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CIK 0001820681 • 7 13F filings • Apr 11, 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 | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $574K | 0.2%Prev: 0.2% | 3,584 SH | Decreased-326 SH |
| ALPHABET INC | CAP STK CL A | $1.8M | 0.5%Prev: 0.4% | 5,779 SH | Increased-762 SH |
| ALPHABET INC | CAP STK CL C | $10.8M | 2.9%Prev: 2.9% | 34,300 SH | Increased-9,161 SH |
| AMAZON COM INC | COM | $11.4M | 3.0%Prev: 2.9% | 49,395 SH | Increased+658 SH |
| APPLE INC | COM | $11.2M | 3.0%Prev: 3.0% | 41,319 SH | Increased-2,148 SH |
| ARISTA NETWORKS INC | COM SHS | $2.2M | 0.6%Prev: 0.6% | 17,058 SH | Decreased+799 SH |
| AUTODESK INC | COM | $3.8M | 1.0%Prev: 1.1% | 12,944 SH | Decreased+357 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $206K | 0.1%Prev: 0.1% | 800 SH | Decreased |
| BANCO SANTANDER SA | ADR | $287K | 0.1% | 24,496 SH | New |
| BANK AMERICA CORP | COM | $1.1M | 0.3%Prev: 0.3% | 20,232 SH | Decreased-3,502 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.4%Prev: 0.4% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 0.5%Prev: 0.6% | 3,991 SH | Decreased-507 SH |
| BROADCOM INC | COM | $3.8M | 1.0%Prev: 1.0% | 11,029 SH | Increased-375 SH |
| COCA COLA CO | COM | $612K | 0.2%Prev: 0.2% | 8,755 SH | Increased-185 SH |
| COLUMBIA ETF TR I | RESH ENHNC COR | $7.5M | 2.0%Prev: 1.5% | 184,821 SH | Increased+49,523 SH |
| COLUMBIA ETF TR II | EM CORE EX ETF | $352K | 0.1%Prev: 0.1% | 9,170 SH | Decreased-5,875 SH |
| CORTEVA INC | COM | $1.2M | 0.3%Prev: 0.3% | 17,403 SH | Decreased-110 SH |
| COSTCO WHSL CORP NEW | COM | $4.9M | 1.3%Prev: 1.4% | 5,633 SH | Decreased+73 SH |
| CROWDSTRIKE HLDGS INC | CL A | $4.7M | 1.2%Prev: 1.3% | 9,938 SH | Decreased+397 SH |
| DOW INC | COM | $462K | 0.1%Prev: 0.1% | 19,764 SH | Decreased-832 SH |
| DUPONT DE NEMOURS INC | COM | $703K | 0.2%Prev: 0.4% | 17,479 SH | Decreased-106 SH |
| ELI LILLY & CO | COM | $13.6M | 3.6%Prev: 2.7% | 12,684 SH | Increased-414 SH |
| FIDELITY COVINGTON TRUST | DIVID ETF RISI | $381K | 0.1%Prev: 0.1% | 6,245 SH | Decreased-687 SH |
| FIDELITY COVINGTON TRUST | ENHANCED MID | $2.6M | 0.7% | 70,449 SH | New |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | $282K | 0.1%Prev: 0.1% | 10,872 SH | Decreased-2,750 SH |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | $384K | 0.1%Prev: 0.1% | 5,760 SH | Decreased-2,463 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $335K | 0.1%Prev: 0.1% | 12,449 SH | Decreased-3,639 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $255K | 0.1% | 5,534 SH | New |
| GE AEROSPACE | COM NEW | $955K | 0.3%Prev: 0.3% | 3,101 SH | Decreased-675 SH |
| GE VERNOVA INC | COM | $427K | 0.1%Prev: 0.1% | 654 SH | Decreased-143 SH |
| GENERAL MTRS CO | COM | $210K | 0.1% | 2,585 SH | New |
| HEICO CORP NEW | COM | $4.8M | 1.3%Prev: 1.2% | 14,716 SH | Increased+1,245 SH |
| HOME DEPOT INC | COM | $556K | 0.1%Prev: 0.2% | 1,616 SH | Decreased-51 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $1.2M | 0.3%Prev: 0.3% | 21,029 SH | Increased+1,934 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $537K | 0.1%Prev: 1.5% | 5,240 SH | Decreased-46,785 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.9M | 0.5%Prev: 0.3% | 3,101 SH | Increased+1,290 SH |
