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CIK 0002020781 • 7 13F filings • Apr 17, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $265K | 0.1%Prev: 0.1% | 1,238 SH | Decreased+343 SH |
| AMAZON COM INC | COM | $916K | 0.5%Prev: 0.6% | 4,165 SH | Decreased-3,813 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $814K | 0.4%Prev: 0.3% | 8,178 SH | Decreased-401 SH |
| APPLE INC | COM | $3.0M | 1.5%Prev: 1.3% | 11,673 SH | Decreased-2,329 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $494K | 0.3%Prev: 0.1% | 7,208 SH | Increased-3,604 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $334K | 0.2% | 8,666 SH | New |
| DISNEY WALT CO | COM | $231K | 0.1% | 2,021 SH | New |
| ELI LILLY & CO | COM | $1.8M | 0.9%Prev: 0.9% | 2,327 SH | Decreased-3 SH |
| EXXON MOBIL CORP | COM | $385K | 0.2%Prev: 0.2% | 3,416 SH | Decreased-91 SH |
| HCA HEALTHCARE INC | COM | $380K | 0.2%Prev: 0.1% | 891 SH | Increased |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $2.6M | 1.4% | 127,808 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $3.8M | 1.9%Prev: 1.3% | 192,137 SH | Decreased-8,120 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $3.0M | 1.5%Prev: 1.1% | 151,722 SH | Decreased-29,693 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $627K | 0.3%Prev: 0.6% | 30,541 SH | Decreased-67,482 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $683K | 0.4%Prev: 0.4% | 3,598 SH | Decreased-1,537 SH |
| INVESCO QQQ TR | UNIT SER 1 | $473K | 0.2%Prev: 0.3% | 788 SH | Decreased-348 SH |
| ISHARES INC | MSCI EMRG CHN | $300K | 0.2%Prev: 0.1% | 4,449 SH | Decreased+1,442 SH |
| ISHARES TR | CORE MSCI TOTAL | $407K | 0.2%Prev: 0.2% | 4,925 SH | Decreased |
| ISHARES TR | CORE S&P SCP ETF | $242K | 0.1%Prev: 0.1% | 2,040 SH | Decreased-493 SH |
| ISHARES TR | CORE S&P TTL STK | $3.3M | 1.7%Prev: 1.2% | 22,540 SH | Decreased-145 SH |
| ISHARES TR | CORE S&P500 ETF | $834K | 0.4%Prev: 0.4% | 1,246 SH | Decreased-211 SH |
| ISHARES TR | RUS 1000 ETF | $353K | 0.2%Prev: 0.1% | 966 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $391K | 0.2%Prev: 0.2% | 1,614 SH | Decreased-147 SH |
| META PLATFORMS INC | CL A | $367K | 0.2%Prev: 0.1% | 493 SH | Decreased-315 SH |
| MICROSOFT CORP | COM | $1.9M | 1.0%Prev: 0.5% | 3,736 SH | Increased-133 SH |
| NVIDIA CORPORATION | COM | $248K | 0.1%Prev: 0.5% | 1,330 SH | Decreased-5,850 SH |
| QXO INC | COM NEW | $304K | 0.2%Prev: 0.1% | 15,930 SH | Increased |
| S&P GLOBAL INC | COM | $452K | 0.2% | 928 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $414K | 0.2%Prev: 0.2% | 15,161 SH | Decreased-7,971 SH |
| TRANE TECHNOLOGIES PLC | SHS | $1.4M | 0.7%Prev: 0.5% | 3,355 SH | Decreased+408 SH |
| TYLER TECHNOLOGIES INC | COM | $863K | 0.4%Prev: 0.1% | 1,649 SH | Increased+157 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $246K | 0.1%Prev: 0.1% | 3,117 SH | Decreased-97 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $23.7M | 12.2%Prev: 12.8% | 318,211 SH | Decreased-225,552 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $37.1M | 19.0%Prev: 21.7% | 177,230 SH | Decreased-96,306 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 0.6%Prev: 0.6% | 2,513 SH | Decreased-17,914 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $48.7M | 25.0%Prev: 23.8% | 79,551 SH | Decreased-28,356 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.1M | 4.1%Prev: 3.2% | 24,609 SH | Decreased-1,880 SH |
| VANGUARD INDEX FDS | VALUE ETF | $468K | 0.2%Prev: 0.3% | 2,510 SH | Decreased-2,285 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $569K | 0.3%Prev: 0.2% | 10,511 SH | Decreased-1,109 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $256K | 0.1% | 5,064 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.6%Prev: 0.4% | 21,646 SH | Decreased-1,439 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.4M | 0.7%Prev: 0.4% | 22,655 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $249K | 0.1% | 3,119 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $289K | 0.1% | 1,340 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $25.6M | 13.1%Prev: 17.2% | 348,772 SH | Decreased-274,886 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $13.4M | 6.9%Prev: 4.7% | 223,790 SH | Decreased+17,208 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $214K | 0.1% | 531 SH | New |
| XPO INC | COM | $755K | 0.4%Prev: 0.4% | 5,844 SH | Decreased |
| 13F-HR |
| 0002020781-25-000002 |
| $194.7M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0002020781-26-000006 | $310.9M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003868 | $226.4M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002020781-26-000004 | $254.6M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002133 | $161.6M | View |