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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 | $672K | 0.2%Prev: 0.1% | 84,149 SH | Increased+13,140 SH |
| ALPHABET INC | CAP STK CL C | $462K | 0.1%Prev: 0.1% | 1,896 SH | Increased+869 SH |
| AMAZON COM INC | COM | $832K | 0.2%Prev: 0.2% | 3,789 SH | Decreased+231 SH |
| APPLE INC | COM | $2.1M | 0.6%Prev: 0.7% | 8,280 SH | Decreased-2,140 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.3%Prev: 0.2% | 2,032 SH | Increased+141 SH |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | $705K | 0.2%Prev: 0.1% | 7,053 SH | Increased-1,107 SH |
| CARLISLE COS INC | COM | $393K | 0.1%Prev: 0.1% | 1,196 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $256K | 0.1% | 277 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $59.7M | 17.5% | 824,792 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $215K | 0.1%Prev: 0.1% | 4,814 SH | Decreased+561 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $12.3M | 3.6%Prev: 4.1% | 211,407 SH | Decreased-22,397 SH |
| DOMINION ENERGY INC | COM | $396K | 0.1%Prev: 0.1% | 6,477 SH | Decreased-68 SH |
| EXXON MOBIL CORP | COM | $326K | 0.1%Prev: 0.1% | 2,892 SH | Increased+1,019 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $42.7M | 12.5%Prev: 12.2% | 922,423 SH | Decreased-162,000 SH |
| GLADSTONE COMMERCIAL CORP | COM | $358K | 0.1%Prev: 0.1% | 29,050 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $525K | 0.2%Prev: 0.1% | 1,175 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $220K | 0.1%Prev: 0.1% | 4,937 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $472K | 0.1%Prev: 0.2% | 787 SH | Decreased-256 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $277K | 0.1% | 4,260 SH | New |
| ISHARES INC | ESG AWR MSCI EM | $842K | 0.2%Prev: 0.2% | 19,390 SH | Decreased+2,480 SH |
| ISHARES INC | MSCI EMRG CHN | $816K | 0.2%Prev: 0.3% | 12,080 SH | Decreased+1,650 SH |
| ISHARES TR | CORE S&P TTL STK | $523K | 0.2%Prev: 0.1% | 3,588 SH | Increased+964 SH |
| ISHARES TR | CORE S&P500 ETF | $556K | 0.2%Prev: 0.1% | 831 SH | Increased+181 SH |
| ISHARES TR | ESG AW MSCI EAFE | $2.0M | 0.6%Prev: 0.6% | 21,619 SH | Decreased-229 SH |
| ISHARES TR | ESG AWARE MSCI | $497K | 0.1%Prev: 0.1% | 11,024 SH | Decreased+773 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.2M | 0.4%Prev: 0.4% | 8,532 SH | Decreased-1,852 SH |
| ISHARES TR | ESG OPTIMIZED | $311K | 0.1%Prev: 0.1% | 2,293 SH | Decreased-369 SH |
| ISHARES TR | NATIONAL MUN ETF | $526K | 0.2%Prev: 0.1% | 4,936 SH | Decreased+21 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $861K | 0.3%Prev: 0.3% | 16,863 SH | Decreased-3,308 SH |
| JPMORGAN CHASE & CO. | COM | $661K | 0.2% | 2,094 SH | New |
| KROGER CO | COM | $231K | 0.1% | 3,433 SH | New |
| LEIDOS HOLDINGS INC | COM | $275K | 0.1% | 1,457 SH | New |
| MANHATTAN BRDG CAP INC | COM | $69K | 0.0%Prev: 0.0% | 69,108 SH | Increased+9,545 SH |
| META PLATFORMS INC | CL A | $493K | 0.1%Prev: 0.1% | 671 SH | Increased+83 SH |
| MICROSOFT CORP | COM | $612K | 0.2%Prev: 0.1% | 1,182 SH | Increased-33 SH |
| MOODYS CORP | COM | $274K | 0.1% | 574 SH | New |
| NETFLIX INC | COM | $240K | 0.1% | 200 SH | New |
| NORFOLK SOUTHN CORP | COM | $495K | 0.1%Prev: 0.1% | 1,646 SH | Increased+687 SH |
| NVIDIA CORPORATION | COM | $794K | 0.2%Prev: 0.2% | 4,255 SH | Increased+375 SH |
| RTX CORPORATION | COM | $378K | 0.1%Prev: 0.1% | 2,257 SH | Decreased+102 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.5M | 0.4%Prev: 0.3% | 45,043 SH | Increased+9,444 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $637K | 0.2%Prev: 0.2% | 24,781 SH | Decreased+2 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.3M | 1.3%Prev: 1.3% | 158,540 SH | Decreased-2,837 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $365K | 0.1% | 1,294 SH | New |
| SPDR GOLD TR | GOLD SHS | $553K | 0.2%Prev: 0.1% | 1,555 SH | Decreased-65 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $332K | 0.1% | 7,758 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.0M | 0.9% | 63,592 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $284K | 0.1% | 426 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $818K | 0.2% | 10,142 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $227K | 0.1% | 8,777 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $2.2M | 0.7% | 73,728 SH | New |
| TENABLE HLDGS INC | COM | $219K | 0.1% | 7,500 SH | New |
| TESLA INC | COM | $252K | 0.1% | 566 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $583K | 0.2% | 7,466 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $341K | 0.1%Prev: 0.1% | 4,322 SH | Increased+1,590 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $16.4M | 4.8%Prev: 5.0% | 93,902 SH | Decreased-8,675 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.4M | 0.4%Prev: 0.3% | 4,811 SH | Increased-12,573 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $837K | 0.2%Prev: 0.4% | 1,366 SH | Decreased-910 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.1M | 0.9%Prev: 0.8% | 14,834 SH | Decreased+1,375 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $202K | 0.1%Prev: 0.1% | 796 SH | Decreased+68 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $40.8M | 12.0%Prev: 10.4% | 124,300 SH | Decreased+11,401 SH |
| VANGUARD INDEX FDS | VALUE ETF | $59.1M | 17.4%Prev: 18.4% | 317,127 SH | Decreased-22,511 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $10.0M | 2.9%Prev: 3.0% | 140,572 SH | Decreased-4,601 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.2M | 0.7%Prev: 0.6% | 41,185 SH | Decreased+3,675 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.1M | 1.2%Prev: 1.1% | 82,605 SH | Decreased-2,910 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.7M | 0.5%Prev: 0.5% | 22,995 SH | Decreased-1,320 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $48.6M | 14.3%Prev: 14.7% | 810,999 SH | Decreased-19,925 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 |