| ISHARES INC | CORE MSCI EMKT | $205K | 0.1%Prev: 0.1% | 3,056 SH | Decreased-486 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.6M | 0.7% | 25,355 SH | New |
| ISHARES TR | CORE MSCI EAFE | $2.6M | 0.7%Prev: 0.6% | 28,525 SH | Increased+2,342 SH |
| ISHARES TR | CORE MSCI TOTAL | $768K | 0.2%Prev: 0.2% | 9,079 SH | Decreased-744 SH |
| ISHARES TR | CORE S&P TTL STK | $2.8M | 0.7%Prev: 0.8% | 18,581 SH | Decreased-978 SH |
| ISHARES TR | CORE S&P500 ETF | $42.9M | 11.4%Prev: 10.9% | 62,635 SH | Increased+3,046 SH |
| ISHARES TR | CORE UNIVRSL USD | $252K | 0.1% | 5,414 SH | New |
| ISHARES TR | CORE US AGGBD ET | $23.5M | 6.2%Prev: 6.4% | 234,810 SH | Increased+1,388 SH |
| ISHARES TR | ESG MSCI KLD 400 | $233K | 0.1%Prev: 0.1% | 1,809 SH | Increased |
| ISHARES TR | IBONDS DEC 29 | $962K | 0.3%Prev: 0.4% | 41,107 SH | Decreased-19,600 SH |
| ISHARES TR | ISHARES BIOTECH | $4.2M | 1.1%Prev: 0.9% | 25,000 SH | Increased+1,000 SH |
| ISHARES TR | MBS ETF | $7.4M | 2.0%Prev: 2.0% | 78,113 SH | Increased+2,849 SH |
| ISHARES TR | MSCI INTL QUALTY | $3.1M | 0.8%Prev: 0.8% | 69,269 SH | Increased+4,075 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.1M | 0.3%Prev: 0.3% | 11,198 SH | Increased+806 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.6M | 0.4%Prev: 0.8% | 3,462 SH | Decreased-3,159 SH |
| ISHARES TR | RUS 1000 VAL ETF | $877K | 0.2%Prev: 0.3% | 4,171 SH | Decreased-1,390 SH |
| ISHARES TR | RUS MD CP GR ETF | $405K | 0.1%Prev: 0.2% | 2,960 SH | Decreased-1,139 SH |
| ISHARES TR | RUS MDCP VAL ETF | $271K | 0.1%Prev: 0.1% | 1,922 SH | Decreased-33 SH |
| ISHARES TR | ULTRA SHORT DUR | $10.3M | 2.8%Prev: 2.2% | 204,604 SH | Increased+43,993 SH |
| ISHARES TR | US TREAS BD ETF | $15.7M | 4.2%Prev: 4.0% | 682,014 SH | Increased+44,843 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.5M | 1.2%Prev: 1.1% | 78,386 SH | Increased+6,973 SH |
| JPMORGAN CHASE & CO. | COM | $5.7M | 1.5%Prev: 1.5% | 17,699 SH | Increased+389 SH |
| META PLATFORMS INC | CL A | $9.3M | 2.5%Prev: 2.4% | 14,095 SH | Increased+2,208 SH |
| MICROSOFT CORP | COM | $17.6M | 4.7%Prev: 5.4% | 36,345 SH | Decreased-1,672 SH |
| NEWMONT CORP | COM | $201K | 0.1% | 2,016 SH | New |
| NEXTERA ENERGY INC | COM | $281K | 0.1%Prev: 0.1% | 3,500 SH | Increased |
| NORTHROP GRUMMAN CORP | COM | $538K | 0.1%Prev: 0.2% | 944 SH | Decreased-80 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $220K | 0.1%Prev: 0.1% | 4,882 SH | Increased |
| NVIDIA CORPORATION | COM | $7.0M | 1.9%Prev: 1.9% | 37,306 SH | Decreased-158 SH |
| OCCIDENTAL PETE CORP | COM | $326K | 0.1%Prev: 0.1% | 7,932 SH | Decreased-57 SH |
| ORACLE CORP | COM | $597K | 0.2%Prev: 0.2% | 3,063 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $4.3M | 1.1%Prev: 1.2% | 23,377 SH | Decreased+1,169 SH |
| PEPSICO INC | COM | $302K | 0.1%Prev: 0.1% | 2,103 SH | Decreased-157 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $675K | 0.2% | 8,264 SH | New |
| S&P GLOBAL INC | COM | $3.8M | 1.0%Prev: 0.8% | 7,300 SH | Increased+1,444 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $320K | 0.1%Prev: 0.1% | 9,772 SH | Decreased-514 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $8.0M | 2.1%Prev: 2.2% | 244,141 SH | Decreased-7,580 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $301K | 0.1% | 1,943 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $229K | 0.1% | 5,665 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $8.9M | 2.4% | 61,531 SH | New |
