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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 | $286K | 0.2% | 1,198 SH | New |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $1.5M | 0.9% | 29,120 SH | New |
| DEERE & CO | COM | $571K | 0.4%Prev: 0.3% | 900 SH | Increased |
| DOMINION ENERGY INC | COM | $245K | 0.2% | 3,585 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $382K | 0.2%Prev: 0.2% | 9,507 SH | Increased+992 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $673K | 0.4%Prev: 0.5% | 14,787 SH | Decreased-991 SH |
| HUBBELL INC | COM | $925K | 0.6%Prev: 0.5% | 1,768 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $215K | 0.1% | 764 SH | New |
| ISHARES INC | MSCI WORLD ETF | $374K | 0.2%Prev: 0.8% | 1,847 SH | Decreased-4,597 SH |
| ISHARES TR | 0-5YR INVT GR CP | $348K | 0.2%Prev: 0.2% | 6,907 SH | Decreased |
| ISHARES TR | CORE DIV GRWTH | $2.4M | 1.5%Prev: 1.4% | 31,009 SH | Increased+876 SH |
| ISHARES TR | CORE DIVID ETF | $1.2M | 0.7%Prev: 0.8% | 19,498 SH | Increased-1,820 SH |
| ISHARES TR | CORE MSCI EAFE | $552K | 0.3%Prev: 0.3% | 5,719 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $4.8M | 3.0%Prev: 2.8% | 62,312 SH | Increased-1,583 SH |
| ISHARES TR | CORE S&P SCP ETF | $6.6M | 4.1%Prev: 3.4% | 44,389 SH | Increased+324 SH |
| ISHARES TR | CORE S&P US GWT | $1.0M | 0.6%Prev: 0.6% | 5,394 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $14.7M | 9.1%Prev: 8.6% | 19,649 SH | Increased+19 SH |
| ISHARES TR | CORE US AGGBD ET | $604K | 0.4%Prev: 0.3% | 6,105 SH | Increased+1,847 SH |
| ISHARES TR | CRE U S REIT ETF | $460K | 0.3%Prev: 0.3% | 6,926 SH | Increased |
| ISHARES TR | GLOBAL 100 ETF | $704K | 0.4%Prev: 0.4% | 5,157 SH | Increased-174 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.8M | 1.1%Prev: 1.3% | 34,920 SH | Decreased-559 SH |
| ISHARES TR | MORNINGSTR US EQ | $435K | 0.3%Prev: 0.2% | 4,196 SH | Increased+529 SH |
| ISHARES TR | MRGSTR MD CP GRW | $699K | 0.4%Prev: 0.4% | 7,113 SH | Increased-42 SH |
| ISHARES TR | MSCI EAFE ETF | $1.2M | 0.7%Prev: 0.7% | 11,604 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $356K | 0.2%Prev: 0.2% | 869 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $6.6M | 4.1%Prev: 4.0% | 53,392 SH | Increased+40,048 SH |
| ISHARES TR | RUS 2000 GRW ETF | $219K | 0.1% | 557 SH | New |
| ISHARES TR | RUS MID CAP ETF | $877K | 0.5%Prev: 0.6% | 7,945 SH | Increased-1,097 SH |
| ISHARES TR | RUS TP200 GR ETF | $617K | 0.4%Prev: 0.4% | 2,123 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $1.2M | 0.7%Prev: 0.6% | 3,933 SH | Increased+33 SH |
| ISHARES TR | S&P 500 GRWT ETF | $996K | 0.6%Prev: 0.9% | 7,245 SH | Decreased-3,761 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.2M | 0.7%Prev: 0.7% | 5,231 SH | Increased+22 SH |
| ISHARES TR | S&P MC 400GR ETF | $620K | 0.4%Prev: 0.3% | 5,279 SH | Increased+540 SH |
| ISHARES TR | S&P MC 400VL ETF | $494K | 0.3%Prev: 0.9% | 3,344 SH | Decreased-7,097 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $2.5M | 1.6%Prev: 2.1% | 53,225 SH | Decreased-10,122 SH |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $691K | 0.4%Prev: 0.5% | 14,657 SH | Decreased-690 SH |
| META PLATFORMS INC | CL A | $383K | 0.2%Prev: 0.4% | 680 SH | Decreased-112 SH |
| MORGAN STANLEY ETF TRUST | EATO VANC BD ETF | $1.3M | 0.8% | 25,933 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $330K | 0.2% | 12,455 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $373K | 0.2%Prev: 0.2% | 7,069 SH | Increased-864 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.6M | 1.0%Prev: 0.9% | 51,342 SH | Increased-1,059 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $625K | 0.4%Prev: 0.3% | 22,554 SH | Increased+910 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $230K | 0.1%Prev: 0.2% | 9,962 SH | Decreased+18 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $800K | 0.5%Prev: 1.3% | 25,223 SH | Decreased-41,490 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.8M | 1.1%Prev: 1.2% | 54,287 SH | Increased-4,280 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $835K | 0.5%Prev: 0.5% | 23,994 SH | Increased-94 SH |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $1.3M | 0.8% | 26,183 SH | New |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $1.9M | 1.2% | 63,533 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $5.1M | 3.2% | 42,887 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $4.0M | 2.5% | 65,153 SH | New |
