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CIK 0001802080 • 7 13F filings • May 15, 2025 – Aug 25, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $505K | 0.1% | 3,266 SH | |
| ALPHABET INC | CAP STK CL C | $625K | 0.1% | 3,998 SH | |
| AMAZON COM INC | COM | $2.2M | 0.4% | 11,726 SH | |
| APPLE INC | COM | $4.9M | 1.0% | 22,037 SH | |
| ASSURANT INC | COM | $298K | 0.1% | 1,423 SH | |
| BANK MONTREAL QUE | MICROSECTORS FAN | $360K | 0.1% | 1,000 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $392K | 0.1% | 736 SH | |
| BROADCOM INC | COM | $294K | 0.1% | 1,757 SH | |
| CARGO THERAPEUTICS INC | COM | $112K | 0.0% | 27,600 SH | |
| COCA COLA CO | COM | $255K | 0.0% | 3,567 SH | |
| COSTCO WHSL CORP NEW | COM | $384K | 0.1% | 407 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $15.1M | 2.9% | 384,135 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $10.7M | 2.1% | 413,753 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $14.5M | 2.8% | 474,044 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $8.7M | 1.7% | 211,648 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $9.3M | 1.8% | 330,468 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.4M | 0.3% | 26,730 SH | |
| ELECTROCORE INC | COM NEW | $67K | 0.0% | 10,000 SH | |
| ELI LILLY & CO | COM | $477K | 0.1% | 577 SH | |
| EMPIRE ST RLTY TR INC | CL A | $111K | 0.0% | 14,188 SH | |
| EXXON MOBIL CORP | COM | $529K | 0.1% | 4,446 SH | |
| HOME DEPOT INC | COM | $335K | 0.1% | 913 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $31.1M | 6.0% | 161,094 SH | |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | $2.0M | 0.4% | 20,624 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $407K | 0.1% | 868 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.7M | 0.3% | 31,668 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $241K | 0.0% | 2,037 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $494K | 0.1% | 5,177 SH | |
| ISHARES TR | CORE 80/20 AGGRE | $1.2M | 0.2% | 15,938 SH | |
| ISHARES TR | CORE DIV GRWTH | $242K | 0.0% | 3,919 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.0M | 0.4% | 26,819 SH | |
| ISHARES TR | CORE S&P SCP ETF | $224K | 0.0% | 2,143 SH | |
| ISHARES TR | CORE S&P500 ETF | $555K | 0.1% | 987 SH | |
| ISHARES TR | CORE US AGGBD ET | $5.7M | 1.1% | 57,927 SH | |
| ISHARES TR | EAFE SML CP ETF | $863K | 0.2% | 13,584 SH | |
| ISHARES TR | EAFE VALUE ETF | $1.1M | 0.2% | 19,334 SH | |
| ISHARES TR | MSCI EAFE ETF | $2.8M | 0.5% | 34,644 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $3.3M | 0.6% | 75,310 SH | |
| ISHARES TR | MSCI INTL QUALTY | $34.1M | 6.6% | 859,000 SH | |
| ISHARES TR | MSCI USA QLT FCT | $16.8M | 3.3% | 98,106 SH | |
| ISHARES TR | NATIONAL MUN ETF | $3.6M | 0.7% | 34,611 SH | |
| ISHARES TR | RESIDENTIAL MULT | $27.0M | 5.2% | 312,427 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $9.3M | 1.8% | 25,873 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $2.3M | 0.4% | 12,183 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $9.6M | 1.9% | 37,684 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $2.8M | 0.5% | 18,585 SH | |
| ISHARES TR | RUS MID CAP ETF | $250K | 0.0% | 2,944 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $5.3M | 1.0% | 57,169 SH | |
| ISHARES TR | S&P 500 VAL ETF | $2.9M | 0.6% | 15,080 SH | |
| ISHARES TR | S&P SML 600 GWT | $3.1M | 0.6% | 24,847 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $4.9M | 0.9% | 45,946 SH | |
| ISHARES TR | SP SMCP600VL ETF | $1.4M | 0.3% | 14,001 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $572K | 0.1% | 11,290 SH | |
| JOHNSON & JOHNSON | COM | $866K | 0.2% | 5,223 SH | |
| JPMORGAN CHASE & CO. | COM | $354K | 0.1% | 1,442 SH | |
| KIMCO RLTY CORP | COM | $314K | 0.1% | 14,790 SH | |
| MASTERCARD INCORPORATED | CL A | $247K | 0.0% | 451 SH | |
| MESOBLAST LTD | SPONS ADR | $125K | 0.0% | 10,000 SH | |
| META PLATFORMS INC | CL A | $750K | 0.1% | 1,302 SH | |