| SPDR GOLD TR | GOLD SHS | $361K | 0.1%Prev: 0.1% | 910 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $2.9M | 0.8%Prev: 0.7% | 4,259 SH | Increased+593 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $8.8M | 2.4% | 163,552 SH | New |
| STARBUCKS CORP | COM | $830K | 0.2%Prev: 0.3% | 9,857 SH | Decreased-1,094 SH |
| STRYKER CORPORATION | COM | $5.8M | 1.5%Prev: 1.3% | 16,370 SH | Increased+3,411 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $5.8M | 1.5%Prev: 1.4% | 18,994 SH | Increased+41 SH |
| TRANSDIGM GROUP INC | COM | $4.6M | 1.2%Prev: 1.1% | 3,469 SH | Increased+461 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $3.2M | 0.9%Prev: 0.8% | 9,013 SH | Increased+95 SH |
| VANECK ETF TRUST | URANIUM AND NUCL | $2.7M | 0.7%Prev: 0.8% | 21,939 SH | Decreased-836 SH |
| VANECK MERK GOLD ETF | GOLD SHS | $437K | 0.1%Prev: 0.1% | 10,532 SH | Increased |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $220K | 0.1%Prev: 0.1% | 1,971 SH | Decreased-103 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $263K | 0.1%Prev: 0.1% | 2,689 SH | Decreased-1,308 SH |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $654K | 0.2%Prev: 0.2% | 5,894 SH | Decreased-557 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $330K | 0.1%Prev: 0.1% | 676 SH | Decreased-404 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $296K | 0.1%Prev: 0.1% | 1,061 SH | Decreased-63 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $308K | 0.1%Prev: 0.1% | 1,735 SH | Decreased-493 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 0.3%Prev: 0.4% | 1,733 SH | Decreased-380 SH |
| VANGUARD INDEX FDS | VALUE ETF | $889K | 0.2%Prev: 0.3% | 4,655 SH | Decreased-802 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.7M | 0.4%Prev: 0.6% | 22,767 SH | Decreased-9,118 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.0M | 0.5%Prev: 0.6% | 39,905 SH | Decreased-3,899 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $396K | 0.1%Prev: 0.1% | 6,744 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $200K | 0.1%Prev: 0.1% | 1,643 SH | Decreased-2,080 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $722K | 0.2%Prev: 0.3% | 2,336 SH | Decreased-1,873 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $21.2M | 5.7%Prev: 5.5% | 96,663 SH | Increased+3,632 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $460K | 0.1%Prev: 0.2% | 7,363 SH | Decreased-2,484 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.2M | 0.3%Prev: 0.5% | 8,116 SH | Decreased-6,155 SH |
| VEEVA SYS INC | CL A COM | $4.5M | 1.2%Prev: 1.2% | 20,000 SH | Decreased+4,732 SH |
| VISA INC | COM CL A | $3.8M | 1.0%Prev: 0.9% | 10,963 SH | Increased+863 SH |
| WALMART INC | COM | $5.2M | 1.4%Prev: 1.4% | 46,743 SH | Increased-3,678 SH |
| 13F-HR |
| 0001951757-25-001312 |
| $366.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000994 | $392.8M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001029 | $346.7M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000608 | $331.4M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000328 | $307.8M | View |