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CIK 0001846923 • 7 13F filings • Apr 23, 2025 – Oct 19, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.5M | 1.7%Prev: 1.1% | 7,449 SH | Decreased+20 SH |
| CVS HEALTH CORP | COM | $478K | 0.5%Prev: 0.3% | 6,923 SH | Decreased-97 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $16.1M | 17.6% | 368,598 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $277K | 0.3%Prev: 0.1% | 941 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $21.0M | 22.9%Prev: 28.2% | 453,068 SH | Decreased-597,999 SH |
| MICROSOFT CORP | COM | $352K | 0.4%Prev: 0.2% | 708 SH | Increased-157 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $22.7M | 24.8% | 931,641 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $18.6M | 20.2% | 354,528 SH | New |
| TORONTO DOMINION BK ONT | COM NEW | $238K | 0.3%Prev: 0.2% | 3,246 SH | Decreased+100 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $10.5M | 11.4% | 47,793 SH | New |
| 13F-HR |
| 0001214659-25-015285 |
| $97.0M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008749 | $193.5M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010315 | $91.7M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005070 | $171.8M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006263 | $143.1M | View |