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CIK 0002115327 • 3 13F filings • May 12, 2026 – 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 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $10K | 0.0% | 66 SH | |
| ABBOTT LABORATORIES | COM | $32K | 0.1% | 309 SH | |
| ABBVIE INC | COM | $74K | 0.1% | 338 SH | |
| ADOBE INC | COM | $7K | 0.0% | 28 SH | |
| ADVANCED MICRO DEVICES INC | COM | $17K | 0.0% | 85 SH | |
| AES CORP | COM | $11K | 0.0% | 57 SH | |
| AGREE RLTY CORP | COM | $4K | 0.0% | 47 SH | |
| AIR PRODUCTS AND CHEMICALS I | COM | $22K | 0.0% | 76 SH | |
| ALEXANDRIA REAL ESTATE EQ IN | COM | $2K | 0.0% | 46 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $25K | 0.0% | 200 SH | |
| ALPHABET INC | CAP STK CL A | $138K | 0.2% | 480 SH | |
| ALPHABET INC | CAP STK CL C | $8K | 0.0% | 29 SH | |
| AMAZON COM INC | COM | $272K | 0.5% | 3,672 SH | |
| AMGEN INC | COM | $5K | 0.0% | 13 SH | |
| APPLE INC | COM | $1.4M | 2.4% | 5,336 SH | |
| APPLIED MATLS INC | COM | $152K | 0.3% | 445 SH | |
| AT&T INC | COM | $9K | 0.0% | 309 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $47K | 0.1% | 233 SH | |
| AVERY DENNISON CORP | COM | $9K | 0.0% | 50 SH | |
| AVIS BUDGET GROUP INC | COM | $3K | 0.0% | 22 SH | |
| AXON ENTERPRISE INC | COM | $140K | 0.2% | 330 SH | |
| BANK AMERICA CORP | COM | $7K | 0.0% | 150 SH | |
| BAUSCH HEALTH COS INC | COM | $3K | 0.0% | 600 SH | |
| BECTON DICKINSON & CO | COM | $6K | 0.0% | 36 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $34K | 0.1% | 70 SH | |
| BLACKSTONE INC | COM | $6K | 0.0% | 54 SH | |
| BP PLC | SPONSORED ADR | $9K | 0.0% | 200 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $27K | 0.0% | 441 SH | |
| BROADCOM INC | COM | $31K | 0.1% | 100 SH | |
| BROADRIDGE FINL SOLUTIONS IN | COM | $7K | 0.0% | 46 SH | |
| CHEVRON CORPORATION | COM | $50K | 0.1% | 240 SH | |
| CISCO SYS INC | COM | $5K | 0.0% | 61 SH | |
| CITIGROUP INC | COM NEW | $31K | 0.1% | 276 SH | |
| CLOROX CO DEL | COM | $2K | 0.0% | 15 SH | |
| COLGATE PALMOLIVE CO | COM | $2K | 0.0% | 22 SH | |
| COMCAST CORP NEW | CL A | $10K | 0.0% | 357 SH | |
| COMMERCE BANCSHARES INC | COM | $35K | 0.1% | 703 SH | |
| CORTEVA INC | COM | $2K | 0.0% | 22 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $28K | 0.0% | 28 SH | |
| CSX CORP | COM | $32K | 0.1% | 789 SH | |
| CVS HEALTH CORP | COM | $16K | 0.0% | 8,110 SH | |
| DANAHER CORP DEL | COM | $12K | 0.0% | 63 SH | |
| DEERE & CO | COM | $28K | 0.0% | 50 SH | |
| DIAGEO PLC | SPON ADR NEW | $4K | 0.0% | 50 SH | |
| EASTMAN CHEM CO | COM | $2K | 0.0% | 32 SH | |
| ELECTRONIC ARTS INC | COM | $14K | 0.0% | 67 SH | |
| ELEVANCE HEALTH INC FORMERLY | COM | $7K | 0.0% | 25 SH | |
| ELI LILLY & CO | COM | $9K | 0.0% | 10 SH | |
| EMERSON ELEC CO | COM | $28K | 0.0% | 213 SH | |
| ENBRIDGE INC | COM | $36K | 0.1% | 665 SH | |
| EOG RES INC | COM | $15K | 0.0% | 101 SH | |
| ESSENTIAL UTILS INC | COM | $35K | 0.1% | 879 SH | |
| ETF SER SOLUTIONS | VIDENT INTERNATI | $268K | 0.5% | 8,862 SH | |
