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CIK 0002060663 • 8 13F filings • May 13, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $210K | 0.1%Prev: 0.1% | 1,606 SH | Decreased-840 SH |
| ALPHABET INC | CAP STK CL A | $754K | 0.5%Prev: 0.5% | 2,408 SH | Decreased-2,408 SH |
| ALPHABET INC | CAP STK CL C | $594K | 0.4%Prev: 0.5% | 1,877 SH | Decreased-3,427 SH |
| AMAZON COM INC | COM | $975K | 0.7%Prev: 0.8% | 4,226 SH | Decreased-5,006 SH |
| APPLE INC | COM | $1.9M | 1.4%Prev: 1.7% | 6,773 SH | Decreased-10,097 SH |
| AURORA INNOVATION INC | CLASS A COM | $77K | 0.1% | 13,411 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $555K | 0.4%Prev: 0.3% | 1,113 SH | Decreased-233 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $2.4M | 1.7% | 38,784 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $3.6M | 2.5%Prev: 2.5% | 65,245 SH | Decreased-49,783 SH |
| BLACKSTONE INC | COM | $228K | 0.2%Prev: 0.2% | 1,465 SH | Decreased-1,365 SH |
| BROADCOM INC | COM | $365K | 0.3%Prev: 0.3% | 1,055 SH | Decreased-1,125 SH |
| CACI INTL INC | CL A | $257K | 0.2% | 467 SH | New |
| CHEVRON CORP NEW | COM | $874K | 0.6%Prev: 0.7% | 5,713 SH | Decreased-5,115 SH |
| CONSOLIDATED EDISON INC | COM | $311K | 0.2%Prev: 0.4% | 3,128 SH | Decreased-6,210 SH |
| DEERE & CO | COM | $688K | 0.5%Prev: 0.5% | 1,477 SH | Decreased-1,477 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $1.4M | 1.0%Prev: 1.0% | 41,771 SH | Decreased-41,543 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $2.1M | 1.5%Prev: 1.4% | 38,435 SH | Decreased-27,455 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $316K | 0.2%Prev: 0.2% | 8,284 SH | Decreased-8,284 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $2.4M | 1.7%Prev: 1.4% | 75,170 SH | Decreased-41,238 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $4.9M | 3.5%Prev: 3.8% | 104,929 SH | Decreased-104,249 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $306K | 0.2%Prev: 0.2% | 7,739 SH | Decreased-7,741 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $5.5M | 3.9%Prev: 4.0% | 141,136 SH | Decreased-123,417 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $4.9M | 3.5%Prev: 3.3% | 90,746 SH | Decreased-95,387 SH |
| ELI LILLY & CO | COM | $290K | 0.2%Prev: 0.3% | 270 SH | Decreased-644 SH |
| EVERSOURCE ENERGY | COM | $621K | 0.4%Prev: 0.5% | 9,218 SH | Decreased-9,218 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $10.8M | 7.6%Prev: 6.5% | 287,202 SH | Decreased-172,590 SH |
| FIDELITY COVINGTON TRUST | ENHANCED SMALL | $2.4M | 1.7% | 61,985 SH | New |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $2.4M | 1.7%Prev: 1.7% | 44,076 SH | Decreased-38,266 SH |
| GE AEROSPACE | COM NEW | $1.9M | 1.3%Prev: 1.5% | 6,022 SH | Decreased-6,022 SH |
| GE VERNOVA INC | COM | $1.2M | 0.8%Prev: 0.7% | 1,686 SH | Decreased-1,316 SH |
| HONEYWELL INTL INC | COM | $495K | 0.4%Prev: 0.4% | 2,538 SH | Decreased-2,638 SH |
| INNOVATOR ETFS TRUST | INNOVATOR US EQ | $907K | 0.6%Prev: 0.9% | 25,694 SH | Decreased-36,202 SH |
| INNOVATOR ETFS TRUST | US SMALL CAP 10 | $233K | 0.2%Prev: 0.3% | 8,030 SH | Decreased-15,752 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $826K | 0.6%Prev: 0.6% | 2,687 SH | Decreased-2,437 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $392K | 0.3%Prev: 0.3% | 3,832 SH | Decreased-3,856 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $4.9M | 3.4%Prev: 3.1% | 107,053 SH | Decreased-92,297 SH |
| ISHARES SILVER TR | ISHARES | $2.0M | 1.4% | 9,737 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $292K | 0.2%Prev: 0.3% | 2,433 SH | Decreased-3,412 SH |
| ISHARES TR | CORE S&P US GWT | $234K | 0.2%Prev: 0.2% | 1,395 SH | Decreased-1,395 SH |
| ISHARES TR | CORE S&P500 ETF | $2.2M | 1.5%Prev: 1.7% | 3,146 SH | Decreased-3,206 SH |
| ISHARES TR | ESG AWR MSCI USA | $482K | 0.3%Prev: 0.4% | 3,235 SH | Decreased-3,235 SH |
| ISHARES TR | FLTG RATE NT ETF | $278K | 0.2%Prev: 0.3% | 5,473 SH | Decreased-7,515 SH |
| ISHARES TR | GLOBAL TECH ETF | $500K | 0.4%Prev: 0.4% | 4,761 SH | Decreased-4,761 SH |
