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CIK 0001977044 • 6 13F filings • May 5, 2025 – Jul 27, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $2.2M | 1.2% | 14,277 SH | |
| ALPHABET INC | CAP STK CL C | $1.8M | 1.0% | 11,716 SH | |
| AMAZON COM INC | COM | $2.7M | 1.4% | 14,274 SH | |
| APPLE INC | COM | $6.1M | 3.2% | 27,438 SH | |
| CINCINNATI FINL CORP | COM | $1.6M | 0.8% | 10,854 SH | |
| COLUMBIA ETF TR I | RESH ENHNC COR | $465K | 0.2% | 14,004 SH | |
| COUCHBASE INC | COM | $252K | 0.1% | 16,000 SH | |
| DBX ETF TR | XTRACK MSCI EAFE | $870K | 0.5% | 20,086 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $5.7M | 3.0% | 220,653 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $448K | 0.2% | 14,335 SH | |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $2.1M | 1.1% | 40,500 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $1.6M | 0.8% | 51,046 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $12.1M | 6.4% | 202,262 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $2.8M | 1.5% | 48,431 SH | |
| FIRST TR MORNINGSTAR DIVID L | SHS | $485K | 0.3% | 11,159 SH | |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $402K | 0.2% | 12,800 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUF DEC | $739K | 0.4% | 17,667 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $1.6M | 0.8% | 37,513 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $476K | 0.3% | 10,211 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.1M | 0.6% | 31,406 SH | |
| ISHARES INC | CORE MSCI EMKT | $701K | 0.4% | 12,980 SH | |
| ISHARES TR | CORE DIV GRWTH | $791K | 0.4% | 12,810 SH | |
| ISHARES TR | CORE S&P MCP ETF | $7.8M | 4.1% | 133,967 SH | |
| ISHARES TR | CORE S&P SCP ETF | $3.0M | 1.6% | 28,709 SH | |
| ISHARES TR | CORE S&P US GWT | $12.0M | 6.4% | 94,571 SH | |
| ISHARES TR | CORE S&P US VLU | $22.0M | 11.6% | 238,357 SH | |
| ISHARES TR | CORE S&P500 ETF | $29.7M | 15.7% | 52,825 SH | |
| ISHARES TR | HDG MSCI EAFE | $7.1M | 3.7% | 195,216 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $1.3M | 0.7% | 17,783 SH | |
| ISHARES TR | MRGSTR MD CP VAL | $1.0M | 0.5% | 13,966 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $1.2M | 0.6% | 15,023 SH | |
| ISHARES TR | MSCI USA MIN VOL | $1.9M | 1.0% | 20,785 SH | |
| MICROSOFT CORP | COM | $4.9M | 2.6% | 13,087 SH | |
| NVIDIA CORPORATION | COM | $2.1M | 1.1% | 19,400 SH | |
| PROCTER AND GAMBLE CO | COM | $5.0M | 2.7% | 29,491 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $660K | 0.3% | 18,262 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.4M | 3.4% | 227,447 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.9M | 1.5% | 111,219 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $728K | 0.4% | 11,069 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $514K | 0.3% | 12,603 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $9.5M | 5.0% | 25,742 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.8M | 1.5% | 10,802 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.6M | 1.4% | 10,215 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.0M | 1.6% | 13,676 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $11.6M | 6.1% | 67,188 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 0.7% | 26,141 SH | |
| WISDOMTREE TR | US TOTAL DIVIDND | $948K | 0.5% | 12,316 SH |
| Q3 2025 |
| 13F-HR |
| 0001977044-25-000006 |
| $270.3M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001977044-26-000004 | $358.4M | View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001977044-25-000003 | $237.3M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001977044-26-000002 | $299.7M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001977044-25-000002 | $189.1M | View |