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CIK 0001929907 • 6 13F filings • May 13, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $239K | 0.1%Prev: 0.1% | 1,909 SH | Decreased-13 SH |
| ABBVIE INC | COM | $555K | 0.3%Prev: 0.3% | 2,428 SH | Decreased+8 SH |
| ADVANCED MICRO DEVICES INC | COM | $251K | 0.1% | 1,170 SH | New |
| ALPHABET INC | CAP STK CL A | $2.3M | 1.2%Prev: 0.9% | 7,385 SH | Increased-2 SH |
| ALPHABET INC | CAP STK CL C | $686K | 0.3%Prev: 0.3% | 2,187 SH | Increased-24 SH |
| ALTRIA GROUP INC | COM | $237K | 0.1%Prev: 0.1% | 4,116 SH | Decreased-14 SH |
| AMAZON COM INC | COM | $1.9M | 1.0%Prev: 1.0% | 8,395 SH | Increased+123 SH |
| AMERICAN ELEC PWR CO INC | COM | $378K | 0.2%Prev: 0.2% | 3,279 SH | Increased |
| APPLE INC | COM | $10.9M | 5.5%Prev: 5.3% | 39,956 SH | Increased+401 SH |
| ARK ETF TR | NEXT GNRTN INTER | $245K | 0.1%Prev: 0.2% | 1,658 SH | Decreased |
| AT&T INC | COM | $727K | 0.4%Prev: 0.4% | 29,259 SH | Decreased-189 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $372K | 0.2%Prev: 0.2% | 1,448 SH | Decreased-15 SH |
| AUTOZONE INC | COM | $370K | 0.2%Prev: 0.2% | 109 SH | Decreased+9 SH |
| BANK AMERICA CORP | COM | $385K | 0.2%Prev: 0.2% | 6,994 SH | Increased+47 SH |
| BANK NEW YORK MELLON CORP | COM | $285K | 0.1%Prev: 0.1% | 2,451 SH | Increased+8 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $552K | 0.3%Prev: 0.3% | 1,098 SH | Decreased-5 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $802K | 0.4%Prev: 0.4% | 24,073 SH | Increased+2,694 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $2.9M | 1.5%Prev: 1.4% | 47,837 SH | Increased+2,637 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $739K | 0.4%Prev: 0.3% | 19,162 SH | Increased+1,710 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $470K | 0.2%Prev: 0.2% | 8,900 SH | Increased+448 SH |
| BLACKROCK INC | COM | $703K | 0.4%Prev: 0.4% | 657 SH | Decreased-2 SH |
| BLACKSTONE INC | COM | $308K | 0.2%Prev: 0.2% | 1,998 SH | Decreased |
| BRISTOL-MYERS SQUIBB CO | COM | $970K | 0.5%Prev: 0.4% | 17,979 SH | Increased+148 SH |
| BROADCOM INC | COM | $363K | 0.2%Prev: 0.2% | 1,049 SH | Increased-44 SH |
| CAPITAL ONE FINL CORP | COM | $242K | 0.1%Prev: 0.1% | 999 SH | Increased+2 SH |
| CATERPILLAR INC | COM | $1.2M | 0.6%Prev: 0.5% | 2,112 SH | Increased+5 SH |
| CHEVRON CORP NEW | COM | $457K | 0.2%Prev: 0.2% | 3,001 SH | Decreased+2 SH |
| CIPHER MINING INC | COM | $171K | 0.1%Prev: 0.1% | 11,570 SH | Increased |
| CISCO SYS INC | COM | $846K | 0.4%Prev: 0.4% | 10,984 SH | Increased+1 SH |
| CITIGROUP INC | COM NEW | $235K | 0.1%Prev: 0.1% | 2,018 SH | Decreased-668 SH |
| COCA COLA CO | COM | $1.5M | 0.8%Prev: 0.8% | 21,893 SH | Increased-19 SH |
| CONOCOPHILLIPS | COM | $266K | 0.1%Prev: 0.1% | 2,841 SH | Decreased-43 SH |
| CVS HEALTH CORP | COM | $215K | 0.1%Prev: 0.1% | 2,708 SH | Increased |
| ELI LILLY & CO | COM | $584K | 0.3%Prev: 0.2% | 543 SH | Increased |
| EXXON MOBIL CORP | COM | $4.3M | 2.2%Prev: 2.1% | 35,697 SH | Increased+484 SH |
| FEDEX CORP | COM | $242K | 0.1% | 838 SH | New |