| EVERSOURCE ENERGY | COM | $2K | 0.0% | 29 SH | |
| FACTSET RESH SYS INC | COM | $2K | 0.0% | 8 SH | |
| GAMING & LEISURE P | COM | $10K | 0.0% | 233 SH | |
| GENERAL DYNAMICS CORP | COM | $5K | 0.0% | 15 SH | |
| GENERAL MILLS INC | COM | $5K | 0.0% | 130 SH | |
| HOME DEPOT INC | COM | $101K | 0.2% | 310 SH | |
| HONEYWELL INTL INC | COM | $10K | 0.0% | 46 SH | |
| ILLINOIS TOOL WKS INC | COM | $5K | 0.0% | 19 SH | |
| INTEL CORP | COM | $13K | 0.0% | 305 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $13K | 0.0% | 81 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $46K | 0.1% | 190 SH | |
| INTERNATIONAL FLAVORS&FRAGRA | COM | $1K | 0.0% | 15 SH | |
| INTUIT | COM | $10K | 0.0% | 23 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $159K | 0.3% | 276 SH | |
| ISHARES INC | JP MRG EM CRP BD | $26K | 0.0% | 215 SH | |
| ISHARES INC | MSCI EQUAL WEITE | $7K | 0.0% | 158 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $14.6M | 25.6% | 145,120 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $14K | 0.0% | 55 SH | |
| ISHARES TR | 20 YR TR BD ETF | $29K | 0.1% | 285 SH | |
| ISHARES TR | CORE US AGGBD ET | $27K | 0.0% | 42 SH | |
| ISHARES TR | DEVSMCP EXNA ETF | $76K | 0.1% | 240 SH | |
| ISHARES TR | GLOBAL ENERG ETF | $23K | 0.0% | 107 SH | |
| ISHARES TR | IBOXX HI YD ETF | $42K | 0.1% | 392 SH | |
| ISHARES TR | MSCI KOKUSAI ETF | $690K | 1.2% | 6,515 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $16K | 0.0% | 74 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $42K | 0.1% | 169 SH | |
| ISHARES TR | S&P 100 ETF | $23K | 0.0% | 190 SH | |
| ISHARES TR | U.S. PHARMA ETF | $38K | 0.1% | 401 SH | |
| ISHARES TR | US TREAS BD ETF | $34.4M | 60.3% | 342,206 SH | |
| JD.COM INC | SPON ADS CL A | $7K | 0.0% | 250 SH | |
| JOHNSON & JOHNSON | COM | $84K | 0.1% | 343 SH | |
| JPMORGAN CHASE & CO | COM | $112K | 0.2% | 381 SH | |
| KRAFT HEINZ CO | COM | $1K | 0.0% | 45 SH | |
| L3HARRIS TECHNOLOGIES INC | COM | $37K | 0.1% | 106 SH | |
| LOWES COS INC | COM | $33K | 0.1% | 140 SH | |
| MARKEL GROUP INC | COM | $27K | 0.0% | 14 SH | |
| MARTIN MARIETTA MATLS INC | COM | $15K | 0.0% | 26 SH | |
| MASTERCARD INCORPORATED | CL A | $16K | 0.0% | 33 SH | |
| MCDONALDS CORP | COM | $20K | 0.0% | 63 SH | |
| MEDTRONIC PLC | SHS | $3K | 0.0% | 32 SH | |
| MERCK & CO INC | COM | $16K | 0.0% | 135 SH | |
| META PLATFORMS INC | CL A | $146K | 0.3% | 255 SH | |
| METLIFE INC | COM | $3K | 0.0% | 48 SH | |
| MICROSOFT CORP | COM | $253K | 0.4% | 684 SH | |
| MONDELEZ INTL INC | CL A | $23K | 0.0% | 399 SH | |
| NEXTERA ENERGY INC | COM | $37K | 0.1% | 401 SH | |
| NIKE INC | CL B | $1K | 0.0% | 19 SH | |
| NNN REIT INC | COM | $14K | 0.0% | 342 SH | |
| NORFOLK SOUTHN CORP | COM | $20K | 0.0% | 70 SH | |
| NOVARTIS AG | SPONSORED ADR | $3K | 0.0% | 17 SH | |
| NOVO-NORDISK A S | ADR | $3K | 0.0% | 73 SH | |
| NVIDIA CORPORATION | COM | $250K | 0.4% | 1,432 SH | |
| ORACLE CORP | COM | $96K | 0.2% | 682 SH | |
| ORGANON & CO | COMMON STOCK | $78 | 0.0% | 13 SH | |
