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CIK 0001927474 • 7 13F filings • Apr 16, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $398K | 0.2% | 3,002 SH | |
| ADOBE INC | COM | $250K | 0.1% | 651 SH | |
| AFLAC INC | COM | $413K | 0.2% | 3,714 SH | |
| AIR PRODS & CHEMS INC | COM | $484K | 0.2% | 1,641 SH | |
| ALPHABET INC | CAP STK CL A | $541K | 0.3% | 3,500 SH | |
| ALTRIA GROUP INC | COM | $545K | 0.3% | 9,083 SH | |
| AMAZON COM INC | COM | $1.1M | 0.5% | 5,600 SH | |
| AMEREN CORP | COM | $262K | 0.1% | 2,606 SH | |
| AMERICAN ELEC PWR CO INC | COM | $244K | 0.1% | 2,229 SH | |
| AMGEN INC | COM | $417K | 0.2% | 1,340 SH | |
| APPLE INC | COM | $2.3M | 1.1% | 10,544 SH | |
| ARCHER DANIELS MIDLAND CO | COM | $270K | 0.1% | 5,627 SH | |
| AT&T INC | COM | $351K | 0.2% | 12,415 SH | |
| BANK AMERICA CORP | COM | $381K | 0.2% | 9,130 SH | |
| BLACKROCK INC | COM | $527K | 0.3% | 557 SH | |
| BP PLC | SPONSORED ADR | $260K | 0.1% | 7,690 SH | |
| BROADCOM INC | COM | $224K | 0.1% | 1,339 SH | |
| CARDINAL HEALTH INC | COM | $297K | 0.1% | 2,154 SH | |
| CHEVRON CORP NEW | COM | $878K | 0.4% | 5,251 SH | |
| CISCO SYS INC | COM | $315K | 0.2% | 5,110 SH | |
| CLOROX CO DEL | COM | $991K | 0.5% | 6,730 SH | |
| COCA COLA CO | COM | $1.1M | 0.5% | 15,295 SH | |
| COLGATE PALMOLIVE CO | COM | $848K | 0.4% | 9,048 SH | |
| CONSOLIDATED EDISON INC | COM | $698K | 0.3% | 6,311 SH | |
| CORNING INC | COM | $345K | 0.2% | 7,545 SH | |
| DARDEN RESTAURANTS INC | COM | $309K | 0.1% | 1,485 SH | |
| DEERE & CO | COM | $1.0M | 0.5% | 2,168 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.2M | 0.6% | 19,633 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $822K | 0.4% | 6,735 SH | |
| ELI LILLY & CO | COM | $1.9M | 0.9% | 2,286 SH | |
| ENBRIDGE INC | COM | $286K | 0.1% | 6,458 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $763K | 0.4% | 22,355 SH | |
| EXXON MOBIL CORP | COM | $1.1M | 0.5% | 9,509 SH | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $1.2M | 0.5% | 23,271 SH | |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | $635K | 0.3% | 19,494 SH | |
| GENERAL MLS INC | COM | $738K | 0.4% | 12,337 SH | |
| HOME DEPOT INC | COM | $383K | 0.2% | 1,045 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.5% | 2,444 SH | |
| ISHARES TR | 0-5YR HI YL CP | $9.0M | 4.3% | 212,346 SH | |
| ISHARES TR | CORE DIV GRWTH | $14.1M | 6.7% | 228,652 SH | |
| ISHARES TR | CORE S&P500 ETF | $830K | 0.4% | 1,478 SH | |
| ISHARES TR | FLTG RATE NT ETF | $1.6M | 0.8% | 31,282 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $10.3M | 4.9% | 196,201 SH | |
| ISHARES TR | PFD AND INCM SEC | $337K | 0.2% | 10,964 SH | |
| JOHNSON & JOHNSON | COM | $1.6M | 0.8% | 9,755 SH | |
| JPMORGAN CHASE & CO. | COM | $1.5M | 0.7% | 6,142 SH | |
| KELLANOVA | COM | $449K | 0.2% | 5,449 SH | |
| KIMBERLY-CLARK CORP | COM | $636K | 0.3% | 4,471 SH | |
| LOCKHEED MARTIN CORP | COM | $2.0M | 1.0% | 4,499 SH | |
| LOWES COS INC | COM | $387K | 0.2% | 1,659 SH | |
| MASTERCARD INCORPORATED | CL A | $350K | 0.2% | 638 SH | |
| MCDONALDS CORP | COM | $2.0M | 1.0% | 6,446 SH | |
| MEDTRONIC PLC | SHS | $350K | 0.2% | 3,891 SH | |
| MERCK & CO INC | COM | $261K | 0.1% | 2,907 SH | |
| MICROSOFT CORP | COM | $5.4M | 2.5% | 14,256 SH | |
| NEXTERA ENERGY INC | COM | $223K | 0.1% | 3,149 SH | |
| NIKE INC | CL B | $291K | 0.1% | 4,589 SH | |
| NVIDIA CORPORATION | COM | $278K | 0.1% | 2,565 SH | |
