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CIK 0002108842 • 3 13F filings • Feb 9, 2026 – Jul 10, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | $442K | 0.3% | 4,302 SH | |
| ABBVIE INC | COM | $807K | 0.5% | 3,710 SH | |
| ADVANCED MICRO DEVICES INC | COM | $467K | 0.3% | 2,297 SH | |
| AECOM | COM | $214K | 0.1% | 2,519 SH | |
| AIR PRODUCTS AND CHEMICALS I | COM | $291K | 0.2% | 1,002 SH | |
| ALPHABET INC | CAP STK CL A | $3.0M | 2.0% | 10,469 SH | |
| ALPHABET INC | CAP STK CL C | $839K | 0.5% | 2,924 SH | |
| ALTRIA GROUP INC | COM | $279K | 0.2% | 4,222 SH | |
| AMAZON COM INC | COM | $4.0M | 2.6% | 19,344 SH | |
| AMERICAN EXPRESS CO | COM | $258K | 0.2% | 852 SH | |
| AMGEN INC | COM | $396K | 0.3% | 1,125 SH | |
| APOLLO GLOBAL MGMT INC | COM | $201K | 0.1% | 1,806 SH | |
| APPLE INC | COM | $6.0M | 3.9% | 23,727 SH | |
| APPLIED MATLS INC | COM | $1.6M | 1.0% | 4,643 SH | |
| ASML HLDG NV | N Y REGISTRY SHS | $510K | 0.3% | 386 SH | |
| AT&T INC | COM | $257K | 0.2% | 8,849 SH | |
| BANK AMERICA CORP | COM | $362K | 0.2% | 7,423 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $854K | 0.6% | 1,782 SH | |
| BLACKROCK INC | COM | $326K | 0.2% | 339 SH | |
| BOEING CO | COM | $249K | 0.2% | 1,252 SH | |
| BOOKING HOLDINGS INC | COM | $855K | 0.6% | 203 SH | |
| BROADCOM INC | COM | $373K | 0.2% | 1,205 SH | |
| CATERPILLAR INC | COM | $830K | 0.5% | 1,171 SH | |
| CHEVRON CORPORATION | COM | $453K | 0.3% | 2,192 SH | |
| CISCO SYS INC | COM | $420K | 0.3% | 5,409 SH | |
| COCA COLA CO | COM | $478K | 0.3% | 6,286 SH | |
| COMCAST CORP NEW | CL A | $233K | 0.2% | 8,099 SH | |
| CORNING INC | COM | $754K | 0.5% | 5,544 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $583K | 0.4% | 585 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $289K | 0.2% | 740 SH | |
| DANAHER CORP DEL | COM | $229K | 0.1% | 1,206 SH | |
| DEERE & CO | COM | $246K | 0.2% | 436 SH | |
| DELL TECHNOLOGIES INC | CL C | $496K | 0.3% | 3,022 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.4M | 0.9% | 37,077 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $643K | 0.4% | 13,272 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $255K | 0.2% | 7,514 SH | |
| DISNEY WALT CO | COM | $634K | 0.4% | 6,583 SH | |
| DOMINION ENERGY INC | COM | $617K | 0.4% | 9,978 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $1.0M | 0.7% | 7,922 SH | |
| EATON CORP PLC | SHS | $659K | 0.4% | 1,842 SH | |
| EATON VANCE MUN BD FD | COM | $158K | 0.1% | 16,174 SH | |
| ECOLAB INC | COM | $282K | 0.2% | 1,062 SH | |
| ELEVANCE HEALTH INC FORMERLY | COM | $356K | 0.2% | 1,216 SH | |
| ELI LILLY & CO | COM | $2.4M | 1.6% | 2,659 SH | |
| ENBRIDGE INC | COM | $583K | 0.4% | 10,769 SH | |
| EXXON MOBIL CORP | COM | $1.9M | 1.2% | 11,305 SH | |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $288K | 0.2% | 3,395 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED EMRNGS | $569K | 0.4% | 16,658 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $1.1M | 0.7% | 28,276 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $8.5M | 5.5% | 234,735 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED MID | $1.6M | 1.0% | 44,711 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED SMALL | $1.5M | 0.9% | 38,538 SH | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $1.1M | 0.7% | 19,960 SH | |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | $249K | 0.2% | 9,030 SH | |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $214K | 0.1% | 3,620 SH | |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | $468K | 0.3% | 13,774 SH | |
