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CIK 0002135775 • 2 13F filings • May 19, 2026 – Aug 13, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC COM | Common Stock | $1K | 0.7% | 4,211 SH | New |
| ACCENTURE PLC IRELAND SHS CLASS A | Common Stock | $224 | 0.1% | 1,245 SH | New |
| ALEXANDRIA REAL ESTATE EQ INC COM | Real Estate Investment Trust | $305 | 0.2% | 6,356 SH | New |
| ALIBABA GROUP HLDG LTD SPONSORED AD | American Depository Receipt | $299 | 0.2% | 2,395 SH | New |
| ALPHABET INC CAP STK CL A | Common Stock | $4K | 2.4% | 10,402 SH | New |
| ALPHABET INC CAP STK CL C | Common Stock | $1K | 0.8% | 3,662 SH | New |
| AMAZON COM INC COM | Common Stock | $2K | 1.5% | 8,691 SH | New |
| AMERICAN ELEC PWR CO INC COM | Common Stock | $2K | 1.3% | 16,017 SH | New |
| AMERICAN TOWER CORP COM | Real Estate Investment Trust | $2K | 1.1% | 9,485 SH | New |
| AMGEN INC COM | Common Stock | $600 | 0.4% | 1,442 SH | New |
| APPLE INC COM | Common Stock | $9K | 6.1% | 30,486 SH | New |
| ARCHER DANIELS MIDLAND CO COM | Common Stock | $1K | 0.8% | 15,100 SH | New |
| ARES CAPITAL CORP COM | Closed End Fund | $2K | 1.4% | 103,345 SH | New |
| AT&T INC COM | Common Stock | $3K | 2.0% | 122,507 SH | New |
| AUTOMATIC DATA PROCESSING INC COM | Common Stock | $403 | 0.3% | 1,500 SH | New |
| BANK OF AMER CORP COM | Common Stock | $1K | 0.9% | 21,450 SH | New |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Common Stock | $4K | 2.8% | 8,339 SH | New |
| BRISTOL-MYERS SQUIBB CO COM | Common Stock | $3K | 2.2% | 51,149 SH | New |
| CARRIER GLOBAL CORPORATION COM | Common Stock | $471 | 0.3% | 7,481 SH | New |
| CHEVRON CORPORATION COM | Common Stock | $3K | 2.1% | 16,252 SH | New |
| CHIPOTLE MEXICAN GRILL INC COM | Common Stock | $339 | 0.2% | 10,400 SH | New |
| CISCO SYS INC COM | Common Stock | $6K | 4.0% | 48,937 SH | New |
| COCA COLA CO COM | Common Stock | $2K | 1.1% | 20,040 SH | New |
| CONOCOPHILLIPS COM | Common Stock | $200 | 0.1% | 1,578 SH | New |
| CONSTELLATION ENERGY CORP COM | Common Stock | $2K | 1.5% | 8,098 SH | New |
| CROWN CASTLE INC COM | Real Estate Investment Trust | $1K | 0.9% | 18,837 SH | New |
| DIAGEO PLC SPON ADR NEW | American Depository Receipt | $290 | 0.2% | 3,090 SH | New |
| DISNEY WALT CO COM | Common Stock | $2K | 1.1% | 16,838 SH | New |
| ELI LILLY & CO COM | Common Stock | $250 | 0.2% | 205 SH | New |
| EXELON CORP COM | Common Stock | $1K | 0.7% | 23,200 SH | New |
| EXXONMOBIL HOLDINGS CORP COM SHS | Common Stock | $7K | 4.3% | 40,909 SH | New |
| FORD MTR CO COM | Common Stock | $467 | 0.3% | 33,797 SH | New |
| GENIUS SPORTS LIMITED SHARES CL A | Common Stock | $273 | 0.2% | 35,794 SH | New |
| GOLDMAN SACHS EQUAL WEIGHT U.S. LAR | Exchange Traded Fund | $433 | 0.3% | 4,401 SH | New |