| ISHARES TR | IBDS DEC28 ETF | $457K | 0.3%Prev: 0.2% | 17,938 SH | Increased+1,810 SH |
| ISHARES TR | IBOND DEC 2030 | $619K | 0.4% | 31,187 SH | New |
| ISHARES TR | IBONDS 2026 TERM | $212K | 0.2%Prev: 0.1% | 9,133 SH | Decreased-2,793 SH |
| ISHARES TR | IBONDS 2027 TERM | $203K | 0.1%Prev: 0.1% | 9,092 SH | Decreased-2,566 SH |
| ISHARES TR | IBONDS 26 TRM TS | $523K | 0.4%Prev: 0.2% | 21,965 SH | Increased-130 SH |
| ISHARES TR | IBONDS 27 ETF | $486K | 0.3%Prev: 0.2% | 20,035 SH | Decreased-1,647 SH |
| ISHARES TR | IBONDS 27 TRM TS | $2.5M | 1.8%Prev: 1.3% | 109,891 SH | Decreased-39,301 SH |
| ISHARES TR | IBONDS 28 TR HI | $217K | 0.2%Prev: 0.1% | 9,164 SH | Decreased-874 SH |
| ISHARES TR | IBONDS 28 TRM TS | $451K | 0.3%Prev: 0.2% | 20,150 SH | Increased+622 SH |
| ISHARES TR | IBONDS 29 TRM TS | $359K | 0.3%Prev: 0.2% | 16,363 SH | Decreased-3,747 SH |
| ISHARES TR | IBONDS DEC 2030 | $555K | 0.4% | 25,176 SH | New |
| ISHARES TR | IBONDS DEC 29 | $339K | 0.2%Prev: 0.2% | 14,482 SH | Decreased-2,796 SH |
| ISHARES TR | IBONDS DEC2026 | $519K | 0.4%Prev: 0.2% | 21,418 SH | Decreased+24 SH |
| ISHARES TR | ISHS 1-5YR INVS | $3.8M | 2.7%Prev: 2.5% | 68,546 SH | Decreased-51,238 SH |
| ISHARES TR | RUS MID CAP ETF | $285K | 0.2%Prev: 0.2% | 2,960 SH | Decreased-2,960 SH |
| ISHARES TR | U.S. TECH ETF | $6.5M | 4.6%Prev: 5.0% | 30,397 SH | Decreased-33,099 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $4.8M | 3.4%Prev: 3.4% | 95,306 SH | Decreased-83,282 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.4M | 1.0%Prev: 2.2% | 24,782 SH | Decreased-71,480 SH |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | $2.3M | 1.6%Prev: 1.5% | 24,150 SH | Decreased-16,266 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $3.8M | 2.7%Prev: 2.8% | 58,202 SH | Decreased-53,874 SH |
| JPMORGAN CHASE & CO. | COM | $286K | 0.2%Prev: 0.4% | 887 SH | Decreased-2,451 SH |
| LOCKHEED MARTIN CORP | COM | $846K | 0.6%Prev: 0.7% | 1,748 SH | Decreased-1,883 SH |
| MARATHON PETE CORP | COM | $215K | 0.2%Prev: 0.2% | 1,324 SH | Decreased-1,324 SH |
| MCDONALDS CORP | COM | $451K | 0.3%Prev: 0.4% | 1,475 SH | Decreased-1,574 SH |
| META PLATFORMS INC | CL A | $399K | 0.3%Prev: 0.4% | 604 SH | Decreased-604 SH |
| MICROSOFT CORP | COM | $1.7M | 1.2%Prev: 1.3% | 3,496 SH | Decreased-2,660 SH |
| NVIDIA CORPORATION | COM | $389K | 0.3%Prev: 0.3% | 2,085 SH | Decreased-2,253 SH |
| OREILLY AUTOMOTIVE INC | COM | $219K | 0.2%Prev: 0.2% | 2,400 SH | Decreased-2,400 SH |
| PACER FDS TR | US CASH COWS 100 | $5.4M | 3.8%Prev: 4.1% | 78,069 SH | Decreased-101,671 SH |
| PHILIP MORRIS INTL INC | COM | $219K | 0.2%Prev: 0.2% | 1,363 SH | Decreased-1,363 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $213K | 0.2% | 1,782 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $229K | 0.2% | 1,482 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $245K | 0.2% | 1,577 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $774K | 0.5% | 5,378 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.3M | 1.6%Prev: 1.8% | 3,315 SH | Decreased-3,354 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $21.4M | 15.2% | 259,517 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $222K | 0.2% | 736 SH | New |
| TORONTO DOMINION BK ONT | COM NEW | $3.4M | 2.4%Prev: 2.3% | 36,465 SH | Decreased-36,845 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $998K | 0.7%Prev: 0.7% | 1,565 SH | Decreased-1,299 SH |
| VANGUARD INDEX FDS | VALUE ETF | $392K | 0.3% | 2,044 SH | New |
| VISA INC | COM CL A | $238K | 0.2%Prev: 0.2% | 679 SH | Decreased-679 SH |
| WISDOMTREE TR | INDIA ERNGS FD | $1.1M | 0.8%Prev: 0.8% | 23,321 SH | Decreased-22,235 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $367K | 0.3%Prev: 0.2% | 4,316 SH | Decreased-3,744 SH |
| 13F-HR |
| 0001951757-26-001180 |
| $237.5M |
| View |
| Nov 12, 2025 | Q2 2025 | 13F-HR/A | 0001951757-25-001381 | $174.2M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000854 | $206.5M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000548 | $138.7M | View |