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CIK 0002104402 • 3 13F filings • Jan 30, 2026 – Jul 21, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $470K | 0.5%Prev: 0.4% | 1,729 SH | Decreased+81 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $585K | 0.6%Prev: 0.5% | 1,163 SH | Increased+73 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $2.1M | 2.1%Prev: 2.5% | 34,737 SH | Decreased-6,949 SH |
| CSX CORP | COM | $409K | 0.4%Prev: 1.5% | 11,295 SH | Decreased-23,519 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $223K | 0.2% | 5,417 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $816K | 0.8%Prev: 0.8% | 17,723 SH | Decreased-1,051 SH |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | $494K | 0.5% | 2,935 SH | New |
| INVESCO EXCHANGE TRADED FD T | NASDAQ INTERNT | $237K | 0.2%Prev: 0.2% | 4,400 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $2.9M | 2.9%Prev: 2.9% | 4,640 SH | Decreased+251 SH |
| ISHARES GOLD TR | ISHARES NEW | $961K | 1.0%Prev: 0.7% | 11,836 SH | Increased+816 SH |
| ISHARES TR | CORE 30/70 CONSE | $1.3M | 1.3% | 31,989 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $2.0M | 2.0%Prev: 1.8% | 16,507 SH | Decreased+3,095 SH |
| ISHARES TR | CORE UNIVRSL USD | $1.1M | 1.1%Prev: 1.0% | 23,295 SH | Decreased-1,465 SH |
| ISHARES TR | MBS ETF | $359K | 0.4%Prev: 0.3% | 3,773 SH | Decreased-344 SH |
| ISHARES TR | MORNINGSTAR VALU | $402K | 0.4%Prev: 0.4% | 4,261 SH | Decreased |
| ISHARES TR | TIPS BD ETF | $2.0M | 2.1%Prev: 1.9% | 18,568 SH | Decreased-772 SH |
| ISHARES TR | ULTRA SHORT DUR | $256K | 0.3%Prev: 0.2% | 5,069 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $341K | 0.3%Prev: 0.3% | 6,745 SH | Increased |
| JOHNSON & JOHNSON | COM | $222K | 0.2%Prev: 0.2% | 1,072 SH | Decreased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $300K | 0.3%Prev: 0.3% | 9,173 SH | Decreased-5 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $857K | 0.9%Prev: 0.9% | 34,177 SH | Decreased-6,105 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.4M | 1.4%Prev: 1.5% | 56,229 SH | Decreased-3,025 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $482K | 0.5%Prev: 0.4% | 20,609 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $7.5M | 7.5%Prev: 7.3% | 284,548 SH | Decreased+4,927 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $731K | 0.7%Prev: 0.7% | 26,641 SH | Decreased+2,121 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $8.6M | 8.7%Prev: 8.1% | 262,645 SH | Decreased-5,159 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3.7M | 3.7%Prev: 3.5% | 137,219 SH | Decreased+4,380 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.5M | 1.6%Prev: 1.6% | 51,314 SH | Decreased+1,589 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $750K | 0.8%Prev: 0.8% | 35,897 SH | Decreased-722 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.5M | 1.6%Prev: 1.7% | 54,132 SH | Decreased+647 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $632K | 0.6% | 5,367 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1.1M | 1.1% | 9,498 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1.4M | 1.4% | 31,979 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $1.9M | 1.9% | 34,591 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $1.5M | 1.5% | 9,472 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $1.2M | 1.2% | 26,312 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $380K | 0.4% | 9,411 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $5.2M | 5.3% | 36,107 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $416K | 0.4% | 8,883 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $216K | 0.2% | 317 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $2.5M | 2.5% | 25,328 SH | New |
| SPDR SERIES TRUST | STATE STRET SPDR | $263K | 0.3%Prev: 0.2% | 13,798 SH | Increased |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | $443K | 0.4%Prev: 0.3% | 9,670 SH | Increased+937 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $1.7M | 1.7%Prev: 1.3% | 16,218 SH | Increased+1,985 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.9M | 4.0%Prev: 4.1% | 12,512 SH | Decreased-842 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $297K | 0.3%Prev: 0.3% | 1,025 SH | Decreased-3,075 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $237K | 0.2%Prev: 0.2% | 2,683 SH | Decreased+97 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $666K | 0.7%Prev: 0.6% | 1,062 SH | Decreased+54 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.0M | 2.0%Prev: 2.2% | 10,404 SH | Decreased-697 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $941K | 1.0%Prev: 0.9% | 11,806 SH | Decreased-329 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $374K | 0.4%Prev: 0.4% | 1,703 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.2M | 2.2%Prev: 2.9% | 35,338 SH | Decreased-10,286 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $543K | 0.5%Prev: 0.5% | 3,780 SH | Decreased |
| VANGUARD WORLD FD | COMM SRVC ETF | $1.9M | 1.9%Prev: 1.5% | 9,593 SH | Increased+251 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $1.4M | 1.4%Prev: 1.2% | 3,432 SH | Increased+106 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $2.1M | 2.2%Prev: 2.0% | 10,102 SH | Decreased+334 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $3.7M | 3.7%Prev: 3.3% | 27,735 SH | Decreased-574 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $3.3M | 3.3%Prev: 3.0% | 11,488 SH | Increased+451 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $2.2M | 2.2%Prev: 2.4% | 7,457 SH | Decreased+163 SH |
| VANGUARD WORLD FD | INF TECH ETF | $6.9M | 7.0%Prev: 7.6% | 9,140 SH | Decreased-61,894 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $227K | 0.2%Prev: 0.2% | 1,226 SH | Increased+94 SH |
| WELLTOWER INC | COM | $497K | 0.5%Prev: 0.5% | 2,678 SH | Decreased+413 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $2.4M | 2.4%Prev: 1.6% | 27,597 SH | Increased+4,516 SH |
| 13F-HR |
| 0002104402-26-000002 |
| $97.6M |
| View |