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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 | $609K | 0.2%Prev: 0.1% | 84,149 SH | Increased+13,140 SH |
| ALPHABET INC | CAP STK CL C | $315K | 0.1%Prev: 0.1% | 1,774 SH | Decreased+380 SH |
| AMAZON COM INC | COM | $874K | 0.3%Prev: 0.2% | 3,984 SH | Increased+449 SH |
| APPLE INC | COM | $1.7M | 0.5%Prev: 0.8% | 8,374 SH | Decreased-2,814 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $991K | 0.3%Prev: 0.3% | 2,041 SH | Increased+128 SH |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | $734K | 0.2%Prev: 0.2% | 7,053 SH | Increased-1,107 SH |
| CARLISLE COS INC | COM | $447K | 0.1%Prev: 0.1% | 1,196 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $303K | 0.1% | 306 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $54.3M | 17.1%Prev: 17.3% | 809,909 SH | Decreased-72,679 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $247K | 0.1%Prev: 0.1% | 5,844 SH | Increased+1,606 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $10.6M | 3.3%Prev: 4.0% | 196,397 SH | Decreased-33,885 SH |
| DOMINION ENERGY INC | COM | $365K | 0.1%Prev: 0.1% | 6,464 SH | Decreased-96 SH |
| EXXON MOBIL CORP | COM | $310K | 0.1%Prev: 0.1% | 2,876 SH | Decreased+620 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $40.4M | 12.8%Prev: 12.9% | 884,042 SH | Decreased-134,164 SH |
| GLADSTONE COMMERCIAL CORP | COM | $416K | 0.1%Prev: 0.1% | 29,050 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $639K | 0.2%Prev: 0.2% | 1,175 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $201K | 0.1%Prev: 0.1% | 4,937 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $682K | 0.2%Prev: 0.2% | 1,237 SH | Increased+153 SH |
| ISHARES INC | ESG AWR MSCI EM | $788K | 0.2%Prev: 0.2% | 20,122 SH | Decreased+1,066 SH |
| ISHARES INC | MSCI EMRG CHN | $818K | 0.3%Prev: 0.2% | 12,959 SH | Decreased+1,925 SH |
| ISHARES TR | CORE S&P TTL STK | $484K | 0.2%Prev: 0.1% | 3,588 SH | Increased+741 SH |
| ISHARES TR | CORE S&P500 ETF | $465K | 0.1%Prev: 0.1% | 750 SH | Increased+100 SH |
| ISHARES TR | ESG AW MSCI EAFE | $2.1M | 0.7%Prev: 0.6% | 23,729 SH | Decreased+1,124 SH |
| ISHARES TR | ESG AWARE MSCI | $452K | 0.1%Prev: 0.1% | 10,929 SH | Decreased-214 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.1M | 0.3%Prev: 0.4% | 8,172 SH | Decreased-2,110 SH |
| ISHARES TR | ESG OPTIMIZED | $291K | 0.1%Prev: 0.1% | 2,293 SH | Decreased-254 SH |
| ISHARES TR | NATIONAL MUN ETF | $518K | 0.2%Prev: 0.1% | 4,958 SH | Decreased+43 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $764K | 0.2%Prev: 0.3% | 14,997 SH | Decreased-4,508 SH |
| JPMORGAN CHASE & CO. | COM | $645K | 0.2% | 2,224 SH | New |
| KROGER CO | COM | $246K | 0.1%Prev: 0.1% | 3,430 SH | Decreased+22 SH |
| MANHATTAN BRDG CAP INC | COM | $73K | 0.0%Prev: 0.0% | 72,798 SH | Increased+9,814 SH |
| META PLATFORMS INC | CL A | $457K | 0.1%Prev: 0.1% | 619 SH | Increased-20 SH |
| MICROSOFT CORP | COM | $597K | 0.2%Prev: 0.1% | 1,199 SH | Increased-78 SH |
| MOODYS CORP | COM | $366K | 0.1%Prev: 0.1% | 730 SH | Increased+19 SH |
| NETFLIX INC | COM | $268K | 0.1% | 200 SH | New |
| NORFOLK SOUTHN CORP | COM | $248K | 0.1%Prev: 0.1% | 970 SH | Decreased-683 SH |
| NVIDIA CORPORATION | COM | $668K | 0.2%Prev: 0.2% | 4,231 SH | Decreased-196 SH |
| RTX CORPORATION | COM | $329K | 0.1%Prev: 0.1% | 2,250 SH | Decreased+95 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.4M | 0.4%Prev: 0.4% | 46,429 SH | Increased+7,687 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $591K | 0.2%Prev: 0.2% | 24,782 SH | Decreased+3 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.1M | 1.3%Prev: 1.3% | 154,670 SH | Decreased-808 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $328K | 0.1% | 1,294 SH | New |
| SPDR GOLD TR | GOLD SHS | $473K | 0.1%Prev: 0.2% | 1,553 SH | Decreased-66 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $314K | 0.1% | 7,758 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.8M | 0.9% | 66,534 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $263K | 0.1% | 426 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $760K | 0.2% | 10,142 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $214K | 0.1% | 8,357 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $2.3M | 0.7% | 74,766 SH | New |
| TENABLE HLDGS INC | COM | $253K | 0.1% | 7,500 SH | New |
| TESLA INC | COM | $213K | 0.1% | 670 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $577K | 0.2% | 7,465 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $344K | 0.1%Prev: 0.1% | 4,366 SH | Increased+1,600 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $14.7M | 4.6%Prev: 5.1% | 89,300 SH | Decreased-9,996 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.3M | 0.4%Prev: 0.4% | 4,484 SH | Decreased-93 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $770K | 0.2%Prev: 0.4% | 1,356 SH | Decreased-1,149 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.0M | 0.9%Prev: 0.8% | 15,284 SH | Increased+1,648 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $39.5M | 12.5%Prev: 10.4% | 129,912 SH | Increased+13,183 SH |
| VANGUARD INDEX FDS | VALUE ETF | $53.6M | 16.9%Prev: 17.9% | 303,068 SH | Decreased-26,862 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $9.9M | 3.1%Prev: 3.0% | 147,294 SH | Decreased+1,611 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.1M | 0.6%Prev: 0.6% | 41,537 SH | Decreased+2,014 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.7M | 1.5%Prev: 1.2% | 95,448 SH | Increased+6,724 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.6M | 0.5%Prev: 0.5% | 23,428 SH | Decreased-1,690 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $45.3M | 14.3%Prev: 14.5% | 794,042 SH | Decreased-24,114 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 |