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CIK 0002135539 • 10 13F filings • May 15, 2026 – Oct 19, 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 | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $8K | 0.0%Prev: 0.0% | 62 SH | Decreased |
| ABBOTT LABS | COM | $11K | 0.0% | 100 SH | New |
| ABBVIE INC | COM | $20K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $28K | 0.0%Prev: 0.0% | 170 SH | Decreased |
| ALTRIA GROUP INC | COM | $149K | 0.1%Prev: 0.2% | 2,914 SH | Decreased-1,083 SH |
| AMAZON COM INC | COM | $147K | 0.1%Prev: 0.1% | 790 SH | Decreased+136 SH |
| APPLE INC | COM | $219K | 0.2%Prev: 0.4% | 938 SH | Decreased-1,035 SH |
| AT&T INC | COM | $18K | 0.0%Prev: 0.0% | 808 SH | Increased+421 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $126K | 0.1%Prev: 0.1% | 274 SH | Decreased+17 SH |
| BROADCOM INC | COM | $173K | 0.1%Prev: 0.2% | 1,000 SH | Decreased+190 SH |
| CINCINNATI FINL CORP | COM | $7K | 0.0% | 55 SH | New |
| CITY HLDG CO | COM | $44K | 0.0% | 373 SH | New |
| CLOVER HEALTH INVESTMENTS CO | COM CL A | $141 | 0.0%Prev: 0.0% | 50 SH | Decreased |
| COCA COLA CO | COM | $42K | 0.0%Prev: 0.0% | 585 SH | Decreased-225 SH |
| COINBASE GLOBAL INC | COM CL A | $15K | 0.0%Prev: 0.0% | 86 SH | Decreased-171 SH |
| CONSTELLATION BRANDS INC | CL A | $1K | 0.0% | 5 SH | New |
| CUMMINS INC | COM | $223K | 0.2%Prev: 0.0% | 690 SH | Increased+600 SH |
| DANAHER CORPORATION | COM | $278K | 0.2% | 1,000 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $4.2M | 3.6%Prev: 6.8% | 151,777 SH | Decreased-87,870 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $9.0M | 7.8%Prev: 7.7% | 282,953 SH | Decreased+18,284 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $568K | 0.5%Prev: 0.9% | 8,762 SH | Decreased-6,628 SH |
| DOMINION ENERGY INC | COM | $57K | 0.0%Prev: 0.0% | 989 SH | Increased+789 SH |
| DOW INC | COM | $9K | 0.0% | 169 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $30K | 0.0%Prev: 0.0% | 258 SH | Increased+129 SH |
| DUPONT DE NEMOURS INC | COM | $15K | 0.0% | 169 SH | New |
| EA SERIES TRUST | FREEDOM 100 EM | $33K | 0.0%Prev: 0.1% | 921 SH | Decreased-164 SH |
| EBAY INC. | COM | $98K | 0.1%Prev: 0.1% | 1,500 SH | Decreased |
| ELEVANCE HEALTH INC | COM | $19K | 0.0% | 36 SH | New |
| EMERSON ELEC CO | COM | $98K | 0.1%Prev: 0.1% | 899 SH | Decreased+72 SH |
| EXXON MOBIL CORP | COM | $30K | 0.0%Prev: 0.0% | 260 SH | Decreased-20 SH |
| FASTENAL CO | COM | $65K | 0.1% | 910 SH | New |
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | $367K | 0.3% | 3,721 SH | New |
| FORD MTR CO | COM | $5K | 0.0%Prev: 0.0% | 490 SH | Decreased-169 SH |
| FORTIVE CORP | COM | $24K | 0.0% | 309 SH | New |
| GENERAL DYNAMICS CORP | COM | $36K | 0.0%Prev: 0.0% | 120 SH | Decreased |
| GENERAL MTRS CO | COM | $9K | 0.0%Prev: 0.0% | 211 SH | Increased+104 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $212K | 0.2%Prev: 0.2% | 3,152 SH | Decreased+690 SH |
| ISHARES INC | CORE MSCI EMKT | $430K | 0.4%Prev: 0.4% | 7,493 SH | Decreased+255 SH |
| ISHARES TR | 1 3 YR TREAS BD | $142K | 0.1%Prev: 0.1% | 1,708 SH | Increased+408 SH |
