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CIK 0001963863 • 6 13F filings • May 14, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $1.3M | 0.4%Prev: 0.4% | 5,554 SH | Increased |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $637K | 0.2%Prev: 0.2% | 12,645 SH | Increased+157 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $11.5M | 3.3%Prev: 3.3% | 112,302 SH | Increased-737 SH |
| AMERICAN EXPRESS CO | COM | $225K | 0.1%Prev: 0.1% | 608 SH | Increased+1 SH |
| APPLE INC | COM | $4.4M | 1.3%Prev: 1.2% | 16,247 SH | Increased-56 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.4%Prev: 0.4% | 2 SH | Increased |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $523K | 0.2%Prev: 0.2% | 15,701 SH | Decreased-82 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $2.9M | 0.9%Prev: 0.8% | 48,220 SH | Increased-168 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $1.3M | 0.4%Prev: 0.4% | 33,522 SH | Increased-39 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.0M | 0.3%Prev: 0.3% | 19,767 SH | Increased+700 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $18.2M | 5.3%Prev: 5.3% | 418,093 SH | Increased-3,665 SH |
| COCA COLA CO | COM | $711K | 0.2%Prev: 0.2% | 10,175 SH | Increased+151 SH |
| COSTCO WHSL CORP NEW | COM | $255K | 0.1%Prev: 0.1% | 295 SH | Decreased |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $20.7M | 6.0%Prev: 6.1% | 364,872 SH | Increased-1,987 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $23.2M | 6.8%Prev: 6.9% | 504,507 SH | Increased+3,892 SH |
| HARBOR ETF TRUST | HARBOR COMMODITY | $236K | 0.1% | 9,495 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $252K | 0.1%Prev: 0.1% | 411 SH | Increased+1 SH |
| ISHARES GOLD TR | ISHARES NEW | $727K | 0.2%Prev: 0.2% | 8,958 SH | Increased-87 SH |
| ISHARES INC | CORE MSCI EMKT | $1.3M | 0.4%Prev: 0.4% | 19,974 SH | Increased+932 SH |
| ISHARES INC | MSCI EMRG CHN | $1.3M | 0.4%Prev: 0.4% | 17,291 SH | Increased-565 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $314K | 0.1%Prev: 0.1% | 3,066 SH | Decreased+5 SH |
| ISHARES TR | 10-20 YR TRS ETF | $1.4M | 0.4%Prev: 0.4% | 14,019 SH | Increased+305 SH |
| ISHARES TR | 7-10 YR TRSY BD | $281K | 0.1%Prev: 0.1% | 2,918 SH | Increased+71 SH |
| ISHARES TR | CORE HIGH DV ETF | $27.8M | 8.1%Prev: 8.3% | 228,736 SH | Decreased+811 SH |
| ISHARES TR | CORE INTL AGGR | $966K | 0.3%Prev: 0.3% | 19,320 SH | Increased+925 SH |
| ISHARES TR | CORE MSCI INTL | $634K | 0.2%Prev: 0.2% | 7,689 SH | Increased+89 SH |
| ISHARES TR | CORE S&P US VLU | $690K | 0.2%Prev: 0.2% | 6,727 SH | Increased+25 SH |
| ISHARES TR | CORE S&P500 ETF | $3.1M | 0.9%Prev: 0.9% | 4,509 SH | Increased-15 SH |
| ISHARES TR | CORE UNIVRSL USD | $6.2M | 1.8% | 132,525 SH | New |
| ISHARES TR | CORE US AGGBD ET | $20.0M | 5.9%Prev: 5.9% | 200,313 SH | Increased+2,574 SH |
| ISHARES TR | EAFE GRWTH ETF | $12.3M | 3.6%Prev: 3.6% | 107,914 SH | Increased+922 SH |
| ISHARES TR | EAFE VALUE ETF | $3.4M | 1.0%Prev: 0.9% | 47,047 SH | Increased+1,024 SH |
| ISHARES TR | JPMORGAN USD EMG | $345K | 0.1%Prev: 0.1% | 3,582 SH | Increased+170 SH |
| ISHARES TR | MBS ETF | $1.4M | 0.4%Prev: 0.4% | 15,197 SH | Increased+484 SH |
| ISHARES TR | MSCI ACWI EX US | $471K | 0.1%Prev: 0.1% | 7,012 SH | Increased+109 SH |
| ISHARES TR | MSCI INTL QUALTY | $11.3M | 3.3%Prev: 3.3% | 248,387 SH | Increased+326 SH |
| ISHARES TR | MSCI USA MMENTM | $880K | 0.3%Prev: 0.3% | 3,516 SH | Decreased+5 SH |
| ISHARES TR | MSCI USA QLT FCT | $3.5M | 1.0%Prev: 1.0% | 17,619 SH | Increased+102 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.9M | 0.5%Prev: 0.5% | 17,401 SH | Increased+178 SH |
