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CIK 0001801184 • 7 13F filings • Apr 14, 2025 – 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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $222 | 0.1% | 1,058 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1K | 0.3% | 4,443 SH | |
| ALPHABET INC | CAP STK CL A | $1K | 0.2% | 6,588 SH | |
| ALPHABET INC | CAP STK CL C | $2K | 0.4% | 507,576 SH | |
| AMAZON COM INC | COM | $853 | 0.2% | 4,483 SH | |
| AMERICAN ELEC PWR CO INC | COM | $336 | 0.1% | 3,076 SH | |
| APPLE INC | COM | $3K | 0.8% | 15,625 SH | |
| AT&T INC | COM | $229 | 0.1% | 8,096 SH | |
| BANK AMERICA CORP | COM | $1K | 0.3% | 27,631 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $292 | 0.1% | 549 SH | |
| COCA COLA CO | COM | $233 | 0.1% | 3,260 SH | |
| COSTCO WHSL CORP NEW | COM | $277 | 0.1% | 293 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $634 | 0.1% | 19,219 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $206 | 0.0% | 7,862 SH | |
| EASTERN BANKSHARES INC | COM | $226 | 0.1% | 13,810 SH | |
| ELI LILLY & CO | COM | $249 | 0.1% | 302 SH | |
| EXXON MOBIL CORP | COM | $201 | 0.0% | 1,686 SH | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $921 | 0.2% | 9,197 SH | |
| HF SINCLAIR CORP | COM | $1K | 0.3% | 41,324 SH | |
| HOME DEPOT INC | COM | $425 | 0.1% | 1,159 SH | |
| HONEYWELL INTL INC | COM | $228 | 0.1% | 1,077 SH | |
| INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | $36 | 0.0% | 10,500 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $412 | 0.1% | 1,655 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $230 | 0.1% | 3,461 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $409 | 0.1% | 872 SH | |
| ISHARES INC | CORE MSCI EMKT | $9K | 2.0% | 158,344 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $3K | 0.7% | 36,478 SH | |
| ISHARES TR | BROAD USD HIGH | $6K | 1.4% | 159,481 SH | |
| ISHARES TR | CORE DIV GRWTH | $238 | 0.1% | 3,858 SH | |
| ISHARES TR | CORE MSCI EAFE | $15K | 3.5% | 199,118 SH | |
| ISHARES TR | CORE MSCI TOTAL | $2K | 0.5% | 32,226 SH | |
| ISHARES TR | CORE S&P MCP ETF | $41K | 9.7% | 706,625 SH | |
| ISHARES TR | CORE S&P SCP ETF | $26K | 6.1% | 247,337 SH | |
| ISHARES TR | CORE S&P TTL STK | $10K | 2.4% | 82,472 SH | |
| ISHARES TR | CORE S&P500 ETF | $123K | 28.9% | 219,262 SH | |
| ISHARES TR | CORE US AGGBD ET | $39K | 9.1% | 405,452 SH | |
| ISHARES TR | EAFE SML CP ETF | $331 | 0.1% | 5,211 SH | |
| ISHARES TR | ESG AWR MSCI USA | $317 | 0.1% | 2,602 SH | |
| ISHARES TR | FLTG RATE NT ETF | $8K | 1.8% | 148,289 SH | |
| ISHARES TR | IBOXX HI YD ETF | $720 | 0.2% | 9,124 SH | |
| ISHARES TR | NATIONAL MUN ETF | $16K | 3.7% | 151,022 SH | |
| ISHARES TR | RUS 1000 ETF | $16K | 3.8% | 52,887 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $856 | 0.2% | 2,372 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $351 | 0.1% | 1,866 SH | |
| ISHARES TR | RUSEL 2500 ETF | $12 | 0.0% | 12,443 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $6K | 1.3% | 28,039 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $3K | 0.8% | 10,164 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $682 | 0.2% | 7,349 SH | |
| ISHARES TR | S&P 500 VAL ETF | $248 | 0.1% | 1,299 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $6K | 1.4% | 55,116 SH | |
| ISHARES TR | TIPS BD ETF | $577 | 0.1% | 5,194 SH | |
| JPMORGAN CHASE & CO. | COM | $1K | 0.3% | 4,939 SH | |
| LOWES COS INC | COM | $297 | 0.1% | 1,273 SH | |
| META PLATFORMS INC | CL A | $495 | 0.1% | 859 SH | |
| MICROSOFT CORP | COM | $1K | 0.3% | 3,912 SH | |
| NVIDIA CORPORATION | COM | $277 | 0.1% | 2,560 SH | |
| PEPSICO INC | COM | $277 | 0.1% | 1,848 SH | |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $300 | 0.1% | 3,645 SH | |
| RTX CORPORATION | COM | $267 | 0.1% | 2,012 SH | |
| S&P GLOBAL INC | COM | $243 | 0.1% | 477 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $586 | 0.1% | 29,618 SH | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $447 | 0.1% | 12,463 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $659 | 0.2% | 29,859 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $936 | 0.2% | 35,734 SH | |
| SPDR GOLD TR | GOLD SHS | $778 | 0.2% | 2,700 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3K | 0.8% | 84,807 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $4K | 1.0% | 7,576 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $666 | 0.2% | 1,248 SH | |
| SPDR SER TR | BLOOMBERG HIGH Y | $516 | 0.1% | 5,412 SH | |
| SPDR SER TR | S&P 500 ESG ETF | $439 | 0.1% | 8,198 SH | |
| TJX COS INC NEW | COM | $289 | 0.1% | 2,376 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2K | 0.5% | 26,366 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2K | 0.5% | 11,323 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $698 | 0.2% | 1,881 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $15K | 3.6% | 59,259 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5K | 1.1% | 9,332 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $8K | 1.8% | 34,009 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4K | 0.9% | 13,997 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $456 | 0.1% | 7,523 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2K | 0.6% | 53,911 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $284 | 0.1% | 2,458 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $13K | 3.0% | 261,767 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5K | 1.1% | 88,614 SH | |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1K | 0.3% | 12,269 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $746 | 0.2% | 5,784 SH | |
| VERIZON COMMUNICATIONS INC | COM | $226 | 0.1% | 4,990 SH | |
| VISA INC | COM CL A | $286 | 0.1% | 817 SH |
| 13F-HR |
| 0001801184-25-000006 |
| $492.7M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001801184-26-000003 | $568.0M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001801184-25-000004 | $457K | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001801184-26-000002 | $502.5M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001801184-25-000003 | $426K | View |