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CIK 0001846462 • 6 13F filings • May 5, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $394K | 0.1% | 2,681 SH | |
| ABBOTT LABS | COM | $628K | 0.1% | 4,736 SH | |
| ABBVIE INC | COM | $1.2M | 0.3% | 5,704 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $325K | 0.1% | 1,041 SH | |
| ALPHABET INC | CAP STK CL A | $1.0M | 0.2% | 6,533 SH | |
| ALPHABET INC | CAP STK CL C | $1.9M | 0.5% | 12,407 SH | |
| ALTRIA GROUP INC | COM | $492K | 0.1% | 8,189 SH | |
| AMAZON COM INC | COM | $2.7M | 0.6% | 14,168 SH | |
| AMERICAN EXPRESS CO | COM | $205K | 0.0% | 761 SH | |
| AMERICAN FINL GROUP INC OHIO | COM | $293K | 0.1% | 2,232 SH | |
| AMGEN INC | COM | $1.1M | 0.3% | 3,631 SH | |
| APPLE INC | COM | $14.6M | 3.5% | 65,739 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $357K | 0.1% | 4,862 SH | |
| AT&T INC | COM | $582K | 0.1% | 20,584 SH | |
| BANK AMERICA CORP | COM | $588K | 0.1% | 14,090 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $959K | 0.2% | 1,801 SH | |
| BOEING CO | COM | $650K | 0.2% | 3,812 SH | |
| BP PLC | SPONSORED ADR | $262K | 0.1% | 7,756 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $581K | 0.1% | 9,532 SH | |
| BROADCOM INC | COM | $1.4M | 0.3% | 8,146 SH | |
| CATERPILLAR INC | COM | $328K | 0.1% | 994 SH | |
| CHEVRON CORP NEW | COM | $1.2M | 0.3% | 7,143 SH | |
| CHUBB LIMITED | COM | $206K | 0.0% | 681 SH | |
| CINCINNATI FINL CORP | COM | $1.2M | 0.3% | 8,035 SH | |
| CINTAS CORP | COM | $401K | 0.1% | 1,951 SH | |
| CISCO SYS INC | COM | $746K | 0.2% | 12,097 SH | |
| COCA COLA CO | COM | $486K | 0.1% | 6,785 SH | |
| CONOCOPHILLIPS | COM | $399K | 0.1% | 3,798 SH | |
| CONSTELLATION ENERGY CORP | COM | $310K | 0.1% | 1,539 SH | |
| COSTCO WHSL CORP NEW | COM | $387K | 0.1% | 409 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $386K | 0.1% | 1,096 SH | |
| CUMMINS INC | COM | $217K | 0.1% | 692 SH | |
| DEERE & CO | COM | $514K | 0.1% | 1,094 SH | |
| DELTA AIR LINES INC DEL | COM NEW | $384K | 0.1% | 8,802 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $7.9M | 1.9% | 187,377 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $12.1M | 2.9% | 468,365 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $37.8M | 9.0% | 1,209,947 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $11.4M | 2.7% | 478,110 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $12.3M | 2.9% | 437,060 SH | |
| DISNEY WALT CO | COM | $581K | 0.1% | 5,883 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $1.8M | 0.4% | 14,457 SH | |
| EATON CORP PLC | SHS | $333K | 0.1% | 1,226 SH | |
| ELI LILLY & CO | COM | $3.0M | 0.7% | 3,690 SH | |
| EMERSON ELEC CO | COM | $328K | 0.1% | 2,993 SH | |
| ENBRIDGE INC | COM | $685K | 0.2% | 15,454 SH | |
| ETF SER SOLUTIONS | BAHL GAYNOR SML | $1.2M | 0.3% | 41,775 SH | |
| EXELON CORP | COM | $215K | 0.1% | 4,657 SH | |
| EXXON MOBIL CORP | COM | $2.1M | 0.5% | 17,507 SH | |
| FIFTH THIRD BANCORP | COM | $2.7M | 0.6% | 69,327 SH | |
| GE AEROSPACE | COM NEW | $1.9M | 0.5% | 9,619 SH | |
| GE VERNOVA INC | COM | $581K | 0.1% | 1,902 SH | |
| GRIFFON CORP | COM | $438K | 0.1% | 6,130 SH | |
| HOME DEPOT INC | COM | $1.2M | 0.3% | 3,150 SH | |
| HONEYWELL INTL INC | COM | $265K | 0.1% | 1,251 SH | |
| HUMANA INC | COM | $236K | 0.1% | 891 SH | |
| INTEL CORP | COM | $384K | 0.1% | 17,261 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $1.0M | 0.2% | 4,133 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $511K | 0.1% | 2,950 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.2% | 2,164 SH | |
