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CIK 0002056292 • 22 13F filings • Apr 10, 2025 – Jul 6, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $424K | 0.3% | 3,536 SH | |
| ABBVIE INC | COM | $327K | 0.3% | 3,019 SH | |
| ALPHABET INC | CAP STK CL A | $281K | 0.2% | 136 SH | |
| ALPHABET INC | CAP STK CL C | $207K | 0.2% | 100 SH | |
| AMAZON COM INC | COM | $631K | 0.5% | 204 SH | |
| APPLE INC | COM | $3.6M | 2.9% | 29,564 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $446K | 0.4% | 7,070 SH | |
| CHEVRON CORP NEW | COM | $524K | 0.4% | 5,000 SH | |
| CISCO SYS INC | COM | $346K | 0.3% | 6,686 SH | |
| COMCAST CORP NEW | CL A | $325K | 0.3% | 6,000 SH | |
| DEERE & CO | COM | $262K | 0.2% | 700 SH | |
| EDISON INTL | COM | $367K | 0.3% | 6,265 SH | |
| FIFTH THIRD BANCORP | COM | $375K | 0.3% | 10,000 SH | |
| HONEYWELL INTL INC | COM | $554K | 0.4% | 2,550 SH | |
| INTEL CORP | COM | $403K | 0.3% | 6,298 SH | |
| ISHARES TR | CORE MSCI EAFE | $3.3M | 2.6% | 45,660 SH | |
| ISHARES TR | CORE S&P MCP ETF | $228K | 0.2% | 875 SH | |
| ISHARES TR | CORE S&P SCP ETF | $677K | 0.5% | 6,235 SH | |
| ISHARES TR | CORE S&P500 ETF | $61.0M | 48.8% | 153,216 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $228K | 0.2% | 3,125 SH | |
| ISHARES TR | MSCI USA MIN VOL | $4.4M | 3.5% | 63,298 SH | |
| ISHARES TR | RUS 1000 ETF | $3.1M | 2.5% | 13,900 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $469K | 0.4% | 2,941 SH | |
| ISHARES TR | RUS MD CP GR ETF | $373K | 0.3% | 3,658 SH | |
| ISHARES TR | RUS MID CAP ETF | $2.1M | 1.7% | 28,686 SH | |
| ISHARES TR | S&P 100 ETF | $2.6M | 2.1% | 14,302 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.4M | 1.2% | 22,140 SH | |
| ISHARES TR | SELECT DIVID ETF | $20.8M | 16.7% | 182,391 SH | |
| JPMORGAN CHASE & CO | COM | $239K | 0.2% | 1,569 SH | |
| LOWES COS INC | COM | $314K | 0.3% | 1,650 SH | |
| MICROSOFT CORP | COM | $2.9M | 2.3% | 12,360 SH | |
| NIKE INC | CL B | $511K | 0.4% | 3,845 SH | |
| PEPSICO INC | COM | $555K | 0.4% | 3,926 SH | |
| PROCTER AND GAMBLE CO | COM | $969K | 0.8% | 7,153 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.5M | 2.0% | 7,585 SH | |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $2.5M | 2.0% | 53,929 SH | |
| STRYKER CORPORATION | COM | $363K | 0.3% | 1,492 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $344K | 0.3% | 1,339 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $267K | 0.2% | 2,031 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.1M | 0.9% | 21,000 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.6M | 2.1% | 17,450 SH |
| 13F-HR |
| 0002056292-25-000017 |
| $290.1M |
| View |
| Apr 10, 2025 | Q4 2022 | 13F-HR | 0002056292-25-000013 | $159.0M | View |
| Apr 10, 2025 | Q4 2021 | 13F-HR | 0002056292-25-000009 | $174.2M | View |
| Apr 10, 2025 | Q4 2020 | 13F-HR | 0002056292-25-000005 | $105.8M | View |
| Oct 3, 2025 | Q3 2025 | 13F-HR | 0002056292-25-000026 | $376.7M | View |
| Apr 10, 2025 | Q3 2024 | 13F-HR | 0002056292-25-000020 | $352.1M | View |
| Apr 10, 2025 | Q3 2023 | 13F-HR | 0002056292-25-000016 | $253.6M | View |
| Apr 10, 2025 | Q3 2022 | 13F-HR | 0002056292-25-000012 | $125.1M | View |
| Apr 10, 2025 | Q3 2021 | 13F-HR | 0002056292-25-000008 | $144.3M | View |
| Jul 6, 2026 | Q2 2026 | 13F-HR | 0002056292-26-000003 | $388.7M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0002056292-25-000024 | $382.3M | View |
| Apr 10, 2025 | Q2 2024 | 13F-HR | 0002056292-25-000019 | $313.4M | View |
| Apr 10, 2025 | Q2 2023 | 13F-HR | 0002056292-25-000015 | $256.5M | View |
| Apr 10, 2025 | Q2 2022 | 13F-HR | 0002056292-25-000011 | $123.7M | View |
| Apr 10, 2025 | Q2 2021 | 13F-HR | 0002056292-25-000007 | $133.4M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0002056292-26-000002 | $375.8M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002056292-25-000021 | $357.0M | View |
| Apr 10, 2025 | Q1 2024 | 13F-HR | 0002056292-25-000018 | $307.9M | View |
| Apr 10, 2025 | Q1 2023 | 13F-HR | 0002056292-25-000014 | $229.3M | View |
| Apr 10, 2025 | Q1 2022 | 13F-HR | 0002056292-25-000010 | $147.2M | View |
| Apr 10, 2025 | Q1 2021 | 13F-HR | 0002056292-25-000006 | $124.9M | View |