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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 | $488K | 0.4%Prev: 0.4% | 4,209 SH | Decreased-12,201 SH |
| ABBVIE INC | COM | $340K | 0.3% | 3,019 SH | New |
| ALPHABET INC | CAP STK CL A | $344K | 0.3%Prev: 1.6% | 141 SH | Decreased-21,324 SH |
| ALPHABET INC | CAP STK CL C | $263K | 0.2%Prev: 1.3% | 105 SH | Decreased-16,589 SH |
| AMAZON COM INC | COM | $719K | 0.5%Prev: 0.8% | 209 SH | Decreased-13,954 SH |
| APPLE INC | COM | $3.9M | 2.9%Prev: 5.5% | 28,740 SH | Decreased-53,056 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $472K | 0.4% | 7,070 SH | New |
| CHEVRON CORP NEW | COM | $524K | 0.4% | 5,000 SH | New |
| CISCO SYS INC | COM | $354K | 0.3%Prev: 0.4% | 6,686 SH | Decreased-14,219 SH |
| COINBASE GLOBAL INC | COM CL A | $361K | 0.3% | 1,424 SH | New |
| COMCAST CORP NEW | CL A | $342K | 0.3% | 6,000 SH | New |
| DEERE & CO | COM | $247K | 0.2%Prev: 0.1% | 700 SH | Decreased+196 SH |
| EDISON INTL | COM | $366K | 0.3%Prev: 0.1% | 6,334 SH | Increased+3,334 SH |
| EXXON MOBIL CORP | COM | $207K | 0.2%Prev: 1.0% | 3,285 SH | Decreased-17,981 SH |
| FIFTH THIRD BANCORP | COM | $382K | 0.3% | 10,000 SH | New |
| HONEYWELL INTL INC | COM | $559K | 0.4% | 2,550 SH | New |
| INTEL CORP | COM | $354K | 0.3% | 6,298 SH | New |
| ISHARES TR | CORE MSCI EAFE | $3.1M | 2.4%Prev: 3.4% | 41,922 SH | Decreased-97,537 SH |
| ISHARES TR | CORE S&P MCP ETF | $235K | 0.2%Prev: 0.6% | 875 SH | Decreased-30,800 SH |
| ISHARES TR | CORE S&P SCP ETF | $652K | 0.5%Prev: 0.6% | 5,772 SH | Decreased-12,555 SH |
| ISHARES TR | CORE S&P500 ETF | $67.5M | 50.6%Prev: 30.9% | 156,924 SH | Decreased-21,037 SH |
| ISHARES TR | MSCI USA MIN VOL | $2.3M | 1.8% | 31,845 SH | New |
| ISHARES TR | RUS 1000 ETF | $3.5M | 2.6%Prev: 3.1% | 14,300 SH | Decreased-18,460 SH |
| ISHARES TR | RUS 2000 VAL ETF | $488K | 0.4%Prev: 0.1% | 2,941 SH | Decreased+85 SH |
| ISHARES TR | RUS MD CP GR ETF | $414K | 0.3%Prev: 0.1% | 3,658 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $2.3M | 1.7%Prev: 1.0% | 28,880 SH | Decreased-10,590 SH |
| ISHARES TR | S&P 100 ETF | $2.8M | 2.1%Prev: 0.8% | 14,302 SH | Decreased+4,562 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.6M | 1.2%Prev: 1.4% | 22,140 SH | Decreased-25,877 SH |
| ISHARES TR | SELECT DIVID ETF | $22.2M | 16.6%Prev: 1.2% | 190,302 SH | Increased+160,485 SH |
| LOWES COS INC | COM | $320K | 0.2%Prev: 0.3% | 1,650 SH | Decreased-3,750 SH |
| MICROSOFT CORP | COM | $3.5M | 2.6%Prev: 5.0% | 12,963 SH | Decreased-37,381 SH |
| NIKE INC | CL B | $594K | 0.4%Prev: 0.2% | 3,845 SH | Decreased-9,191 SH |
| PEPSICO INC | COM | $855K | 0.6%Prev: 1.0% | 5,772 SH | Decreased-17,599 SH |
| PROCTER AND GAMBLE CO | COM | $1.0M | 0.8%Prev: 0.8% | 7,540 SH | Decreased-14,201 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.1M | 1.6%Prev: 0.7% | 6,121 SH | Decreased+252 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $2.9M | 2.2% | 57,222 SH | New |
| STRYKER CORPORATION | COM | $388K | 0.3%Prev: 0.9% | 1,492 SH | Decreased-8,726 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $384K | 0.3%Prev: 0.1% | 1,339 SH | Increased+532 SH |
| VANGUARD INDEX FDS | VALUE ETF | $279K | 0.2%Prev: 0.1% | 2,031 SH | Increased+715 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $978K | 0.7%Prev: 0.1% | 18,000 SH | Increased+9,558 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.7M | 2.0%Prev: 0.8% | 17,492 SH | Decreased+3,153 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 |