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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 | $387K | 0.1%Prev: 0.2% | 3,090 SH | Decreased-36 SH |
| ABBVIE INC | COM | $281K | 0.1%Prev: 0.1% | 1,230 SH | Increased+19 SH |
| ADOBE INC | COM | $215K | 0.1%Prev: 0.1% | 614 SH | Decreased-138 SH |
| AFLAC INC | COM | $405K | 0.2%Prev: 0.2% | 3,671 SH | Decreased-61 SH |
| AIR PRODS & CHEMS INC | COM | $317K | 0.1%Prev: 0.2% | 1,282 SH | Decreased-167 SH |
| ALPHABET INC | CAP STK CL A | $1.2M | 0.4%Prev: 0.4% | 3,693 SH | Increased+41 SH |
| ALPHABET INC | CAP STK CL C | $352K | 0.1%Prev: 0.1% | 1,122 SH | Increased-30 SH |
| ALTRIA GROUP INC | COM | $564K | 0.2%Prev: 0.2% | 9,778 SH | Decreased+501 SH |
| AMAZON COM INC | COM | $1.4M | 0.5%Prev: 0.5% | 6,223 SH | Increased+232 SH |
| AMEREN CORP | COM | $273K | 0.1%Prev: 0.1% | 2,735 SH | Decreased+10 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $312K | 0.1%Prev: 0.1% | 3,055 SH | Increased-47 SH |
| AMERICAN ELEC PWR CO INC | COM | $302K | 0.1%Prev: 0.1% | 2,622 SH | Increased-31 SH |
| AMGEN INC | COM | $527K | 0.2%Prev: 0.2% | 1,611 SH | Increased+12 SH |
| APPLE INC | COM | $3.0M | 1.1%Prev: 1.1% | 10,896 SH | Increased+11 SH |
| ARCHER DANIELS MIDLAND CO | COM | $300K | 0.1%Prev: 0.1% | 5,225 SH | Decreased+33 SH |
| AT&T INC | COM | $334K | 0.1%Prev: 0.1% | 13,443 SH | Decreased+246 SH |
| BANK AMERICA CORP | COM | $568K | 0.2%Prev: 0.2% | 10,323 SH | Increased-90 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $206K | 0.1%Prev: 0.1% | 410 SH | Decreased-77 SH |
| BLACKROCK INC | COM | $585K | 0.2%Prev: 0.3% | 547 SH | Decreased-2 SH |
| BP PLC | SPONSORED ADR | $269K | 0.1%Prev: 0.1% | 7,751 SH | Increased+69 SH |
| BROADCOM INC | COM | $590K | 0.2%Prev: 0.2% | 1,705 SH | Increased-8 SH |
| CARDINAL HEALTH INC | COM | $446K | 0.2%Prev: 0.1% | 2,170 SH | Increased+5 SH |
| CATERPILLAR INC | COM | $213K | 0.1% | 372 SH | New |
| CHEVRON CORP NEW | COM | $896K | 0.3%Prev: 0.3% | 5,880 SH | Increased+405 SH |
| CISCO SYS INC | COM | $371K | 0.1%Prev: 0.1% | 4,813 SH | Increased-44 SH |
| CLOROX CO DEL | COM | $574K | 0.2%Prev: 0.3% | 5,693 SH | Decreased-348 SH |
| COCA COLA CO | COM | $1.1M | 0.4%Prev: 0.4% | 15,932 SH | Increased+417 SH |
| COLGATE PALMOLIVE CO | COM | $705K | 0.3%Prev: 0.3% | 8,926 SH | Increased+269 SH |
| CONSOLIDATED EDISON INC | COM | $595K | 0.2%Prev: 0.2% | 5,989 SH | Decreased-6 SH |
| CORNING INC | COM | $626K | 0.2%Prev: 0.2% | 7,153 SH | Increased-233 SH |
| DARDEN RESTAURANTS INC | COM | $272K | 0.1%Prev: 0.1% | 1,477 SH | Decreased+6 SH |
| DEERE & CO | COM | $976K | 0.4%Prev: 0.4% | 2,095 SH | Increased+4 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.1M | 0.8%Prev: 0.8% | 30,419 SH | Increased+2,210 SH |
| DUKE ENERGY CORP NEW | COM NEW | $862K | 0.3%Prev: 0.4% | 7,354 SH | Decreased+40 SH |
| ELI LILLY & CO | COM | $2.5M | 0.9%Prev: 0.7% | 2,294 SH | Increased+7 SH |
| EMERSON ELEC CO | COM | $345K | 0.1% | 2,600 SH | New |
| ENBRIDGE INC | COM | $369K | 0.1%Prev: 0.2% | 7,717 SH | Decreased |
| ENTERPRISE PRODS PARTNERS L | COM | $740K | 0.3%Prev: 0.3% | 23,082 SH | Increased+285 SH |
| EXXON MOBIL CORP | COM | $1.2M | 0.5%Prev: 0.5% | 10,065 SH | Increased-155 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $6.6M | 2.5%Prev: 2.2% | 115,874 SH | Increased+18,873 SH |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | $2.1M | 0.8%Prev: 0.6% | 54,168 SH | Increased+16,014 SH |
| GENERAL MLS INC | COM | $395K | 0.1%Prev: 0.2% | 8,495 SH | Decreased-1,407 SH |
| GSK PLC | SPONSORED ADR | $254K | 0.1%Prev: 0.1% | 5,183 SH | Increased+1 SH |