| PACER FDS TR | US CASH COWS 100 | $858K | 0.4% | 15,661 SH | |
| PAYCHEX INC | COM | $1.2M | 0.6% | 7,616 SH | |
| PEPSICO INC | COM | $1.2M | 0.6% | 7,889 SH | |
| PFIZER INC | COM | $353K | 0.2% | 13,945 SH | |
| PHILIP MORRIS INTL INC | COM | $672K | 0.3% | 4,234 SH | |
| PHILLIPS 66 | COM | $306K | 0.1% | 2,480 SH | |
| PNC FINL SVCS GROUP INC | COM | $240K | 0.1% | 1,365 SH | |
| PROCTER AND GAMBLE CO | COM | $2.3M | 1.1% | 13,281 SH | |
| REALTY INCOME CORP | COM | $602K | 0.3% | 10,383 SH | |
| SALESFORCE INC | COM | $339K | 0.2% | 1,263 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $9.7M | 4.6% | 492,597 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $670K | 0.3% | 28,910 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $19.0M | 9.1% | 680,620 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $7.5M | 3.6% | 298,813 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $26.4M | 12.6% | 1,197,841 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $4.3M | 2.1% | 164,713 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.2M | 2.0% | 180,726 SH | |
| SOUTHERN CO | COM | $1.4M | 0.7% | 15,169 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $576K | 0.3% | 1,371 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $938K | 0.4% | 1,676 SH | |
| STARBUCKS CORP | COM | $853K | 0.4% | 8,697 SH | |
| SYSCO CORP | COM | $717K | 0.3% | 9,551 SH | |
| TARGET CORP | COM | $969K | 0.5% | 9,281 SH | |
| TEXAS INSTRS INC | COM | $210K | 0.1% | 1,168 SH | |
| TORONTO DOMINION BK ONT | COM NEW | $272K | 0.1% | 4,538 SH | |
| UNILEVER PLC | SPON ADR NEW | $531K | 0.3% | 8,914 SH | |
| UNION PAC CORP | COM | $236K | 0.1% | 998 SH | |
| UNITED PARCEL SERVICE INC | CL B | $487K | 0.2% | 4,423 SH | |
| UNITEDHEALTH GROUP INC | COM | $242K | 0.1% | 461 SH | |
| US BANCORP DEL | COM NEW | $676K | 0.3% | 16,009 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $774K | 0.4% | 10,109 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $927K | 0.4% | 11,836 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $9.1M | 4.3% | 124,221 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $566K | 0.3% | 2,188 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.0M | 3.4% | 86,207 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $362K | 0.2% | 6,089 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $8.3M | 4.0% | 105,615 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $225K | 0.1% | 4,433 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $215K | 0.1% | 1,261 SH | |
| VERIZON COMMUNICATIONS INC | COM | $597K | 0.3% | 13,155 SH | |
| VISA INC | COM CL A | $423K | 0.2% | 1,208 SH | |
| WALMART INC | COM | $2.9M | 1.4% | 32,517 SH | |
| WASTE MGMT INC DEL | COM | $1.9M | 0.9% | 8,137 SH | |
| WELLS FARGO CO NEW | COM | $248K | 0.1% | 3,452 SH | |
| WISDOMTREE TR | INTL LRGCAP DV | $4.5M | 2.1% | 81,787 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $462K | 0.2% | 5,816 SH | |
| WISDOMTREE TR | US MIDCAP DIVID | $2.3M | 1.1% | 45,736 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $1.7M | 0.8% | 21,750 SH | |
| WISDOMTREE TR | US SMALLCAP DIVD | $1.5M | 0.7% | 47,939 SH |
| 13F-HR |
| 0002085853-25-000134 |
| $251.1M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000918 | $319.1M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000867 | $227.4M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000444 | $283.6M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000435 | $209.9M | View |