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CIK 0001844922 • 7 13F filings • May 6, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $687K | 0.3% | 4,441 SH | |
| ALPHABET INC | CAP STK CL C | $379K | 0.2% | 2,427 SH | |
| AMAZON COM INC | COM | $564K | 0.3% | 2,965 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $14.4M | 6.9% | 221,296 SH | |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $345K | 0.2% | 17,000 SH | |
| APPLE INC | COM | $5.8M | 2.8% | 26,153 SH | |
| AT&T INC | COM | $252K | 0.1% | 8,893 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.8% | 3,047 SH | |
| BLACKROCK ETF TRUST | ISHARES ADVANTAG | $377K | 0.2% | 13,080 SH | |
| BLACKROCK ETF TRUST | ISHARES INTL DIV | $459K | 0.2% | 17,712 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $13.0M | 6.2% | 267,010 SH | |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $5.8M | 2.8% | 184,451 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $4.9M | 2.4% | 94,187 SH | |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $596K | 0.3% | 26,270 SH | |
| BLACKROCK ETF TRUST II | ISHARES TOTAL RE | $1.0M | 0.5% | 19,975 SH | |
| BLACKROCK INC | COM | $281K | 0.1% | 297 SH | |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | $2.8M | 1.3% | 58,641 SH | |
| BNY MELLON ETF TRUST | US LRG CP CORE | $443K | 0.2% | 4,168 SH | |
| CHEVRON CORP NEW | COM | $337K | 0.2% | 2,016 SH | |
| CONSOLIDATED EDISON INC | COM | $344K | 0.2% | 3,106 SH | |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $299K | 0.1% | 5,927 SH | |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $1.7M | 0.8% | 36,429 SH | |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $1.7M | 0.8% | 36,742 SH | |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | $241K | 0.1% | 5,492 SH | |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $3.1M | 1.5% | 126,832 SH | |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $2.9M | 1.4% | 79,436 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $4.9M | 2.4% | 107,239 SH | |
| ISHARES GOLD TR | ISHARES NEW | $3.3M | 1.6% | 55,752 SH | |
| ISHARES INC | CORE MSCI EMKT | $226K | 0.1% | 4,192 SH | |
| ISHARES INC | MSCI EMRG CHN | $5.6M | 2.7% | 101,913 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $1.5M | 0.7% | 14,171 SH | |
| ISHARES TR | 20 YR TR BD ETF | $7.8M | 3.7% | 85,172 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $1.6M | 0.8% | 16,505 SH | |
| ISHARES TR | A RATE CP BD ETF | $4.0M | 1.9% | 84,688 SH | |
| ISHARES TR | CONV BD ETF | $367K | 0.2% | 4,391 SH | |
| ISHARES TR | CORE DIV GRWTH | $1.6M | 0.8% | 26,178 SH | |
| ISHARES TR | CORE S&P TTL STK | $3.1M | 1.5% | 25,348 SH | |
| ISHARES TR | CORE S&P500 ETF | $301K | 0.1% | 534 SH | |
| ISHARES TR | CUR HD EURZN ETF | $611K | 0.3% | 15,666 SH | |
| ISHARES TR | EAFE GRWTH ETF | $3.0M | 1.5% | 30,496 SH | |
| ISHARES TR | EAFE VALUE ETF | $6.2M | 3.0% | 105,481 SH | |
| ISHARES TR | EUROPE ETF | $1.9M | 0.9% | 31,884 SH | |
| ISHARES TR | HDG MSCI EAFE | $1.7M | 0.8% | 48,133 SH | |
| ISHARES TR | HIGH YLD CORP BD | $981K | 0.5% | 31,195 SH | |
| ISHARES TR | HIGH YLD SYSTM B | $551K | 0.3% | 11,708 SH | |
| ISHARES TR | IBOXX HI YD ETF | $1.2M | 0.6% | 14,747 SH | |
| ISHARES TR | IBOXX INV CP ETF | $1.8M | 0.9% | 16,661 SH | |
| ISHARES TR | INTL DIV GRWTH | $1.9M | 0.9% | 25,792 SH | |
| ISHARES TR | JPMORGAN USD EMG | $726K | 0.3% | 8,017 SH | |
| ISHARES TR | MBS ETF | $2.0M | 1.0% | 21,517 SH | |
| ISHARES TR | MSCI EAFE ETF | $313K | 0.1% | 3,826 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $764K | 0.4% | 17,476 SH | |
| ISHARES TR | MSCI INTL VLU FT | $4.1M | 1.9% | 134,228 SH | |
| ISHARES TR | MSCI USA MIN VOL | $1.3M | 0.6% | 13,467 SH | |
| ISHARES TR | MSCI USA MMENTM | $2.5M | 1.2% | 12,521 SH | |
| ISHARES TR | MSCI USA QLT FCT | $12.1M | 5.8% | 71,032 SH | |
| ISHARES TR | RUS 1000 ETF | $747K | 0.4% | 2,434 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $346K | 0.2% | 1,836 SH | |
| ISHARES TR | RUS TOP 200 ETF | $5.3M | 2.5% | 38,453 SH | |
| ISHARES TR | S&P 100 ETF | $2.8M | 1.3% | 10,154 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $24.1M | 11.6% | 259,781 SH | |
| ISHARES TR | S&P 500 VAL ETF | $356K | 0.2% | 1,867 SH | |
| ISHARES TR | S&P SML 600 GWT | $281K | 0.1% | 2,259 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $351K | 0.2% | 3,320 SH | |
| ISHARES TR | U S EQUITY FACTR | $4.7M | 2.2% | 80,960 SH | |
| ISHARES TR | U.S. ENERGY ETF | $315K | 0.2% | 6,384 SH | |
| ISHARES TR | U.S. TECH ETF | $3.3M | 1.6% | 23,548 SH | |
| ISHARES TR | USD INV GRDE ETF | $272K | 0.1% | 5,325 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $407K | 0.2% | 8,016 SH | |
| JPMORGAN CHASE & CO. | COM | $287K | 0.1% | 1,169 SH | |
| MICROSOFT CORP | COM | $928K | 0.4% | 2,472 SH | |
| NVIDIA CORPORATION | COM | $596K | 0.3% | 5,496 SH | |
| PHILIP MORRIS INTL INC | COM | $380K | 0.2% | 2,396 SH | |
| ROBLOX CORP | CL A | $413K | 0.2% | 7,082 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $909K | 0.4% | 23,099 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $231K | 0.1% | 9,172 SH | |
| SPDR SER TR | PORTFOLIO CRPORT | $1.3M | 0.6% | 44,782 SH | |
| SPDR SER TR | SPDR S&P1500VL | $5.6M | 2.7% | 30,595 SH | |
| VANECK ETF TRUST | IG FLOATING RATE | $245K | 0.1% | 9,581 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $851K | 0.4% | 17,156 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $236K | 0.1% | 1,827 SH | |
| VERIZON COMMUNICATIONS INC | COM | $727K | 0.3% | 16,016 SH | |
| VISA INC | COM CL A | $207K | 0.1% | 591 SH | |
| WISDOMTREE TR | GLB US QTLY DIV | $7.4M | 3.5% | 206,127 SH | |
| WISDOMTREE TR | US HIGH DIVIDEND | $1.7M | 0.8% | 17,356 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $794K | 0.4% | 10,002 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $337K | 0.2% | 5,450 SH |
| 13F-HR |
| 0001172661-25-004401 |
| $270.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002613 | $317.9M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002774 | $244.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001824 | $278.4M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001586 | $208.8M | View |