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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 | $222K | 0.0% | 883 SH | New |
| ACCENTURE PLC IRELAND | SHS CLASS A | $610K | 0.1%Prev: 0.3% | 4,903 SH | Increased+381 SH |
| ADVANCED MICRO DEVICES INC | COM | $268K | 0.0% | 462 SH | New |
| ALPHABET INC | CAP STK CL A | $1.2M | 0.2%Prev: 0.2% | 3,309 SH | Increased-2,604 SH |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.2%Prev: 0.3% | 97,541 SH | Increased-150,140 SH |
| AMAZON COM INC | COM | $876K | 0.2%Prev: 0.2% | 3,677 SH | Increased-768 SH |
| AMERICAN ELEC PWR CO INC | COM | $391K | 0.1%Prev: 0.1% | 2,855 SH | Increased-221 SH |
| AMERICAN EXPRESS CO | COM | $247K | 0.0%Prev: 0.0% | 729 SH | Increased+47 SH |
| APPLE INC | COM | $4.3M | 0.8%Prev: 0.7% | 14,747 SH | Increased-573 SH |
| BANK OF AMER CORP | COM | $1.5M | 0.3% | 25,692 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $427K | 0.1%Prev: 0.1% | 853 SH | Increased+199 SH |
| BNY MELLON ETF TRUST | US LRG CP CORE | $1.3M | 0.2%Prev: 0.2% | 9,142 SH | Increased+105 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | $847K | 0.1% | 16,835 SH | New |
| BROADCOM INC | COM | $385K | 0.1%Prev: 0.0% | 1,018 SH | Increased+202 SH |
| CATERPILLAR INC | COM | $213K | 0.0% | 200 SH | New |
| CITIGROUP INC | COM NEW | $308K | 0.1% | 2,200 SH | New |
| COCA COLA CO | COM | $233K | 0.0%Prev: 0.0% | 2,863 SH | Increased-279 SH |
| CORNING INC | COM | $303K | 0.1% | 1,185 SH | New |
| CORTEVA INC | COM | $214K | 0.0% | 2,524 SH | New |
| DEERE & CO | COM | $213K | 0.0% | 336 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $498K | 0.1% | 11,233 SH | New |
| EASTERN BANKSHARES INC | COM | $312K | 0.1%Prev: 0.0% | 14,045 SH | Increased+235 SH |
| ELI LILLY & CO | COM | $241K | 0.0%Prev: 0.1% | 201 SH | Increased-101 SH |
| GE VERNOVA INC | COM | $258K | 0.0% | 220 SH | New |
| GLOBAL X FDS | S&P 500 COVERED | $9K | 0.0% | 22,102 SH | New |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $786K | 0.1%Prev: 0.2% | 7,851 SH | Increased-741 SH |
| HOME DEPOT INC | COM | $435K | 0.1%Prev: 0.1% | 1,234 SH | Increased+75 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $391K | 0.1%Prev: 0.1% | 1,391 SH | Increased-264 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $324K | 0.1%Prev: 0.1% | 3,599 SH | Increased+130 SH |
| INVESCO QQQ TR | UNIT SER 1 | $461K | 0.1%Prev: 0.1% | 626 SH | Increased-64 SH |
| ISHARES INC | CORE MSCI EMKT | $12.7M | 2.2%Prev: 2.0% | 153,639 SH | Increased-2,207 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.7M | 0.5%Prev: 0.6% | 32,557 SH | Increased-1,617 SH |
| ISHARES TR | BROAD USD HIGH | $7.4M | 1.3%Prev: 1.3% | 199,560 SH | Increased+39,447 SH |
| ISHARES TR | CORE MSCI EAFE | $21.2M | 3.7%Prev: 3.7% | 219,717 SH | Increased+16,833 SH |
| ISHARES TR | CORE MSCI TOTAL | $3.6M | 0.6%Prev: 0.6% | 190,730 SH | Increased+157,309 SH |
| ISHARES TR | CORE S&P MCP ETF | $55.5M | 9.8%Prev: 9.4% | 720,093 SH | Increased+29,915 SH |
| ISHARES TR | CORE S&P SCP ETF | $36.3M | 6.4%Prev: 5.7% | 244,736 SH | Increased+5,525 SH |
| ISHARES TR | CORE S&P TTL STK | $15.1M | 2.7%Prev: 2.3% | 2,234,223 SH | Increased+2,157,148 SH |
| ISHARES TR | CORE S&P500 ETF | $166.7M | 29.4%Prev: 29.7% | 222,628 SH | Increased+3,899 SH |
| ISHARES TR | CORE US AGGBD ET | $50.1M | 8.8%Prev: 8.7% | 1,598,788 SH | Increased+1,184,762 SH |
| ISHARES TR | EAFE GRWTH ETF | $213K | 0.0% | 1,712 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $647K | 0.1%Prev: 0.1% | 3,952 SH | Increased+1,269 SH |
| ISHARES TR | FLTG RATE NT ETF | $9.6M | 1.7%Prev: 1.6% | 187,550 SH | Increased+40,422 SH |
| ISHARES TR | IBOND DEC 2030 | $331K | 0.1% | 16,943 SH | New |
| ISHARES TR | IBONDS 28 TRM TS | $332K | 0.1% | 14,996 SH | New |
| ISHARES TR | IBONDS 29 TRM TS | $331K | 0.1% | 15,309 SH | New |
| ISHARES TR | IBONDS DEC 2031 | $331K | 0.1% | 16,393 SH | New |
| ISHARES TR | IBONDS DEC 2032 | $331K | 0.1% | 14,585 SH | New |
| ISHARES TR | IBONDS DEC 2033 | $331K | 0.1% | 13,718 SH | New |
| ISHARES TR | IBONDS DEC 2034 | $331K | 0.1% | 13,044 SH | New |
| ISHARES TR | IBONDS DEC 2035 | $332K | 0.1% | 13,219 SH | New |
| ISHARES TR | IBONDS DEC 2036 | $332K | 0.1% | 13,318 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $620K | 0.1%Prev: 0.1% | 7,755 SH | Increased-732 SH |
