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CIK 0001907212 • 6 13F filings • May 13, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $1.3M | 0.6%Prev: 0.5% | 3,985 SH | Increased-15 SH |
| AMAZON COM INC | COM | $847K | 0.4%Prev: 0.4% | 3,670 SH | Increased-87 SH |
| APPLE INC | COM | $2.6M | 1.2%Prev: 1.2% | 9,629 SH | Increased-281 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $616K | 0.3%Prev: 0.3% | 1,225 SH | Decreased |
| BLACKSTONE INC | COM | $308K | 0.1%Prev: 0.2% | 2,000 SH | Decreased |
| BROADCOM INC | COM | $1.1M | 0.5%Prev: 0.5% | 3,108 SH | Increased |
| C H ROBINSON WORLDWIDE INC | CALL | $632K | 0.3% | 300 PRN | New |
| C H ROBINSON WORLDWIDE INC | COM NEW | $5.9M | 2.7%Prev: 2.6% | 36,620 SH | Increased-5,000 SH |
| CHART INDS INC | COM | $2.3M | 1.1%Prev: 1.1% | 11,215 SH | Decreased-485 SH |
| CIBUS INC | CL A COM STK | $27K | 0.0% | 15,478 SH | New |
| CLEARFIELD INC | COM | $219K | 0.1%Prev: 0.1% | 7,500 SH | Decreased |
| DELTA AIR LINES INC DEL | COM NEW | $282K | 0.1%Prev: 0.1% | 4,058 SH | Increased-170 SH |
| ECOLAB INC | COM | $227K | 0.1%Prev: 0.1% | 866 SH | Decreased |
| ELI LILLY & CO | COM | $241K | 0.1% | 224 SH | New |
| EXCHANGE LISTED FDS TR | STRATIFIED LARGE | $533K | 0.2%Prev: 0.3% | 6,132 SH | Increased |
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | $274K | 0.1%Prev: 0.1% | 11,698 SH | Increased+1,835 SH |
| GLOBAL X FDS | GLOBAL X COPPER | $413K | 0.2%Prev: 0.2% | 5,746 SH | Increased |
| GLOBAL X FDS | LITHIUM BTRY ETF | $278K | 0.1%Prev: 0.1% | 4,289 SH | Increased |
| GLOBAL X FDS | RBTCS ARTFL INTE | $267K | 0.1%Prev: 0.1% | 7,361 SH | Increased |
| GRACO INC | COM | $12.6M | 5.7%Prev: 6.2% | 153,713 SH | Decreased |
| ISHARES INC | MSCI MEXICO ETF | $334K | 0.2%Prev: 0.2% | 4,815 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $3.9M | 1.8%Prev: 1.8% | 43,743 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $21.1M | 9.6%Prev: 9.5% | 319,424 SH | Increased+10,679 SH |
| ISHARES TR | CORE S&P SCP ETF | $13.2M | 6.0%Prev: 6.1% | 109,920 SH | Increased+1,767 SH |
| ISHARES TR | CORE S&P500 ETF | $38.6M | 17.6%Prev: 17.6% | 56,393 SH | Increased+580 SH |
| ISHARES TR | ISHARES BIOTECH | $272K | 0.1%Prev: 0.1% | 1,614 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $302K | 0.1%Prev: 0.1% | 3,149 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $469K | 0.2%Prev: 0.2% | 8,575 SH | Increased |
| ISHARES TR | MSCI INDIA ETF | $337K | 0.2%Prev: 0.2% | 6,233 SH | Decreased-454 SH |
| ISHARES TR | RUS 1000 ETF | $662K | 0.3%Prev: 0.3% | 1,772 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $590K | 0.3%Prev: 0.3% | 1,246 SH | Decreased-210 SH |
| ISHARES TR | RUS 1000 VAL ETF | $387K | 0.2%Prev: 0.2% | 1,842 SH | Increased |
| ISHARES TR | RUS MD CP GR ETF | $1.2M | 0.6%Prev: 0.6% | 9,031 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $368K | 0.2%Prev: 0.2% | 3,822 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $207K | 0.1%Prev: 0.1% | 842 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $2.0M | 0.9%Prev: 1.0% | 16,203 SH | Decreased-659 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.1M | 0.5%Prev: 0.5% | 5,256 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $259K | 0.1%Prev: 0.1% | 803 SH | Increased |
| META PLATFORMS INC | CL A | $379K | 0.2%Prev: 0.2% | 574 SH | Decreased |
| MICROSOFT CORP | COM | $689K | 0.3%Prev: 0.3% | 1,425 SH | Decreased |
| OLD NATL BANCORP IND | COM | $292K | 0.1%Prev: 0.1% | 13,078 SH | Increased |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | $128K | 0.1%Prev: 0.1% | 10,767 SH | Decreased-2,894 SH |
| ROYALTY PHARMA PLC | SHS CLASS A | $673K | 0.3%Prev: 0.3% | 17,414 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $266K | 0.1% | 5,954 SH | New |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $10.0M | 4.5%Prev: 4.4% | 160,496 SH | Increased+2,136 SH |
| TESLA INC | COM | $312K | 0.1%Prev: 0.1% | 694 SH | Decreased-15 SH |
| UNDER ARMOUR INC | CL C | $49K | 0.0%Prev: 0.0% | 10,271 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $3.2M | 1.4%Prev: 1.6% | 9,566 SH | Decreased-3 SH |
| UWM HOLDINGS CORPORATION | COM CL A | $75K | 0.0%Prev: 0.0% | 17,022 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $905K | 0.4%Prev: 0.4% | 8,099 SH | Increased |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $432K | 0.2%Prev: 0.2% | 3,894 SH | Increased |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $349K | 0.2%Prev: 0.2% | 7,217 SH | Decreased+68 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $8.7M | 4.0%Prev: 4.1% | 98,091 SH | Increased+3,354 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.0M | 1.4%Prev: 1.4% | 4,859 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $27.2M | 12.4%Prev: 12.7% | 505,724 SH | Increased+9,141 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $46.1M | 21.0%Prev: 20.5% | 738,661 SH | Increased+12,160 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $327K | 0.1%Prev: 0.2% | 4,847 SH | Increased+46 SH |
| 13F-HR |
| 0001951757-26-001231 |
| $241.5M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001081 | $188.7M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000880 | $217.7M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000554 | $168.1M | View |