| MICROSOFT CORP | COM | $1.8M | 0.3% | 4,664 SH | |
| NETFLIX INC | COM | $525K | 0.1% | 563 SH | |
| NEXTERA ENERGY INC | COM | $247K | 0.0% | 3,489 SH | |
| NVIDIA CORPORATION | COM | $1.4M | 0.3% | 12,706 SH | |
| ORACLE CORP | COM | $232K | 0.0% | 1,659 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $260K | 0.1% | 2,815 SH | |
| PIMCO ETF TR | ENHNCD LW DUR AC | $246K | 0.0% | 2,566 SH | |
| PROCTER AND GAMBLE CO | COM | $209K | 0.0% | 1,225 SH | |
| PROGRESSIVE CORP | COM | $242K | 0.0% | 854 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $423K | 0.1% | 17,910 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $373K | 0.1% | 16,881 SH | |
| SIMON PPTY GROUP INC NEW | COM | $619K | 0.1% | 3,730 SH | |
| SPDR GOLD TR | GOLD SHS | $547K | 0.1% | 1,900 SH | |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $5.8M | 1.1% | 195,618 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.9M | 0.4% | 48,083 SH | |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $3.5M | 0.7% | 108,332 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.5M | 0.3% | 2,651 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $84.3M | 16.4% | 3,299,115 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $5.8M | 1.1% | 71,732 SH | |
| SPDR SER TR | PRTFLO S&P500 HI | $1.6M | 0.3% | 36,865 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $1.0M | 0.2% | 20,243 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $1.6M | 0.3% | 18,943 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $288K | 0.1% | 3,674 SH | |
| STRYKER CORPORATION | COM | $249K | 0.0% | 669 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $275K | 0.1% | 816 SH | |
| UNITEDHEALTH GROUP INC | COM | $371K | 0.1% | 708 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $810K | 0.2% | 4,398 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $34.8M | 6.8% | 444,052 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $10.4M | 2.0% | 141,804 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $27.7M | 5.4% | 74,673 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $228K | 0.0% | 2,518 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $237K | 0.0% | 461 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.1M | 0.4% | 11,355 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $230K | 0.0% | 1,039 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.2M | 0.2% | 4,821 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $464K | 0.1% | 1,687 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $3.7M | 0.7% | 21,311 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.6M | 0.3% | 25,765 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $15.3M | 3.0% | 338,794 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $696K | 0.1% | 6,020 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $316K | 0.1% | 3,833 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $669K | 0.1% | 8,300 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | $1.0M | 0.2% | 7,661 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.9M | 0.6% | 14,939 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $206K | 0.0% | 3,321 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.2% | 23,995 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $944K | 0.2% | 7,318 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $4.6M | 0.9% | 55,075 SH | |
| VISA INC | COM CL A | $924K | 0.2% | 2,638 SH | |
| WALMART INC | COM | $397K | 0.1% | 4,520 SH | |
| WELLS FARGO CO NEW | COM | $202K | 0.0% | 2,820 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $25.4M | 4.9% | 504,729 SH | |
| WISDOMTREE TR | INTL EQUITY FD | $3.6M | 0.7% | 61,091 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $5.8M | 1.1% | 73,245 SH |
| 13F-HR/A |
| 0001172661-26-004020 |
| $787.3M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003109 | $584.2M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001774 | $718.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002269 | $514.9M | View |