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CIK 0001844278 • 6 13F filings • Apr 29, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $699K | 0.2%Prev: 0.2% | 4,368 SH | Increased+1 SH |
| ABBVIE INC | COM | $295K | 0.1%Prev: 0.1% | 1,289 SH | Decreased-33 SH |
| ALPHABET INC | CAP STK CL A | $847K | 0.3%Prev: 0.2% | 2,707 SH | Increased-44 SH |
| ALPHABET INC | CAP STK CL C | $559K | 0.2%Prev: 0.1% | 1,780 SH | Increased |
| AMAZON COM INC | COM | $606K | 0.2%Prev: 0.2% | 2,627 SH | Increased+170 SH |
| APPLE INC | COM | $4.3M | 1.3%Prev: 1.3% | 15,848 SH | Increased+270 SH |
| BECTON DICKINSON & CO | COM | $217K | 0.1%Prev: 0.1% | 1,116 SH | Decreased-231 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.3%Prev: 0.4% | 2,282 SH | Decreased |
| BLACKROCK ENHANCED EQUITY DI | COM | $131K | 0.0%Prev: 0.0% | 13,831 SH | Increased |
| CALAMOS ETF TR | S&P 500 STRUCT | $433K | 0.1%Prev: 0.1% | 17,271 SH | Increased+8,825 SH |
| CALAMOS ETF TR | S&P 500 STRUCTUR | $471K | 0.1%Prev: 0.1% | 17,465 SH | Increased |
| CARRIER GLOBAL CORPORATION | COM | $266K | 0.1%Prev: 0.1% | 5,027 SH | Decreased |
| CATERPILLAR INC | COM | $213K | 0.1% | 371 SH | New |
| CHEVRON CORP NEW | COM | $324K | 0.1%Prev: 0.1% | 2,129 SH | Decreased+1 SH |
| CISCO SYS INC | COM | $208K | 0.1% | 2,705 SH | New |
| COHEN & STEERS ETF TRUST | REAL ESTATE ACTI | $379K | 0.1%Prev: 0.1% | 14,857 SH | Increased+2,900 SH |
| COSTCO WHSL CORP NEW | COM | $454K | 0.1%Prev: 0.2% | 526 SH | Decreased-57 SH |
| DEERE & CO | COM | $409K | 0.1%Prev: 0.1% | 878 SH | Increased+41 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $6.1M | 1.8%Prev: 1.8% | 179,951 SH | Increased+1,895 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.8M | 1.7%Prev: 1.8% | 219,379 SH | Increased+12,758 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $6.4M | 1.9%Prev: 1.9% | 154,691 SH | Increased+15,528 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $15.9M | 4.8%Prev: 4.6% | 318,899 SH | Increased+2,209 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $382K | 0.1%Prev: 0.1% | 11,583 SH | Increased+21 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $11.3M | 3.4%Prev: 3.3% | 296,858 SH | Increased+1,923 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $772K | 0.2%Prev: 0.2% | 10,409 SH | Increased-236 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $928K | 0.3%Prev: 0.3% | 27,119 SH | Increased+303 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.1M | 0.3%Prev: 0.3% | 47,726 SH | Decreased+1,229 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $9.4M | 2.8%Prev: 2.8% | 286,687 SH | Increased+6,514 SH |
| ELI LILLY & CO | COM | $835K | 0.3%Prev: 0.2% | 777 SH | Increased-7 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $242K | 0.1%Prev: 0.1% | 7,537 SH | Increased+61 SH |
| EVERSOURCE ENERGY | COM | $232K | 0.1%Prev: 0.1% | 3,452 SH | Decreased |
| EXXON MOBIL CORP | COM | $1.6M | 0.5%Prev: 0.5% | 13,010 SH | Increased-60 SH |
| GE AEROSPACE | COM NEW | $285K | 0.1%Prev: 0.1% | 925 SH | Increased-5 SH |
| GENERAL DYNAMICS CORP | COM | $377K | 0.1%Prev: 0.1% | 1,120 SH | Decreased+4 SH |
| GUINNESS ATKINSON FDS | DIVIDEND BUILDER | $274K | 0.1% | 8,876 SH | New |
| HOME DEPOT INC | COM | $295K | 0.1%Prev: 0.1% | 857 SH | Decreased+2 SH |