| FIFTH THIRD BANCORP | COM | $225K | 0.1%Prev: 0.1% | 4,802 SH | Increased+31 SH |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $410K | 0.2% | 4,433 SH | New |
| GALLAGHER ARTHUR J & CO | COM | $212K | 0.1%Prev: 0.2% | 820 SH | Decreased-117 SH |
| GE AEROSPACE | COM NEW | $467K | 0.2%Prev: 0.2% | 1,517 SH | Increased |
| GE VERNOVA INC | COM | $246K | 0.1%Prev: 0.1% | 376 SH | Increased |
| GENERAL DYNAMICS CORP | COM | $228K | 0.1%Prev: 0.1% | 677 SH | Decreased |
| GOLDMAN SACHS GROUP INC | COM | $548K | 0.3%Prev: 0.3% | 624 SH | Increased |
| HOME DEPOT INC | COM | $709K | 0.4%Prev: 0.4% | 2,061 SH | Decreased+1 SH |
| ILLINOIS TOOL WKS INC | COM | $358K | 0.2%Prev: 0.2% | 1,452 SH | Decreased |
| INTEL CORP | COM | $359K | 0.2%Prev: 0.2% | 9,725 SH | Increased+117 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $584K | 0.3%Prev: 0.3% | 1,970 SH | Increased+34 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $471K | 0.2%Prev: 0.3% | 9,494 SH | Decreased+1,317 SH |
| ISHARES GOLD TR | ISHARES NEW | $904K | 0.5%Prev: 0.4% | 11,131 SH | Increased+1,187 SH |
| ISHARES INC | CORE MSCI EMKT | $2.2M | 1.1%Prev: 0.9% | 32,706 SH | Increased+6,924 SH |
| ISHARES INC | ESG AWR MSCI EM | $249K | 0.1%Prev: 0.1% | 5,639 SH | Decreased-196 SH |
| ISHARES INC | MSCI EMRG CHN | $807K | 0.4%Prev: 0.4% | 11,098 SH | Increased |
| ISHARES TR | 10-20 YR TRS ETF | $1.0M | 0.5%Prev: 0.6% | 10,098 SH | Decreased-682 SH |
| ISHARES TR | CORE DIV GRWTH | $673K | 0.3%Prev: 0.3% | 9,697 SH | Increased |
| ISHARES TR | CORE INTL AGGR | $360K | 0.2%Prev: 0.2% | 7,199 SH | Decreased+22 SH |
| ISHARES TR | CORE MSCI EAFE | $1.3M | 0.7%Prev: 0.7% | 14,975 SH | Increased+498 SH |
| ISHARES TR | CORE S&P MCP ETF | $374K | 0.2%Prev: 0.2% | 5,661 SH | Decreased-270 SH |
| ISHARES TR | CORE S&P SCP ETF | $642K | 0.3%Prev: 0.3% | 5,342 SH | Decreased-148 SH |
| ISHARES TR | CORE S&P TTL STK | $908K | 0.5%Prev: 0.5% | 6,107 SH | Increased+195 SH |
| ISHARES TR | CORE S&P500 ETF | $7.1M | 3.6%Prev: 3.7% | 10,428 SH | Increased+24 SH |
| ISHARES TR | CORE UNIVRSL USD | $2.0M | 1.0% | 42,066 SH | New |
| ISHARES TR | CORE US AGGBD ET | $364K | 0.2%Prev: 0.2% | 3,646 SH | Decreased-23 SH |
| ISHARES TR | EAFE GRWTH ETF | $2.8M | 1.4%Prev: 1.5% | 24,199 SH | Decreased-1,201 SH |
| ISHARES TR | EAFE VALUE ETF | $3.8M | 1.9%Prev: 1.9% | 52,897 SH | Increased-558 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.3M | 0.6%Prev: 0.7% | 8,588 SH | Increased |
| ISHARES TR | ESG MSCI LEADR | $6.9M | 3.5%Prev: 3.6% | 56,947 SH | Increased-1,497 SH |
| ISHARES TR | EUROPE ETF | $313K | 0.2%Prev: 0.2% | 4,559 SH | Increased-16 SH |
| ISHARES TR | EXPND TEC SC ETF | $212K | 0.1%Prev: 0.1% | 1,640 SH | Increased |
| ISHARES TR | MBS ETF | $603K | 0.3%Prev: 0.3% | 6,331 SH | Increased+622 SH |
| ISHARES TR | MSCI EMG MKT ETF | $678K | 0.3%Prev: 0.4% | 12,386 SH | Increased-151 SH |
| ISHARES TR | MSCI INTL VLU FT | $1.5M | 0.8%Prev: 0.7% | 39,275 SH | Increased-71 SH |
| ISHARES TR | MSCI USA MIN VOL | $646K | 0.3%Prev: 0.4% | 6,864 SH | Decreased-851 SH |
