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CIK 0001965479 • 6 13F filings • May 1, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.8M | 0.7%Prev: 0.7% | 6,706 SH | Increased-5 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 0.8%Prev: 1.3% | 4,484 SH | Decreased-2,006 SH |
| BROADCOM INC | COM | $235K | 0.1% | 678 SH | New |
| CHEVRON CORP NEW | COM | $427K | 0.2%Prev: 0.1% | 2,800 SH | Increased+1,317 SH |
| COCA COLA CO | COM | $1.5M | 0.5%Prev: 0.8% | 21,079 SH | Decreased-8,310 SH |
| EXXON MOBIL CORP | COM | $233K | 0.1%Prev: 0.1% | 1,939 SH | Increased+33 SH |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | $1.3M | 0.5%Prev: 0.7% | 25,513 SH | Decreased-10,963 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $7.2M | 2.6%Prev: 3.8% | 156,385 SH | Decreased-56,518 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $12.0M | 4.3%Prev: 3.1% | 47,435 SH | Increased+15,134 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $11.9M | 4.3%Prev: 3.1% | 62,368 SH | Increased+20,919 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 0.6%Prev: 0.9% | 2,729 SH | Decreased-1,233 SH |
| ISHARES INC | CORE MSCI EMKT | $3.9M | 1.4%Prev: 1.0% | 57,956 SH | Increased+19,080 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $19.2M | 7.0%Prev: 6.4% | 187,932 SH | Increased+29,300 SH |
| ISHARES TR | CORE S&P500 ETF | $336K | 0.1%Prev: 0.1% | 490 SH | Decreased-19 SH |
| ISHARES TR | CORE US AGGBD ET | $12.4M | 4.5%Prev: 6.1% | 124,458 SH | Decreased-32,897 SH |
| ISHARES TR | FLTG RATE NT ETF | $27.9M | 10.1%Prev: 8.7% | 547,826 SH | Increased+108,406 SH |
| ISHARES TR | TRS FLT RT BD | $33.9M | 12.3%Prev: 10.8% | 671,314 SH | Increased+124,973 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $4.1M | 1.5% | 37,090 SH | New |
| JPMORGAN CHASE & CO. | COM | $541K | 0.2%Prev: 0.2% | 1,679 SH | Decreased-95 SH |
| MICROSOFT CORP | COM | $2.7M | 1.0%Prev: 1.4% | 5,634 SH | Decreased-1,352 SH |
| NVIDIA CORPORATION | COM | $255K | 0.1%Prev: 0.1% | 1,367 SH | Decreased-4 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $11.1M | 4.0%Prev: 3.5% | 443,050 SH | Increased+89,136 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $308K | 0.1%Prev: 0.1% | 13,193 SH | Decreased-2,341 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $16.3M | 5.9%Prev: 4.3% | 621,182 SH | Increased+193,690 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $28.5M | 10.3%Prev: 12.6% | 1,037,577 SH | Decreased-146,915 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $958K | 0.3%Prev: 0.4% | 35,592 SH | Increased-413 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $394K | 0.1%Prev: 0.2% | 577 SH | Decreased-16 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $46.7M | 16.9% | 1,497,172 SH | New |
| SYSCO CORP | COM | $462K | 0.2%Prev: 0.2% | 6,275 SH | Decreased+12 SH |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | $6.1M | 2.2%Prev: 2.0% | 122,408 SH | Increased+17,072 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $4.0M | 1.5%Prev: 1.4% | 81,122 SH | Increased+11,302 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $343K | 0.1%Prev: 0.1% | 547 SH | Decreased-18 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $254K | 0.1%Prev: 0.1% | 983 SH | Decreased-15 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $352K | 0.1%Prev: 0.1% | 1,050 SH | Increased-6 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $3.9M | 1.4%Prev: 1.9% | 65,261 SH | Decreased-18,010 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.2M | 1.9%Prev: 2.7% | 69,326 SH | Decreased-25,906 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.0M | 1.4%Prev: 1.0% | 63,657 SH | Increased+21,023 SH |
| VERISK ANALYTICS INC | COM | $453K | 0.2%Prev: 0.2% | 2,025 SH | Decreased+3 SH |
| WALMART INC | COM | $871K | 0.3%Prev: 0.3% | 7,815 SH | Increased-201 SH |
| 13F-HR |
| 0001172661-26-002621 |
| $323.3M |
| View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002563 | $220.0M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001556 | $292.3M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001552 | $190.8M | View |