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CIK 0002066674 • 5 13F filings • Jul 17, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $268K | 0.2% | 857 SH | New |
| APPLE INC | COM | $2.7M | 1.5%Prev: 1.6% | 9,760 SH | Decreased-954 SH |
| AT&T INC | COM | $477K | 0.3%Prev: 0.4% | 19,202 SH | Decreased-4,621 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.4%Prev: 0.4% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $482K | 0.3%Prev: 0.3% | 958 SH | Increased+9 SH |
| BLACKROCK CORPOR HI YLD FD I | COM | $603K | 0.3%Prev: 0.5% | 67,757 SH | Decreased-15,430 SH |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $823K | 0.5%Prev: 0.5% | 23,747 SH | Decreased-1,448 SH |
| COCA COLA CO | COM | $288K | 0.2%Prev: 0.2% | 4,125 SH | Increased+39 SH |
| CONSOLIDATED EDISON INC | COM | $208K | 0.1%Prev: 0.1% | 2,098 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $257K | 0.1%Prev: 0.2% | 298 SH | Decreased+6 SH |
| DISNEY WALT CO | COM | $241K | 0.1%Prev: 0.1% | 2,120 SH | Decreased |
| EATON VANCE TX ADV GLBL DIV | COM | $1.0M | 0.6%Prev: 0.5% | 44,904 SH | Increased+1,077 SH |
| EXXON MOBIL CORP | COM | $614K | 0.3%Prev: 0.3% | 5,100 SH | Increased+81 SH |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $3.1M | 1.8%Prev: 1.7% | 70,673 SH | Increased+4,249 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $26.6M | 15.1%Prev: 15.4% | 578,397 SH | Increased+2,669 SH |
| FIRSTENERGY CORP | COM | $412K | 0.2%Prev: 0.2% | 9,193 SH | Decreased |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | $357K | 0.2%Prev: 0.4% | 27,749 SH | Decreased-20,529 SH |
| HANCOCK JOHN TAX-ADVANTAGED | COM | $1.0M | 0.6%Prev: 0.4% | 42,581 SH | Increased+15,555 SH |
| HUNTINGTON BANCSHARES INC | COM | $840K | 0.5%Prev: 0.5% | 48,406 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $1.5M | 0.9%Prev: 0.8% | 5,164 SH | Increased+9 SH |
| INVESCO QQQ TR | UNIT SER 1 | $299K | 0.2%Prev: 0.2% | 487 SH | Increased+15 SH |
| ISHARES TR | CORE S&P MCP ETF | $20.4M | 11.5%Prev: 11.5% | 308,390 SH | Increased+5,357 SH |
| ISHARES TR | CORE S&P SCP ETF | $12.7M | 7.2%Prev: 7.2% | 106,017 SH | Increased+2,056 SH |
| ISHARES TR | CORE S&P500 ETF | $397K | 0.2%Prev: 0.2% | 580 SH | Increased-8 SH |
| ISHARES TR | CORE US AGGBD ET | $1.5M | 0.8% | 14,919 SH | New |
| ISHARES TR | MSCI EAFE ETF | $16.1M | 9.1%Prev: 8.9% | 167,362 SH | Increased+2,690 SH |
| ISHARES TR | RUS 1000 GRW ETF | $10.5M | 6.0%Prev: 6.0% | 22,264 SH | Increased+176 SH |
| JOHNSON & JOHNSON | COM | $398K | 0.2%Prev: 0.2% | 1,921 SH | Increased+11 SH |
| JPMORGAN CHASE & CO. | COM | $580K | 0.3%Prev: 0.3% | 1,800 SH | Increased |
| META PLATFORMS INC | CL A | $293K | 0.2%Prev: 0.2% | 444 SH | Increased+50 SH |
| MICROSOFT CORP | COM | $1.1M | 0.6%Prev: 0.7% | 2,221 SH | Decreased-114 SH |
| NEXTERA ENERGY INC | COM | $205K | 0.1% | 2,557 SH | New |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | $278K | 0.2%Prev: 0.2% | 22,126 SH | Decreased-2,840 SH |
| NVIDIA CORPORATION | COM | $214K | 0.1%Prev: 0.1% | 1,146 SH | Decreased-66 SH |
| ORACLE CORP | COM | $216K | 0.1%Prev: 0.2% | 1,110 SH | Decreased-10 SH |
| PEPSICO INC | COM | $276K | 0.2%Prev: 0.2% | 1,921 SH | Increased |
| PIMCO CORPORATE & INCOME OPP | COM | $589K | 0.3%Prev: 0.5% | 45,638 SH | Decreased-10,326 SH |
| PIMCO HIGH INCOME FD | COM SHS | $353K | 0.2%Prev: 0.3% | 72,543 SH | Decreased-41,494 SH |
| PROCTER AND GAMBLE CO | COM | $532K | 0.3%Prev: 0.3% | 3,712 SH | Decreased+74 SH |
| PROGRESSIVE CORP | COM | $276K | 0.2%Prev: 0.2% | 1,210 SH | Decreased+23 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $24.2M | 13.7% | 168,289 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $37.2M | 21.0% | 256,851 SH | New |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $889K | 0.5%Prev: 0.5% | 23,253 SH | Decreased-1,387 SH |
| TIMKEN CO | COM | $217K | 0.1% | 2,582 SH | New |
| TJX COS INC NEW | COM | $206K | 0.1% | 1,344 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $1.5M | 0.9%Prev: 0.9% | 13,730 SH | Increased+1 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3M | 1.3%Prev: 1.3% | 3,635 SH | Increased |
| VISA INC | COM CL A | $319K | 0.2%Prev: 0.2% | 908 SH | Increased+22 SH |
| YUM BRANDS INC | COM | $211K | 0.1%Prev: 0.1% | 1,392 SH | Increased+29 SH |
| 13F-HR |
| 0002066674-26-000004 |
| $191.7M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0002066674-25-000002 | $134K | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0002066674-26-000003 | $168.3M | View |