| PAPA JOHNS INTL INC | COM | $9K | 0.0% | 56 SH | |
| PAYCHEX INC | COM | $3K | 0.0% | 32 SH | |
| PEPSICO INC | COM | $40K | 0.1% | 260 SH | |
| PFIZER INC | COM | $35K | 0.1% | 1,249 SH | |
| PHILIP MORRIS INTL INC | COM | $97K | 0.2% | 589 SH | |
| PHILLIPS 66 | COM | $12K | 0.0% | 65 SH | |
| PROCTER & GAMBLE CO | COM | $30K | 0.1% | 206 SH | |
| QUALCOMM INC | COM | $3K | 0.0% | 23 SH | |
| REALTY INCOME CORP | COM | $22K | 0.0% | 359 SH | |
| REPUBLIC SVCS INC | COM | $9K | 0.0% | 43 SH | |
| ROCKWELL AUTOMATION INC | COM | $10K | 0.0% | 29 SH | |
| SCHWAB STRATEGIC TR | CORE BOND ETF | $401K | 0.7% | 400,967 PRN | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1K | 0.0% | 41 SH | |
| SELECT SECTOR SPDR TR | STATE STREET CON | $30K | 0.1% | 244 SH | |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $75K | 0.1% | 668 SH | |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $6K | 0.0% | 112 SH | |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $20K | 0.0% | 125 SH | |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $16K | 0.0% | 254 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $23K | 0.0% | 211 SH | |
| SERVICENOW INC | COM | $7K | 0.0% | 65 SH | |
| SHERWIN WILLIAMS CO | COM | $13K | 0.0% | 41 SH | |
| SOLVENTUM CORP | COM SHS | $980 | 0.0% | 15 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $209K | 0.4% | 2,276 SH | |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $567K | 1.0% | 16,610 SH | |
| TEREX CORP NEW | COM | $23K | 0.0% | 108 SH | |
| THE CIGNA GROUP | COM | $13K | 0.0% | 40 SH | |
| TJX COS INC NEW | COM | $16K | 0.0% | 102 SH | |
| TRUIST FINL CORP | COM | $12K | 0.0% | 268 SH | |
| UNION PAC CORP | COM | $8K | 0.0% | 35 SH | |
| UNITED BANCORP INC OHIO | COM | $2K | 0.0% | 56 SH | |
| UNITED PARCEL SVCS INC | CL B | $3K | 0.0% | 29 SH | |
| UNITEDHEALTH GROUP INC | COM | $11K | 0.0% | 39 SH | |
| UNIVERSAL CORP VA MTNS BK EN | COM | $11K | 0.0% | 200 SH | |
| V F CORP | COM | $527 | 0.0% | 31 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $32K | 0.1% | 108 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $398K | 0.7% | 3,351 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4K | 0.0% | 14 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $12K | 0.0% | 27 SH | |
| VIATRIS INC | COM | $2K | 0.0% | 122 SH | |
| VIRTUS INVT PARTNERS INC | COM | $10K | 0.0% | 500 SH | |
| VISA INC | COM CL A | $17K | 0.0% | 56 SH | |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | $10K | 0.0% | 378 SH | |
| WALMART INC | COM | $22K | 0.0% | 180 SH | |
| WATERS CORP | COM | $1K | 0.0% | 4 SH | |
| WEC ENERGY GROUP INC | COM | $3K | 0.0% | 29 SH | |
| WELLS FARGO & CO | COM | $40K | 0.1% | 497 SH | |
| WESTERN UN CO | COM | $699 | 0.0% | 80 SH | |
| WISDOMTREE TR | EUROPE SMCP DV | $6K | 0.0% | 162 SH | |
| WP CAREY INC | COM | $14K | 0.0% | 200 SH | |
| WYNDHAM HOTELS & RESORTS INC | COM | $4K | 0.0% | 44 SH | |
| ZIMMER BIOMET HOLDINGS INC | COM | $904 | 0.0% | 10 SH |
| Q1 2026 |
| 13F-HR |
| 0002115327-26-000002 |
| $57.2M |
| View |