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CIK 0001903044 • 6 13F filings • May 5, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $232K | 0.1% | 6,841 SH | New |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | $234K | 0.1%Prev: 0.1% | 7,335 SH | Increased+27 SH |
| AIM ETF PRODUCTS TRUST | US LARCP B20 MAR | $243K | 0.1%Prev: 0.1% | 7,069 SH | Increased |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JUN | $241K | 0.1%Prev: 0.1% | 7,205 SH | Increased |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.2M | 0.5%Prev: 0.6% | 8,502 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $5.2M | 2.0%Prev: 1.6% | 16,737 SH | Increased+56 SH |
| AMAZON COM INC | COM | $14.7M | 5.5%Prev: 5.5% | 63,851 SH | Increased+87 SH |
| AMERICAN EXPRESS CO | COM | $3.5M | 1.3%Prev: 1.3% | 9,557 SH | Increased-200 SH |
| AMGEN INC | COM | $1.4M | 0.5%Prev: 0.5% | 4,129 SH | Increased+28 SH |
| APPLE INC | COM | $2.1M | 0.8%Prev: 0.8% | 7,868 SH | Increased+26 SH |
| APPLIED MATLS INC | COM | $271K | 0.1%Prev: 0.1% | 1,055 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $11.2M | 4.2%Prev: 4.5% | 22,346 SH | Decreased-188 SH |
| BK OF AMERICA CORP | COM | $860K | 0.3%Prev: 0.3% | 15,643 SH | Increased+44 SH |
| BROADCOM INC | COM | $1.8M | 0.7%Prev: 0.7% | 5,281 SH | Increased-141 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $307K | 0.1%Prev: 0.1% | 6,688 SH | Increased+2,233 SH |
| COSTCO WHSL CORP NEW | COM | $5.2M | 1.9%Prev: 2.2% | 6,041 SH | Decreased+9 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $802K | 0.3%Prev: 0.3% | 18,840 SH | Increased+607 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $205K | 0.1%Prev: 0.1% | 6,399 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $460K | 0.2%Prev: 0.1% | 14,263 SH | Increased+4,156 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $917K | 0.3%Prev: 0.3% | 26,620 SH | Increased+2,556 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $425K | 0.2%Prev: 0.1% | 12,902 SH | Increased+1,675 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $781K | 0.3%Prev: 0.3% | 16,286 SH | Increased+2,415 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $14.2M | 5.3%Prev: 4.2% | 279,625 SH | Increased+72,958 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $560K | 0.2%Prev: 0.2% | 16,360 SH | Increased+2,785 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $2.4M | 0.9%Prev: 0.9% | 51,726 SH | Increased+181 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $853K | 0.3%Prev: 0.4% | 37,246 SH | Decreased-6,674 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.3M | 1.2%Prev: 1.3% | 48,000 SH | Increased+92 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.1M | 2.3%Prev: 2.3% | 102,973 SH | Increased+3,692 SH |
| ESAB CORPORATION | COM | $588K | 0.2%Prev: 0.2% | 5,260 SH | Increased+4 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $446K | 0.2%Prev: 0.1% | 1,507 SH | Increased+320 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $503K | 0.2%Prev: 0.1% | 4,215 SH | Increased+1,636 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMLCAP QTY | $687K | 0.3%Prev: 0.2% | 16,313 SH | Increased+3,728 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $248K | 0.1% | 2,176 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $773K | 0.3%Prev: 0.3% | 5,583 SH | Increased+692 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $841K | 0.3%Prev: 0.3% | 8,211 SH | Increased+1,809 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $291K | 0.1% | 4,035 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $2.3M | 0.9%Prev: 0.7% | 30,420 SH | Increased+7,640 SH |
