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CIK 0002008554 • 7 13F filings • May 12, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $912K | 0.6%Prev: 0.6% | 2,914 SH | Increased-773 SH |
| ALPHABET INC | CAP STK CL C | $650K | 0.4%Prev: 0.4% | 2,070 SH | Increased |
| AMAZON COM INC | COM | $1.3M | 0.9%Prev: 1.0% | 5,469 SH | Decreased-563 SH |
| APPLE INC | COM | $3.0M | 2.0%Prev: 1.9% | 10,997 SH | Increased+820 SH |
| ARISTA NETWORKS INC | COM SHS | $209K | 0.1%Prev: 0.2% | 1,594 SH | Decreased+33 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $333K | 0.2%Prev: 0.3% | 1,293 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $846K | 0.6%Prev: 0.6% | 1,684 SH | Decreased |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $305K | 0.2%Prev: 0.4% | 5,774 SH | Decreased-4,896 SH |
| BLACKROCK INC | COM | $340K | 0.2%Prev: 0.3% | 318 SH | Decreased |
| BROADCOM INC | COM | $208K | 0.1% | 600 SH | New |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $9.1M | 6.2%Prev: 5.8% | 332,407 SH | Increased+34,797 SH |
| CARRIER GLOBAL CORPORATION | COM | $335K | 0.2%Prev: 0.3% | 6,349 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $443K | 0.3%Prev: 0.2% | 10,347 SH | Increased+2,685 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.4M | 3.7%Prev: 4.0% | 142,623 SH | Decreased-9,130 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $3.3M | 2.3%Prev: 0.5% | 96,312 SH | Increased+75,894 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $4.5M | 3.1%Prev: 3.3% | 96,963 SH | Increased-2,144 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $215K | 0.1%Prev: 0.2% | 2,903 SH | Increased |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $4.6M | 3.2%Prev: 2.8% | 122,004 SH | Increased+17,320 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $273K | 0.2%Prev: 0.2% | 6,292 SH | Increased+1,294 SH |
| ELI LILLY & CO | COM | $1.2M | 0.8%Prev: 0.6% | 1,127 SH | Increased+2 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $3.5M | 2.4%Prev: 2.2% | 141,288 SH | Increased+15,590 SH |
| GENWORTH FINL INC | COM SHS | $693K | 0.5%Prev: 0.5% | 76,782 SH | Increased |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $322K | 0.2%Prev: 0.2% | 5,011 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $442K | 0.3%Prev: 0.3% | 1,491 SH | Decreased-100 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $368K | 0.3%Prev: 0.3% | 7,843 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $2.1M | 1.4%Prev: 1.5% | 13,965 SH | Increased-6 SH |
| ISHARES TR | CORE S&P US GWT | $1.6M | 1.1%Prev: 1.1% | 9,542 SH | Increased |
| ISHARES TR | CORE S&P US VLU | $8.3M | 5.7%Prev: 7.4% | 80,765 SH | Decreased-22,452 SH |
| ISHARES TR | CORE S&P500 ETF | $271K | 0.2%Prev: 0.2% | 396 SH | Decreased-11 SH |
| ISHARES TR | IBDS DEC28 ETF | $508K | 0.3%Prev: 0.4% | 19,975 SH | Increased+339 SH |
| ISHARES TR | IBONDS 27 ETF | $586K | 0.4%Prev: 0.4% | 24,136 SH | Decreased |
| ISHARES TR | IBONDS DEC 2030 | $326K | 0.2%Prev: 0.2% | 14,789 SH | Increased+1,996 SH |
| ISHARES TR | IBONDS DEC 29 | $630K | 0.4%Prev: 0.4% | 26,908 SH | Increased+345 SH |
| ISHARES TR | IBONDS DEC2026 | $685K | 0.5%Prev: 0.5% | 28,252 SH | Decreased |
| ISHARES TR | MSCI INTL QUALTY | $1.6M | 1.1%Prev: 1.2% | 35,845 SH | Decreased-2,312 SH |
| ISHARES TR | MSCI USA QLT FCT | $3.4M | 2.3%Prev: 2.4% | 17,088 SH | Increased+81 SH |
| ISHARES TR | RUS 1000 GRW ETF | $3.8M | 2.6%Prev: 2.7% | 8,125 SH | Increased+129 SH |
| ISHARES TR | RUS 1000 VAL ETF | $653K | 0.4%Prev: 0.5% | 3,105 SH | Increased |
| ISHARES TR | S&P 100 ETF | $2.2M | 1.5%Prev: 1.5% | 6,479 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 0.8%Prev: 0.8% | 9,736 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $570K | 0.4%Prev: 0.4% | 2,689 SH | Increased |
| ISHARES TR | TRS FLT RT BD | $930K | 0.6%Prev: 0.8% | 18,433 SH | Decreased-3,214 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $3.8M | 2.6%Prev: 2.8% | 75,232 SH | Decreased-1,841 SH |