| GOLDMAN SACHS GROUP INC COM | Common Stock | $2K | 1.2% | 1,800 SH | New |
| GOLUB CAP BDC INC COM | Closed End Fund | $1K | 0.7% | 84,244 SH | New |
| HOME DEPOT INC COM | Common Stock | $1K | 0.7% | 3,228 SH | New |
| HOWMET AEROSPACE INC COM | Common Stock | $4K | 2.7% | 14,370 SH | New |
| INTEL CORP COM | Common Stock | $353 | 0.2% | 3,502 SH | New |
| INTERNATIONAL BUSINESS MACHS COM | Common Stock | $284 | 0.2% | 1,204 SH | New |
| INVESCO S&P 500 EQUAL WEIGHT HEALTH | Exchange Traded Fund | $202 | 0.1% | 5,613 SH | New |
| INVESCO S&P 500 EQUAL WEIGHT TECHNO | Exchange Traded Fund | $836 | 0.6% | 12,760 SH | New |
| INVESCO S&P 500 EQUAL WEIGHT UTILIT | Exchange Traded Fund | $2K | 1.1% | 21,446 SH | New |
| ISHARES CORE S&P 500 ETF | Exchange Traded Fund | $745 | 0.5% | 961 SH | New |
| ISHARES CORE S&P MID-CAP ETF | Exchange Traded Fund | $231 | 0.2% | 2,968 SH | New |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | Exchange Traded Fund | $211 | 0.1% | 4,065 SH | New |
| JOHNSON & JOHNSON COM | Common Stock | $3K | 1.7% | 9,761 SH | New |
| JPMORGAN CHASE & CO COM | Common Stock | $3K | 1.7% | 7,185 SH | New |
| KINDER MORGAN INC DEL COM | Common Stock | $3K | 1.9% | 91,989 SH | New |
| MARATHON PETE CORP COM | Common Stock | $458 | 0.3% | 1,316 SH | New |
| MCDONALDS CORP COM | Common Stock | $1K | 1.0% | 5,248 SH | New |
| MCKESSON CORP COM | Common Stock | $789 | 0.5% | 899 SH | New |
| MERCK & CO INC COM | Common Stock | $486 | 0.3% | 3,657 SH | New |
| META PLATFORMS INC CL A | Common Stock | $689 | 0.5% | 1,192 SH | New |
| MICROSOFT CORP COM | Common Stock | $8K | 5.1% | 15,594 SH | New |
| MONDELEZ INTL INC CL A | Common Stock | $627 | 0.4% | 10,089 SH | New |
| NEXTERA ENERGY INC COM | Common Stock | $293 | 0.2% | 3,420 SH | New |
| NNN REIT INC COM | Real Estate Investment Trust | $1K | 0.9% | 29,802 SH | New |
| NVIDIA CORPORATION COM | Common Stock | $695 | 0.5% | 3,103 SH | New |
| ORGANON & CO COMMON STOCK | Common Stock | $180 | 0.1% | 13,234 SH | New |
| OTIS WORLDWIDE CORP COM | Common Stock | $241 | 0.2% | 3,259 SH | New |
| PAYPAL HLDGS INC COM | Common Stock | $1K | 0.8% | 20,471 SH | New |
| PENNYMAC MTG INVT TR COM | Real Estate Investment Trust | $96 | 0.1% | 10,203 SH | New |
| PEPSICO INC COM | Common Stock | $445 | 0.3% | 3,209 SH | New |
| PFIZER INC COM | Common Stock | $2K | 1.4% | 79,941 SH | New |
| PHILIP MORRIS INTL INC COM | Common Stock | $1K | 0.9% | 7,110 SH | New |
| PROCTER & GAMBLE CO COM | Common Stock | $981 | 0.6% | 6,814 SH | New |
| RTX CORPORATION COM | Common Stock | $2K | 1.4% | 9,814 SH | New |
| SALESFORCE INC COM | Common Stock | $379 | 0.3% | 1,963 SH | New |
| SCHWAB EMERGING MARKETS EQUITY ETF | Exchange Traded Fund | $661 | 0.4% | 17,915 SH | New |
| SCHWAB INTERNATIONAL DIVIDEND EQUIT | Exchange Traded Fund | $1K | 0.7% | 34,059 SH | New |
