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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 | $2.7M | 1.1%Prev: 1.5% | 15,474 SH | Decreased+3 SH |
| ALPHABET INC | CAP STK CL C | $2.2M | 0.9%Prev: 1.1% | 12,212 SH | Decreased+877 SH |
| AMAZON COM INC | COM | $3.4M | 1.4%Prev: 1.1% | 15,469 SH | Increased-375 SH |
| APPLE INC | COM | $5.8M | 2.4%Prev: 2.4% | 28,269 SH | Decreased-172 SH |
| CINCINNATI FINL CORP | COM | $1.6M | 0.7%Prev: 0.6% | 10,935 SH | Decreased-58 SH |
| COLUMBIA ETF TR I | RESH ENHNC COR | $643K | 0.3%Prev: 0.2% | 17,464 SH | Decreased-1,751 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $895K | 0.4%Prev: 0.3% | 20,449 SH | Decreased-719 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $6.8M | 2.9%Prev: 3.2% | 236,097 SH | Decreased-48,650 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $567K | 0.2%Prev: 0.8% | 16,405 SH | Decreased-47,341 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $2.2M | 0.9%Prev: 0.5% | 42,497 SH | Increased+13,039 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $1.6M | 0.7%Prev: 0.5% | 52,746 SH | Increased+10,447 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $15.3M | 6.4%Prev: 7.6% | 239,819 SH | Decreased-78,548 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $11.9M | 5.0%Prev: 5.9% | 260,741 SH | Decreased-125,717 SH |
| FIFTH THIRD BANCORP | COM | $667K | 0.3%Prev: 0.3% | 16,215 SH | Decreased-140 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $3.0M | 1.2%Prev: 1.0% | 47,143 SH | Decreased+1,097 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $468K | 0.2%Prev: 0.2% | 11,186 SH | Decreased-1,604 SH |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $406K | 0.2%Prev: 0.1% | 12,650 SH | Decreased+130 SH |
| INNOVATOR ETFS TRUST | US EQTY BUF DEC | $806K | 0.3%Prev: 0.2% | 17,857 SH | Increased+3,229 SH |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $1.7M | 0.7%Prev: 0.5% | 37,413 SH | Increased+2,940 SH |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $513K | 0.2%Prev: 0.2% | 10,211 SH | Decreased-2,180 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.2M | 0.5%Prev: 0.7% | 31,406 SH | Decreased-17,818 SH |
| ISHARES INC | CORE MSCI EMKT | $720K | 0.3%Prev: 0.3% | 11,992 SH | Decreased-2,138 SH |
| ISHARES TR | CORE DIV GRWTH | $831K | 0.3%Prev: 0.2% | 12,991 SH | Increased+2,876 SH |
| ISHARES TR | CORE S&P MCP ETF | $9.8M | 4.1%Prev: 4.1% | 157,244 SH | Decreased-25,663 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.3M | 1.4%Prev: 1.0% | 30,461 SH | Increased+6,178 SH |
| ISHARES TR | CORE S&P US GWT | $14.0M | 5.9%Prev: 5.2% | 92,962 SH | Decreased-7,269 SH |
| ISHARES TR | CORE S&P US VLU | $24.3M | 10.2%Prev: 10.9% | 257,007 SH | Decreased-63,860 SH |
| ISHARES TR | CORE S&P500 ETF | $37.1M | 15.6%Prev: 14.3% | 59,721 SH | Decreased-5,935 SH |
| ISHARES TR | HDG MSCI EAFE | $7.8M | 3.3%Prev: 4.2% | 204,256 SH | Decreased-91,685 SH |
| ISHARES TR | MRGSTR MD CP GRW | $1.4M | 0.6%Prev: 0.6% | 17,664 SH | Decreased-3,431 SH |
| ISHARES TR | MRGSTR MD CP VAL | $1.1M | 0.4%Prev: 0.4% | 13,988 SH | Decreased+136 SH |
| ISHARES TR | MSCI EAFE MIN VL | $1.3M | 0.5%Prev: 0.4% | 15,079 SH | Increased+2,871 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.9M | 0.8%Prev: 0.5% | 20,318 SH | Increased+2,862 SH |
| ISHARES TR | SELECT US REIT | $618K | 0.3%Prev: 0.4% | 10,106 SH | Decreased-6,876 SH |
| MICROSOFT CORP | COM | $7.0M | 2.9%Prev: 1.7% | 14,002 SH | Increased+196 SH |
| NVIDIA CORPORATION | COM | $3.7M | 1.5%Prev: 1.4% | 23,171 SH | Decreased-950 SH |
| PROCTER AND GAMBLE CO | COM | $4.6M | 1.9% | 28,854 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $741K | 0.3%Prev: 0.3% | 18,507 SH | Decreased-49 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.8M | 2.5%Prev: 1.9% | 220,727 SH | Increased+33,710 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.1M | 1.3%Prev: 1.0% | 111,088 SH | Increased+18,809 SH |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $864K | 0.4% | 11,883 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $541K | 0.2% | 12,709 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $13.1M | 5.5%Prev: 5.5% | 29,849 SH | Decreased-7,865 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.2M | 1.3%Prev: 1.2% | 11,159 SH | Decreased-427 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.0M | 1.3%Prev: 1.1% | 10,650 SH | Decreased-630 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.2M | 1.4%Prev: 1.4% | 13,576 SH | Decreased-2,095 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.4M | 1.4%Prev: 1.2% | 11,098 SH | Decreased-322 SH |
| VANGUARD INDEX FDS | VALUE ETF | $14.0M | 5.9%Prev: 6.0% | 78,948 SH | Decreased-12,933 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.9M | 0.8%Prev: 1.0% | 32,690 SH | Decreased-13,980 SH |
| WISDOMTREE TR | US TOTAL DIVIDND | $979K | 0.4%Prev: 0.4% | 12,316 SH | Decreased |
| 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 |