| INVESCO QQQ TR | UNIT SER 1 | $473K | 0.2%Prev: 0.2% | 770 SH | Increased-1 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $1.6M | 0.6%Prev: 1.1% | 15,661 SH | Decreased-10,663 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.7M | 0.6%Prev: 0.5% | 16,982 SH | Increased+3,572 SH |
| ISHARES TR | BLACKROCK ULTRA | $1.2M | 0.5%Prev: 0.3% | 24,494 SH | Increased+8,972 SH |
| ISHARES TR | BROAD USD HIGH | $281K | 0.1%Prev: 0.1% | 7,521 SH | Increased+170 SH |
| ISHARES TR | CORE MSCI EAFE | $5.9M | 2.2%Prev: 2.3% | 66,467 SH | Increased+1,144 SH |
| ISHARES TR | CORE MSCI EMKT | $1.1M | 0.4%Prev: 0.4% | 15,970 SH | Increased+176 SH |
| ISHARES TR | CORE MSCI TOTAL | $977K | 0.4%Prev: 0.4% | 11,547 SH | Increased+211 SH |
| ISHARES TR | CORE S&P500 ETF | $23.7M | 8.8%Prev: 9.2% | 34,633 SH | Increased+81 SH |
| ISHARES TR | EAFE SML CP ETF | $1.3M | 0.5%Prev: 0.5% | 16,232 SH | Increased+399 SH |
| ISHARES TR | ISHS 1-5YR INVS | $471K | 0.2%Prev: 0.2% | 8,912 SH | Increased+134 SH |
| ISHARES TR | ISHS 5-10YR INVT | $2.4M | 0.9%Prev: 1.0% | 44,272 SH | Decreased-974 SH |
| ISHARES TR | MRGSTR MD CP GRW | $300K | 0.1%Prev: 0.1% | 3,753 SH | Decreased+4 SH |
| ISHARES TR | MSCI EMG MKT ETF | $437K | 0.2%Prev: 0.2% | 7,996 SH | Increased+111 SH |
| ISHARES TR | MSCI INTL QUALTY | $687K | 0.3%Prev: 0.2% | 15,123 SH | Increased+3,743 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.3M | 0.5%Prev: 0.5% | 2,818 SH | Increased+3 SH |
| ISHARES TR | RUS MD CP GR ETF | $6.0M | 2.2%Prev: 2.4% | 43,730 SH | Decreased+581 SH |
| ISHARES TR | RUS MID CAP ETF | $281K | 0.1%Prev: 0.1% | 2,915 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $678K | 0.3%Prev: 0.3% | 2,756 SH | Decreased-62 SH |
| ISHARES TR | S&P MC 400GR ETF | $1.5M | 0.5%Prev: 0.6% | 15,121 SH | Increased+32 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.1M | 0.4%Prev: 0.4% | 8,355 SH | Increased+51 SH |
| ISHARES TR | S&P SML 600 GWT | $746K | 0.3%Prev: 0.3% | 5,281 SH | Decreased+12 SH |
| ISHARES TR | SHRT NAT MUN ETF | $623K | 0.2%Prev: 0.3% | 5,834 SH | Decreased-114 SH |
| ISHARES TR | SP SMCP600VL ETF | $725K | 0.3%Prev: 0.3% | 6,371 SH | Increased+128 SH |
| ISHARES TR | U S EQUITY FACTR | $296K | 0.1%Prev: 0.1% | 4,262 SH | Increased+22 SH |
| ISHARES TR | U.S. REAL ES ETF | $1.1M | 0.4%Prev: 0.5% | 11,440 SH | Decreased-721 SH |
| ISHARES U S ETF TR | BLACKROCK SHORT | $456K | 0.2%Prev: 0.2% | 9,061 SH | Decreased-366 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $424K | 0.2%Prev: 0.2% | 7,346 SH | Increased+138 SH |
| JOHNSON & JOHNSON | COM | $3.8M | 1.4%Prev: 1.3% | 18,342 SH | Increased+186 SH |
| JPMORGAN CHASE & CO | COM | $986K | 0.4%Prev: 0.4% | 3,061 SH | Increased+105 SH |
| KKR & CO INC | COM | $484K | 0.2%Prev: 0.2% | 3,797 SH | Decreased+5 SH |
| KONTOOR BRANDS INC | COM | $342K | 0.1%Prev: 0.2% | 5,603 SH | Decreased+46 SH |
| KRANESHARES TRUST | CSI CHI INTERNET | $232K | 0.1%Prev: 0.1% | 6,815 SH | Decreased+390 SH |
| LAM RESEARCH CORP | COM NEW | $514K | 0.2%Prev: 0.2% | 3,000 SH | Increased |
| LAUDER ESTEE COS INC | CL A | $744K | 0.3%Prev: 0.2% | 7,104 SH | Increased+24 SH |
| LILLY ELI & CO | COM | $670K | 0.2%Prev: 0.2% | 623 SH | Increased+1 SH |
| LOCKHEED MARTIN CORP | COM | $217K | 0.1%Prev: 0.1% | 434 SH | |
| MARKEL GROUP INC | COM | $205K | 0.1%Prev: 0.1% | 107 SH | |
| META PLATFORMS INC | CL A | $819K | 0.3%Prev: 0.4% | 1,240 SH | Decreased+1 SH |
| MICROSOFT CORP | COM | $1.3M | 0.5%Prev: 0.5% | 2,608 SH | Increased+260 SH |
| MONDELEZ INTL INC | CL A | $465K | 0.2%Prev: 0.2% | 8,566 SH | Decreased+62 SH |
| NVIDIA CORPORATION | COM | $4.1M | 1.5%Prev: 1.6% | 22,074 SH | Increased+820 SH |
| PACER FDS TR | US CASH COWS 100 | $635K | 0.2%Prev: 0.2% | 10,454 SH | Increased+28 SH |
