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CIK 0002116061 • 3 13F filings • Mar 5, 2026 – Jul 17, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $696K | 0.2%Prev: 0.2% | 4,349 SH | Decreased-18 SH |
| ABBVIE INC | COM | $247K | 0.1%Prev: 0.1% | 1,080 SH | Decreased-39 SH |
| ALPHABET INC | CAP STK CL A | $703K | 0.2%Prev: 0.2% | 2,245 SH | Decreased+260 SH |
| ALPHABET INC | CAP STK CL C | $358K | 0.1%Prev: 0.1% | 1,140 SH | Decreased-96 SH |
| ALTRIA GROUP INC | COM | $724K | 0.2%Prev: 0.2% | 12,552 SH | Decreased-171 SH |
| AMAZON COM INC | COM | $1.5M | 0.5%Prev: 0.5% | 6,715 SH | Decreased-347 SH |
| APPLE INC | COM | $3.5M | 1.1%Prev: 1.1% | 12,828 SH | Decreased-790 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.4%Prev: 0.3% | 2,442 SH | Increased+1 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $374K | 0.1%Prev: 0.1% | 6,934 SH | Increased+483 SH |
| BROADCOM INC | COM | $681K | 0.2%Prev: 0.2% | 1,967 SH | Increased+223 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $13.6M | 4.3% | 305,016 SH | New |
| CATERPILLAR INC | COM | $253K | 0.1%Prev: 0.2% | 441 SH | Decreased-93 SH |
| CISCO SYS INC | COM | $298K | 0.1%Prev: 0.1% | 3,866 SH | Decreased-3 SH |
| CME GROUP INC | COM | $212K | 0.1%Prev: 0.1% | 776 SH | Decreased-215 SH |
| CORTEVA INC | COM | $404K | 0.1%Prev: 0.1% | 6,033 SH | Increased+1,841 SH |
| DANAHER CORPORATION | COM | $3.4M | 1.1% | 14,674 SH | New |
| DBX ETF TR | XTRACK MSCI EAFE | $1.0M | 0.3%Prev: 0.3% | 21,642 SH | Increased+2,865 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $207K | 0.1%Prev: 0.1% | 592 SH | Decreased |
| ELI LILLY & CO | COM | $11.3M | 3.6%Prev: 3.8% | 10,546 SH | Decreased-1,013 SH |
| EQUITY RESIDENTIAL | SH BEN INT | $340K | 0.1%Prev: 0.1% | 5,390 SH | Decreased+43 SH |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $484K | 0.2%Prev: 0.1% | 6,693 SH | Decreased |
| FORTIVE CORP | COM | $1.0M | 0.3%Prev: 0.3% | 18,479 SH | Decreased |
| INTUITIVE SURGICAL INC | COM NEW | $217K | 0.1% | 383 SH | New |
| INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | $532K | 0.2%Prev: 0.1% | 9,315 SH | Increased+1,136 SH |
| INVESCO QQQ TR | UNIT SER 1 | $821K | 0.3%Prev: 0.3% | 1,337 SH | Decreased-220 SH |
| ISHARES TR | CORE DIV GRWTH | $7.6M | 2.4%Prev: 0.9% | 109,365 SH | Increased+67,656 SH |
| ISHARES TR | CORE HIGH DV ETF | $201K | 0.1%Prev: 0.1% | 1,656 SH | Decreased-7,062 SH |
| ISHARES TR | CORE S&P MCP ETF | $843K | 0.3%Prev: 0.2% | 12,773 SH | Increased+4,110 SH |
| ISHARES TR | CORE S&P500 ETF | $891K | 0.3%Prev: 3.0% | 1,301 SH | Decreased-13,271 SH |
| ISHARES TR | CORE US AGGBD ET | $8.4M | 2.6%Prev: 2.7% | 83,903 SH | Decreased-16,329 SH |
| ISHARES TR | MSCI EAFE ETF | $41.4M | 13.0%Prev: 0.8% | 430,985 SH | Increased+400,975 SH |
| ISHARES TR | MSCI USA MIN VOL | $248K | 0.1% | 2,633 SH | New |
| ISHARES TR | MSCI USA MMENTM | $318K | 0.1%Prev: 0.1% | 1,270 SH | Decreased |
| ISHARES TR | MSCI USA QLT FCT | $1.1M | 0.3%Prev: 0.3% | 5,613 SH | Decreased+86 SH |
| ISHARES TR | RUS 1000 GRW WTF | $261K | 0.1% | 550 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $272K | 0.1%Prev: 0.1% | 1,107 SH | Decreased+83 SH |
| JPMORGAN CHASE & CO | COM | $2.5M | 0.8%Prev: 0.8% | 7,864 SH | Decreased-1,114 SH |
| KIMBERLY-CLARK CORP | COM | $246K | 0.1%Prev: 0.1% | 2,442 SH | Decreased+47 SH |
