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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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $243K | 0.1%Prev: 0.2% | 1,051 SH | Increased-13 SH |
| APPLE INC | COM | $2.1M | 1.2%Prev: 2.1% | 7,892 SH | Increased-15 SH |
| CVS HEALTH CORP | COM | $557K | 0.3%Prev: 0.5% | 7,020 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $3.7M | 2.1% | 112,366 SH | New |
| EXXON MOBIL CORP | COM | $706K | 0.4%Prev: 0.7% | 5,866 SH | Increased+20 SH |
| INTERNATIONAL BUSINESS | COM | $279K | 0.2% | 941 SH | New |
| ISHARES TR | CORE S&P500 ETF | $22.5M | 13.0%Prev: 10.7% | 32,921 SH | Increased+17,444 SH |
| ISHARES TR | US SML CAP EQT | $3.6M | 2.1% | 48,655 SH | New |
| J P MORGAN EXCHANGE TRADED | INCOME ETF | $48.8M | 28.2% | 1,053,702 SH | New |
| MICROSOFT CORP | COM | $415K | 0.2%Prev: 0.4% | 858 SH | Decreased+21 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $15.9M | 9.2% | 158,125 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $2.5M | 1.5% | 76,782 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $7.8M | 4.5% | 172,386 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $14.7M | 8.5% | 541,764 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $1.8M | 1.0% | 56,523 SH | New |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $2.8M | 1.6% | 113,341 SH | New |
| SCHWAB STRATEGIC TR | US REIT ETF | $4.8M | 2.8% | 230,952 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $5.7M | 3.3% | 215,919 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $2.8M | 1.6% | 109,780 SH | New |
| SYSCO CORP | COM | $220K | 0.1%Prev: 0.3% | 2,979 SH | Decreased+16 SH |
| TORONTO DOMINION BK ONT | COM NEW | $296K | 0.2%Prev: 0.3% | 3,146 SH | Increased |
| VANGUARD INTL EQUITY INDEX | ALLWRLD EX US | $14.2M | 8.2% | 193,124 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.7M | 2.1% | 44,268 SH | New |
| WISDOMTREE TR | US QTLY DIV GRT | $12.5M | 7.3% | 140,193 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 |