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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 | $953K | 0.2%Prev: 0.2% | 4,128 SH | Increased |
| APPLE INC | COM | $832K | 0.2%Prev: 0.2% | 3,062 SH | Increased-62 SH |
| BANK AMERICA CORP | COM | $364K | 0.1%Prev: 0.1% | 6,621 SH | Increased+2 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.3%Prev: 0.3% | 2 SH | Increased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $5.1M | 1.1%Prev: 0.9% | 116,785 SH | Increased+26,483 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $1.5M | 0.3%Prev: 0.1% | 55,977 SH | Increased+37,770 SH |
| CIPHER MINING INC | COM | $590K | 0.1%Prev: 0.0% | 40,000 SH | Increased+30,000 SH |
| CISCO SYS INC | COM | $258K | 0.1%Prev: 0.1% | 3,349 SH | Increased+88 SH |
| CITIGROUP INC | COM NEW | $238K | 0.1% | 2,042 SH | New |
| CONAGRA BRANDS INC | COM | $317K | 0.1%Prev: 0.1% | 18,328 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $633K | 0.1%Prev: 0.3% | 734 SH | Decreased-499 SH |
| ELI LILLY & CO | COM | $290K | 0.1%Prev: 0.2% | 270 SH | Decreased-552 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $272K | 0.1%Prev: 0.1% | 1,222 SH | Decreased |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $15.7M | 3.5%Prev: 3.2% | 341,417 SH | Increased+35,176 SH |
| INVESCO QQQ TR | UNIT SER 1 | $28.3M | 6.3%Prev: 6.5% | 46,126 SH | Decreased-488 SH |
| ISHARES TR | CORE DIV GRWTH | $35.2M | 7.8%Prev: 7.1% | 506,922 SH | Increased+47,934 SH |
| ISHARES TR | CORE S&P500 ETF | $2.2M | 0.5%Prev: 0.5% | 3,239 SH | Increased+10 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.6M | 0.3%Prev: 0.3% | 10,472 SH | Increased+26 SH |
| ISHARES TR | MRGSTR MD CP GRW | $8.9M | 2.0%Prev: 2.1% | 111,594 SH | Decreased+1,455 SH |
| ISHARES TR | SHRT NAT MUN ETF | $790K | 0.2%Prev: 0.2% | 7,402 SH | Decreased-2,650 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $8.4M | 1.9%Prev: 1.6% | 146,810 SH | Increased+23,167 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $25.7M | 5.7%Prev: 5.8% | 554,452 SH | Increased-779 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $12.6M | 2.8%Prev: 2.9% | 248,450 SH | Decreased-3,202 SH |
| JOHNSON & JOHNSON | COM | $591K | 0.1%Prev: 0.1% | 2,858 SH | Increased+6 SH |
| MICROSOFT CORP | COM | $6.4M | 1.4%Prev: 1.6% | 13,323 SH | Decreased+103 SH |
| NIKE INC | CL B | $398K | 0.1%Prev: 0.1% | 6,254 SH | Decreased |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $2.2M | 0.5%Prev: 0.2% | 22,919 SH | Increased+13,849 SH |
| NVIDIA CORPORATION | COM | $2.4M | 0.5%Prev: 0.5% | 12,696 SH | Decreased+173 SH |
| PIMCO ETF TR | MULTISECTOR BD | $297K | 0.1% | 11,116 SH | New |
| REALTY INCOME CORP | COM | $623K | 0.1%Prev: 0.1% | 11,051 SH | Increased+3,055 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $300K | 0.1%Prev: 0.1% | 12,459 SH | Increased+230 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $48.4M | 10.7%Prev: 11.6% | 1,764,850 SH | Decreased-118,563 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.9M | 0.6%Prev: 0.6% | 88,669 SH | Increased+420 SH |
| SELECT SECTOR SPDR TR | STATE STREET REA | $1.3M | 0.3% | 32,489 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $269K | 0.1% | 11,375 SH | New |
| STARBUCKS CORP | COM | $251K | 0.1%Prev: 0.1% | 2,985 SH | Increased |
| TESLA INC | COM | $945K | 0.2%Prev: 0.2% | 2,102 SH | Increased-11 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $43.2M | 9.6%Prev: 9.3% | 554,762 SH | Increased+26,425 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $40.5M | 9.0%Prev: 9.3% | 83,059 SH | Decreased-959 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $319K | 0.1%Prev: 0.1% | 1,144 SH | Decreased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $9.9M | 2.2%Prev: 2.2% | 55,951 SH | Increased+723 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $15.0M | 3.3%Prev: 3.5% | 51,682 SH | Decreased-532 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $75.1M | 16.6%Prev: 16.9% | 119,698 SH | Increased-997 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $34.8M | 7.7%Prev: 7.9% | 134,837 SH | Decreased-187 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.2%Prev: 0.2% | 21,463 SH | Increased+2,330 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.5M | 0.3%Prev: 0.3% | 19,039 SH | Increased+2,348 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $608K | 0.1%Prev: 0.1% | 2,767 SH | Decreased-28 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.7M | 1.0%Prev: 1.0% | 74,587 SH | Increased+848 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.9M | 0.4%Prev: 0.3% | 13,572 SH | Increased+5,562 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $213K | 0.0%Prev: 0.0% | 2,329 SH | Increased+7 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $1.1M | 0.2%Prev: 0.2% | 16,864 SH | Increased+1,569 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.6M | 0.4%Prev: 0.3% | 13,108 SH | Increased+971 SH |
| WELLS FARGO CO NEW | COM | $293K | 0.1%Prev: 0.1% | 3,145 SH | Increased-42 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 |