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CIK 0001976065 • 7 13F filings • Apr 16, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $224K | 0.0%Prev: 0.1% | 2,030 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $254K | 0.1%Prev: 0.0% | 4,321 SH | Increased+669 SH |
| AON PLC | SHS CL A | $325K | 0.1%Prev: 0.1% | 920 SH | Decreased |
| BANK NEW YORK MELLON CORP | COM | $275K | 0.1%Prev: 0.1% | 2,365 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.2%Prev: 0.2% | 1 SH | Increased |
| COCA COLA CO | COM | $295K | 0.1%Prev: 0.1% | 4,217 SH | Increased-60 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $325K | 0.1%Prev: 0.1% | 6,505 SH | Increased+874 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $411K | 0.1%Prev: 0.1% | 11,927 SH | Increased+1,875 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $304K | 0.1%Prev: 0.1% | 9,586 SH | Increased+1,405 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $415K | 0.1%Prev: 0.1% | 10,917 SH | Decreased-3,987 SH |
| FASTENAL CO | COM | $274K | 0.1%Prev: 0.1% | 6,828 SH | Decreased-72 SH |
| FIRST TR EXCHANGE-TRADED FD | COM SHS ANNUAL | $1.2M | 0.3%Prev: 0.3% | 14,941 SH | Increased-420 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $310K | 0.1%Prev: 0.1% | 12,450 SH | Increased |
| HOME DEPOT INC | COM | $221K | 0.0%Prev: 0.1% | 643 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT INDS | $977K | 0.2%Prev: 0.2% | 5,594 SH | Increased |
| ISHARES INC | MSCI EMRG CHN | $5.8M | 1.2%Prev: 1.1% | 80,486 SH | Increased+7,141 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.6M | 0.6%Prev: 0.5% | 31,745 SH | Increased+3,008 SH |
| ISHARES TR | 3 7 YR TREAS BD | $634K | 0.1%Prev: 0.1% | 5,308 SH | Decreased-1 SH |
| ISHARES TR | CORE DIV GRWTH | $314K | 0.1%Prev: 0.1% | 4,516 SH | Increased+75 SH |
| ISHARES TR | CORE HIGH DV ETF | $1.0M | 0.2%Prev: 0.2% | 8,245 SH | Increased+120 SH |
| ISHARES TR | CORE MSCI EAFE | $1.2M | 0.3%Prev: 0.3% | 13,754 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $365K | 0.1%Prev: 0.1% | 533 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $1.0M | 0.2%Prev: 0.2% | 10,096 SH | Decreased-1,009 SH |
| ISHARES TR | EAFE GRWTH ETF | $816K | 0.2%Prev: 0.2% | 7,160 SH | Increased |
| ISHARES TR | EAFE SML CP ETF | $2.7M | 0.6%Prev: 0.6% | 34,375 SH | Decreased-457 SH |
| ISHARES TR | EAFE VALUE ETF | $5.7M | 1.2%Prev: 1.1% | 80,205 SH | Increased+4,684 SH |
| ISHARES TR | INTL SEL DIV ETF | $562K | 0.1%Prev: 0.1% | 14,248 SH | Increased |
| ISHARES TR | MICRO-CAP ETF | $3.4M | 0.7%Prev: 0.7% | 21,327 SH | Increased+517 SH |
| ISHARES TR | MSCI EAFE ETF | $13.4M | 2.8%Prev: 2.9% | 139,192 SH | Increased+110 SH |
| ISHARES TR | MSCI EMG MKT ETF | $301K | 0.1%Prev: 0.1% | 5,500 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $3.8M | 0.8%Prev: 0.9% | 8,027 SH | Decreased-553 SH |
| ISHARES TR | RUS 1000 VAL ETF | $17.7M | 3.7%Prev: 3.8% | 84,323 SH | Increased-569 SH |
| ISHARES TR | RUS 2000 GRW ETF | $6.9M | 1.5%Prev: 1.5% | 21,468 SH | Increased+500 SH |
| ISHARES TR | RUS 2000 VAL ETF | $4.7M | 1.0%Prev: 1.0% | 25,703 SH | Increased+185 SH |
| ISHARES TR | RUS MDCP VAL ETF | $2.4M | 0.5%Prev: 0.5% | 16,956 SH | Decreased-257 SH |
| ISHARES TR | RUS TOP 200 ETF | $3.8M | 0.8%Prev: 0.9% | 22,007 SH | Decreased-2,954 SH |
| ISHARES TR | RUSSELL 2000 ETF | $832K | 0.2%Prev: 0.2% | 3,381 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $1.1M | 0.2%Prev: 0.2% | 5,000 SH | Increased |
| ISHARES TR | S&P SML 600 GWT | $202K | 0.0%Prev: 0.0% | 1,432 SH | Decreased |
| ISHARES TR | US INDUSTRIALS | $533K | 0.1%Prev: 0.1% | 3,600 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $553K | 0.1%Prev: 0.1% | 1,715 SH | Increased |
| MCDONALDS CORP | COM | $594K | 0.1%Prev: 0.1% | 1,945 SH | Increased |
| MERCK & CO INC | COM | $445K | 0.1%Prev: 0.1% | 4,226 SH | Increased-50 SH |
