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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 | $900K | 0.2%Prev: 0.2% | 4,044 SH | Decreased-277 SH |
| APPLE INC | COM | $739K | 0.2%Prev: 0.2% | 3,501 SH | Decreased+460 SH |
| BANK AMERICA CORP | COM | $310K | 0.1%Prev: 0.1% | 6,617 SH | Decreased-7 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.4M | 0.4%Prev: 0.3% | 2 SH | Decreased |
| CISCO SYS INC | COM | $228K | 0.1%Prev: 0.1% | 3,291 SH | Decreased-121 SH |
| CONAGRA BRANDS INC | COM | $374K | 0.1%Prev: 0.1% | 18,328 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $1.3M | 0.3% | 1,298 SH | New |
| ELI LILLY & CO | COM | $607K | 0.2%Prev: 0.1% | 771 SH | Increased+501 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $274K | 0.1%Prev: 0.1% | 1,222 SH | Decreased |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $1.8M | 0.5%Prev: 3.7% | 39,527 SH | Decreased-353,678 SH |
| INVESCO QQQ TR | UNIT SER 1 | $26.6M | 7.2%Prev: 5.9% | 47,792 SH | Decreased-213 SH |
| ISHARES TR | CORE DIV GRWTH | $19.7M | 5.3%Prev: 7.9% | 303,550 SH | Decreased-236,019 SH |
| ISHARES TR | CORE S&P500 ETF | $2.0M | 0.5%Prev: 0.5% | 3,221 SH | Decreased-232 SH |
| ISHARES TR | CORE TOTAL USD | $218K | 0.1% | 4,751 SH | New |
| ISHARES TR | CORE US AGGBD ET | $245K | 0.1% | 2,484 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $1.4M | 0.4%Prev: 0.3% | 10,425 SH | Decreased-69 SH |
| ISHARES TR | MRGSTR MD CP GRW | $9.7M | 2.6%Prev: 1.9% | 120,266 SH | Increased+5,299 SH |
| ISHARES TR | SHRT NAT MUN ETF | $991K | 0.3%Prev: 0.1% | 9,314 SH | Increased+3,950 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $3.1M | 0.8%Prev: 1.8% | 55,095 SH | Decreased-102,809 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $18.1M | 4.9%Prev: 5.3% | 393,616 SH | Decreased-178,419 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $12.8M | 3.5%Prev: 2.0% | 253,142 SH | Increased+57,388 SH |
| JOHNSON & JOHNSON | COM | $445K | 0.1%Prev: 0.1% | 2,848 SH | Decreased-19 SH |
| MICROSOFT CORP | COM | $6.7M | 1.8%Prev: 1.0% | 13,236 SH | Increased-306 SH |
| NIKE INC | CL B | $441K | 0.1%Prev: 0.1% | 5,991 SH | Increased-263 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $852K | 0.2%Prev: 0.5% | 8,990 SH | Decreased-15,430 SH |
| NVIDIA CORPORATION | COM | $2.0M | 0.6%Prev: 0.5% | 12,516 SH | Decreased-406 SH |
| REALTY INCOME CORP | COM | $225K | 0.1%Prev: 0.2% | 3,947 SH | Decreased-8,006 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $244K | 0.1%Prev: 0.1% | 10,978 SH | Decreased-641 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $49.6M | 13.4%Prev: 10.7% | 1,817,992 SH | Decreased+88,823 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.6M | 0.7%Prev: 0.6% | 88,986 SH | Decreased-1,327 SH |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $1.4M | 0.4% | 32,610 SH | New |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | $333K | 0.1% | 14,079 SH | New |
| STARBUCKS CORP | COM | $284K | 0.1%Prev: 0.1% | 2,985 SH | Decreased |
| TESLA INC | COM | $625K | 0.2%Prev: 0.1% | 2,113 SH | Decreased+11 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $24.9M | 6.7%Prev: 10.0% | 324,630 SH | Decreased-316,356 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $38.7M | 10.5%Prev: 7.9% | 87,531 SH | Decreased+3,158 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $328K | 0.1%Prev: 0.1% | 1,144 SH | Increased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $9.9M | 2.7%Prev: 2.2% | 59,526 SH | Decreased+2,409 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $12.8M | 3.5%Prev: 3.1% | 45,256 SH | Decreased-6,724 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $70.5M | 19.1%Prev: 15.3% | 122,899 SH | Decreased+1,865 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $32.1M | 8.7%Prev: 7.5% | 131,841 SH | Decreased-3,613 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $856K | 0.2%Prev: 0.2% | 17,490 SH | Decreased-4,821 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.3M | 0.3%Prev: 0.7% | 15,921 SH | Decreased-25,407 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $710K | 0.2%Prev: 0.1% | 3,436 SH | Increased+446 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.2M | 1.1%Prev: 1.1% | 73,117 SH | Decreased-7,271 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.3%Prev: 0.4% | 7,995 SH | Decreased-6,506 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $308K | 0.1%Prev: 0.0% | 3,429 SH | Increased+1,115 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $938K | 0.3%Prev: 0.2% | 14,910 SH | Decreased-3,460 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.3M | 0.4%Prev: 0.3% | 11,940 SH | Decreased-2,092 SH |
| WALMART INC | COM | $221K | 0.1%Prev: 0.0% | 2,284 SH | Increased+610 SH |
| WELLS FARGO CO NEW | COM | $274K | 0.1% | 3,351 SH | New |
| 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 |