| ISHARES TR | MSCI USA MMENTM | $996K | 0.5%Prev: 0.4% | 3,981 SH | Increased+940 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.1M | 1.0%Prev: 1.4% | 10,462 SH | Decreased-3,225 SH |
| ISHARES TR | MSCI USA VALUE | $349K | 0.2%Prev: 0.2% | 2,551 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $1.6M | 0.8%Prev: 0.5% | 14,525 SH | Increased+6,005 SH |
| ISHARES TR | RUS 1000 GRW ETF | $5.7M | 2.9%Prev: 3.0% | 12,141 SH | Increased+131 SH |
| ISHARES TR | RUS 1000 VAL ETF | $4.7M | 2.3%Prev: 2.1% | 22,199 SH | Increased+2,254 SH |
| ISHARES TR | RUS 2000 VAL ETF | $353K | 0.2%Prev: 0.2% | 1,950 SH | Increased |
| ISHARES TR | RUS MDCP VAL ETF | $357K | 0.2% | 2,533 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $269K | 0.1%Prev: 0.1% | 1,094 SH | Increased+208 SH |
| ISHARES TR | RUSSELL 3000 ETF | $941K | 0.5%Prev: 0.5% | 2,434 SH | Increased-1 SH |
| ISHARES TR | S&P 100 ETF | $9.4M | 4.7%Prev: 4.8% | 27,440 SH | Increased-134 SH |
| ISHARES TR | S&P 500 GRWT ETF | $14.6M | 7.4%Prev: 7.5% | 118,827 SH | Increased+109 SH |
| ISHARES TR | S&P 500 VAL ETF | $6.5M | 3.2%Prev: 2.9% | 30,451 SH | Increased+3,532 SH |
| ISHARES TR | S&P MC 400GR ETF | $210K | 0.1%Prev: 0.1% | 2,170 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $876K | 0.4%Prev: 0.5% | 6,207 SH | Decreased |
| ISHARES TR | U.S. TECH ETF | $3.0M | 1.5%Prev: 1.6% | 14,937 SH | Increased-89 SH |
| ISHARES TR | US AER DEF ETF | $416K | 0.2%Prev: 0.2% | 1,936 SH | Increased+388 SH |
| JOHNSON & JOHNSON | COM | $1.9M | 1.0%Prev: 0.9% | 9,151 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $2.6M | 1.3%Prev: 1.4% | 8,171 SH | Decreased-494 SH |
| KIMBERLY-CLARK CORP | COM | $323K | 0.2%Prev: 0.2% | 3,197 SH | Decreased-63 SH |
| KINDER MORGAN INC DEL | COM | $230K | 0.1%Prev: 0.1% | 8,361 SH | Decreased-38 SH |
| KROGER CO | COM | $1.5M | 0.7%Prev: 0.8% | 23,787 SH | Decreased+123 SH |
| LOCKHEED MARTIN CORP | COM | $1.7M | 0.8%Prev: 0.9% | 3,488 SH | Decreased-2 SH |
| MCDONALDS CORP | COM | $1.0M | 0.5%Prev: 0.5% | 3,388 SH | Increased-4 SH |
| MERCK & CO INC | COM | $7.6M | 3.8%Prev: 3.2% | 72,598 SH | Increased-868 SH |
| META PLATFORMS INC | CL A | $1.3M | 0.7%Prev: 0.8% | 1,961 SH | Decreased-100 SH |
| METLIFE INC | COM | $289K | 0.1%Prev: 0.2% | 3,657 SH | Decreased-7 SH |
| MICROSOFT CORP | COM | $7.7M | 3.9%Prev: 4.2% | 15,974 SH | Decreased+502 SH |
| MID-AMER APT CMNTYS INC | COM | $517K | 0.3%Prev: 0.3% | 3,723 SH | Decreased |
| MORGAN STANLEY | COM NEW | $1.7M | 0.8%Prev: 0.8% | 9,403 SH | Increased-43 SH |
| NEXTERA ENERGY INC | COM | $836K | 0.4%Prev: 0.4% | 10,417 SH | Increased |
| NORFOLK SOUTHN CORP | COM | $483K | 0.2%Prev: 0.3% | 1,673 SH | Decreased+4 SH |
| NVIDIA CORPORATION | COM | $2.9M | 1.4%Prev: 1.5% | 15,334 SH | Increased+148 SH |
| ORACLE CORP | COM | $272K | 0.1%Prev: 0.2% | 1,398 SH | Decreased+46 SH |
| PARKER-HANNIFIN CORP | COM | $527K | 0.3%Prev: 0.2% | 600 SH | Increased-1 SH |
| PHILIP MORRIS INTL INC | COM | $684K | 0.3%Prev: 0.4% | 4,266 SH | Decreased+2 SH |
