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CIK 0001905673 • 6 13F filings • Apr 17, 2025 – Jul 10, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $726K | 0.2% | 3,817 SH | |
| APPLE INC | COM | $835K | 0.2% | 3,760 SH | |
| BANK AMERICA CORP | COM | $234K | 0.1% | 5,615 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.6M | 0.5% | 2 SH | |
| CISCO SYS INC | COM | $208K | 0.1% | 3,367 SH | |
| CONAGRA BRANDS INC | COM | $489K | 0.1% | 18,328 SH | |
| COSTCO WHSL CORP NEW | COM | $1.3M | 0.4% | 1,398 SH | |
| ELI LILLY & CO | COM | $574K | 0.2% | 695 SH | |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $275K | 0.1% | 1,717 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $415K | 0.1% | 9,093 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $22.7M | 6.8% | 48,307 SH | |
| ISHARES TR | CORE DIV GRWTH | $17.6M | 5.2% | 284,535 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 0.5% | 3,153 SH | |
| ISHARES TR | CORE TOTAL USD | $219K | 0.1% | 4,751 SH | |
| ISHARES TR | CORE US AGGBD ET | $276K | 0.1% | 2,791 SH | |
| ISHARES TR | ESG AWR MSCI USA | $1.1M | 0.3% | 9,354 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $8.6M | 2.6% | 120,501 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $899K | 0.3% | 8,510 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $2.9M | 0.9% | 50,904 SH | |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $17.4M | 5.2% | 377,690 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $12.4M | 3.7% | 243,938 SH | |
| JOHNSON & JOHNSON | COM | $473K | 0.1% | 2,855 SH | |
| MICROSOFT CORP | COM | $5.6M | 1.7% | 14,850 SH | |
| NIKE INC | CL B | $393K | 0.1% | 6,191 SH | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $406K | 0.1% | 10,587 SH | |
| NVIDIA CORPORATION | COM | $1.4M | 0.4% | 13,285 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $235K | 0.1% | 11,895 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $48.4M | 14.4% | 1,729,624 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.2M | 0.7% | 88,928 SH | |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $1.4M | 0.4% | 32,643 SH | |
| SPDR SER TR | PORTFLI HIGH YLD | $346K | 0.1% | 14,753 SH | |
| STARBUCKS CORP | COM | $293K | 0.1% | 2,985 SH | |
| TESLA INC | COM | $575K | 0.2% | 2,219 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $24.3M | 7.2% | 317,359 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $32.8M | 9.8% | 88,322 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $280K | 0.1% | 1,144 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $9.6M | 2.9% | 59,963 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $11.9M | 3.5% | 45,989 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $62.9M | 18.8% | 122,340 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $29.3M | 8.7% | 131,917 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $784K | 0.2% | 15,809 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.3M | 0.4% | 16,025 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $576K | 0.2% | 2,971 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.7M | 1.1% | 72,107 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.3% | 8,164 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $323K | 0.1% | 3,892 SH | |
| VANGUARD WORLD FD | ESG US CORP BD | $926K | 0.3% | 14,720 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $1.1M | 0.3% | 11,151 SH | |
| WALMART INC | COM | $200K | 0.1% | 2,279 SH | |
| WELLS FARGO CO NEW | COM | $207K | 0.1% | 2,879 SH |
| 13F-HR |
| 0001905673-25-000003 |
| $441.8M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001905673-26-000003 | $638.5M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003768 | $369.2M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001905673-26-000002 | $493.2M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002138 | $335.2M | View |