| ISHARES TR | MSCI ACWI EX US | $96K | 0.0% | 13,393 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $13.8M | 2.4%Prev: 2.8% | 128,051 SH | Increased+4,280 SH |
| ISHARES TR | RUS 1000 ETF | $22.7M | 4.0%Prev: 4.3% | 55,525 SH | Increased-2,905 SH |
| ISHARES TR | RUS 1000 GRW ETF | $846K | 0.1%Prev: 0.2% | 6,810 SH | Increased+4,416 SH |
| ISHARES TR | RUS 1000 VAL ETF | $370K | 0.1%Prev: 0.1% | 1,528 SH | Increased-327 SH |
| ISHARES TR | RUSEL 2500 ETF | $23K | 0.0%Prev: 0.0% | 22,779 SH | Increased+10,336 SH |
| ISHARES TR | RUSSELL 2000 ETF | $8.8M | 1.6%Prev: 1.4% | 29,413 SH | Increased+663 SH |
| ISHARES TR | RUSSELL 3000 ETF | $4.6M | 0.8%Prev: 0.8% | 10,695 SH | Increased+41 SH |
| ISHARES TR | S&P 500 GRWT ETF | $979K | 0.2%Prev: 0.2% | 7,121 SH | Increased-228 SH |
| ISHARES TR | S&P 500 VAL ETF | $295K | 0.1%Prev: 0.1% | 1,299 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $6.7M | 1.2%Prev: 1.2% | 62,504 SH | Increased+9,201 SH |
| ISHARES TR | TIPS BD ETF | $609K | 0.1%Prev: 0.1% | 5,563 SH | Increased+369 SH |
| JOHNSON & JOHNSON | COM | $321K | 0.1% | 1,264 SH | New |
| JPMORGAN CHASE & CO | COM | $1.1M | 0.2% | 3,482 SH | New |
| LOWES COS INC | COM | $265K | 0.0%Prev: 0.1% | 1,201 SH | Increased-75 SH |
| META PLATFORMS INC | CL A | $336K | 0.1%Prev: 0.1% | 596 SH | Increased-279 SH |
| MICRON TECHNOLOGY INC | COM | $618K | 0.1% | 535 SH | New |
| MICROSOFT CORP | COM | $726K | 0.1%Prev: 0.4% | 1,945 SH | Increased-1,666 SH |
| MKS INC. | COM | $298K | 0.1% | 670 SH | New |
| NVIDIA CORPORATION | COM | $400K | 0.1%Prev: 0.1% | 1,998 SH | Increased-668 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $227K | 0.0%Prev: 0.1% | 1,942 SH | Increased+62 SH |
| PUBLIC SVC ENTERPRISE GROUP | COM | $296K | 0.1% | 3,645 SH | New |
| RTX CORPORATION | COM | $336K | 0.1%Prev: 0.1% | 1,769 SH | Increased-239 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $877K | 0.2%Prev: 0.2% | 31,654 SH | Increased-161 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $266K | 0.0%Prev: 0.1% | 5,525 SH | Increased-1,261 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $873K | 0.2%Prev: 0.2% | 29,671 SH | Increased-188 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.5M | 0.3%Prev: 0.2% | 41,502 SH | Increased+2,007 SH |
| SPDR GOLD TR | GOLD SHS | $998K | 0.2%Prev: 0.2% | 2,710 SH | Increased+10 SH |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $4.4M | 0.8% | 84,845 SH | New |
| SPDR SERIES TRUST | SPDR S&P 500 ESG | $600K | 0.1% | 8,230 SH | New |
| SPDR SERIES TRUST | ST BLOO HIGH ETF | $419K | 0.1% | 4,349 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $212K | 0.0% | 2,407 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $5.4M | 0.9% | 7,205 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $795K | 0.1% | 1,131 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.5M | 0.8%Prev: 0.4% | 61,893 SH | Increased+36,917 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $3.4M | 0.6%Prev: 0.6% | 13,768 SH | Increased-196 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $938K | 0.2%Prev: 0.2% | 10,888 SH | Increased+9,066 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $19.8M | 3.5%Prev: 3.9% | 246,038 SH | Increased+181,928 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.0M | 1.2%Prev: 1.2% | 10,262 SH | Increased+519 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.4M | 2.0%Prev: 2.0% | 37,745 SH | Increased-1,171 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.5M | 1.0%Prev: 0.9% | 14,854 SH | Increased+755 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $615K | 0.1%Prev: 0.1% | 7,349 SH | Increased-69 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.6M | 0.5%Prev: 0.6% | 44,097 SH | Increased-7,656 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $234K | 0.0%Prev: 0.1% | 1,516 SH | Increased-773 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $16.6M | 2.9%Prev: 3.3% | 329,001 SH | Increased+23,987 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.6M | 1.2%Prev: 1.1% | 92,241 SH | Increased+700 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.8M | 0.3%Prev: 0.3% | 17,369 SH | Increased+3,664 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $906K | 0.2%Prev: 0.2% | 5,730 SH | Increased-60 SH |
| VERIZON COMMUNICATIONS INC | COM | $212K | 0.0%Prev: 0.0% | 5,001 SH | Increased-67 SH |
| VISA INC | COM CL A | $261K | 0.0%Prev: 0.1% | 759 SH | Increased-75 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 |