| ISHARES TR | 7-10 YR TRSY BD | $17K | 0.0%Prev: 0.0% | 174 SH | Increased+108 SH |
| ISHARES TR | CORE MSCI EAFE | $2.0M | 1.7%Prev: 1.3% | 25,122 SH | Increased+6,802 SH |
| ISHARES TR | CORE MSCI INTL | $635K | 0.6%Prev: 0.4% | 8,964 SH | Increased+2,676 SH |
| ISHARES TR | CORE MSCI TOTAL | $313K | 0.3%Prev: 0.3% | 4,311 SH | Decreased+511 SH |
| ISHARES TR | CORE S&P MCP ETF | $686K | 0.6%Prev: 0.5% | 11,011 SH | Decreased+1,596 SH |
| ISHARES TR | CORE S&P SCP ETF | $785K | 0.7%Prev: 0.3% | 6,716 SH | Increased+3,700 SH |
| ISHARES TR | CORE S&P500 ETF | $17.0M | 14.8%Prev: 14.3% | 29,469 SH | Decreased+2,544 SH |
| ISHARES TR | HDG MSCI EAFE | $292K | 0.3%Prev: 0.2% | 8,231 SH | Decreased+752 SH |
| ISHARES TR | ISHS 1-5YR INVS | $2.8M | 2.5%Prev: 0.7% | 53,957 SH | Increased+34,103 SH |
| ISHARES TR | ISHS 5-10YR INVT | $321K | 0.3%Prev: 0.2% | 5,984 SH | Increased+877 SH |
| ISHARES TR | MBS ETF | $6.5M | 5.7%Prev: 5.5% | 68,093 SH | Decreased-13,317 SH |
| ISHARES TR | MICRO-CAP ETF | $19K | 0.0% | 153 SH | New |
| ISHARES TR | MSCI EAFE ETF | $121K | 0.1%Prev: 0.1% | 1,444 SH | Decreased |
| ISHARES TR | MSCI EMG MKT ETF | $7K | 0.0%Prev: 0.0% | 150 SH | Decreased |
| ISHARES TR | MSCI USA MIN VOL | $226K | 0.2% | 2,472 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $290K | 0.3%Prev: 0.3% | 1,617 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $998K | 0.9%Prev: 0.8% | 9,184 SH | Decreased-1,016 SH |
| ISHARES TR | RUS 1000 ETF | $169K | 0.1%Prev: 0.5% | 539 SH | Decreased-1,078 SH |
| ISHARES TR | RUS 1000 GRW ETF | $133K | 0.1%Prev: 0.1% | 354 SH | Decreased-1,062 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.3M | 1.2%Prev: 0.1% | 7,082 SH | Increased+6,256 SH |
| ISHARES TR | RUS 2000 GRW ETF | $11K | 0.0%Prev: 0.0% | 38 SH | Decreased+5 SH |
| ISHARES TR | RUS 2000 VAL ETF | $2K | 0.0% | 13 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $91K | 0.1%Prev: 0.0% | 775 SH | Increased+656 SH |
| ISHARES TR | RUS MID CAP ETF | $72K | 0.1%Prev: 0.0% | 819 SH | Increased+333 SH |
| ISHARES TR | RUS TP200 GR ETF | $591K | 0.5%Prev: 0.5% | 2,684 SH | Decreased+50 SH |
| ISHARES TR | RUS TP200 VL ETF | $369K | 0.3%Prev: 0.3% | 4,537 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $19K | 0.0%Prev: 0.0% | 87 SH | Decreased+14 SH |
| ISHARES TR | S&P 500 GRWT ETF | $3.9M | 3.4%Prev: 3.4% | 40,702 SH | Decreased+5,364 SH |
| ISHARES TR | S&P 500 VAL ETF | $3.5M | 3.0%Prev: 2.4% | 17,793 SH | Increased+2,655 SH |
| ISHARES TR | S&P MC 400GR ETF | $110K | 0.1%Prev: 0.1% | 1,193 SH | Decreased+150 SH |
| ISHARES TR | S&P MC 400VL ETF | $92K | 0.1%Prev: 0.1% | 745 SH | Increased+155 SH |
| ISHARES TR | S&P SML 600 GWT | $78K | 0.1%Prev: 0.1% | 559 SH | Decreased+93 SH |
| ISHARES TR | SP SMCP600VL ETF | $58K | 0.1%Prev: 0.0% | 540 SH | Increased+451 SH |
| ISHARES TR | U.S. TECH ETF | $136K | 0.1%Prev: 0.2% | 900 SH | Decreased+50 SH |
| ISHARES TR | US TREAS BD ETF | $265K | 0.2%Prev: 0.1% | 11,299 SH | Increased+7,864 SH |
