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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 | $433K | 0.3%Prev: 0.3% | 4,478 SH | Decreased+269 SH |
| ABBVIE INC | COM | $352K | 0.3%Prev: 0.2% | 2,621 SH | Decreased-720 SH |
| ALPHABET INC | CAP STK CL A | $258K | 0.2%Prev: 0.3% | 2,700 SH | Decreased+2,537 SH |
| ALPHABET INC | CAP STK CL C | $233K | 0.2%Prev: 0.2% | 2,420 SH | Decreased+2,294 SH |
| AMAZON COM INC | COM | $389K | 0.3%Prev: 0.5% | 3,440 SH | Decreased+3,213 SH |
| APPLE INC | COM | $4.0M | 3.2%Prev: 2.9% | 29,000 SH | Decreased-1,008 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $716K | 0.6%Prev: 0.4% | 10,070 SH | Increased+437 SH |
| CARNIVAL CORP | COMMON STOCK | $232K | 0.2% | 33,000 SH | New |
| CISCO SYS INC | COM | $204K | 0.2%Prev: 0.3% | 5,104 SH | Decreased-3,502 SH |
| DEERE & CO | COM | $200K | 0.2%Prev: 0.2% | 600 SH | Decreased-100 SH |
| EDISON INTL | COM | $378K | 0.3%Prev: 0.2% | 6,686 SH | Increased+276 SH |
| FIFTH THIRD BANCORP | COM | $320K | 0.3%Prev: 0.3% | 10,000 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $4.3M | 3.5%Prev: 2.8% | 82,574 SH | Increased+28,580 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 1.1%Prev: 0.7% | 6,334 SH | Increased+2,462 SH |
| ISHARES TR | CORE S&P SCP ETF | $693K | 0.6%Prev: 0.4% | 7,945 SH | Increased+2,056 SH |
| ISHARES TR | CORE S&P500 ETF | $55.9M | 44.7%Prev: 46.1% | 155,871 SH | Decreased+1,516 SH |
| ISHARES TR | MSCI EMG MKT ETF | $717K | 0.6% | 20,554 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $284K | 0.2% | 2,765 SH | New |
| ISHARES TR | RUS 1000 ETF | $2.5M | 2.0%Prev: 2.2% | 12,810 SH | Decreased-540 SH |
| ISHARES TR | RUS 1000 GRW ETF | $227K | 0.2% | 1,077 SH | New |
| ISHARES TR | RUS 2000 VAL ETF | $379K | 0.3%Prev: 0.3% | 2,941 SH | Decreased |
| ISHARES TR | RUS MD CP GR ETF | $287K | 0.2%Prev: 0.3% | 3,658 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $1.7M | 1.4%Prev: 1.6% | 27,984 SH | Decreased-1,440 SH |
| ISHARES TR | RUSSELL 2000 ETF | $511K | 0.4%Prev: 0.4% | 3,097 SH | Decreased+500 SH |
| ISHARES TR | S&P 100 ETF | $2.3M | 1.9%Prev: 2.0% | 14,302 SH | Decreased |
| ISHARES TR | S&P 500 GRWT ETF | $3.4M | 2.7%Prev: 3.1% | 58,930 SH | Decreased-1,246 SH |
| ISHARES TR | S&P 500 VAL ETF | $2.5M | 2.0%Prev: 1.9% | 19,328 SH | Decreased |
| ISHARES TR | SELECT DIVID ETF | $24.2M | 19.3%Prev: 15.1% | 225,639 SH | Increased+35,481 SH |
| LOWES COS INC | COM | $310K | 0.2%Prev: 0.3% | 1,650 SH | Decreased-462 SH |
| MICROSOFT CORP | COM | $3.5M | 2.8%Prev: 2.7% | 14,881 SH | Decreased+1,209 SH |
| NIKE INC | CL B | $299K | 0.2%Prev: 0.4% | 3,595 SH | Decreased-50 SH |
| PEPSICO INC | COM | $1.2M | 1.0%Prev: 0.6% | 7,562 SH | Increased+1,790 SH |
| PROCTER AND GAMBLE CO | COM | $692K | 0.6%Prev: 0.7% | 5,482 SH | Decreased-2,058 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.7M | 1.4%Prev: 1.4% | 5,951 SH | Decreased-170 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $3.1M | 2.5%Prev: 2.4% | 80,852 SH | Decreased+13,177 SH |
| STRYKER CORPORATION | COM | $286K | 0.2%Prev: 0.3% | 1,410 SH | Decreased-82 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $286K | 0.2%Prev: 0.3% | 1,339 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $549K | 0.4%Prev: 1.0% | 15,050 SH | Decreased-13,985 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.4M | 1.9%Prev: 1.9% | 17,623 SH | Decreased+131 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $435K | 0.3%Prev: 0.1% | 11,975 SH | Increased+7,832 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $1.2M | 0.9%Prev: 0.9% | 20,912 SH | Decreased+9,856 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 |