| PEPSICO INC | COM | $368K | 0.1%Prev: 0.1% | 2,539 SH | Increased-38 SH |
| PROGRESSIVE CORP | COM | $1.5M | 0.5%Prev: 0.6% | 6,477 SH | Decreased+10 SH |
| RTX CORPORATION | COM | $333K | 0.1%Prev: 0.1% | 1,816 SH | Increased |
| SCHWAB CHARLES CORP | COM | $670K | 0.2%Prev: 0.3% | 6,710 SH | Increased+13 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $233K | 0.1%Prev: 0.1% | 1,449 SH | Increased |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.8M | 0.7%Prev: 0.7% | 37,462 SH | Increased+541 SH |
| SPDR SER TR | PRTFLO S&P500 GW | $13.2M | 4.9%Prev: 4.8% | 123,803 SH | Increased+8,255 SH |
| SPDR SER TR | PRTFLO S&P500 VL | $6.4M | 2.4%Prev: 2.4% | 111,889 SH | Increased+2,017 SH |
| SPDR SER TR | S&P 400 MDCP VAL | $806K | 0.3%Prev: 0.3% | 9,516 SH | Increased+424 SH |
| SPDR SER TR | S&P 600 SMCP GRW | $1.8M | 0.7%Prev: 0.7% | 18,878 SH | Increased+190 SH |
| SPDR SER TR | S&P 600 SMCP VAL | $4.0M | 1.5%Prev: 1.6% | 44,106 SH | Increased-211 SH |
| TESLA INC | COM | $343K | 0.1%Prev: 0.1% | 763 SH | Increased+43 SH |
| TJX COS INC NEW | COM | $3.0M | 1.1%Prev: 1.1% | 19,432 SH | Increased+54 SH |
| TOPGOLF CALLAWAY BRANDS CORP | COM | $129K | 0.0%Prev: 0.1% | 13,608 SH | |
| ULTA BEAUTY INC | COM | $681K | 0.3%Prev: 0.2% | 1,125 SH | Increased |
| UNION PAC CORP | COM | $3.4M | 1.3%Prev: 1.4% | 14,746 SH | Decreased+85 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $235K | 0.1%Prev: 0.1% | 3,023 SH | Decreased-319 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $298K | 0.1%Prev: 0.1% | 5,979 SH | Decreased-1,502 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $5.3M | 2.0%Prev: 2.0% | 30,027 SH | Increased+678 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $205K | 0.1%Prev: 0.1% | 977 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3.7M | 1.4%Prev: 1.4% | 12,218 SH | Increased+130 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.1M | 1.5%Prev: 1.5% | 21,425 SH | Increased+1,415 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $607K | 0.2%Prev: 0.2% | 8,046 SH | Increased+2,656 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $553K | 0.2%Prev: 0.2% | 3,860 SH | Increased+88 SH |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $7.8M | 2.9%Prev: 2.8% | 103,827 SH | Increased+8,375 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.0M | 1.5%Prev: 1.8% | 79,424 SH | Decreased-11,998 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $17.7M | 6.6%Prev: 6.3% | 211,567 SH | Increased+21,210 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $12.5M | 4.7%Prev: 4.3% | 157,212 SH | Increased+20,841 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $4.6M | 1.7%Prev: 1.8% | 38,005 SH | Increased+487 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $819K | 0.3%Prev: 0.3% | 8,232 SH | Increased+32 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.6M | 0.6%Prev: 0.6% | 7,083 SH | Increased+376 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.1M | 0.4%Prev: 0.4% | 10,373 SH | Decreased-765 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $210K | 0.1%Prev: 0.1% | 1,116 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $1.4M | 0.5%Prev: 0.5% | 1,792 SH | Increased+18 SH |
| VISA INC | COM CL A | $862K | 0.3%Prev: 0.3% | 2,457 SH | Increased+5 SH |
| WISDOMTREE TR | JPN SCAP HDG EQT | $2.5M | 0.9%Prev: 0.7% | 54,067 SH | Increased+12,312 SH |
| 13F-HR |
| 0001903044-26-000003 |
| $314.6M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001903044-25-000006 | $242.4M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001903044-26-000002 | $282.8M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001903044-25-000002 | $203.3M | View |