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CIK 0001906766 • 6 13F filings • Apr 11, 2025 – Jul 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $649K | 0.2% | 1,118 SH | New |
| AEGON LTD | AMER REG 1 CERT | $599K | 0.1%Prev: 0.2% | 71,009 SH | Decreased-13,140 SH |
| ALPHABET INC | CAP STK CL A | $452K | 0.1% | 1,264 SH | New |
| ALPHABET INC | CAP STK CL C | $363K | 0.1%Prev: 0.1% | 1,027 SH | Increased-747 SH |
| AMAZON COM INC | COM | $848K | 0.2%Prev: 0.3% | 3,558 SH | Decreased-426 SH |
| AMERICAN ELEC PWR CO INC | COM | $211K | 0.1% | 1,540 SH | New |
| APPLE INC | COM | $3.0M | 0.7%Prev: 0.5% | 10,420 SH | Increased+2,046 SH |
| APPLIED MATLS INC | COM | $560K | 0.1% | 775 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $946K | 0.2%Prev: 0.3% | 1,891 SH | Decreased-150 SH |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | $495K | 0.1%Prev: 0.2% | 8,160 SH | Decreased+1,107 SH |
| CARLISLE COS INC | COM | $434K | 0.1%Prev: 0.1% | 1,196 SH | Decreased |
| CHEVRON CORPORATION | COM | $229K | 0.1% | 1,380 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $261K | 0.1% | 279 SH | New |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $73.5M | 18.2% | 896,829 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $234K | 0.1%Prev: 0.1% | 4,253 SH | Decreased-1,591 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $16.3M | 4.1%Prev: 3.3% | 233,804 SH | Increased+37,407 SH |
| DOMINION ENERGY INC | COM | $447K | 0.1%Prev: 0.1% | 6,545 SH | Increased+81 SH |
| EXXON MOBIL CORP | COM | $256K | 0.1%Prev: 0.1% | 1,873 SH | Decreased-1,003 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $49.3M | 12.2%Prev: 12.8% | 1,084,423 SH | Increased+200,381 SH |
| GLADSTONE COMMERCIAL CORP | COM | $357K | 0.1%Prev: 0.1% | 29,050 SH | Decreased |
| INTUITIVE SURGICAL INC | COM NEW | $467K | 0.1%Prev: 0.2% | 1,175 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $318K | 0.1%Prev: 0.1% | 4,937 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $768K | 0.2%Prev: 0.2% | 1,043 SH | Increased-194 SH |
| ISHARES INC | ESG AWR MSCI EM | $925K | 0.2%Prev: 0.2% | 16,910 SH | Increased-3,212 SH |
| ISHARES INC | MSCI EMRG CHN | $1.1M | 0.3%Prev: 0.3% | 10,430 SH | Increased-2,529 SH |
| ISHARES TR | CORE S&P TTL STK | $431K | 0.1%Prev: 0.2% | 2,624 SH | Decreased-964 SH |
| ISHARES TR | CORE S&P500 ETF | $487K | 0.1%Prev: 0.1% | 650 SH | Increased-100 SH |
| ISHARES TR | ESG AW MSCI EAFE | $2.2M | 0.6%Prev: 0.7% | 21,848 SH | Increased-1,881 SH |
| ISHARES TR | ESG AWARE MSCI | $573K | 0.1%Prev: 0.1% | 10,251 SH | Increased-678 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.7M | 0.4%Prev: 0.3% | 10,384 SH | Increased+2,212 SH |
| ISHARES TR | ESG OPTIMIZED | $411K | 0.1%Prev: 0.1% | 2,662 SH | Increased+369 SH |
| ISHARES TR | NATIONAL MUN ETF | $529K | 0.1%Prev: 0.2% | 4,915 SH | Increased-43 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.0M | 0.3%Prev: 0.2% | 20,171 SH | Increased+5,174 SH |
| JPMORGAN CHASE & CO | COM | $659K | 0.2% | 2,015 SH | New |
| MANHATTAN BRDG CAP INC | COM | $60K | 0.0%Prev: 0.0% | 59,563 SH | Decreased-13,235 SH |
| META PLATFORMS INC | CL A | $331K | 0.1%Prev: 0.1% | 588 SH | Decreased-31 SH |
| MICROSOFT CORP | COM | $453K | 0.1%Prev: 0.2% | 1,215 SH | Decreased+16 SH |
| NORFOLK SOUTHN CORP | COM | $302K | 0.1%Prev: 0.1% | 959 SH | Increased-11 SH |
| NORTHERN DYNASTY MINERALS LT | COM NEW | $43K | 0.0% | 22,420 SH | New |
| NVIDIA CORPORATION | COM | $776K | 0.2%Prev: 0.2% | 3,880 SH | Increased-351 SH |
| RTX CORPORATION | COM | $409K | 0.1%Prev: 0.1% | 2,155 SH | Increased-95 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.3M | 0.3%Prev: 0.4% | 35,599 SH | Decreased-10,830 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $718K | 0.2%Prev: 0.2% | 24,779 SH | Increased-3 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.1M | 1.3%Prev: 1.3% | 161,377 SH | Increased+6,707 SH |
| SCIENCE APPLICATIONS INTL CO | COM | $289K | 0.1% | 2,615 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $433K | 0.1% | 2,272 SH | New |
| SMARTRENT INC | COM CL A | $18K | 0.0% | 15,536 SH | New |
| SPDR GOLD TR | GOLD SHS | $597K | 0.1%Prev: 0.1% | 1,620 SH | Increased+67 SH |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $3.6M | 0.9% | 70,419 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $392K | 0.1% | 7,781 SH | New |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $2.7M | 0.7% | 89,293 SH | New |
| SPDR SERIES TRUST | ST STR AGGRE ETF | $224K | 0.1% | 8,777 SH | New |
| SPDR SERIES TRUST | ST STR PR SP1500 | $921K | 0.2% | 10,142 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $318K | 0.1% | 426 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $213K | 0.1%Prev: 0.1% | 2,732 SH | Decreased-1,634 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $20.3M | 5.0%Prev: 4.6% | 102,577 SH | Increased+13,277 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.4M | 0.3%Prev: 0.4% | 17,384 SH | Increased+12,900 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 0.4%Prev: 0.2% | 2,276 SH | Increased+920 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.3M | 0.8%Prev: 0.9% | 13,459 SH | Increased-1,825 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $221K | 0.1% | 728 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $41.8M | 10.4%Prev: 12.5% | 112,899 SH | Increased-17,013 SH |
| VANGUARD INDEX FDS | VALUE ETF | $74.0M | 18.4%Prev: 16.9% | 339,638 SH | Increased+36,570 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $12.2M | 3.0%Prev: 3.1% | 145,173 SH | Increased-2,121 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.2M | 0.6%Prev: 0.6% | 37,510 SH | Increased-4,027 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.3M | 1.1%Prev: 1.5% | 85,515 SH | Decreased-9,933 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.1M | 0.5%Prev: 0.5% | 24,315 SH | Increased+887 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $59.2M | 14.7%Prev: 14.3% | 830,924 SH | Increased+36,882 SH |
| WALMART INC | COM | $229K | 0.1% | 2,022 SH | New |
| 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 |