| INNOVATOR ETFS TRUST | US EQT ACC 9 BFR | $8.8M | 2.6%Prev: 2.6% | 274,850 SH | Increased+7,575 SH |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $309K | 0.1%Prev: 0.1% | 7,735 SH | Decreased-178 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $702K | 0.2%Prev: 0.2% | 14,932 SH | Decreased-825 SH |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | $299K | 0.1%Prev: 0.1% | 7,732 SH | Increased-13 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $494K | 0.1%Prev: 0.2% | 1,667 SH | Decreased-748 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | $288K | 0.1%Prev: 0.1% | 8,188 SH | Increased+128 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $1.4M | 0.4%Prev: 0.5% | 30,472 SH | Decreased-2,164 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $601K | 0.2%Prev: 0.2% | 13,106 SH | Decreased-204 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $591K | 0.2%Prev: 0.2% | 3,086 SH | Increased-13 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.3M | 1.3%Prev: 1.4% | 7,032 SH | Decreased-176 SH |
| ISHARES GOLD TR | ISHARES NEW | $20.9M | 6.3%Prev: 6.3% | 257,929 SH | Increased-15,430 SH |
| ISHARES TR | CORE S&P MCP ETF | $4.7M | 1.4%Prev: 1.5% | 70,811 SH | Increased-331 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 0.4%Prev: 0.4% | 11,232 SH | Increased-54 SH |
| ISHARES TR | CORE S&P500 ETF | $8.6M | 2.6%Prev: 2.7% | 12,501 SH | Increased-119 SH |
| ISHARES TR | EAFE GRWTH ETF | $4.6M | 1.4%Prev: 1.5% | 40,778 SH | Increased+67 SH |
| ISHARES TR | EAFE SML CP ETF | $1.4M | 0.4%Prev: 0.4% | 17,663 SH | Decreased-474 SH |
| ISHARES TR | INTL SEL DIV ETF | $3.2M | 1.0%Prev: 1.0% | 80,816 SH | Increased-1,718 SH |
| ISHARES TR | JPMORGAN USD EMG | $366K | 0.1%Prev: 0.1% | 3,805 SH | Decreased-363 SH |
| ISHARES TR | MSCI USA QLT FCT | $314K | 0.1%Prev: 0.1% | 1,582 SH | Decreased-208 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.8M | 0.5%Prev: 0.6% | 16,354 SH | Decreased-148 SH |
| ISHARES TR | RUS 1000 ETF | $220K | 0.1%Prev: 0.1% | 589 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $18.0M | 5.4%Prev: 5.6% | 145,862 SH | Increased-2,237 SH |
| ISHARES TR | S&P 500 VAL ETF | $4.9M | 1.5%Prev: 1.5% | 22,961 SH | Increased-179 SH |
| ISHARES TR | S&P MC 400GR ETF | $17.8M | 5.4%Prev: 5.4% | 183,811 SH | Increased+3,598 SH |
| ISHARES TR | S&P MC 400VL ETF | $20.1M | 6.1%Prev: 6.0% | 152,975 SH | Increased+5,107 SH |
| ISHARES TR | S&P SML 600 GWT | $18.2M | 5.5%Prev: 5.5% | 128,848 SH | Increased+4,670 SH |
| ISHARES TR | SELECT DIVID ETF | $271K | 0.1%Prev: 0.1% | 1,922 SH | Decreased |
| ISHARES TR | SP SMCP600VL ETF | $9.0M | 2.7%Prev: 2.8% | 79,066 SH | Increased-177 SH |
| ISHARES TR | TIPS BD ETF | $1.6M | 0.5%Prev: 0.5% | 14,867 SH | Increased+463 SH |
| ISHARES TR | U.S. MED DVC ETF | $226K | 0.1%Prev: 0.1% | 3,630 SH | Increased+2 SH |
| ISHARES TR | US TREAS BD ETF | $4.3M | 1.3%Prev: 1.3% | 188,307 SH | Increased+6,412 SH |
| JOHNSON & JOHNSON | COM | $2.1M | 0.6%Prev: 0.6% | 10,268 SH | Increased-47 SH |
| JPMORGAN CHASE & CO. | COM | $640K | 0.2%Prev: 0.2% | 1,986 SH | Increased |
| LAM RESEARCH CORP | COM NEW | $246K | 0.1% | 1,435 SH | New |
| LOWES COS INC | COM | $281K | 0.1%Prev: 0.1% | 1,164 SH | Decreased-10 SH |
| MCDONALDS CORP | COM | $289K | 0.1%Prev: 0.1% | 945 SH | Decreased-19 SH |
| MERCK & CO INC | COM | $317K | 0.1%Prev: 0.1% | 3,014 SH | Increased |
| META PLATFORMS INC | CL A | $666K | 0.2%Prev: 0.2% | 1,008 SH | Decreased-10 SH |
| MICROSOFT CORP | COM | $1.6M | 0.5%Prev: 0.6% | 3,400 SH | Decreased-14 SH |
| NVIDIA CORPORATION | COM | $355K | 0.1%Prev: 0.1% | 1,903 SH | Increased+64 SH |
| OTIS WORLDWIDE CORP | COM | $220K | 0.1%Prev: 0.1% | 2,513 SH | Decreased |
| PEPSICO INC | COM | $455K | 0.1%Prev: 0.1% | 3,172 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $412K | 0.1%Prev: 0.1% | 2,872 SH | Decreased |
| PROVIDENT FINL SVCS INC | COM | $496K | 0.1%Prev: 0.2% | 25,139 SH | Decreased-900 SH |
| PRUDENTIAL FINL INC | COM | $207K | 0.1%Prev: 0.1% | 1,832 SH | Increased-157 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $267K | 0.1%Prev: 0.1% | 3,331 SH | Decreased |