| GE AEROSPACE | COM NEW | $289K | 0.2% | 1,020 SH | |
| GE VERNOVA INC | COM | $267K | 0.2% | 306 SH | |
| GILEAD SCIENCES INC | COM | $253K | 0.2% | 1,813 SH | |
| GSK PLC | SPONSORED ADR | $256K | 0.2% | 4,647 SH | |
| HEWLETT PACKARD ENTERPRISE C | COM | $209K | 0.1% | 8,760 SH | |
| HOME DEPOT INC | COM | $804K | 0.5% | 2,445 SH | |
| HONEYWELL INTL INC | COM | $262K | 0.2% | 1,160 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $2.3M | 1.5% | 9,657 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $267K | 0.2% | 463 SH | |
| INVESCO QUALITY MUN INCOME T | COM | $193K | 0.1% | 20,080 SH | |
| IQVIA HLDGS INC | COM | $355K | 0.2% | 2,080 SH | |
| ISHARES INC | CORE MSCI EMKT | $885K | 0.6% | 12,687 SH | |
| ISHARES INC | MSCI GBL GOLD MN | $1.1M | 0.7% | 13,360 SH | |
| ISHARES SILVER TR | ISHARES | $1.0M | 0.7% | 14,915 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $255K | 0.2% | 3,091 SH | |
| ISHARES TR | CORE DIV GRWTH | $230K | 0.1% | 3,281 SH | |
| ISHARES TR | CORE HIGH DV ETF | $2.2M | 1.4% | 16,315 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.9M | 1.9% | 31,694 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 0.9% | 19,600 SH | |
| ISHARES TR | CORE S&P SCP ETF | $448K | 0.3% | 3,606 SH | |
| ISHARES TR | CORE S&P US GWT | $2.7M | 1.7% | 17,342 SH | |
| ISHARES TR | CORE S&P US VLU | $3.3M | 2.2% | 32,545 SH | |
| ISHARES TR | CORE S&P500 ETF | $3.0M | 1.9% | 4,590 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $492K | 0.3% | 5,143 SH | |
| ISHARES TR | ESG AWARE MSCI | $316K | 0.2% | 6,715 SH | |
| ISHARES TR | ESG MSCI EM LDRS | $275K | 0.2% | 4,748 SH | |
| ISHARES TR | ESG MSCI LEADR | $533K | 0.3% | 4,695 SH | |
| ISHARES TR | ESG SELECT SCRE | $250K | 0.2% | 5,504 SH | |
| ISHARES TR | INTL SEL DIV ETF | $2.2M | 1.4% | 51,842 SH | |
| ISHARES TR | MSCI USA MIN VOL | $473K | 0.3% | 5,104 SH | |
| ISHARES TR | US AER DEF ETF | $352K | 0.2% | 1,608 SH | |
| JOHNSON & JOHNSON | COM | $1.2M | 0.8% | 4,828 SH | |
| JPMORGAN CHASE & CO | COM | $1.3M | 0.8% | 4,376 SH | |
| KLA CORP | COM NEW | $290K | 0.2% | 197 SH | |
| LAMAR ADVERTISING CO | CL A | $210K | 0.1% | 1,654 SH | |
| LINDE PLC | SHS | $275K | 0.2% | 555 SH | |
| LIVE OAK BANCSHARES INC | COM | $2.6M | 1.7% | 78,483 SH | |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $184K | 0.1% | 36,529 SH | |
| LOCKHEED MARTIN CORP | COM | $237K | 0.2% | 392 SH | |
| LOWES COS INC | COM | $746K | 0.5% | 3,156 SH | |
| MARATHON PETE CORP | COM | $359K | 0.2% | 1,469 SH | |
| MASTERCARD INCORPORATED | CL A | $464K | 0.3% | 930 SH | |
| MCDONALDS CORP | COM | $330K | 0.2% | 1,063 SH | |
| MEDTRONIC PLC | SHS | $298K | 0.2% | 3,435 SH | |
| META PLATFORMS INC | CL A | $1.5M | 1.0% | 2,641 SH | |
| MICRON TECHNOLOGY INC | COM | $668K | 0.4% | 1,978 SH | |
| MICROSOFT CORP | COM | $4.9M | 3.2% | 13,367 SH | |
| MOODYS CORP | COM | $266K | 0.2% | 610 SH | |
| NETFLIX INC. | COM | $750K | 0.5% | 7,804 SH | |
| NEXTERA ENERGY INC | COM | $401K | 0.3% | 4,314 SH | |
| NOVARTIS AG | SPONSORED ADR | $203K | 0.1% | 1,327 SH | |