| MICROSOFT CORP | COM | $1.9M | 0.4%Prev: 0.4% | 3,981 SH | Increased+325 SH |
| ORACLE CORP | COM | $468K | 0.1%Prev: 0.1% | 2,400 SH | Decreased |
| PROLOGIS INC. | COM | $246K | 0.1%Prev: 0.0% | 1,925 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.5M | 0.3%Prev: 0.3% | 46,033 SH | Decreased-502 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $479K | 0.1%Prev: 0.1% | 19,108 SH | Decreased-2,088 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $3.0M | 0.6%Prev: 0.6% | 100,625 SH | Increased+2,674 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $20.5M | 4.3%Prev: 4.4% | 853,571 SH | Increased+433 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $2.6M | 0.5%Prev: 0.6% | 56,136 SH | Increased+326 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $630K | 0.1%Prev: 0.1% | 25,842 SH | Increased+4,026 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.7M | 0.6%Prev: 0.6% | 101,128 SH | Increased-600 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $39.2M | 8.3%Prev: 8.2% | 1,427,691 SH | Increased+58,501 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $9.5M | 2.0%Prev: 2.1% | 292,410 SH | Decreased-7,307 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $21.6M | 4.6%Prev: 4.7% | 729,490 SH | Increased-3,833 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.1M | 0.2%Prev: 0.2% | 40,905 SH | Increased |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $20.5M | 4.3%Prev: 4.4% | 680,442 SH | Increased+7,521 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $27.9M | 5.9%Prev: 6.0% | 979,845 SH | Increased+3,409 SH |
| TRANE TECHNOLOGIES PLC | SHS | $304K | 0.1%Prev: 0.1% | 780 SH | Decreased |
| UNITED PARCEL SERVICE INC | CL B | $730K | 0.2%Prev: 0.1% | 7,360 SH | Increased-30 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $23.8M | 5.0%Prev: 5.0% | 48,711 SH | Increased+1,179 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $936K | 0.2%Prev: 0.2% | 5,279 SH | Decreased-125 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $11.7M | 2.5%Prev: 2.6% | 40,484 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $248K | 0.1% | 396 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.5M | 1.8%Prev: 1.7% | 39,971 SH | Increased+2,434 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $20.4M | 4.3%Prev: 3.9% | 78,920 SH | Increased+10,177 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $2.7M | 0.6%Prev: 0.6% | 8,988 SH | Increased-125 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $230K | 0.0%Prev: 0.0% | 687 SH | Increased+65 SH |
| VANGUARD INDEX FDS | VALUE ETF | $45.9M | 9.7%Prev: 9.5% | 240,499 SH | Increased+10,627 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $991K | 0.2%Prev: 0.2% | 13,475 SH | Increased+148 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.9M | 0.4%Prev: 0.4% | 36,158 SH | Increased+4,660 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $5.4M | 1.1%Prev: 1.1% | 37,641 SH | Increased+4,068 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.4M | 0.5%Prev: 0.5% | 41,310 SH | Increased+4,716 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $49.7M | 10.5%Prev: 10.5% | 225,987 SH | Increased+4,317 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $42.6M | 9.0%Prev: 8.4% | 682,103 SH | Increased+42,655 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $242K | 0.1%Prev: 0.1% | 1,685 SH | Increased |
| VANGUARD WORLD FD | ENERGY ETF | $1.5M | 0.3%Prev: 0.4% | 12,257 SH | Decreased-1,078 SH |
| WASTE MGMT INC DEL | COM | $281K | 0.1%Prev: 0.1% | 1,280 SH | Decreased |
| WISDOMTREE TR | US AI ENHANCED | $10.2M | 2.2%Prev: 2.2% | 88,825 SH | Increased-217 SH |
| 13F-HR |
| 0001420506-26-001393 |
| $558.9M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001552 | $409.2M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR/A | 0001420506-26-000714 | $484.4M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000786 | $363.2M | View |