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CIK 0002011149 • 5 13F filings • Aug 14, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $260K | 0.1% | 1,788 SH | |
| ABBOTT LABORATORIES | COM | $272K | 0.1% | 2,646 SH | |
| ABBVIE INC | COM | $660K | 0.2% | 3,033 SH | |
| ALLSTATE CORP | COM | $218K | 0.1% | 1,052 SH | |
| ALPHABET INC | CAP STK CL A | $881K | 0.2% | 3,064 SH | |
| ALPHABET INC | CAP STK CL C | $538K | 0.1% | 1,876 SH | |
| ALTRIA GROUP INC | COM | $352K | 0.1% | 5,340 SH | |
| AMAZON COM INC | COM | $396K | 0.1% | 1,900 SH | |
| AMERICAN ELEC PWR CO INC | COM | $572K | 0.2% | 4,361 SH | |
| AMERICAN EXPRESS CO | COM | $1.6M | 0.4% | 5,134 SH | |
| AMERIPRISE FINL INC | COM | $454K | 0.1% | 1,022 SH | |
| AMGEN INC | COM | $285K | 0.1% | 810 SH | |
| APPLE INC | COM | $2.9M | 0.8% | 11,549 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $683K | 0.2% | 1,425 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $413K | 0.1% | 6,808 SH | |
| BROADCOM INC | COM | $358K | 0.1% | 1,157 SH | |
| CATERPILLAR INC | COM | $1.4M | 0.4% | 1,943 SH | |
| CHEVRON CORPORATION | COM | $442K | 0.1% | 2,136 SH | |
| CISCO SYS INC | COM | $518K | 0.1% | 6,678 SH | |
| COCA COLA CO | COM | $408K | 0.1% | 5,368 SH | |
| COMCAST CORP NEW | CL A | $971K | 0.3% | 33,804 SH | |
| CONOCOPHILLIPS | COM | $397K | 0.1% | 3,010 SH | |
| CONSTELLATION ENERGY CORP | COM | $262K | 0.1% | 939 SH | |
| CUMMINS INC | COM | $597K | 0.2% | 1,110 SH | |
| CVS HEALTH CORP | COM | $335K | 0.1% | 4,670 SH | |
| DEERE & CO | COM | $936K | 0.3% | 1,661 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $25.5M | 7.0% | 603,533 SH | |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $5.8M | 1.6% | 111,027 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $16.5M | 4.5% | 488,126 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $824K | 0.2% | 15,257 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $823K | 0.2% | 15,212 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.6M | 0.7% | 99,167 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $6.1M | 1.7% | 116,203 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $938K | 0.3% | 24,066 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $3.4M | 0.9% | 100,273 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.6M | 1.3% | 117,202 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.3M | 0.4% | 27,947 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $18.0M | 5.0% | 376,697 SH | |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $25.1M | 6.9% | 495,047 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $9.8M | 2.7% | 251,132 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.5M | 1.0% | 48,891 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $23.8M | 6.5% | 647,105 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $13.6M | 3.7% | 380,080 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $13.8M | 3.8% | 285,040 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $13.2M | 3.6% | 185,419 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $22.7M | 6.2% | 364,224 SH | |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $1.8M | 0.5% | 24,869 SH | |
| DISNEY WALT CO | COM | $285K | 0.1% | 2,954 SH | |
| ELI LILLY & CO | COM | $541K | 0.1% | 588 SH | |
| EXXON MOBIL CORP | COM | $2.0M | 0.5% | 11,728 SH | |
| GE AEROSPACE | COM NEW | $328K | 0.1% | 1,156 SH | |
| GE VERNOVA INC | COM | $252K | 0.1% | 289 SH | |
| GORMAN RUPP CO | COM | $586K | 0.2% | 9,435 SH | |
| HOME DEPOT INC | COM | $429K | 0.1% | 1,303 SH | |
| HONEYWELL INTL INC | COM | $499K | 0.1% | 2,207 SH | |
