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CIK 0002042068 • 6 13F filings • Apr 25, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $250K | 0.2% | 1,198 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $644K | 0.4%Prev: 0.2% | 12,396 SH | Increased+7,882 SH |
| DEERE & CO | COM | $507K | 0.3%Prev: 0.3% | 900 SH | Increased |
| DOMINION ENERGY INC | COM | $221K | 0.2% | 3,578 SH | New |
| EXXON MOBIL CORP | COM | $244K | 0.2% | 1,439 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $353K | 0.2%Prev: 0.2% | 9,477 SH | Increased+1,268 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $686K | 0.5%Prev: 0.5% | 15,034 SH | Increased+714 SH |
| HUBBELL INC | COM | $868K | 0.6%Prev: 0.5% | 1,768 SH | Increased |
| ISHARES INC | MSCI WORLD ETF | $342K | 0.2%Prev: 0.8% | 1,902 SH | Decreased-4,527 SH |
| ISHARES TR | 0-5YR INVT GR CP | $349K | 0.2%Prev: 0.3% | 6,907 SH | Increased |
| ISHARES TR | CORE 1 5 YR USD | $270K | 0.2% | 5,568 SH | New |
| ISHARES TR | CORE DIV GRWTH | $2.2M | 1.5%Prev: 1.4% | 31,003 SH | Increased+1,742 SH |
| ISHARES TR | CORE DIVID ETF | $922K | 0.6% | 17,099 SH | New |
| ISHARES TR | CORE MSCI EAFE | $518K | 0.4%Prev: 0.3% | 5,719 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $4.3M | 3.0%Prev: 2.9% | 63,351 SH | Increased-131 SH |
| ISHARES TR | CORE S&P SCP ETF | $5.6M | 3.8%Prev: 3.9% | 44,716 SH | Increased-2,391 SH |
| ISHARES TR | CORE S&P US GWT | $837K | 0.6%Prev: 0.5% | 5,394 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $13.0M | 9.0%Prev: 7.8% | 19,958 SH | Increased+2,271 SH |
| ISHARES TR | CORE UNIVRSL USD | $244K | 0.2% | 5,280 SH | New |
| ISHARES TR | CORE US AGGBD ET | $474K | 0.3%Prev: 0.3% | 4,773 SH | Increased+535 SH |
| ISHARES TR | CRE U S REIT ETF | $410K | 0.3%Prev: 0.3% | 6,926 SH | Increased+7 SH |
| ISHARES TR | GLOBAL 100 ETF | $624K | 0.4%Prev: 0.4% | 5,157 SH | Increased-357 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.9M | 1.3%Prev: 1.4% | 36,791 SH | Increased+2,327 SH |
| ISHARES TR | MORNINGSTR US EQ | $377K | 0.3%Prev: 0.2% | 4,195 SH | Increased+290 SH |
| ISHARES TR | MRGSTR MD CP GRW | $560K | 0.4%Prev: 0.4% | 7,113 SH | Increased-42 SH |
| ISHARES TR | MSCI EAFE ETF | $1.1M | 0.8%Prev: 0.7% | 11,604 SH | Increased-3 SH |
| ISHARES TR | RUS 1000 ETF | $310K | 0.2%Prev: 0.2% | 869 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $5.7M | 3.9%Prev: 3.8% | 13,346 SH | Increased-62 SH |
| ISHARES TR | RUS MID CAP ETF | $807K | 0.6%Prev: 0.6% | 8,296 SH | Increased-864 SH |
| ISHARES TR | RUS TP200 GR ETF | $528K | 0.4%Prev: 0.4% | 2,123 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $975K | 0.7%Prev: 0.6% | 3,933 SH | Increased+33 SH |
| ISHARES TR | S&P 500 GRWT ETF | $876K | 0.6%Prev: 0.8% | 7,744 SH | Decreased-3,464 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.1M | 0.8%Prev: 0.8% | 5,209 SH | Increased |
| ISHARES TR | S&P MC 400GR ETF | $536K | 0.4%Prev: 0.3% | 5,327 SH | Increased+549 SH |
| ISHARES TR | S&P MC 400VL ETF | $443K | 0.3%Prev: 1.0% | 3,344 SH | Decreased-7,244 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $3.0M | 2.0%Prev: 2.3% | 62,834 SH | Increased+1,095 SH |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $807K | 0.6%Prev: 0.6% | 17,066 SH | Increased+1,967 SH |
| META PLATFORMS INC | CL A | $389K | 0.3%Prev: 0.2% | 680 SH | Increased+176 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | $1.3M | 0.9%Prev: 1.0% | 26,059 SH | Increased+821 SH |
