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CIK 0002044208 • 6 13F filings • May 6, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $329K | 0.2% | 2,955 SH | |
| AMAZON COM INC | COM | $669K | 0.5% | 3,517 SH | |
| AMPHENOL CORP NEW | CL A | $289K | 0.2% | 4,400 SH | |
| APPLE INC | COM | $1.9M | 1.4% | 8,497 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $481K | 0.4% | 904 SH | |
| CATERPILLAR INC | COM | $202K | 0.2% | 612 SH | |
| COSTCO WHSL CORP NEW | COM | $417K | 0.3% | 441 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $336K | 0.3% | 7,985 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $12.4M | 9.4% | 397,289 SH | |
| ENERGY TRANSFER L P | COM UT LTD PTN | $275K | 0.2% | 14,787 SH | |
| EXXON MOBIL CORP | COM | $664K | 0.5% | 5,586 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $913K | 0.7% | 19,998 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $264K | 0.2% | 563 SH | |
| ISHARES TR | CORE MSCI EAFE | $591K | 0.4% | 7,808 SH | |
| ISHARES TR | CORE S&P MCP ETF | $627K | 0.5% | 10,738 SH | |
| ISHARES TR | CORE S&P SCP ETF | $8.2M | 6.2% | 78,375 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.4M | 1.0% | 2,433 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $212K | 0.2% | 4,500 SH | |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $462K | 0.4% | 9,249 SH | |
| JPMORGAN CHASE & CO. | COM | $236K | 0.2% | 962 SH | |
| LIBERTY ALL STAR EQUITY FD | SH BEN INT | $148K | 0.1% | 22,605 SH | |
| MICROCHIP TECHNOLOGY INC. | COM | $200K | 0.2% | 4,138 SH | |
| MICRON TECHNOLOGY INC | COM | $421K | 0.3% | 4,846 SH | |
| MICROSOFT CORP | COM | $513K | 0.4% | 1,367 SH | |
| NVIDIA CORPORATION | COM | $925K | 0.7% | 8,530 SH | |
| OCCIDENTAL PETE CORP | COM | $539K | 0.4% | 10,912 SH | |
| PACER FDS TR | INDUSTRIAL RELET | $535K | 0.4% | 14,467 SH | |
| PACER FDS TR | US CASH COWS 100 | $471K | 0.4% | 8,594 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $498K | 0.4% | 5,897 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $9.7M | 7.4% | 348,439 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $9.7M | 7.3% | 387,169 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $205K | 0.2% | 1,403 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $673K | 0.5% | 1,203 SH | |
| SPDR SER TR | PORTFLI HIGH YLD | $274K | 0.2% | 11,687 SH | |
| SPDR SER TR | PORTFOLIO CRPORT | $262K | 0.2% | 9,029 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $773K | 0.6% | 11,758 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $315K | 0.2% | 1,900 SH | |
| TESLA INC | COM | $292K | 0.2% | 1,128 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $275K | 0.2% | 741 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $13.2M | 10.0% | 50,953 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $41.8M | 31.6% | 81,276 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $11.9M | 9.0% | 43,284 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $5.0M | 3.8% | 82,455 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $211K | 0.2% | 4,243 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $404K | 0.3% | 1,593 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $523K | 0.4% | 2,694 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $835K | 0.6% | 6,476 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $226K | 0.2% | 1,032 SH | |
| VISA INC | COM CL A | $401K | 0.3% | 1,143 SH |
| 13F-HR |
| 0002085853-26-000911 |
| $227.2M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000923 | $156.1M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000441 | $194.7M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000596 | $132.0M | View |