| HOWMET AEROSPACE INC | COM | $260K | 0.1% | 1,128 SH | |
| HUBBELL INC | COM | $8.9M | 2.4% | 18,090 SH | |
| HUNTINGTON BANCSHARES INC | COM | $158K | 0.0% | 10,076 SH | |
| ILLINOIS TOOL WKS INC | COM | $447K | 0.1% | 1,717 SH | |
| INTEL CORP | COM | $249K | 0.1% | 5,650 SH | |
| INVESTORS TITLE CO NC | COM | $282K | 0.1% | 1,296 SH | |
| ISHARES TR | CORE S&P SCP ETF | $266K | 0.1% | 2,139 SH | |
| ISHARES TR | CORE S&P TTL STK | $203K | 0.1% | 1,424 SH | |
| ISHARES TR | CORE S&P US VLU | $2.7M | 0.7% | 26,162 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.3M | 0.3% | 1,947 SH | |
| ISHARES TR | EAFE VALUE ETF | $3.0M | 0.8% | 40,917 SH | |
| ISHARES TR | GLOBAL REIT ETF | $488K | 0.1% | 19,393 SH | |
| ISHARES TR | MSCI INTL QUALTY | $272K | 0.1% | 5,892 SH | |
| ISHARES TR | SELECT DIVID ETF | $297K | 0.1% | 1,961 SH | |
| ISHARES TR | SP SMCP600VL ETF | $304K | 0.1% | 2,567 SH | |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $364K | 0.1% | 5,429 SH | |
| JOHNSON & JOHNSON | COM | $1.5M | 0.4% | 6,208 SH | |
| JPMORGAN CHASE & CO | COM | $2.1M | 0.6% | 7,228 SH | |
| LINCOLN ELEC HLDGS INC | COM | $518K | 0.1% | 2,081 SH | |
| MARSH & MCLENNAN COS INC | COM | $489K | 0.1% | 2,817 SH | |
| MCDONALDS CORP | COM | $3.8M | 1.0% | 12,188 SH | |
| MERCK & CO INC | COM | $292K | 0.1% | 2,426 SH | |
| MICROSOFT CORP | COM | $1.7M | 0.5% | 4,629 SH | |
| NVIDIA CORPORATION | COM | $1.3M | 0.3% | 7,217 SH | |
| PEPSICO INC | COM | $1.4M | 0.4% | 8,700 SH | |
| PHILIP MORRIS INTL INC | COM | $206K | 0.1% | 1,246 SH | |
| PHILLIPS 66 | COM | $516K | 0.1% | 2,830 SH | |
| PROCTER & GAMBLE CO | COM | $955K | 0.3% | 6,610 SH | |
| QUALCOMM INC | COM | $400K | 0.1% | 3,104 SH | |
| RYDER SYS INC | COM | $252K | 0.1% | 1,229 SH | |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $819K | 0.2% | 31,485 SH | |
| SHERWIN WILLIAMS CO | COM | $1.1M | 0.3% | 3,311 SH | |
| SOUTHERN CO | COM | $213K | 0.1% | 2,206 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $1.8M | 0.5% | 39,823 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $1.0M | 0.3% | 14,385 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $209K | 0.1% | 322 SH | |
| US BANCORP | COM NEW | $236K | 0.1% | 4,532 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $220K | 0.1% | 574 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $215K | 0.1% | 2,748 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 0.3% | 2,711 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.9M | 0.8% | 32,213 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $7.3M | 2.0% | 33,434 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $38.7M | 10.6% | 120,726 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $450K | 0.1% | 2,294 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $10.7M | 3.0% | 198,889 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $273K | 0.1% | 1,870 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $315K | 0.1% | 6,323 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.1M | 1.4% | 66,566 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $18.3M | 5.0% | 284,944 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $884K | 0.2% | 5,967 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $497K | 0.1% | 4,429 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $470K | 0.1% | 674 SH | |
| VERIZON COMMUNICATIONS INC | COM | $205K | 0.1% | 4,074 SH | |
| YUM BRANDS INC | COM | $527K | 0.1% | 3,387 SH |
| 13F-HR |
| 0001172661-26-002953 |
| $402.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003401 | $293.5M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001854 | $364.3M | View |