| NU HLDGS LTD | ORD SHS CL A | $595K | 0.4% | 41,400 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $412K | 0.3% | 4,531 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $739K | 0.5% | 16,237 SH | |
| NVIDIA CORPORATION | COM | $2.5M | 1.7% | 14,619 SH | |
| OMNICOM GROUP INC | COM | $235K | 0.2% | 3,118 SH | |
| ORACLE CORP | COM | $269K | 0.2% | 1,826 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $343K | 0.2% | 2,345 SH | |
| PALO ALTO NETWORKS INC | COM | $435K | 0.3% | 2,712 SH | |
| PARKER-HANNIFIN CORP | COM | $479K | 0.3% | 535 SH | |
| PEPSICO INC | COM | $219K | 0.1% | 1,413 SH | |
| PFIZER INC | COM | $449K | 0.3% | 15,980 SH | |
| PHILIP MORRIS INTL INC | COM | $573K | 0.4% | 3,468 SH | |
| PROCTER & GAMBLE CO | COM | $618K | 0.4% | 4,276 SH | |
| PRUDENTIAL FINL INC | COM | $210K | 0.1% | 2,153 SH | |
| PUBLIC SVC ENTERPRISE GROUP | COM | $235K | 0.2% | 2,905 SH | |
| QUALCOMM INC | COM | $540K | 0.3% | 4,190 SH | |
| ROBINHOOD MKTS INC | COM CL A | $353K | 0.2% | 5,100 SH | |
| RTX CORPORATION | COM | $310K | 0.2% | 1,605 SH | |
| SALESFORCE INC | COM | $377K | 0.2% | 2,020 SH | |
| SCHWAB CHARLES CORP | COM | $370K | 0.2% | 3,940 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $254K | 0.2% | 8,735 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $274K | 0.2% | 8,999 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $243K | 0.2% | 9,459 SH | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $395K | 0.3% | 1,009 SH | |
| SERVICENOW INC | COM | $363K | 0.2% | 3,476 SH | |
| SHERWIN WILLIAMS CO | COM | $429K | 0.3% | 1,338 SH | |
| SPDR GOLD TR | GOLD SHS | $3.0M | 1.9% | 6,968 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $2.1M | 1.3% | 16,325 SH | |
| STARBUCKS CORP | COM | $406K | 0.3% | 4,531 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.4M | 0.9% | 2,209 SH | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $302K | 0.2% | 489 SH | |
| STRYKER CORPORATION | COM | $319K | 0.2% | 971 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $541K | 0.4% | 1,600 SH | |
| TESLA INC | COM | $1.3M | 0.9% | 3,558 SH | |
| TEXAS INSTRS INC | COM | $215K | 0.1% | 1,109 SH | |
| TRACTOR SUPPLY CO | COM | $233K | 0.2% | 5,149 SH | |
| TRUIST FINL CORP | COM | $310K | 0.2% | 6,737 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $8.8M | 5.7% | 20,184 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.4M | 1.6% | 8,518 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $230K | 0.1% | 2,589 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 0.8% | 4,880 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $559K | 0.4% | 1,744 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $8.7M | 5.6% | 44,411 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $222K | 0.1% | 4,103 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $345K | 0.2% | 2,496 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.9M | 1.9% | 45,026 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $517K | 0.3% | 4,606 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $262K | 0.2% | 713 SH | |
| VERIZON COMMUNICATIONS INC | COM | $266K | 0.2% | 5,290 SH | |
| VISA INC | COM CL A | $790K | 0.5% | 2,615 SH | |
| VULCAN MATLS CO | COM | $572K | 0.4% | 2,102 SH | |
| WALMART INC | COM | $1.4M | 0.9% | 11,435 SH | |
| WELLS FARGO & CO | COM | $732K | 0.5% | 9,201 SH | |
| WISDOMTREE TR | EMER MKT HIGH FD | $727K | 0.5% | 14,635 SH |
| 13F-HR |
| 0002108842-26-000002 |
| $154.3M |
| View |