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CIK 0001906766 • 6 13F filings • Apr 11, 2025 – Jul 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AEGON LTD | AMER REG 1 CERT | $555K | 0.2% | 84,149 SH | |
| ALPHABET INC | CAP STK CL C | $269K | 0.1% | 1,722 SH | |
| AMAZON COM INC | COM | $801K | 0.3% | 4,212 SH | |
| APPLE INC | COM | $1.9M | 0.7% | 8,563 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.4% | 2,286 SH | |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | $1.2M | 0.4% | 11,334 SH | |
| CARLISLE COS INC | COM | $407K | 0.1% | 1,196 SH | |
| COSTCO WHSL CORP NEW | COM | $270K | 0.1% | 285 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $46.0M | 15.9% | 760,383 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $240K | 0.1% | 5,817 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $9.3M | 3.2% | 180,443 SH | |
| DOMINION ENERGY INC | COM | $329K | 0.1% | 5,861 SH | |
| EXXON MOBIL CORP | COM | $351K | 0.1% | 2,949 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $39.0M | 13.5% | 854,166 SH | |
| GLADSTONE COMMERCIAL CORP | COM | $435K | 0.2% | 29,050 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $582K | 0.2% | 1,175 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $580K | 0.2% | 1,237 SH | |
| ISHARES INC | ESG AWR MSCI EM | $720K | 0.2% | 20,605 SH | |
| ISHARES INC | MSCI EMRG CHN | $714K | 0.2% | 12,959 SH | |
| ISHARES TR | CORE S&P TTL STK | $438K | 0.2% | 3,588 SH | |
| ISHARES TR | CORE S&P500 ETF | $421K | 0.1% | 749 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $2.0M | 0.7% | 24,366 SH | |
| ISHARES TR | ESG AWARE MSCI | $415K | 0.1% | 10,795 SH | |
| ISHARES TR | ESG AWR MSCI USA | $977K | 0.3% | 8,018 SH | |
| ISHARES TR | NATIONAL MUN ETF | $524K | 0.2% | 4,971 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $286K | 0.1% | 5,630 SH | |
| JPMORGAN CHASE & CO. | COM | $558K | 0.2% | 2,274 SH | |
| KROGER CO | COM | $232K | 0.1% | 3,428 SH | |
| MANHATTAN BRDG CAP INC | COM | $25K | 0.0% | 24,568 SH | |
| META PLATFORMS INC | CL A | $322K | 0.1% | 558 SH | |
| MICROSOFT CORP | COM | $486K | 0.2% | 1,294 SH | |
| MOODYS CORP | COM | $341K | 0.1% | 732 SH | |
| NVIDIA CORPORATION | COM | $483K | 0.2% | 4,461 SH | |
| RTX CORPORATION | COM | $300K | 0.1% | 2,268 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.5M | 0.5% | 54,471 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $534K | 0.2% | 24,783 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.7M | 1.6% | 169,399 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $267K | 0.1% | 1,294 SH | |
| SPDR GOLD TR | GOLD SHS | $447K | 0.2% | 1,553 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $291K | 0.1% | 7,982 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.1M | 0.7% | 53,026 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $238K | 0.1% | 426 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $690K | 0.2% | 10,142 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $213K | 0.1% | 8,357 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $2.1M | 0.7% | 70,447 SH | |
| TENABLE HLDGS INC | COM | $262K | 0.1% | 7,500 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $886K | 0.3% | 11,569 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $654K | 0.2% | 8,356 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $13.9M | 4.8% | 86,587 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.4M | 0.5% | 5,311 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $703K | 0.2% | 1,368 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.8M | 1.0% | 15,055 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $37.1M | 12.8% | 134,946 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $50.2M | 17.4% | 290,708 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $8.6M | 3.0% | 142,548 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.9M | 0.7% | 42,793 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.4M | 1.2% | 68,256 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.5M | 0.5% | 24,557 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $40.2M | 13.9% | 790,625 SH |
| 13F-HR |
| 0001906766-26-000003 |
| $403.1M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003673 | $317.1M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001906766-26-000002 | $361.0M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002064 | $289.3M | View |