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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 | $497K | 0.3%Prev: 0.3% | 4,209 SH | Decreased-10,266 SH |
| ABBVIE INC | COM | $360K | 0.2% | 3,341 SH | New |
| ALPHABET INC | CAP STK CL A | $436K | 0.3%Prev: 2.0% | 163 SH | Decreased-21,302 SH |
| ALPHABET INC | CAP STK CL C | $336K | 0.2%Prev: 1.5% | 126 SH | Decreased-16,568 SH |
| AMAZON COM INC | COM | $746K | 0.5%Prev: 0.9% | 227 SH | Decreased-13,936 SH |
| APPLE INC | COM | $4.2M | 2.9%Prev: 5.8% | 30,008 SH | Decreased-47,763 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $570K | 0.4% | 9,633 SH | New |
| CHEVRON CORP NEW | COM | $635K | 0.4% | 6,255 SH | New |
| CISCO SYS INC | COM | $468K | 0.3%Prev: 0.6% | 8,606 SH | Decreased-12,299 SH |
| COINBASE GLOBAL INC | COM CL A | $324K | 0.2% | 1,424 SH | New |
| COMCAST CORP NEW | CL A | $417K | 0.3% | 7,459 SH | New |
| DEERE & CO | COM | $235K | 0.2%Prev: 0.1% | 700 SH | Decreased+196 SH |
| EDISON INTL | COM | $356K | 0.2% | 6,410 SH | New |
| EXXON MOBIL CORP | COM | $222K | 0.2%Prev: 0.7% | 3,770 SH | Decreased-15,208 SH |
| FIFTH THIRD BANCORP | COM | $424K | 0.3% | 10,000 SH | New |
| INTEL CORP | COM | $325K | 0.2% | 6,093 SH | New |
| ISHARES TR | CORE MSCI EAFE | $4.0M | 2.8%Prev: 5.6% | 53,994 SH | Decreased-171,422 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.0M | 0.7%Prev: 0.6% | 3,872 SH | Decreased-27,677 SH |
| ISHARES TR | CORE S&P SCP ETF | $643K | 0.4%Prev: 0.7% | 5,889 SH | Decreased-12,273 SH |
| ISHARES TR | CORE S&P500 ETF | $66.5M | 46.1%Prev: 33.0% | 154,355 SH | Decreased-17,076 SH |
| ISHARES TR | MSCI EAFE ETF | $465K | 0.3%Prev: 0.1% | 5,957 SH | Increased+3,307 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.8M | 1.3% | 25,135 SH | New |
| ISHARES TR | RUS 1000 ETF | $3.2M | 2.2%Prev: 1.4% | 13,350 SH | Decreased+522 SH |
| ISHARES TR | RUS 2000 VAL ETF | $471K | 0.3%Prev: 0.2% | 2,941 SH | Decreased+85 SH |
| ISHARES TR | RUS MD CP GR ETF | $410K | 0.3%Prev: 0.1% | 3,658 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $2.3M | 1.6%Prev: 0.7% | 29,424 SH | Decreased+5,799 SH |
| ISHARES TR | RUSSELL 2000 ETF | $568K | 0.4%Prev: 0.2% | 2,597 SH | Decreased+199 SH |
| ISHARES TR | S&P 100 ETF | $2.8M | 2.0%Prev: 0.9% | 14,302 SH | Decreased+5,212 SH |
| ISHARES TR | S&P 500 GRWT ETF | $4.4M | 3.1%Prev: 1.7% | 60,176 SH | Decreased+13,516 SH |
| ISHARES TR | S&P 500 VAL ETF | $2.8M | 1.9%Prev: 0.8% | 19,328 SH | Decreased+5,139 SH |
| ISHARES TR | SELECT DIVID ETF | $21.8M | 15.1%Prev: 1.2% | 190,158 SH | Increased+160,438 SH |
| JOHNSON & JOHNSON | COM | $208K | 0.1%Prev: 1.4% | 1,290 SH | Decreased-20,409 SH |
| JPMORGAN CHASE & CO | COM | $355K | 0.2% | 2,166 SH | New |
| LOWES COS INC | COM | $428K | 0.3%Prev: 0.3% | 2,112 SH | Decreased-3,213 SH |
| META PLATFORMS INC | CL A | $254K | 0.2% | 748 SH | New |
| MICROSOFT CORP | COM | $3.9M | 2.7%Prev: 4.8% | 13,672 SH | Decreased-36,122 SH |
| NIKE INC | CL B | $529K | 0.4%Prev: 0.1% | 3,645 SH | Decreased-9,391 SH |
| PEPSICO INC | COM | $868K | 0.6%Prev: 0.8% | 5,772 SH | Decreased-17,599 SH |
| PROCTER AND GAMBLE CO | COM | $1.1M | 0.7%Prev: 0.8% | 7,540 SH | Decreased-14,201 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.1M | 1.4%Prev: 0.8% | 6,121 SH | Decreased+252 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $3.5M | 2.4% | 67,675 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $319K | 0.2%Prev: 0.1% | 744 SH | Decreased+137 SH |
| STRYKER CORPORATION | COM | $393K | 0.3%Prev: 0.8% | 1,492 SH | Decreased-8,226 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $243K | 0.2% | 425 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $389K | 0.3%Prev: 0.1% | 1,339 SH | Increased-3,003 SH |
| VANGUARD INDEX FDS | VALUE ETF | $275K | 0.2%Prev: 0.1% | 2,031 SH | Decreased+715 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 1.0%Prev: 0.1% | 29,035 SH | Increased+21,301 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.7M | 1.9%Prev: 0.9% | 17,492 SH | Decreased+2,927 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $209K | 0.1%Prev: 0.2% | 4,143 SH | Decreased-8,998 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $1.3M | 0.9%Prev: 0.4% | 11,056 SH | Decreased-3,546 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 |