| ISHARES TR | USD INV GRDE ETF | $5.2M | 4.5%Prev: 7.2% | 98,518 SH | Decreased-99,063 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $7.0M | 6.1%Prev: 5.2% | 108,744 SH | Decreased+15,918 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $7.9M | 6.8%Prev: 7.5% | 119,256 SH | Decreased-8,501 SH |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $71K | 0.1%Prev: 0.1% | 1,620 SH | Decreased |
| JOHNSON & JOHNSON | COM | $203K | 0.2%Prev: 0.2% | 1,250 SH | Decreased |
| KINSALE CAP GROUP INC | COM | $19K | 0.0% | 40 SH | New |
| KRAFT HEINZ CO | COM | $5K | 0.0% | 134 SH | New |
| MARKEL GROUP INC | COM | $25K | 0.0%Prev: 0.0% | 16 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $37K | 0.0%Prev: 0.0% | 75 SH | Decreased |
| MCDONALDS CORP | COM | $282K | 0.2%Prev: 0.2% | 925 SH | Increased-50 SH |
| METLIFE INC | COM | $10K | 0.0% | 122 SH | New |
| MICROSOFT CORP | COM | $35K | 0.0%Prev: 0.0% | 80 SH | Increased |
| MONDELEZ INTL INC | CL A | $27K | 0.0% | 368 SH | New |
| NORFOLK SOUTHN CORP | COM | $199K | 0.2%Prev: 0.0% | 800 SH | Increased+670 SH |
| PARKER-HANNIFIN CORP | COM | $80K | 0.1%Prev: 0.1% | 127 SH | Decreased |
| PEPSICO INC | COM | $12K | 0.0%Prev: 0.0% | 70 SH | Decreased-125 SH |
| PHILIP MORRIS INTL INC | COM | $163K | 0.1%Prev: 0.6% | 1,340 SH | Decreased-2,982 SH |
| PLURI INC | COM NEW | $2K | 0.0%Prev: 0.0% | 250 SH | Increased-100 SH |
| PROCTER AND GAMBLE CO | COM | $79K | 0.1% | 456 SH | New |
| PROSHARES TR | ULTRASHRT S&P500 | $17K | 0.0% | 800 SH | New |
| RENAISSANCE CAP GREENWICH FD | IPO ETF | $2K | 0.0%Prev: 0.0% | 50 SH | Decreased-200 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $89K | 0.1%Prev: 0.1% | 3,066 SH | Decreased-309 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $7.5M | 6.5%Prev: 4.9% | 148,897 SH | Increased-131,602 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $396K | 0.3%Prev: 0.4% | 9,630 SH | Decreased-8,968 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.0M | 2.6%Prev: 2.1% | 61,454 SH | Increased-59,396 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $27K | 0.0%Prev: 0.1% | 412 SH | Decreased-3,761 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $397K | 0.3%Prev: 0.3% | 4,695 SH | Increased-6,723 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.2M | 1.0%Prev: 0.8% | 11,345 SH | Increased-21,727 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.0M | 1.8%Prev: 1.3% | 25,366 SH | Increased-28,872 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $8K | 0.0%Prev: 0.0% | 121 SH | Decreased-1,038 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.2M | 1.0%Prev: 0.6% | 14,268 SH | Increased-10,150 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $73K | 0.1%Prev: 0.0% | 1,411 SH | Increased+282 SH |
| SELECT SECTOR SPDR TR | ENERGY | $23K | 0.0% | 257 SH | New |
| SMUCKER J M CO | COM NEW | $26K | 0.0% | 215 SH | New |
| SPDR GOLD TR | GOLD SHS | $49K | 0.0%Prev: 0.1% | 200 SH | Decreased-73 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $327K | 0.3% | 7,913 SH | New |
| SPDR SER TR | PORTFLI INTRMDIT | $35K | 0.0% | 1,212 SH | New |
| SPDR SER TR | PORTFOLIO S&P400 | $2.3M | 2.0% | 41,317 SH | New |