| HOME DEPOT INC | COM | $372K | 0.1%Prev: 0.2% | 1,081 SH | Decreased-10 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $206K | 0.1%Prev: 0.1% | 697 SH | Increased-18 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.6M | 0.6%Prev: 0.6% | 2,559 SH | Increased+100 SH |
| ISHARES TR | 0-5YR HI YL CP | $9.4M | 3.5%Prev: 3.7% | 218,567 SH | Increased+6,426 SH |
| ISHARES TR | CORE DIV GRWTH | $18.8M | 7.1%Prev: 7.0% | 270,252 SH | Increased+10,778 SH |
| ISHARES TR | CORE S&P500 ETF | $1.5M | 0.6%Prev: 0.4% | 2,154 SH | Increased+589 SH |
| ISHARES TR | FLTG RATE NT ETF | $3.5M | 1.3%Prev: 0.7% | 68,170 SH | Increased+34,795 SH |
| ISHARES TR | ISHS 1-5YR INVS | $9.5M | 3.6%Prev: 3.8% | 178,796 SH | Decreased-548 SH |
| ISHARES TR | SELECT DIVID ETF | $409K | 0.2% | 2,901 SH | New |
| ISHARES TR | U.S. TECH ETF | $211K | 0.1%Prev: 0.1% | 1,057 SH | Decreased-24 SH |
| JOHNSON & JOHNSON | COM | $2.1M | 0.8%Prev: 0.8% | 10,195 SH | Increased+22 SH |
| JPMORGAN CHASE & CO. | COM | $2.0M | 0.8%Prev: 0.8% | 6,332 SH | Increased+22 SH |
| KIMBERLY-CLARK CORP | COM | $492K | 0.2%Prev: 0.2% | 4,881 SH | Decreased+217 SH |
| LOCKHEED MARTIN CORP | COM | $2.2M | 0.8%Prev: 0.9% | 4,528 SH | Decreased+62 SH |
| LOWES COS INC | COM | $391K | 0.1%Prev: 0.2% | 1,622 SH | Decreased-145 SH |
| MASTERCARD INCORPORATED | CL A | $381K | 0.1%Prev: 0.2% | 668 SH | Increased |
| MCDONALDS CORP | COM | $2.0M | 0.7%Prev: 0.8% | 6,460 SH | Increased+101 SH |
| MEDTRONIC PLC | SHS | $338K | 0.1%Prev: 0.1% | 3,519 SH | Increased |
| MERCK & CO INC | COM | $369K | 0.1%Prev: 0.1% | 3,502 SH | Increased+435 SH |
| META PLATFORMS INC | CL A | $291K | 0.1%Prev: 0.1% | 440 SH | Decreased+30 SH |
| MICROSOFT CORP | COM | $7.0M | 2.6%Prev: 2.9% | 14,436 SH | Decreased+200 SH |
| MORGAN STANLEY | COM NEW | $256K | 0.1%Prev: 0.1% | 1,443 SH | Increased+56 SH |
| NEXTERA ENERGY INC | COM | $304K | 0.1%Prev: 0.1% | 3,786 SH | Increased+325 SH |
| NIKE INC | CL B | $302K | 0.1%Prev: 0.1% | 4,744 SH | Decreased-427 SH |
| NVIDIA CORPORATION | COM | $618K | 0.2%Prev: 0.2% | 3,313 SH | Increased+491 SH |
| PACER FDS TR | US CASH COWS 100 | $1.2M | 0.4%Prev: 0.4% | 19,401 SH | Increased+336 SH |
| PALO ALTO NETWORKS INC | COM | $292K | 0.1%Prev: 0.1% | 1,584 SH | Decreased+144 SH |
| PAYCHEX INC | COM | $900K | 0.3%Prev: 0.4% | 8,021 SH | Decreased+323 SH |
| PEPSICO INC | COM | $1.2M | 0.4%Prev: 0.5% | 8,250 SH | Increased+155 SH |
| PFIZER INC | COM | $334K | 0.1%Prev: 0.1% | 13,398 SH | Decreased+258 SH |
| PHILIP MORRIS INTL INC | COM | $741K | 0.3%Prev: 0.3% | 4,623 SH | Decreased+26 SH |
| PHILLIPS 66 | COM | $242K | 0.1%Prev: 0.1% | 1,873 SH | Decreased+1 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $269K | 0.1%Prev: 0.1% | 5,137 SH | Increased+32 SH |
| PNC FINL SVCS GROUP INC | COM | $396K | 0.1%Prev: 0.2% | 1,898 SH | Increased+20 SH |
| PROCTER AND GAMBLE CO | COM | $1.9M | 0.7%Prev: 0.8% | 13,320 SH | Decreased+315 SH |
| PROLOGIS INC. | COM | $317K | 0.1%Prev: 0.1% | 2,483 SH | Increased+227 SH |
| REALTY INCOME CORP | COM | $635K | 0.2%Prev: 0.2% | 11,265 SH | Increased+946 SH |
| RTX CORPORATION | COM | $206K | 0.1% | 1,125 SH | New |
| SALESFORCE INC | COM | $309K | 0.1%Prev: 0.1% | 1,168 SH | Increased+1 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $13.8M | 5.2%Prev: 5.1% | 572,593 SH | Increased+22,000 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.6M | 0.6%Prev: 0.7% | 70,428 SH | Decreased+70 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $17.6M | 6.6%Prev: 7.1% | 640,562 SH | Decreased-15,867 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $11.8M | 4.5%Prev: 4.5% | 362,499 SH | Increased+7,790 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $32.3M | 12.2%Prev: 12.6% | 1,199,072 SH | Increased+2,244 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $5.3M | 2.0%Prev: 2.1% | 177,607 SH | Increased+2,914 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5.5M | 2.1%Prev: 2.1% | 191,484 SH | Increased+2,880 SH |
