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CIK 0002069337 • 7 13F filings • Jul 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $326K | 0.2%Prev: 0.4% | 2,604 SH | Increased-111 SH |
| ABBVIE INC | COM | $481K | 0.4%Prev: 0.5% | 2,105 SH | Increased-195 SH |
| ALPHABET INC | CAP STK CL A | $358K | 0.3%Prev: 0.3% | 1,143 SH | Increased-16 SH |
| ALPHABET INC | CAP STK CL C | $398K | 0.3%Prev: 0.3% | 1,268 SH | Increased-79 SH |
| AMAZON COM INC | COM | $1.0M | 0.8%Prev: 1.3% | 4,333 SH | Decreased-891 SH |
| APPLE INC | COM | $1.5M | 1.1%Prev: 2.0% | 5,436 SH | Decreased-1,333 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $238K | 0.2%Prev: 0.3% | 927 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $294K | 0.2%Prev: 0.3% | 584 SH | Increased-51 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $10.8M | 8.3%Prev: 4.5% | 205,516 SH | Increased+131,981 SH |
| ELI LILLY & CO | COM | $281K | 0.2% | 261 SH | New |
| EXXON MOBIL CORP | COM | $279K | 0.2%Prev: 0.3% | 2,316 SH | Increased-41 SH |
| GE AEROSPACE | COM NEW | $220K | 0.2% | 716 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $320K | 0.2%Prev: 0.3% | 2,710 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $6.6M | 5.1%Prev: 6.6% | 34,639 SH | Increased+2,525 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | $224K | 0.2% | 4,805 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $2.6M | 2.0%Prev: 2.9% | 30,952 SH | Increased-5,972 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.6M | 2.0%Prev: 3.8% | 24,020 SH | Decreased-6,051 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.6M | 1.2% | 6,422 SH | New |
| ISHARES TR | SHRT NAT MUN ETF | $3.7M | 2.8%Prev: 3.4% | 34,474 SH | Increased+7,251 SH |
| JPMORGAN CHASE & CO. | COM | $329K | 0.3%Prev: 0.3% | 1,020 SH | Increased-6 SH |
| MICROSOFT CORP | COM | $626K | 0.5%Prev: 0.6% | 1,295 SH | Increased+159 SH |
| PROCTER AND GAMBLE CO | COM | $240K | 0.2%Prev: 0.3% | 1,677 SH | Decreased-28 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $2.7M | 2.0% | 98,187 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $2.1M | 1.6%Prev: 4.5% | 67,805 SH | Decreased-60,920 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $3.2M | 2.4%Prev: 2.9% | 70,395 SH | Increased-2,038 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.8M | 3.6%Prev: 1.7% | 173,859 SH | Increased+121,403 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $225K | 0.2% | 7,593 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $470K | 0.4%Prev: 0.5% | 17,475 SH | Increased-132 SH |
| SPDR GOLD TR | GOLD SHS | $248K | 0.2% | 627 SH | New |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | $302K | 0.2%Prev: 0.3% | 3,933 SH | Increased-191 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.3M | 1.0% | 2,189 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $850K | 0.6% | 10,594 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.1M | 3.2%Prev: 4.8% | 52,593 SH | Increased-731 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.9M | 1.5%Prev: 1.9% | 38,194 SH | Increased+5,602 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.9M | 2.2%Prev: 5.9% | 13,852 SH | Decreased-12,727 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $775K | 0.6% | 2,669 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $25.0M | 19.1%Prev: 19.0% | 39,886 SH | Increased+9,853 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $6.2M | 4.7% | 24,002 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.9M | 2.9%Prev: 3.3% | 11,502 SH | Increased+1,800 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.2M | 1.7%Prev: 0.8% | 11,464 SH | Increased+7,604 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.4M | 3.4%Prev: 4.2% | 82,356 SH | Increased+1,344 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $270K | 0.2%Prev: 0.3% | 1,911 SH | Increased-261 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $1.2M | 0.9%Prev: 0.5% | 15,758 SH | Increased+9,593 SH |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | $927K | 0.7% | 9,189 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.6M | 2.7%Prev: 2.8% | 42,955 SH | Increased+12,911 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $206K | 0.2%Prev: 0.5% | 2,589 SH | Decreased-3,093 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.4M | 1.1%Prev: 1.4% | 11,613 SH | Increased-158 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $20.9M | 15.9%Prev: 13.3% | 334,329 SH | Increased+97,112 SH |
| 13F-HR |
| 0001951757-25-001439 |
| $126.2M |
| View |
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001268 | $150.9M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000854 | $116.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000870 | $132.5M | View |
| Jul 16, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000870 | $99.7M | View |