| SPDR SER TR | PORTFOLIO S&P600 | $126K | 0.1% | 2,767 SH | New |
| SPDR SER TR | PRTFLO S&P500 GW | $6.3M | 5.4% | 75,551 SH | New |
| SPDR SER TR | PRTFLO S&P500 VL | $3.8M | 3.3% | 72,477 SH | New |
| SPDR SER TR | S&P 400 MDCP GRW | $32K | 0.0% | 362 SH | New |
| SPDR SER TR | S&P DIVID ETF | $76K | 0.1% | 537 SH | New |
| STRYKER CORPORATION | COM | $74K | 0.1%Prev: 0.0% | 205 SH | Increased+29 SH |
| UNION PAC CORP | COM | $140K | 0.1% | 570 SH | New |
| UNITED PARCEL SERVICE INC | CL B | $33K | 0.0% | 242 SH | New |
| UNITEDHEALTH GROUP INC | COM | $58K | 0.1%Prev: 0.0% | 100 SH | Increased+40 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $7K | 0.0%Prev: 0.0% | 17 SH | Decreased-86 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $521K | 0.5%Prev: 0.4% | 1,973 SH | Decreased-5,026 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $29K | 0.0%Prev: 0.0% | 55 SH | Decreased-33 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $101K | 0.1%Prev: 0.1% | 426 SH | Increased+185 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.0M | 1.7%Prev: 1.1% | 11,412 SH | Increased+4,396 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $60K | 0.1%Prev: 0.1% | 1,256 SH | Decreased-17 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $6K | 0.0%Prev: 0.0% | 75 SH | Increased |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $402K | 0.3%Prev: 0.2% | 8,521 SH | Increased+1,077 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $75K | 0.1%Prev: 0.0% | 941 SH | Increased+694 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $4K | 0.0%Prev: 0.4% | 46 SH | Decreased-4,688 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $18K | 0.0% | 196 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $264K | 0.2%Prev: 0.1% | 4,992 SH | Increased+2,080 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $35K | 0.0%Prev: 0.0% | 322 SH | Increased+110 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $17K | 0.0% | 59 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $56K | 0.0% | 96 SH | New |
| VERALTO CORP | COM SHS | $37K | 0.0% | 332 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $19K | 0.0%Prev: 0.0% | 432 SH | Increased+216 SH |
| VISA INC | COM CL A | $27K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| VONTIER CORPORATION | COM | $4K | 0.0% | 123 SH | New |
| WABTEC | COM | $182 | 0.0% | 1 SH | New |
| WARNER BROS DISCOVERY INC | COM SER A | $2K | 0.0%Prev: 0.0% | 189 SH | Decreased+94 SH |
| 13F-HR |
| 0002135539-26-000008 |
| $117.7M |
| View |
| May 28, 2026 | Q3 2025 | 13F-HR | 0002135539-26-000004 | $130.8M | View |
| Jun 15, 2026 | Q3 2024 | 13F-HR | 0002135539-26-000009 | $115.2M | View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0002135539-26-000011 | $141.1M | View |
| Jun 15, 2026 | Q2 2025 | 13F-HR | 0002135539-26-000006 | $12.9M | View |
| Jun 15, 2026 | Q2 2024 | 13F-HR | 0002135539-26-000010 | $104.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002135539-26-000001 | $131.3M | View |
| Jun 15, 2026 | Q1 2025 | 13F-HR | 0002135539-26-000007 | $120.4M | View |