| SPDR SERIES TRUST | ST STR SP DIV | $346K | 0.2% | 2,274 SH | New |
| SPDR SERIES TRUST | ST STR SP400GRW | $208K | 0.1% | 1,859 SH | New |
| SPDR SERIES TRUST | ST STR SP400VAL | $321K | 0.2% | 3,383 SH | New |
| SPDR SERIES TRUST | ST STR SP600GRWO | $1.1M | 0.7% | 9,239 SH | New |
| SPDR SERIES TRUST | ST STR SP600SM C | $1.3M | 0.8% | 11,964 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $14.1M | 8.8% | 18,896 SH | New |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | $202K | 0.1% | 4,905 SH | New |
| T ROWE PRICE EXCHANGE-TRADED | ULTRA SHRT TRM | $2.7M | 1.7% | 53,579 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $742K | 0.5%Prev: 0.5% | 3,387 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.6M | 1.6%Prev: 1.9% | 34,252 SH | Increased+410 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $272K | 0.2% | 3,494 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.2M | 0.7%Prev: 0.3% | 16,087 SH | Increased+10,136 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $460K | 0.3% | 9,240 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $9.3M | 5.8%Prev: 6.3% | 108,385 SH | Increased+88,120 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $4.2M | 2.6%Prev: 3.0% | 13,601 SH | Decreased-1,350 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.6M | 1.0%Prev: 1.0% | 7,997 SH | Increased-409 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.3M | 0.8%Prev: 1.3% | 16,470 SH | Decreased+10,102 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $556K | 0.3%Prev: 0.4% | 810 SH | Decreased-189 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $963K | 0.6%Prev: 0.8% | 3,963 SH | Decreased-1,511 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.4M | 1.5%Prev: 1.3% | 8,065 SH | Increased+138 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.1M | 0.7%Prev: 0.8% | 2,998 SH | Increased-842 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $986K | 0.6%Prev: 0.5% | 2,664 SH | Increased+129 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.9M | 1.2%Prev: 1.0% | 8,711 SH | Increased+678 SH |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $476K | 0.3% | 6,285 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $367K | 0.2%Prev: 0.2% | 4,385 SH | Increased-18 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.6M | 1.0%Prev: 1.0% | 10,004 SH | Increased-1,036 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $214K | 0.1% | 3,677 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.1M | 1.9%Prev: 2.2% | 39,220 SH | Decreased-458 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.7M | 1.1%Prev: 1.0% | 13,226 SH | Increased+200 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.2M | 3.9%Prev: 3.6% | 87,227 SH | Increased-1,255 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $7.0M | 4.4%Prev: 4.2% | 44,330 SH | Increased+300 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $1.3M | 0.8%Prev: 0.8% | 4,723 SH | Increased |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $872K | 0.5%Prev: 0.5% | 5,336 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.6M | 1.6%Prev: 1.6% | 29,898 SH | Increased+23,678 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $4.6M | 2.9%Prev: 2.5% | 47,969 SH | Increased+4,698 SH |
| WISDOMTREE TR | US VALUE FD | $1.3M | 0.8% | 12,673 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 |