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CIK 0002109861 • 4 13F filings • Feb 17, 2026 – Oct 19, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $223K | 0.2%Prev: 0.3% | 871 SH | Decreased-27 SH |
| BLACKROCK ETF TRUST II | ISHARES SHORT-TE | $208K | 0.2% | 4,111 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $1.5M | 1.5%Prev: 1.6% | 37,561 SH | Decreased-6,773 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.9M | 3.8%Prev: 3.9% | 19,344 SH | Decreased-1,614 SH |
| ISHARES INC | CORE MSCI EMKT | $4.5M | 4.4%Prev: 4.3% | 59,564 SH | Decreased-2,476 SH |
| ISHARES TR | CORE DIV GRWTH | $304K | 0.3%Prev: 0.3% | 4,131 SH | Decreased-167 SH |
| ISHARES TR | CORE MSCI EAFE | $7.8M | 7.6%Prev: 7.5% | 80,276 SH | Decreased-6,683 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.8M | 1.8%Prev: 1.7% | 25,449 SH | Decreased+526 SH |
| ISHARES TR | CORE S&P SCP ETF | $247K | 0.2%Prev: 0.2% | 1,885 SH | Decreased+78 SH |
| ISHARES TR | CORE S&P500 ETF | $956K | 0.9%Prev: 0.9% | 1,396 SH | Decreased+29 SH |
| ISHARES TR | CORE UNIVRSL USD | $662K | 0.6%Prev: 0.5% | 14,077 SH | Increased+1,122 SH |
| ISHARES TR | CORE US AGGBD ET | $6.0M | 5.8%Prev: 5.5% | 58,925 SH | Decreased-4,595 SH |
| ISHARES TR | IBDS DEC28 ETF | $853K | 0.8%Prev: 0.8% | 33,420 SH | Decreased-1,146 SH |
| ISHARES TR | IBONDS 2026 TERM | $461K | 0.5% | 20,018 SH | New |
| ISHARES TR | IBONDS 2027 TERM | $429K | 0.4% | 19,310 SH | New |
| ISHARES TR | IBONDS 27 ETF | $804K | 0.8%Prev: 0.7% | 33,052 SH | Decreased-844 SH |
| ISHARES TR | IBONDS 28 TR HI | $403K | 0.4%Prev: 0.4% | 17,024 SH | Decreased-386 SH |
| ISHARES TR | IBONDS 29 TR HI | $369K | 0.4%Prev: 0.3% | 15,637 SH | Increased+409 SH |
| ISHARES TR | IBONDS DEC 29 | $636K | 0.6%Prev: 0.6% | 27,035 SH | Decreased-1,077 SH |
| ISHARES TR | IBONDS DEC2026 | $781K | 0.8%Prev: 0.7% | 32,202 SH | Increased+1,683 SH |
| ISHARES TR | INTL DIV GRWTH | $6.6M | 6.4%Prev: 6.2% | 73,942 SH | Decreased-4,004 SH |
| ISHARES TR | MRGSTR SM CP GR | $403K | 0.4%Prev: 0.4% | 6,905 SH | Decreased+304 SH |
| ISHARES TR | MSCI EAFE MIN VL | $487K | 0.5%Prev: 0.4% | 5,193 SH | Increased+25 SH |
| ISHARES TR | MSCI INTL QUALTY | $326K | 0.3%Prev: 0.3% | 6,689 SH | Decreased-101 SH |
| ISHARES TR | MSCI USA MIN VOL | $2.6M | 2.5% | 26,906 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $9.9M | 9.7%Prev: 9.9% | 49,030 SH | Decreased-2,361 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.2M | 1.1%Prev: 1.0% | 10,859 SH | Increased+139 SH |
| ISHARES TR | RUS 1000 GRW ETF | $447K | 0.4%Prev: 0.5% | 999 SH | Decreased-4,003 SH |
| ISHARES TR | RUS 1000 VAL ETF | $449K | 0.4%Prev: 0.4% | 2,009 SH | Decreased+78 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $265K | 0.3% | 5,184 SH | New |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $276K | 0.3%Prev: 0.2% | 7,079 SH | Increased+1,006 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $654K | 0.6%Prev: 0.5% | 18,572 SH | Increased+1,377 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $285K | 0.3%Prev: 0.3% | 10,777 SH | Decreased+351 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $12.1M | 11.8%Prev: 12.2% | 372,482 SH | Decreased-19,754 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $260K | 0.3% | 382 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.2M | 3.2%Prev: 3.2% | 34,280 SH | Decreased-3,291 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.0M | 9.7%Prev: 11.5% | 15,916 SH | Decreased-2,907 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $453K | 0.4%Prev: 0.4% | 1,638 SH | Increased+233 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.2M | 1.2%Prev: 1.3% | 3,805 SH | Decreased-263 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.4M | 1.4%Prev: 1.2% | 28,122 SH | Increased+267 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $877K | 0.9%Prev: 1.0% | 2,837 SH | Decreased-349 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $4.5M | 4.4%Prev: 4.8% | 42,692 SH | Decreased-3,208 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $11.0M | 10.7%Prev: 9.7% | 48,446 SH | Decreased+1,810 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $695K | 0.7%Prev: 0.6% | 10,105 SH | Increased+366 SH |
| 13F-HR |
| 0002109861-26-000004 |
| $113.7M |
| View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0002109861-26-000003 | $106.5M | View |