| PROCTER AND GAMBLE CO | COM | $852K | 0.4%Prev: 0.5% | 5,947 SH | Decreased-140 SH |
| PROLOGIS INC. | COM | $233K | 0.1% | 1,823 SH | New |
| PRUDENTIAL FINL INC | COM | $290K | 0.1%Prev: 0.1% | 2,571 SH | Increased+16 SH |
| QUALCOMM INC | COM | $290K | 0.1%Prev: 0.2% | 1,696 SH | Decreased-216 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.2M | 0.6%Prev: 0.7% | 52,514 SH | Decreased-712 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.3M | 0.6%Prev: 0.6% | 46,839 SH | Increased+2,283 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $222K | 0.1% | 4,059 SH | New |
| SHELL PLC | SPON ADS | $717K | 0.4%Prev: 0.4% | 9,764 SH | Increased |
| SOUTHERN CO | COM | $625K | 0.3%Prev: 0.4% | 7,165 SH | Decreased-49 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $445K | 0.2%Prev: 0.2% | 925 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $5.7M | 2.9%Prev: 3.0% | 8,369 SH | Increased-156 SH |
| TESLA INC | COM | $787K | 0.4%Prev: 0.4% | 1,751 SH | Increased+11 SH |
| TEXAS INSTRS INC | COM | $205K | 0.1%Prev: 0.1% | 1,180 SH | Decreased |
| US BANCORP DEL | COM NEW | $222K | 0.1% | 4,152 SH | New |
| VALLEY NATL BANCORP | COM | $156K | 0.1%Prev: 0.1% | 13,339 SH | Increased |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $470K | 0.2%Prev: 0.2% | 1,057 SH | Increased+30 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $973K | 0.5%Prev: 0.5% | 1,995 SH | Decreased-40 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $331K | 0.2%Prev: 0.2% | 528 SH | Decreased-83 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $464K | 0.2%Prev: 0.2% | 1,385 SH | Decreased-48 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $242K | 0.1%Prev: 0.1% | 4,498 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $237K | 0.1%Prev: 0.1% | 2,832 SH | Increased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.6%Prev: 0.7% | 24,361 SH | Decreased-1,274 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $426K | 0.2%Prev: 0.2% | 1,377 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $224K | 0.1%Prev: 0.1% | 2,430 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $483K | 0.2%Prev: 0.2% | 4,851 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.6M | 2.8%Prev: 2.9% | 25,382 SH | Increased-97 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $992K | 0.5%Prev: 0.5% | 15,874 SH | Increased-604 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.9M | 1.0%Prev: 0.9% | 13,161 SH | Increased+481 SH |
| VANGUARD WORLD FD | INF TECH ETF | $2.7M | 1.3%Prev: 1.3% | 3,519 SH | Increased+306 SH |
| VERIZON COMMUNICATIONS INC | COM | $620K | 0.3%Prev: 0.4% | 15,212 SH | Decreased-115 SH |
| VISA INC | COM CL A | $201K | 0.1% | 574 SH | New |
| WALMART INC | COM | $1.5M | 0.7%Prev: 0.7% | 13,281 SH | Increased-4 SH |
| WESCO INTL INC | COM | $285K | 0.1% | 1,165 SH | New |
| 13F-HR |
| 0001172661-26-002980 |
| $219.9M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002933 | $174.3M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001570 | $195.1M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001769 | $159.7M | View |