| REALTY INCOME CORP | COM | $722K | 0.2%Prev: 0.2% | 12,809 SH | Decreased+18 SH |
| ROYAL CARIBBEAN GROUP | COM | $209K | 0.1% | 750 SH | New |
| RTX CORPORATION | COM | $961K | 0.3%Prev: 0.3% | 5,242 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $499K | 0.2%Prev: 0.2% | 15,235 SH | Decreased-415 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $2.6M | 0.8%Prev: 0.8% | 57,428 SH | Decreased-338 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $11.8M | 3.5%Prev: 3.5% | 432,500 SH | Increased+8,507 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $254K | 0.1%Prev: 0.1% | 9,699 SH | Increased+30 SH |
| SELECTIVE INS GROUP INC | COM | $955K | 0.3%Prev: 0.3% | 11,418 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $4.6M | 1.4%Prev: 1.4% | 11,718 SH | Increased-701 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 0.5%Prev: 0.5% | 2,629 SH | Increased+116 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $796K | 0.2% | 9,156 SH | New |
| TESLA INC | COM | $330K | 0.1%Prev: 0.1% | 733 SH | Increased-5 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $10.1M | 3.0%Prev: 2.7% | 129,501 SH | Increased+19,945 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.2M | 1.3%Prev: 1.3% | 52,664 SH | Increased+1,894 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $583K | 0.2%Prev: 0.2% | 7,869 SH | Increased+575 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.5M | 0.8%Prev: 0.7% | 51,946 SH | Increased+4,734 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $848K | 0.3%Prev: 0.3% | 1,738 SH | Increased+6 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $3.2M | 1.0%Prev: 1.0% | 11,295 SH | Increased+573 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.7M | 1.1%Prev: 1.1% | 20,744 SH | Increased+189 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $543K | 0.2%Prev: 0.2% | 1,872 SH | Decreased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.8M | 0.8%Prev: 0.9% | 31,331 SH | Decreased+339 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $213K | 0.1% | 339 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.4M | 0.7%Prev: 0.8% | 11,462 SH | Increased-2 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $2.5M | 0.8%Prev: 0.8% | 8,259 SH | Increased+95 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $289K | 0.1%Prev: 0.1% | 861 SH | Increased+1 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $353K | 0.1%Prev: 0.1% | 6,558 SH | Increased+76 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.5M | 0.8%Prev: 0.7% | 50,818 SH | Increased+4,586 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.7M | 1.1%Prev: 1.0% | 74,097 SH | Increased+9,473 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.7M | 1.1%Prev: 1.1% | 46,528 SH | Increased+4,723 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $256K | 0.1%Prev: 0.1% | 2,777 SH | Increased+15 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $634K | 0.2%Prev: 0.2% | 2,886 SH | Decreased-77 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.8M | 0.6%Prev: 0.6% | 29,562 SH | Increased-460 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $3.2M | 1.0%Prev: 1.0% | 31,810 SH | Increased+1,666 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $11.3M | 3.4%Prev: 3.4% | 79,046 SH | Increased+2,300 SH |
| VERIZON COMMUNICATIONS INC | COM | $258K | 0.1%Prev: 0.1% | 6,340 SH | Decreased |
| WISDOMTREE TR | EMG MKTS SMCAP | $2.3M | 0.7%Prev: 0.7% | 39,885 SH | Increased+10 SH |
| 13F-HR |
| 0001844278-26-000004 |
| $367.7M |
| View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004184 | $299.3M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001844278-26-000003 | $337.3M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002403 | $275.7M | View |