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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 | $1.0M | 0.2%Prev: 0.2% | 4,321 SH | Increased+504 SH |
| APPLE INC | COM | $792K | 0.2%Prev: 0.2% | 3,041 SH | Decreased-719 SH |
| BANK AMERICA CORP | COM | $348K | 0.1%Prev: 0.1% | 6,624 SH | Increased+1,009 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.4M | 0.3%Prev: 0.5% | 2 SH | Decreased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $6.0M | 1.2% | 133,287 SH | New |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $1.6M | 0.3% | 59,201 SH | New |
| CIPHER DIGITAL INC | COM | $661K | 0.1% | 40,000 SH | New |
| CISCO SYS INC | COM | $281K | 0.1%Prev: 0.1% | 3,412 SH | Increased+45 SH |
| CITIGROUP INC | COM NEW | $253K | 0.1% | 2,032 SH | New |
| CONAGRA BRANDS INC | COM | $278K | 0.1%Prev: 0.1% | 18,328 SH | Decreased |
| COSTCO WHOLESALE CORPORATION | COM | $733K | 0.1% | 734 SH | New |
| ELI LILLY & CO | COM | $254K | 0.1%Prev: 0.2% | 270 SH | Decreased-425 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $314K | 0.1%Prev: 0.1% | 1,222 SH | Increased-495 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $18.0M | 3.7%Prev: 0.1% | 393,205 SH | Increased+384,112 SH |
| INVESCO QQQ TR | UNIT SER 1 | $29.3M | 5.9%Prev: 6.8% | 48,005 SH | Increased-302 SH |
| ISHARES TR | CORE DIV GRWTH | $38.7M | 7.9%Prev: 5.2% | 539,569 SH | Increased+255,034 SH |
| ISHARES TR | CORE S&P500 ETF | $2.4M | 0.5%Prev: 0.5% | 3,453 SH | Increased+300 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.5M | 0.3%Prev: 0.3% | 10,494 SH | Increased+1,140 SH |
| ISHARES TR | MRGSTR MD CP GRW | $9.5M | 1.9%Prev: 2.6% | 114,967 SH | Increased-5,534 SH |
| ISHARES TR | SHRT NAT MUN ETF | $572K | 0.1%Prev: 0.3% | 5,364 SH | Decreased-3,146 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $9.1M | 1.8%Prev: 0.9% | 157,904 SH | Increased+107,000 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $26.4M | 5.3%Prev: 5.2% | 572,035 SH | Increased+194,345 SH |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | $2.0M | 0.4% | 39,203 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $9.9M | 2.0%Prev: 3.7% | 195,754 SH | Decreased-48,184 SH |
| JOHNSON & JOHNSON | COM | $684K | 0.1%Prev: 0.1% | 2,867 SH | Increased+12 SH |
| MICROSOFT CORP | COM | $5.0M | 1.0%Prev: 1.7% | 13,542 SH | Decreased-1,308 SH |
| NEOS ETF TRUST | NEOS S&P 500 HI | $264K | 0.1% | 5,170 SH | New |
| NIKE INC | CL B | $267K | 0.1%Prev: 0.1% | 6,254 SH | Decreased+63 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $2.3M | 0.5% | 24,420 SH | New |
| NVIDIA CORPORATION | COM | $2.4M | 0.5%Prev: 0.4% | 12,922 SH | Increased-363 SH |
| PEPSICO INC | COM | $210K | 0.0% | 1,340 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $17.2M | 3.5% | 650,832 SH | New |
| REALTY INCOME CORP | COM | $762K | 0.2% | 11,953 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $304K | 0.1%Prev: 0.1% | 11,619 SH | Increased-276 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $52.8M | 10.7%Prev: 14.4% | 1,729,169 SH | Increased-455 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.8M | 0.6%Prev: 0.7% | 90,313 SH | Increased+1,385 SH |
| SELECT SECTOR SPDR TR | STATE STREET REA | $1.4M | 0.3% | 32,897 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $214K | 0.0% | 9,136 SH | New |
| STARBUCKS CORP | COM | $288K | 0.1%Prev: 0.1% | 2,985 SH | Decreased |
| TESLA INC | COM | $733K | 0.1%Prev: 0.2% | 2,102 SH | Increased-117 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $49.5M | 10.0%Prev: 7.2% | 640,986 SH | Increased+323,627 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $38.9M | 7.9%Prev: 9.8% | 84,373 SH | Increased-3,949 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $307K | 0.1%Prev: 0.1% | 1,144 SH | Increased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $10.8M | 2.2%Prev: 2.9% | 57,117 SH | Increased-2,846 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $15.4M | 3.1%Prev: 3.5% | 51,980 SH | Increased+5,991 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $75.6M | 15.3%Prev: 18.8% | 121,034 SH | Increased-1,306 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $36.9M | 7.5%Prev: 8.7% | 135,454 SH | Increased+3,537 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.2%Prev: 0.2% | 22,311 SH | Increased+6,502 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $467K | 0.1% | 5,633 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.3M | 0.7%Prev: 0.4% | 41,328 SH | Increased+25,303 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $662K | 0.1%Prev: 0.2% | 2,990 SH | Increased+19 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.4M | 1.1%Prev: 1.1% | 80,388 SH | Increased+8,281 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.2M | 0.4%Prev: 0.3% | 14,501 SH | Increased+6,337 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $211K | 0.0%Prev: 0.1% | 2,314 SH | Decreased-1,578 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $1.2M | 0.2%Prev: 0.3% | 18,370 SH | Increased+3,650 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.7M | 0.3%Prev: 0.3% | 14,032 SH | Increased+2,881 SH |
| WALMART INC | COM | $212K | 0.0%Prev: 0.1% | 1,674 SH | Increased-605 SH |
| WELLS FARGO & CO | COM | $267K | 0.1% | 3,129 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 |