| MARSH & MCLENNAN COS INC | COM | $1.6M | 0.5%Prev: 0.4% | 8,499 SH | Increased-9 SH |
| MASCO CORP | COM | $253K | 0.1%Prev: 0.1% | 3,994 SH | Decreased+609 SH |
| MASTERCARD INCORPORATED | CL A | $271K | 0.1%Prev: 0.1% | 475 SH | Increased+76 SH |
| MEDTRONIC PLC | SHS | $201K | 0.1% | 2,089 SH | New |
| MICROSOFT CORP | COM | $2.4M | 0.8%Prev: 0.5% | 4,979 SH | Increased-149 SH |
| MONDELEZ INTL INC | CL A | $619K | 0.2%Prev: 0.2% | 11,500 SH | Decreased-56 SH |
| NRG ENERGY INC | COM NEW | $588K | 0.2%Prev: 0.1% | 3,691 SH | Increased-15 SH |
| NVIDIA CORPORATION | COM | $1.4M | 0.4%Prev: 0.4% | 7,239 SH | Decreased-209 SH |
| ORACLE CORP | COM | $384K | 0.1%Prev: 0.1% | 1,969 SH | Increased+127 SH |
| OREILLY AUTOMOTIVE INC | COM | $405K | 0.1%Prev: 0.1% | 4,440 SH | Decreased+29 SH |
| PACER FDS TR | SWAN SOS FD OF | $11.5M | 3.6%Prev: 1.2% | 356,313 SH | Increased+228,011 SH |
| PACER FDS TR | SWAN SOS MODERAT | $1.3M | 0.4% | 44,195 SH | New |
| PACER FDS TR | SWAN SOS MODRTE | $377K | 0.1%Prev: 0.1% | 12,247 SH | Increased+922 SH |
| PEPSICO INC | COM | $405K | 0.1%Prev: 0.1% | 2,823 SH | Increased+88 SH |
| PHILIP MORRIS INTL INC | COM | $1.2M | 0.4%Prev: 0.4% | 7,787 SH | Decreased-16 SH |
| PNC FINL SVCS GROUP INC | COM | $469K | 0.1%Prev: 0.1% | 2,248 SH | Decreased+25 SH |
| PROCTER AND GAMBLE CO | COM | $429K | 0.1%Prev: 0.1% | 2,995 SH | Increased+219 SH |
| RALLIANT CORP | COM | $314K | 0.1%Prev: 0.1% | 6,159 SH | Decreased |
| SALESFORCE INC | COM | $287K | 0.1% | 1,085 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $207K | 0.1%Prev: 0.1% | 6,314 SH | Decreased+450 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $639K | 0.2%Prev: 0.2% | 23,307 SH | Decreased+998 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $30.6M | 9.6%Prev: 3.7% | 938,072 SH | Increased+540,272 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $306K | 0.1%Prev: 0.1% | 11,374 SH | Decreased+923 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $801K | 0.3%Prev: 0.3% | 28,123 SH | Decreased-545 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $6.1M | 1.9% | 8,977 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.6M | 0.5% | 23,946 SH | New |
| TESLA INC | COM | $328K | 0.1%Prev: 0.1% | 729 SH | Decreased-184 SH |
| VANECK ETF TRUST | FALLEN ANGEL HG | $16.7M | 5.2%Prev: 1.5% | 569,702 SH | Increased+380,355 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $40.7M | 12.8%Prev: 3.7% | 549,681 SH | Increased+362,672 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $51.9M | 16.3%Prev: 6.2% | 82,837 SH | Increased+49,742 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.3M | 0.7%Prev: 0.5% | 8,853 SH | Increased+2,445 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $232K | 0.1%Prev: 0.1% | 2,768 SH | Increased+74 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.9M | 0.6%Prev: 0.5% | 23,752 SH | Decreased-370 SH |
| VANGUARD WELLINGTON FD | US MULTIFACTOR | $30.4M | 9.5%Prev: 2.8% | 201,533 SH | Increased+144,407 SH |
| VERALTO CORP | COM SHS | $435K | 0.1%Prev: 0.1% | 4,359 SH | Increased+27 SH |
| VISA INC | COM CL A | $208K | 0.1%Prev: 0.1% | 593 SH | Decreased-21 SH |
| VONTIER CORPORATION | COM | $275K | 0.1%Prev: 0.1% | 7,385 SH | Increased |
| WALMART INC | COM | $253K | 0.1%Prev: 0.1% | 2,272 SH | Decreased-1,067 SH |
| 13F-HR |
| 0002116061-26-000002 |
| $319.0M |
| View |