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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 | $4.4M | 1.5%Prev: 1.2% | 15,471 SH | Increased+1,194 SH |
| ALPHABET INC | CAP STK CL C | $3.3M | 1.1%Prev: 1.0% | 11,335 SH | Increased-381 SH |
| AMAZON COM INC | COM | $3.3M | 1.1%Prev: 1.4% | 15,844 SH | Increased+1,570 SH |
| APPLE INC | COM | $7.2M | 2.4%Prev: 3.2% | 28,441 SH | Increased+1,003 SH |
| CINCINNATI FINL CORP | COM | $1.7M | 0.6%Prev: 0.8% | 10,993 SH | Increased+139 SH |
| COHEN & STEERS ETF TRUST | REAL ESTATE ACTI | $380K | 0.1% | 14,445 SH | New |
| COLUMBIA ETF TR I | RESH ENHNC COR | $749K | 0.2%Prev: 0.2% | 19,215 SH | Increased+5,211 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $1.0M | 0.3%Prev: 0.5% | 21,168 SH | Increased+1,082 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $9.6M | 3.2%Prev: 3.0% | 284,747 SH | Increased+64,094 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.5M | 0.8%Prev: 0.2% | 63,746 SH | Increased+49,411 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $5.2M | 1.7% | 146,499 SH | New |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $1.5M | 0.5%Prev: 1.1% | 29,458 SH | Decreased-11,042 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $1.5M | 0.5%Prev: 0.8% | 42,299 SH | Decreased-8,747 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $22.6M | 7.6%Prev: 6.4% | 318,367 SH | Increased+116,105 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $423K | 0.1% | 11,367 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $790K | 0.3% | 21,770 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $17.7M | 5.9% | 386,458 SH | New |
| FIFTH THIRD BANCORP | COM | $760K | 0.3% | 16,355 SH | New |
| FIRST COMWLTH FINL CORP PA | COM | $211K | 0.1% | 12,025 SH | New |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $3.1M | 1.0%Prev: 1.5% | 46,046 SH | Increased-2,385 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $650K | 0.2% | 12,790 SH | New |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $419K | 0.1%Prev: 0.2% | 12,520 SH | Increased-280 SH |
| INNOVATOR ETFS TRUST | US EQTY BUF DEC | $702K | 0.2%Prev: 0.4% | 14,628 SH | Decreased-3,039 SH |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $1.6M | 0.5%Prev: 0.8% | 34,473 SH | Increased-3,040 SH |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $661K | 0.2%Prev: 0.3% | 12,391 SH | Increased+2,180 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $2.0M | 0.7%Prev: 0.6% | 49,224 SH | Increased+17,818 SH |
| ISHARES INC | CORE MSCI EMKT | $986K | 0.3%Prev: 0.4% | 14,130 SH | Increased+1,150 SH |
| ISHARES TR | CORE DIV GRWTH | $710K | 0.2%Prev: 0.4% | 10,115 SH | Decreased-2,695 SH |
| ISHARES TR | CORE S&P MCP ETF | $12.4M | 4.1%Prev: 4.1% | 182,907 SH | Increased+48,940 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.0M | 1.0%Prev: 1.6% | 24,283 SH | Increased-4,426 SH |
| ISHARES TR | CORE S&P US GWT | $15.5M | 5.2%Prev: 6.4% | 100,231 SH | Increased+5,660 SH |
| ISHARES TR | CORE S&P US VLU | $32.8M | 10.9%Prev: 11.6% | 320,867 SH | Increased+82,510 SH |
| ISHARES TR | CORE S&P500 ETF | $43.0M | 14.3%Prev: 15.7% | 65,656 SH | Increased+12,831 SH |
| ISHARES TR | HDG MSCI EAFE | $12.6M | 4.2%Prev: 3.7% | 295,941 SH | Increased+100,725 SH |
| ISHARES TR | MRGSTR MD CP GRW | $1.7M | 0.6%Prev: 0.7% | 21,095 SH | Increased+3,312 SH |
| ISHARES TR | MRGSTR MD CP VAL | $1.2M | 0.4%Prev: 0.5% | 13,852 SH | Increased-114 SH |
| ISHARES TR | MSCI EAFE MIN VL | $1.1M | 0.4%Prev: 0.6% | 12,208 SH | Decreased-2,815 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.6M | 0.5%Prev: 1.0% | 17,456 SH | Decreased-3,329 SH |
| ISHARES TR | SELECT US REIT | $1.1M | 0.4% | 16,982 SH | New |
| KROGER CO | COM | $857K | 0.3% | 11,849 SH | New |
| MICROSOFT CORP | COM | $5.1M | 1.7%Prev: 2.6% | 13,806 SH | Increased+719 SH |
| NVIDIA CORPORATION | COM | $4.2M | 1.4%Prev: 1.1% | 24,121 SH | Increased+4,721 SH |
| PROCTER & GAMBLE CO | COM | $3.9M | 1.3% | 27,113 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $908K | 0.3%Prev: 0.3% | 18,556 SH | Increased+294 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.7M | 1.9%Prev: 3.4% | 187,017 SH | Decreased-40,430 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $282K | 0.1% | 10,995 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.9M | 1.0%Prev: 1.5% | 92,279 SH | Decreased-18,940 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $975K | 0.3% | 12,733 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $16.5M | 5.5%Prev: 5.0% | 37,714 SH | Increased+11,972 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.5M | 1.2%Prev: 1.5% | 11,586 SH | Increased+784 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.2M | 1.1%Prev: 1.4% | 11,280 SH | Increased+1,065 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.1M | 1.4%Prev: 1.6% | 15,671 SH | Increased+1,995 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.7M | 1.2% | 11,420 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $18.0M | 6.0%Prev: 6.1% | 91,881 SH | Increased+24,693 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.0M | 1.0%Prev: 0.7% | 46,670 SH | Increased+20,529 SH |
| WISDOMTREE TR | US TOTAL DIVIDND | $1.1M | 0.4%Prev: 0.5% | 12,316 SH | Increased |
| 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 |