| SCHWAB INTERNATIONAL EQUITY ETF | Exchange Traded Fund | $1K | 0.9% | 45,295 SH | New |
| SCHWAB SHORT-TERM US TREASURY ETF | Exchange Traded Fund | $1K | 0.8% | 49,456 SH | New |
| SCHWAB U.S. LARGE-CAP ETF | Exchange Traded Fund | $3K | 1.7% | 83,674 SH | New |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | Exchange Traded Fund | $350 | 0.2% | 9,849 SH | New |
| SCHWAB U.S. REIT ETF | Exchange Traded Fund | $333 | 0.2% | 14,000 SH | New |
| SCHWAB U.S. SMALL-CAP ETF | Exchange Traded Fund | $345 | 0.2% | 9,847 SH | New |
| SCHWAB US DIVIDEND EQUITY ETF | Exchange Traded Fund | $5K | 3.1% | 135,660 SH | New |
| SOUTHERN CO COM | Common Stock | $793 | 0.5% | 8,577 SH | New |
| SPDR GOLD SHARES | Exchange Traded Fund | $3K | 2.1% | 7,673 SH | New |
| STARBUCKS CORP COM | Common Stock | $3K | 1.7% | 23,780 SH | New |
| STATE STREET SPDR PORTFOLIO AGGREGA | Exchange Traded Fund | $333 | 0.2% | 13,272 SH | New |
| STATE STREET SPDR PORTFOLIO DEVELOP | Exchange Traded Fund | $496 | 0.3% | 9,562 SH | New |
| STATE STREET SPDR PORTFOLIO EMERGIN | Exchange Traded Fund | $239 | 0.2% | 4,573 SH | New |
| STATE STREET SPDR PORTFOLIO S&P 500 | Exchange Traded Fund | $1K | 0.8% | 13,815 SH | New |
| TJX COS INC NEW COM | Common Stock | $6K | 3.8% | 37,925 SH | New |
| TRUIST FINL CORP COM | Common Stock | $231 | 0.2% | 4,404 SH | New |
| UBER TECHNOLOGIES INC COM | Common Stock | $697 | 0.5% | 9,253 SH | New |
| UNION PAC CORP COM | Common Stock | $252 | 0.2% | 860 SH | New |
| UNITED PARCEL SVCS INC CL B | Common Stock | $575 | 0.4% | 5,534 SH | New |
| US BANCORP COM NEW | Common Stock | $492 | 0.3% | 7,572 SH | New |
| VANECK SEMICONDUCTOR ETF | Exchange Traded Fund | $869 | 0.6% | 1,487 SH | New |
| VANGUARD EXTENDED DURATION TREASURY | Exchange Traded Fund | $383 | 0.3% | 6,439 SH | New |
| VANGUARD INFORMATION TECHNOLOGY ETF | Exchange Traded Fund | $5K | 3.5% | 44,123 SH | New |
| VANGUARD MORNINGSTAR TOTAL STOCK MA | Exchange Traded Fund | $289 | 0.2% | 758 SH | New |
| VANGUARD MORNINGSTAR VALUE ETF | Exchange Traded Fund | $220 | 0.1% | 975 SH | New |
| VERIZON COMMUNICATIONS INC COM | Common Stock | $1K | 0.7% | 22,884 SH | New |
| VICI PPTYS INC COM | Real Estate Investment Trust | $205 | 0.1% | 7,891 SH | New |
| VISA INC COM CL A | Common Stock | $205 | 0.1% | 572 SH | New |
| VODAFONE GROUP PLC SPONSORED ADR | American Depository Receipt | $937 | 0.6% | 58,245 SH | New |
| WALMART INC COM | Common Stock | $822 | 0.5% | 7,086 SH | New |
| WARNER BROS DISCOVERY INC COM SER A | Common Stock | $1K | 0.7% | 37,065 SH | New |
| WASTE MGMT INC DEL COM | Common Stock | $367 | 0.2% | 1,625 SH | New |
| WELLS FARGO & CO COM | Common Stock | $358 | 0.2% | 4,030 SH | New |
| WISDOMTREE U.S. LARGECAP DIVIDEND F | Exchange Traded Fund | $623 | 0.4% | 6,165 SH | New |