | $504K | 0.3% | 21,644 SH | New |
| SCHWAB STRATEGIC TR | S AGGREGATE B | $232K | 0.2% | 9,901 SH | New |
| SCHWAB STRATEGIC TR | S DIVIDEND EQ | $1.1M | 0.7% | 39,310 SH | New |
| SCHWAB STRATEGIC TR | S LCAP GR ETF | $1.9M | 1.3% | 58,561 SH | New |
| SCHWAB STRATEGIC TR | S LCAP VA ETF | $701K | 0.5% | 24,088 SH | New |
| SCHWAB STRATEGIC TR | UNDAMENTAL INTL | $341K | 0.2% | 7,933 SH | New |
| SCHWAB STRATEGIC TR | UNDAMENTAL US L | $1.3M | 0.9% | 50,865 SH | New |
| SPDR INDEX SHS FDS | ORTFOLIO DEVLPD | $1.1M | 0.8% | 26,600 SH | New |
| SPDR S&P 500 ETF TR | R UNIT | $12.6M | 8.6% | 18,877 SH | New |
| SPDR SERIES TRUST | &P 400 MDCP VAL | $902K | 0.6% | 10,815 SH | New |
| SPDR SERIES TRUST | &P 600 SMCP GRW | $882K | 0.6% | 9,349 SH | New |
| SPDR SERIES TRUST | &P 600 SMCP VAL | $1.1M | 0.7% | 12,012 SH | New |
| SPDR SERIES TRUST | &P DIVID ETF | $318K | 0.2% | 2,274 SH | New |
| SPDR SERIES TRUST | ORTFOLIO S&P600 | $255K | 0.2% | 5,512 SH | New |
| SPDR SERIES TRUST | ORTFOLIO SHORT | $1.9M | 1.3% | 62,750 SH | New |
| SPDR SERIES TRUST | RTFLO S&P500 GW | $5.4M | 3.7% | 51,988 SH | New |
| SPDR SERIES TRUST | RTFLO S&P500 VL | $3.8M | 2.6% | 68,429 SH | New |
| T ROWE PRICE ETF INC | LTRA SHRT TRM | $1.6M | 1.1% | 32,946 SH | New |
| VANGUARD ADMIRAL FDS INC | 00 VAL IDX FD | $676K | 0.5% | 3,387 SH | New |
| VANGUARD ADMIRAL FDS INC | IDCP 400 GRTH | $440K | 0.3% | 3,680 SH | New |
| VANGUARD BD INDEX FDS | NTERMED TERM | $2.6M | 1.7% | 32,832 SH | New |
| VANGUARD BD INDEX FDS | OTAL BND MRKT | $443K | 0.3% | 5,951 SH | New |
| VANGUARD INDEX FDS | &P 500 ETF SHS | $612K | 0.4% | 999 SH | New |
| VANGUARD INDEX FDS | ALUE ETF | $1.5M | 1.0% | 8,035 SH | New |
| VANGUARD INDEX FDS | CAP GR IDXVIP | $4.4M | 3.0% | 14,905 SH | New |
| VANGUARD INDEX FDS | CAP VL IDXVIP | $1.5M | 1.0% | 8,336 SH | New |
| VANGUARD INDEX FDS | ID CAP ETF | $1.9M | 1.3% | 6,368 SH | New |
| VANGUARD INDEX FDS | M CP VAL ETF | $1.1M | 0.8% | 5,474 SH | New |
| VANGUARD INDEX FDS | MALL CP ETF | $2.0M | 1.4% | 7,928 SH | New |
| VANGUARD INDEX FDS | ML CP GRW ETF | $1.1M | 0.8% | 3,840 SH | New |
| VANGUARD INDEX FDS | OTAL STK MKT | $832K | 0.6% | 2,535 SH | New |
| VANGUARD INDEX FDS | ROWTH ETF | $9.7M | 6.6% | 20,312 SH | New |
| VANGUARD INTL EQUITY INDEX F | LLWRLD EX US | $314K | 0.2% | 4,403 SH | New |
| VANGUARD INTL EQUITY INDEX F | T WRLD ST ETF | $1.5M | 1.0% | 10,736 SH | New |
| VANGUARD SCOTTSDALE FDS | HRT TRM CORP BD | $3.1M | 2.1% | 38,312 SH | New |
| VANGUARD SCOTTSDALE FDS | NG RUS1000GRW | $1.6M | 1.1% | 13,026 SH | New |
| VANGUARD TAX-MANAGED FDS | AN FTSE DEV MKT | $5.3M | 3.6% | 88,602 SH | New |
| VANGUARD WHITEHALL FDS | IGH DIV YLD | $6.2M | 4.2% | 43,950 SH | New |
| VANGUARD WORLD FD | EGA CAP INDEX | $1.2M | 0.8% | 4,723 SH | New |
| VANGUARD WORLD FD | EGA CAP VAL ETF | $735K | 0.5% | 5,336 SH | New |
| VANGUARD WORLD FD | EGA GRWTH IND | $2.5M | 1.7% | 6,220 SH | New |
| WISDOMTREE TR | S LARGECAP DIVD | $3.8M | 2.6% | 43,357 SH | New |
| 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 |