| JOHNSON & JOHNSON | COM | $7.5M | 5.1%Prev: 4.8% | 36,290 SH | Increased-63 SH |
| JPMORGAN CHASE & CO. | COM | $734K | 0.5%Prev: 0.7% | 2,278 SH | Decreased-720 SH |
| KENVUE INC | COM | $181K | 0.1%Prev: 0.1% | 10,521 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $206K | 0.1%Prev: 0.1% | 360 SH | Increased |
| MERCK & CO INC | COM | $396K | 0.3%Prev: 0.2% | 3,757 SH | Increased-255 SH |
| MICROSOFT CORP | COM | $1.6M | 1.1%Prev: 1.4% | 3,294 SH | Decreased-377 SH |
| MONDELEZ INTL INC | CL A | $216K | 0.1%Prev: 0.2% | 4,016 SH | Decreased |
| MORGAN STANLEY ETF TRUST | CALVERT ULT SHR | $431K | 0.3%Prev: 0.2% | 8,501 SH | Increased+3,580 SH |
| NEUBERGER BERMAN ETF TRUST | SHORT DURATION I | $5.1M | 3.5%Prev: 3.5% | 99,850 SH | Increased+4,781 SH |
| NEXTERA ENERGY INC | COM | $473K | 0.3%Prev: 0.3% | 5,888 SH | Increased |
| NVIDIA CORPORATION | COM | $256K | 0.2%Prev: 0.2% | 1,372 SH | Decreased-89 SH |
| OTIS WORLDWIDE CORP | COM | $324K | 0.2%Prev: 0.2% | 3,713 SH | Decreased-63 SH |
| PEPSICO INC | COM | $512K | 0.3%Prev: 0.4% | 3,567 SH | Increased |
| PIMCO ETF TR | INTER MUN BD ACT | $350K | 0.2%Prev: 0.2% | 6,679 SH | Increased+37 SH |
| PRINCIPAL FINANCIAL GROUP IN | COM | $337K | 0.2%Prev: 0.2% | 3,821 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $671K | 0.5%Prev: 0.5% | 4,684 SH | Decreased |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $2.4M | 1.7% | 53,690 SH | New |
| RTX CORPORATION | COM | $1.4M | 1.0%Prev: 1.0% | 7,639 SH | Increased-330 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $417K | 0.3%Prev: 0.4% | 17,094 SH | Decreased-7,897 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $28.2M | 19.2%Prev: 18.8% | 1,073,612 SH | Increased+54,271 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $204K | 0.1%Prev: 0.1% | 7,437 SH | Decreased-169 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.2M | 1.5%Prev: 1.7% | 66,924 SH | Decreased-8,216 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $754K | 0.5%Prev: 0.5% | 25,450 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.1M | 0.7%Prev: 0.8% | 39,698 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 1.2%Prev: 1.2% | 2,594 SH | Increased+3 SH |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $264K | 0.2%Prev: 0.2% | 8,000 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $1.9M | 1.3%Prev: 1.3% | 3,979 SH | Increased+181 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $239K | 0.2%Prev: 0.2% | 1,345 SH | Decreased-36 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.3M | 2.2%Prev: 2.1% | 5,243 SH | Increased+453 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $317K | 0.2%Prev: 0.2% | 1,499 SH | Decreased-30 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $355K | 0.2%Prev: 0.2% | 1,059 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $425K | 0.3%Prev: 0.3% | 2,226 SH | Decreased-276 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $314K | 0.2%Prev: 0.2% | 3,944 SH | Decreased-11 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.2M | 1.5%Prev: 1.6% | 10,001 SH | Decreased-279 SH |
| WALMART INC | COM | $238K | 0.2%Prev: 0.2% | 2,133 SH | Increased |
| WISDOMTREE TR | FLOATNG RAT TREA | $725K | 0.5%Prev: 0.5% | 14,409 SH | Increased |
| WISDOMTREE TR | US AI ENHANCED | $876K | 0.6%Prev: 0.6% | 7,623 SH | Increased |
| WISDOMTREE TR | US LARGECAP DIVD | $420K | 0.3%Prev: 0.3% | 4,763 SH | Increased |
| WISDOMTREE TR | US MIDCAP DIVID | $421K | 0.3%Prev: 0.3% | 8,161 SH | Decreased |
| WISDOMTREE TR | US SMALLCAP DIVD | $338K | 0.2%Prev: 0.3% | 10,110 SH | Decreased-2,410 SH |
| YUM BRANDS INC | COM | $225K | 0.2%Prev: 0.2% | 1,490 SH | Decreased |
| 13F-HR |
| 0001941040-26-000485 |
| $166.9M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000426 | $125.1M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000286 | $147.8M | View |
| May 12, 2025 | Q1 2025 | 13F-HR/A | 0001941040-25-000282 | $119.5M | View |