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CIK 0002049804 • 4 13F filings • May 13, 2025 – Feb 12, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.4M | 1.0%Prev: 1.2% | 11,175 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $908K | 0.7%Prev: 0.6% | 2,900 SH | Increased |
| ALPHABET INC | CAP STK CL C | $1.7M | 1.3%Prev: 1.0% | 5,430 SH | Increased |
| AMAZON COM INC | COM | $340K | 0.2%Prev: 0.3% | 1,471 SH | Increased |
| APPLE INC | COM | $1.6M | 1.2%Prev: 1.2% | 5,863 SH | Increased+2 SH |
| BECTON DICKINSON & CO | COM | $1.1M | 0.8%Prev: 0.9% | 5,842 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $269K | 0.2%Prev: 0.2% | 535 SH | Decreased |
| BOEING CO | COM | $1.1M | 0.8%Prev: 0.9% | 4,976 SH | Decreased-77 SH |
| CISCO SYS INC | COM | $269K | 0.2%Prev: 0.2% | 3,493 SH | Increased |
| CME GROUP INC | COM | $1.5M | 1.1%Prev: 1.2% | 5,453 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.9%Prev: 1.0% | 1,390 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $14.2M | 10.5%Prev: 4.9% | 359,703 SH | Increased+198,735 SH |
| ECOLAB INC | COM | $1.1M | 0.8%Prev: 0.9% | 4,150 SH | Decreased |
| EXPEDITORS INTL WASH INC | COM | $545K | 0.4%Prev: 0.4% | 3,659 SH | Increased-4 SH |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $33.5M | 24.6%Prev: 27.3% | 361,802 SH | Decreased-10,199 SH |
| HERSHEY CO | COM | $992K | 0.7%Prev: 0.8% | 5,450 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $358K | 0.3%Prev: 0.3% | 5,425 SH | Decreased-750 SH |
| ISHARES TR | CORE S&P SCP ETF | $305K | 0.2%Prev: 0.2% | 2,540 SH | Increased |
| JOHNSON & JOHNSON | COM | $1.4M | 1.0%Prev: 1.0% | 6,667 SH | Increased-35 SH |
| LOCKHEED MARTIN CORP | COM | $1.6M | 1.2%Prev: 1.3% | 3,393 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $2.0M | 1.5%Prev: 1.6% | 3,584 SH | Increased |
| MCCORMICK & CO INC | COM NON VTG | $505K | 0.4%Prev: 0.3% | 7,418 SH | Increased+800 SH |
| MICROSOFT CORP | COM | $1.3M | 1.0%Prev: 1.1% | 2,780 SH | Decreased-25 SH |
| MONSTER BEVERAGE CORP NEW | COM | $483K | 0.4%Prev: 0.3% | 6,300 SH | Increased |
| OREILLY AUTOMOTIVE INC | COM | $2.2M | 1.6%Prev: 2.0% | 23,730 SH | Decreased |
| PEPSICO INC | COM | $852K | 0.6%Prev: 0.7% | 5,934 SH | Increased-7 SH |
| PROCTER AND GAMBLE CO | COM | $579K | 0.4%Prev: 0.5% | 4,037 SH | Decreased |
| ROSS STORES INC | COM | $1.0M | 0.8%Prev: 0.7% | 5,750 SH | Increased |
| SEI EXCHANGE TRADED FUNDS | ENHANCED LOW VOL | $51.5M | 37.9%Prev: 39.2% | 1,594,323 SH | Increased+28,522 SH |
| SMARTRENT INC | COM CL A | $22K | 0.0%Prev: 0.0% | 10,886 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $594K | 0.4%Prev: 0.5% | 985 SH | Increased |
| STRYKER CORPORATION | COM | $1.0M | 0.8%Prev: 0.8% | 2,910 SH | Decreased |
| TJX COS INC NEW | COM | $2.2M | 1.6%Prev: 1.6% | 14,185 SH | Increased |
| TRACTOR SUPPLY CO | COM | $1.3M | 1.0%Prev: 1.2% | 26,113 SH | Decreased |
| VISA INC | COM CL A | $1.3M | 1.0%Prev: 1.0% | 3,687 SH | Increased |
| WALMART INC | COM | $1.0M | 0.7%Prev: 0.7% | 9,101 SH | Increased+100 SH |
| WEC ENERGY GROUP INC | COM | $1.0M | 0.8%Prev: 0.9% | 9,799 SH | Decreased |
| WESCO INTL INC | COM | $440K | 0.3%Prev: 0.3% | 1,797 SH | Increased |
| WORKDAY INC | CL A | $344K | 0.3%Prev: 0.3% | 1,600 SH | Decreased |
| WW GRAINGER INC | COM | $838K | 0.6% | 830 SH | New |
| 13F-HR |
| 0000752365-25-000003 |
| $122.7M |
| View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0002049804-25-000002 | $123.7M | View |