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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 | $930K | 0.2%Prev: 0.2% | 4,128 SH | Decreased-263 SH |
| APPLE INC | COM | $806K | 0.2%Prev: 0.1% | 3,124 SH | Decreased-113 SH |
| BANK AMERICA CORP | COM | $330K | 0.1% | 6,619 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.3%Prev: 0.2% | 2 SH | Increased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $3.8M | 0.9% | 90,302 SH | New |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $506K | 0.1%Prev: 0.3% | 18,207 SH | Decreased-44,928 SH |
| CIPHER MINING INC | COM | $176K | 0.0% | 10,000 SH | New |
| CISCO SYS INC | COM | $229K | 0.1%Prev: 0.1% | 3,261 SH | Decreased+3 SH |
| CONAGRA BRANDS INC | COM | $343K | 0.1%Prev: 0.0% | 18,328 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.3% | 1,233 SH | New |
| ELI LILLY & CO | COM | $695K | 0.2%Prev: 0.1% | 822 SH | Increased+552 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $287K | 0.1%Prev: 0.0% | 1,222 SH | Decreased |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $14.2M | 3.2%Prev: 5.2% | 306,241 SH | Decreased-416,708 SH |
| INVESCO QQQ TR | UNIT SER 1 | $28.5M | 6.5%Prev: 5.3% | 46,614 SH | Decreased+786 SH |
| ISHARES TR | CORE DIV GRWTH | $31.4M | 7.1%Prev: 6.4% | 458,988 SH | Decreased-80,483 SH |
| ISHARES TR | CORE S&P500 ETF | $2.2M | 0.5%Prev: 0.4% | 3,229 SH | Decreased-231 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.5M | 0.3%Prev: 0.3% | 10,446 SH | Decreased-161 SH |
| ISHARES TR | MRGSTR MD CP GRW | $9.2M | 2.1%Prev: 1.7% | 110,139 SH | Decreased-3,245 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.1M | 0.2%Prev: 0.1% | 10,052 SH | Increased+4,359 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $7.0M | 1.6%Prev: 1.4% | 123,643 SH | Decreased-38,958 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $25.7M | 5.8%Prev: 4.3% | 555,231 SH | Decreased-42,580 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $12.7M | 2.9%Prev: 1.5% | 251,652 SH | Increased+66,922 SH |
| JOHNSON & JOHNSON | COM | $541K | 0.1%Prev: 0.1% | 2,852 SH | Decreased-26 SH |
| MICROSOFT CORP | COM | $6.9M | 1.6%Prev: 0.8% | 13,220 SH | Increased-439 SH |
| NIKE INC | CL B | $432K | 0.1%Prev: 0.0% | 6,254 SH | Increased-1,100 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $918K | 0.2%Prev: 0.5% | 9,070 SH | Decreased-15,969 SH |
| NVIDIA CORPORATION | COM | $2.4M | 0.5%Prev: 0.4% | 12,523 SH | Decreased-668 SH |
| REALTY INCOME CORP | COM | $472K | 0.1%Prev: 0.1% | 7,996 SH | Decreased-5,406 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $289K | 0.1%Prev: 0.0% | 12,229 SH | Decreased+764 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $51.2M | 11.6%Prev: 8.5% | 1,883,413 SH | Decreased+165,032 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.9M | 0.6%Prev: 0.5% | 88,249 SH | Decreased-2,528 SH |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $1.3M | 0.3% | 31,933 SH | New |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | $268K | 0.1% | 11,298 SH | New |
| STARBUCKS CORP | COM | $239K | 0.1%Prev: 0.0% | 2,985 SH | Decreased |
| TESLA INC | COM | $927K | 0.2%Prev: 0.1% | 2,113 SH | Increased+11 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $41.2M | 9.3%Prev: 8.1% | 528,337 SH | Decreased-148,892 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $40.9M | 9.3%Prev: 6.7% | 84,018 SH | Decreased-416,264 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $340K | 0.1% | 1,144 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $9.6M | 2.2%Prev: 1.7% | 55,228 SH | Decreased-732 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $15.4M | 3.5%Prev: 2.6% | 52,214 SH | Decreased-155,424 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $74.7M | 16.9%Prev: 12.8% | 120,695 SH | Decreased+1,888 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $34.8M | 7.9%Prev: 6.3% | 135,024 SH | Decreased+2,266 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $959K | 0.2%Prev: 0.2% | 19,133 SH | Decreased-6,326 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.3M | 0.3%Prev: 5.2% | 16,691 SH | Decreased-401,864 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $609K | 0.1%Prev: 0.1% | 2,795 SH | Decreased-196 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.5M | 1.0%Prev: 3.5% | 73,739 SH | Decreased-237,826 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.3%Prev: 0.3% | 8,010 SH | Decreased-5,982 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $211K | 0.0%Prev: 0.0% | 2,322 SH | Decreased+27 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $980K | 0.2%Prev: 0.3% | 15,295 SH | Decreased-10,531 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.5M | 0.3%Prev: 0.3% | 12,137 SH | Decreased-2,469 SH |
| WALMART INC | COM | $235K | 0.1%Prev: 0.0% | 2,286 SH | Increased+505 SH |
| WELLS FARGO CO NEW | COM | $254K | 0.1% | 3,187 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 |