| ISHARES GOLD TR | ISHARES NEW | $231K | 0.1% | 3,915 SH | |
| ISHARES INC | CORE MSCI EMKT | $2.5M | 0.6% | 45,951 SH | |
| ISHARES INC | MSCI GBL MIN VOL | $729K | 0.2% | 6,265 SH | |
| ISHARES TR | CORE 1 5 YR USD | $2.4M | 0.6% | 49,899 SH | |
| ISHARES TR | CORE MSCI EAFE | $6.4M | 1.5% | 84,431 SH | |
| ISHARES TR | CORE S&P MCP ETF | $840K | 0.2% | 14,392 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.0M | 0.2% | 9,591 SH | |
| ISHARES TR | CORE S&P TTL STK | $255K | 0.1% | 2,091 SH | |
| ISHARES TR | CORE S&P500 ETF | $22.1M | 5.3% | 39,312 SH | |
| ISHARES TR | CORE US AGGBD ET | $1.6M | 0.4% | 16,586 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $610K | 0.1% | 7,473 SH | |
| ISHARES TR | MSCI EAFE ETF | $453K | 0.1% | 5,548 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $272K | 0.1% | 6,223 SH | |
| ISHARES TR | MSCI USA QLT FCT | $964K | 0.2% | 5,638 SH | |
| ISHARES TR | PFD AND INCM SEC | $418K | 0.1% | 13,616 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $2.9M | 0.7% | 8,020 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $2.1M | 0.5% | 11,344 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $1.7M | 0.4% | 11,076 SH | |
| ISHARES TR | RUS MID CAP ETF | $787K | 0.2% | 9,249 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $886K | 0.2% | 4,440 SH | |
| ISHARES TR | S&P 500 VAL ETF | $2.1M | 0.5% | 11,161 SH | |
| ISHARES TR | SELECT DIVID ETF | $858K | 0.2% | 6,387 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $215K | 0.1% | 2,035 SH | |
| ISHARES TR | SP SMCP600VL ETF | $322K | 0.1% | 3,301 SH | |
| ISHARES TR | U.S. REAL ES ETF | $282K | 0.1% | 2,940 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.5M | 0.3% | 25,416 SH | |
| JOHNSON & JOHNSON | COM | $2.3M | 0.5% | 13,622 SH | |
| JPMORGAN CHASE & CO. | COM | $1.6M | 0.4% | 6,632 SH | |
| KROGER CO | COM | $562K | 0.1% | 8,297 SH | |
| LOCKHEED MARTIN CORP | COM | $653K | 0.2% | 1,463 SH | |
| LOWES COS INC | COM | $575K | 0.1% | 2,466 SH | |
| LULULEMON ATHLETICA INC | COM | $258K | 0.1% | 911 SH | |
| MASTERCARD INCORPORATED | CL A | $964K | 0.2% | 1,759 SH | |
| MCDONALDS CORP | COM | $1.3M | 0.3% | 4,150 SH | |
| MERCK & CO INC | COM | $1.6M | 0.4% | 18,150 SH | |
| META PLATFORMS INC | CL A | $1.2M | 0.3% | 2,155 SH | |
| MICROSOFT CORP | COM | $6.8M | 1.6% | 18,122 SH | |
| MONDELEZ INTL INC | CL A | $333K | 0.1% | 4,913 SH | |
| MORGAN STANLEY | COM NEW | $257K | 0.1% | 2,203 SH | |
| NETFLIX INC | COM | $628K | 0.1% | 673 SH | |
| NEXTERA ENERGY INC | COM | $358K | 0.1% | 5,045 SH | |
| NOVARTIS AG | SPONSORED ADR | $250K | 0.1% | 2,238 SH | |
| NUVEEN AMT FREE MUN CR INC F | COM | $301K | 0.1% | 24,295 SH | |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | $219K | 0.1% | 17,900 SH | |
| NUVEEN S&P 500 BUY-WRITE INC | COM | $161K | 0.0% | 12,253 SH | |
| NUVEEN SELECT TAX-FREE INCOM | SH BEN INT | $166K | 0.0% | 11,521 SH | |
| NVIDIA CORPORATION | COM | $5.4M | 1.3% | 49,476 SH | |
| ORACLE CORP | COM | $665K | 0.2% | 4,758 SH | |
| ORGANOGENESIS HLDGS INC | COM | $1.8M | 0.4% | 407,965 SH | |
| PEPSICO INC | COM | $518K | 0.1% | 3,456 SH | |
| PFIZER INC | COM | $755K | 0.2% | 29,783 SH | |
| PHILIP MORRIS INTL INC | COM | $665K | 0.2% | 4,189 SH | |
| PROCTER AND GAMBLE CO | COM | $28.3M | 6.8% | 166,123 SH | |
| QUALCOMM INC | COM | $727K | 0.2% | 4,732 SH | |
