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CIK 0001922498 • 1 13F filing • Apr 11, 2025 – Apr 11, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $307K | 0.1% | 1,467 SH | |
| ALPHABET INC | CAP STK CL A | $770K | 0.2% | 4,982 SH | |
| ALPHABET INC | CAP STK CL C | $793K | 0.2% | 5,076 SH | |
| AMAZON COM INC | COM | $2.2M | 0.5% | 11,343 SH | |
| AMERICAN EXPRESS CO | COM | $264K | 0.1% | 982 SH | |
| APPLE INC | COM | $3.3M | 0.7% | 15,038 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.3% | 2,527 SH | |
| BROADCOM INC | COM | $318K | 0.1% | 1,900 SH | |
| CBRE GROUP INC | CL A | $494K | 0.1% | 3,779 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $286K | 0.1% | 5,700 SH | |
| COLGATE PALMOLIVE CO | COM | $273K | 0.1% | 2,917 SH | |
| CONOCOPHILLIPS | COM | $297K | 0.1% | 2,831 SH | |
| COSTCO WHSL CORP NEW | COM | $823K | 0.2% | 870 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $208K | 0.0% | 5,293 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $533K | 0.1% | 8,821 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $233K | 0.1% | 5,653 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $211K | 0.0% | 3,524 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $391K | 0.1% | 7,593 SH | |
| EA SERIES TRUST | STRIVE 1000 GRWT | $859K | 0.2% | 21,450 SH | |
| EA SERIES TRUST | STRIVE 1000 VALU | $749K | 0.2% | 24,544 SH | |
| EA SERIES TRUST | STRIVE SML CAP | $234K | 0.1% | 8,155 SH | |
| EXXON MOBIL CORP | COM | $643K | 0.1% | 5,404 SH | |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $591K | 0.1% | 3,662 SH | |
| GE AEROSPACE | COM NEW | $237K | 0.1% | 1,182 SH | |
| HOME DEPOT INC | COM | $244K | 0.1% | 665 SH | |
| HONEYWELL INTL INC | COM | $470K | 0.1% | 2,221 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $354K | 0.1% | 1,424 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $417K | 0.1% | 2,159 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $227K | 0.0% | 1,312 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 0.3% | 2,950 SH | |
| ISHARES TR | CORE MSCI EAFE | $26.4M | 5.8% | 349,555 SH | |
| ISHARES TR | CORE S&P MCP ETF | $548K | 0.1% | 9,398 SH | |
| ISHARES TR | CORE S&P SCP ETF | $422K | 0.1% | 4,038 SH | |
| ISHARES TR | CORE S&P TTL STK | $518K | 0.1% | 4,244 SH | |
| ISHARES TR | CORE S&P US VLU | $424K | 0.1% | 4,597 SH | |
| ISHARES TR | CORE S&P500 ETF | $922K | 0.2% | 1,640 SH | |
| ISHARES TR | GLOBAL TECH ETF | $505K | 0.1% | 6,662 SH | |
| ISHARES TR | IBDS DEC28 ETF | $3.3M | 0.7% | 132,559 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $1.4M | 0.3% | 57,810 SH | |
| ISHARES TR | IBONDS 26 TRM TS | $1.1M | 0.2% | 47,532 SH | |
| ISHARES TR | IBONDS 27 ETF | $4.1M | 0.9% | 169,125 SH | |
| ISHARES TR | IBONDS 27 TRM TS | $565K | 0.1% | 25,199 SH | |
| ISHARES TR | IBONDS 28 TRM TS | $220K | 0.0% | 9,910 SH | |
| ISHARES TR | IBONDS 29 TRM TS | $329K | 0.1% | 15,092 SH | |
| ISHARES TR | IBONDS DEC 2030 | $605K | 0.1% | 27,843 SH | |
| ISHARES TR | IBONDS DEC 2031 | $543K | 0.1% | 26,184 SH | |
| ISHARES TR | IBONDS DEC 29 | $2.3M | 0.5% | 100,255 SH | |
| ISHARES TR | IBONDS DEC2026 | $5.0M | 1.1% | 207,274 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $5.7M | 1.3% | 227,886 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $360K | 0.1% | 1,915 SH | |
| ISHARES TR | TRS FLT RT BD | $298K | 0.1% | 5,891 SH | |
| ISHARES TR | U.S. TECH ETF | $506K | 0.1% | 3,599 SH | |
| JPMORGAN CHASE & CO. | COM | $1.0M | 0.2% | 4,107 SH | |
| KROGER CO | COM | $223K | 0.0% | 3,291 SH | |
| MASTERCARD INCORPORATED | CL A | $698K | 0.2% | 1,274 SH | |
| META PLATFORMS INC | CL A | $808K | 0.2% | 1,402 SH | |
| MICROSOFT CORP | COM | $3.2M | 0.7% | 8,457 SH | |
| NORTHROP GRUMMAN CORP | COM | $508K | 0.1% | 992 SH | |
| NVIDIA CORPORATION | COM | $1.6M | 0.3% | 14,562 SH | |
| ORACLE CORP | COM | $306K | 0.1% | 2,187 SH | |
| PROCTER AND GAMBLE CO | COM | $793K | 0.2% | 4,651 SH | |
| PROSHARES TR II | VIX MDTRM FUTR N | $210K | 0.0% | 13,276 SH | |
| QUALCOMM INC | COM | $253K | 0.1% | 1,650 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.1M | 0.2% | 57,550 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.9M | 0.4% | 67,890 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $17.0M | 3.7% | 678,574 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $8.1M | 1.8% | 304,620 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $722K | 0.2% | 32,715 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.8M | 0.6% | 106,296 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.3M | 0.9% | 184,998 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $235K | 0.1% | 4,715 SH | |
| SELECT SECTOR SPDR TR | INDL | $615K | 0.1% | 4,696 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $569K | 0.1% | 2,755 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.8M | 0.4% | 45,948 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.8M | 0.6% | 4,984 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $1.8M | 0.4% | 27,928 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $1.7M | 0.4% | 21,764 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $394K | 0.1% | 7,719 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $201K | 0.0% | 1,212 SH | |
| TESLA INC | COM | $761K | 0.2% | 2,935 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $222K | 0.0% | 660 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $858K | 0.2% | 4,059 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $131.7M | 28.8% | 355,130 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $547K | 0.1% | 2,127 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.7M | 0.4% | 6,968 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2.0M | 0.4% | 12,292 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.2% | 4,187 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $238K | 0.1% | 2,626 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.6M | 1.2% | 10,923 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $24.7M | 5.4% | 132,402 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $664K | 0.1% | 2,994 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $18.3M | 4.0% | 72,790 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.4M | 1.0% | 16,137 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $115.5M | 25.3% | 668,612 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $495K | 0.1% | 8,156 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $319K | 0.1% | 7,045 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.0M | 0.2% | 10,885 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 0.2% | 5,490 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $617K | 0.1% | 9,928 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.1M | 2.2% | 199,116 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $212K | 0.0% | 1,646 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $1.2M | 0.3% | 2,186 SH | |
| VISA INC | COM CL A | $551K | 0.1% | 1,573 SH | |
| WALMART INC | COM | $681K | 0.1% | 7,752 SH | |
| WISDOMTREE TR | US EFFICIENT COR | $600K | 0.1% | 13,251 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000176 | $456.5M | View |