| ISHARES TR | RUS 1000 ETF | $1.2M | 0.4%Prev: 0.4% | 3,263 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $1.6M | 0.5%Prev: 0.5% | 3,466 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $924K | 0.3%Prev: 0.3% | 4,393 SH | Increased |
| ISHARES TR | RUS MDCP VAL ETF | $752K | 0.2%Prev: 0.2% | 5,334 SH | Increased+22 SH |
| ISHARES TR | S&P 100 ETF | $1.4M | 0.4%Prev: 0.4% | 3,958 SH | Increased-23 SH |
| ISHARES TR | S&P 500 GRWT ETF | $3.1M | 0.9%Prev: 0.9% | 25,344 SH | Increased-189 SH |
| ISHARES TR | S&P 500 VAL ETF | $2.6M | 0.8%Prev: 0.8% | 12,394 SH | Increased+61 SH |
| ISHARES TR | U.S. TECH ETF | $1.1M | 0.3%Prev: 0.3% | 5,293 SH | Increased-70 SH |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | $361K | 0.1%Prev: 0.1% | 5,480 SH | Increased+646 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $212K | 0.1%Prev: 0.1% | 3,351 SH | Increased+13 SH |
| MASTERCARD INCORPORATED | CL A | $280K | 0.1%Prev: 0.1% | 491 SH | Increased+1 SH |
| MCDONALDS CORP | COM | $228K | 0.1%Prev: 0.1% | 747 SH | Increased+3 SH |
| MERCK &CO INC | COM | $333K | 0.1%Prev: 0.1% | 3,167 SH | Increased+24 SH |
| PACER FDS TR | US CASH COWS 100 | $346K | 0.1%Prev: 0.1% | 5,748 SH | Increased-9 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $317K | 0.1%Prev: 0.1% | 13,174 SH | Increased+365 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $303K | 0.1%Prev: 0.1% | 12,950 SH | Increased+171 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $19.9M | 5.8%Prev: 5.9% | 726,612 SH | Increased+2,563 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $13.1M | 3.8%Prev: 3.9% | 402,382 SH | Increased-6,994 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $452K | 0.1%Prev: 0.1% | 16,780 SH | Increased+50 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $434K | 0.1%Prev: 0.1% | 9,280 SH | Increased+931 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $493K | 0.1%Prev: 0.1% | 723 SH | Increased+2 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $6.6M | 1.9% | 64,853 SH | New |
| SYNOPSYS INC | COM | $224K | 0.1%Prev: 0.1% | 476 SH | Decreased |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $10.7M | 3.1%Prev: 3.3% | 38,204 SH | Decreased-137 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $271K | 0.1%Prev: 0.1% | 934 SH | Decreased-18 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $222K | 0.1%Prev: 0.1% | 862 SH | Increased+6 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $11.0M | 3.2%Prev: 3.3% | 204,455 SH | Decreased+1,061 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $22.4M | 6.6%Prev: 6.5% | 445,880 SH | Increased+9,879 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $551K | 0.2%Prev: 0.2% | 2,506 SH | Increased+20 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $465K | 0.1%Prev: 0.1% | 6,170 SH | Increased+48 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $15.5M | 4.5%Prev: 4.5% | 230,388 SH | Increased+4,227 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $13.3M | 3.9%Prev: 3.7% | 147,358 SH | Increased-551 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $21.6M | 6.3%Prev: 6.4% | 428,334 SH | Increased+2,630 SH |
| WISDOMTREE TR | INTL EQUITY FD | $311K | 0.1%Prev: 0.1% | 4,521 SH | Increased+30 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $233K | 0.1%Prev: 0.2% | 2,735 SH | Decreased-4,494 SH |
| 13F-HR |
| 0001765380-26-000285 |
| $371.0M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001765380-25-000292 | $322.1M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001765380-26-000178 | $342.2M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001765380-25-000230 | $311.1M | View |