| REPUBLIC BANCORP INC KY | CL A | $757K | 0.2% | 11,865 SH | |
| ROPER TECHNOLOGIES INC | COM | $699K | 0.2% | 1,186 SH | |
| RTX CORPORATION | COM | $327K | 0.1% | 2,465 SH | |
| SALESFORCE INC | COM | $307K | 0.1% | 1,144 SH | |
| SAMSARA INC | COM CL A | $6.0M | 1.4% | 156,698 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $208K | 0.0% | 2,550 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $238K | 0.1% | 1,633 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $201K | 0.0% | 974 SH | |
| SOUTHERN CO | COM | $707K | 0.2% | 7,684 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $10.4M | 2.5% | 18,668 SH | |
| SPROTT PHYSICAL GOLD TR | UNIT | $229K | 0.1% | 9,500 SH | |
| STARBUCKS CORP | COM | $311K | 0.1% | 3,171 SH | |
| TESLA INC | COM | $967K | 0.2% | 3,732 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $332K | 0.1% | 667 SH | |
| TJX COS INC NEW | COM | $348K | 0.1% | 2,854 SH | |
| UNION PAC CORP | COM | $277K | 0.1% | 1,171 SH | |
| UNITEDHEALTH GROUP INC | COM | $387K | 0.1% | 739 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $244K | 0.1% | 1,153 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $19.1M | 4.6% | 244,475 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $223K | 0.1% | 1,295 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $797K | 0.2% | 2,150 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $274K | 0.1% | 1,065 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.1M | 0.5% | 8,131 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.2M | 0.3% | 13,133 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $924K | 0.2% | 1,798 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $538K | 0.1% | 2,426 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.2M | 0.3% | 4,471 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $478K | 0.1% | 2,768 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $595K | 0.1% | 9,802 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $266K | 0.1% | 5,322 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $252K | 0.1% | 5,079 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $218K | 0.1% | 2,668 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $43.9M | 10.5% | 748,434 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $18.2M | 4.3% | 195,987 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $24.5M | 5.9% | 297,155 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $2.5M | 0.6% | 30,956 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | $1.9M | 0.5% | 14,371 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $911K | 0.2% | 4,695 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $542K | 0.1% | 10,663 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $18.5M | 4.4% | 143,688 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $559K | 0.1% | 7,591 SH | |
| VERIZON COMMUNICATIONS INC | COM | $652K | 0.2% | 14,370 SH | |
| VISA INC | COM CL A | $606K | 0.1% | 1,729 SH | |
| WALMART INC | COM | $766K | 0.2% | 8,723 SH | |
| WASTE MGMT INC DEL | COM | $567K | 0.1% | 2,447 SH | |
| WELLS FARGO CO NEW | COM | $233K | 0.1% | 3,241 SH | |
| ZSCALER INC | COM | $251K | 0.1% | 1,265 SH |
| 13F-HR |
| 0001846462-26-000003 |
| $558.3M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004937 | $453.8M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001846462-26-000002 | $508.3M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001846462-25-000002 | $418.9M | View |