| SOUTHERN CO | COM | $1.3M | 0.5%Prev: 0.6% | 15,193 SH | Decreased+144 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $659K | 0.2%Prev: 0.3% | 1,371 SH | Increased |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $238K | 0.1% | 5,093 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.4%Prev: 0.4% | 1,676 SH | Increased |
| STARBUCKS CORP | COM | $730K | 0.3%Prev: 0.3% | 8,667 SH | Increased+237 SH |
| SYSCO CORP | COM | $686K | 0.3%Prev: 0.3% | 9,309 SH | Decreased-182 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $328K | 0.1%Prev: 0.1% | 1,078 SH | Increased-39 SH |
| TARGET CORP | COM | $869K | 0.3%Prev: 0.3% | 8,894 SH | Increased+91 SH |
| TEXAS INSTRS INC | COM | $225K | 0.1%Prev: 0.1% | 1,296 SH | Increased+193 SH |
| TORONTO DOMINION BK ONT | COM NEW | $427K | 0.2%Prev: 0.1% | 4,538 SH | Increased |
| UNILEVER PLC | SPON ADR NEW | $513K | 0.2%Prev: 0.2% | 7,849 SH | Decreased-1,093 SH |
| UNION PAC CORP | COM | $241K | 0.1%Prev: 0.1% | 1,041 SH | Decreased+2 SH |
| UNITED PARCEL SERVICE INC | CL B | $489K | 0.2%Prev: 0.2% | 4,928 SH | Increased+326 SH |
| UNITEDHEALTH GROUP INC | COM | $217K | 0.1% | 658 SH | New |
| US BANCORP DEL | COM NEW | $843K | 0.3%Prev: 0.3% | 15,791 SH | Increased+10 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $763K | 0.3%Prev: 0.3% | 9,796 SH | Increased+67 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $885K | 0.3%Prev: 0.4% | 11,232 SH | Decreased-170 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $8.2M | 3.1%Prev: 3.3% | 110,834 SH | Increased+908 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.2M | 0.4%Prev: 0.4% | 3,965 SH | Increased+357 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $217K | 0.1%Prev: 0.1% | 841 SH | Increased+30 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $13.8M | 5.2%Prev: 5.1% | 164,352 SH | Increased+11,755 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $927K | 0.3%Prev: 0.3% | 15,474 SH | Increased+1,803 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $9.9M | 3.7%Prev: 3.7% | 124,622 SH | Increased+9,738 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $781K | 0.3%Prev: 0.3% | 12,508 SH | Increased+965 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $238K | 0.1%Prev: 0.1% | 1,285 SH | Decreased+9 SH |
| VERIZON COMMUNICATIONS INC | COM | $647K | 0.2%Prev: 0.3% | 15,883 SH | Decreased+770 SH |
| VISA INC | COM CL A | $515K | 0.2%Prev: 0.2% | 1,469 SH | Increased+192 SH |
| WALMART INC | COM | $3.6M | 1.3%Prev: 1.3% | 32,144 SH | Increased-148 SH |
| WASTE MGMT INC DEL | COM | $1.8M | 0.7%Prev: 0.7% | 8,296 SH | Increased+114 SH |
| WELLS FARGO CO NEW | COM | $327K | 0.1%Prev: 0.1% | 3,510 SH | Increased+11 SH |
| WISDOMTREE TR | TRUE DEVELOPED I | $5.6M | 2.1% | 84,288 SH | New |
| WISDOMTREE TR | US HIGH DIVIDEND | $207K | 0.1% | 2,033 SH | New |
| WISDOMTREE TR | US LARGECAP DIVD | $520K | 0.2%Prev: 0.2% | 5,909 SH | Increased+32 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $2.4M | 0.9%Prev: 1.0% | 46,845 SH | Increased+944 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $3.6M | 1.4%Prev: 1.3% | 40,476 SH | Increased+4,910 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $1.6M | 0.6%Prev: 0.7% | 49,056 SH | Decreased+38 SH |
| WISDOMTREE TR | WISDOMTREE US VA | $1.2M | 0.5% | 12,819 SH | New |
| 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 |