| PIMCO ETF TR | MULTISECTOR BD | $244K | 0.2% | 9,328 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $383K | 0.3%Prev: 0.2% | 7,825 SH | Increased+309 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.5M | 1.0%Prev: 1.0% | 53,989 SH | Increased+2,265 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $546K | 0.4%Prev: 0.3% | 22,045 SH | Increased+294 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $230K | 0.2%Prev: 0.2% | 9,901 SH | Decreased-43 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $784K | 0.5%Prev: 2.2% | 25,566 SH | Decreased-72,393 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.6M | 1.1%Prev: 1.0% | 54,629 SH | Increased+2,443 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $718K | 0.5%Prev: 0.5% | 23,546 SH | Increased-1,096 SH |
| SPDR GOLD TR | GOLD SHS | $200K | 0.1% | 465 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $1.2M | 0.8% | 26,170 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $12.8M | 8.8% | 204,215 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $12.3M | 8.5% | 18,901 SH | New |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | $2.5M | 1.7%Prev: 1.0% | 50,853 SH | Increased+25,971 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $690K | 0.5%Prev: 0.5% | 3,387 SH | Increased |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | $229K | 0.2%Prev: 0.3% | 1,833 SH | Decreased-1,847 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.7M | 1.9%Prev: 1.9% | 34,978 SH | Increased+2,583 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $446K | 0.3%Prev: 0.3% | 6,050 SH | Increased+306 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $457K | 0.3% | 9,185 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $7.9M | 5.4%Prev: 6.0% | 18,046 SH | Increased-2,404 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $3.8M | 2.6%Prev: 2.9% | 14,886 SH | Increased-25 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.5M | 1.0%Prev: 1.0% | 8,251 SH | Increased+184 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.9M | 1.3%Prev: 1.3% | 6,557 SH | Increased+346 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $491K | 0.3%Prev: 0.4% | 821 SH | Decreased-178 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.2M | 0.8%Prev: 0.8% | 5,474 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.1M | 1.5%Prev: 1.4% | 8,069 SH | Increased+171 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.2M | 0.8%Prev: 0.7% | 3,840 SH | Increased+156 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $862K | 0.6%Prev: 0.2% | 2,688 SH | Increased+1,821 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.7M | 1.2%Prev: 1.0% | 8,686 SH | Increased+1,103 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $337K | 0.2%Prev: 0.2% | 4,490 SH | Increased+40 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.5M | 1.0%Prev: 0.9% | 10,489 SH | Increased+126 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.2M | 2.2%Prev: 2.4% | 40,994 SH | Increased+1,977 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.5M | 1.0%Prev: 0.9% | 13,226 SH | Increased+492 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.7M | 3.9%Prev: 3.5% | 89,080 SH | Increased+877 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $6.5M | 4.5%Prev: 4.5% | 43,829 SH | Increased-420 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $1.1M | 0.8%Prev: 0.7% | 4,723 SH | Increased |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $773K | 0.5%Prev: 0.5% | 5,336 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.3M | 1.6%Prev: 1.4% | 6,216 SH | Increased+567 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $4.2M | 2.9%Prev: 2.4% | 46,626 SH | Increased+7,889 SH |
| WISDOMTREE TR | WISDOMTREE US VA | $1.2M | 0.8% | 12,536 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 |