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CIK 0002067541 • 5 13F filings • Jul 8, 2025 – Jul 13, 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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $293K | 0.3%Prev: 0.3% | 1,264 SH | Decreased+4 SH |
| ALPHABET INC | CAP STK CL A | $569K | 0.5%Prev: 0.7% | 2,342 SH | Decreased+36 SH |
| ALPHABET INC | CAP STK CL C | $620K | 0.6%Prev: 0.8% | 2,544 SH | Decreased+25 SH |
| AMAZON COM INC | COM | $751K | 0.7%Prev: 0.7% | 3,421 SH | Decreased |
| APPLE INC | COM | $1.5M | 1.4%Prev: 1.4% | 5,891 SH | Decreased+57 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $363K | 0.3%Prev: 0.3% | 723 SH | Increased |
| BROADCOM INC | COM | $393K | 0.4%Prev: 0.4% | 1,192 SH | Decreased+50 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.8M | 2.7% | 38,803 SH | New |
| EATON CORP PLC | SHS | $266K | 0.3%Prev: 0.3% | 711 SH | Decreased |
| ELI LILLY & CO | COM | $274K | 0.3%Prev: 0.4% | 359 SH | Decreased+8 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $1.2M | 1.1%Prev: 1.1% | 42,238 SH | Decreased-2,503 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $3.3M | 3.2%Prev: 3.0% | 72,435 SH | Decreased-6,028 SH |
| ISHARES INC | MSCI EMRG CHN | $841K | 0.8%Prev: 0.9% | 12,450 SH | Decreased+1,722 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.7M | 1.6%Prev: 1.7% | 16,627 SH | Decreased-3,152 SH |
| ISHARES TR | 0-5YR HI YL CP | $1.2M | 1.1%Prev: 1.1% | 27,504 SH | Decreased-1,567 SH |
| ISHARES TR | CALIF MUN BD ETF | $2.4M | 2.2%Prev: 2.6% | 41,463 SH | Decreased-11,419 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.6M | 1.5%Prev: 1.6% | 23,936 SH | Decreased+20 SH |
| ISHARES TR | CORE S&P SCP ETF | $646K | 0.6%Prev: 0.7% | 5,436 SH | Decreased+165 SH |
| ISHARES TR | CORE S&P500 ETF | $2.2M | 2.1%Prev: 2.0% | 3,294 SH | Decreased+126 SH |
| ISHARES TR | EAFE SML CP ETF | $753K | 0.7%Prev: 0.7% | 9,820 SH | Decreased+61 SH |
| ISHARES TR | MSCI EAFE ETF | $1.0M | 1.0%Prev: 1.0% | 10,846 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $6.2M | 5.9%Prev: 5.3% | 58,108 SH | Increased+868 SH |
| ISHARES TR | NEW YORK MUN ETF | $358K | 0.3%Prev: 0.4% | 6,711 SH | Decreased-1,761 SH |
| ISHARES TR | RUS MDCP VAL ETF | $478K | 0.5%Prev: 0.5% | 3,422 SH | Decreased |
| ISHARES TR | S&P MC 400GR ETF | $518K | 0.5%Prev: 0.5% | 5,404 SH | Decreased |
| ISHARES TR | S&P SML 600 GWT | $344K | 0.3%Prev: 0.4% | 2,432 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $5.2M | 4.9%Prev: 3.7% | 90,726 SH | Increased+13,972 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $7.0M | 6.7%Prev: 6.9% | 139,311 SH | Decreased-20,320 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $5.7M | 5.4%Prev: 4.5% | 99,384 SH | Increased+12,876 SH |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $1.4M | 1.3% | 29,092 SH | New |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $3.1M | 2.9%Prev: 3.1% | 64,581 SH | Decreased-12,213 SH |
| JPMORGAN CHASE & CO. | COM | $589K | 0.6% | 1,868 SH | New |
| META PLATFORMS INC | CL A | $515K | 0.5%Prev: 0.3% | 701 SH | Increased-14 SH |
| MICROSOFT CORP | COM | $1.5M | 1.4%Prev: 0.9% | 2,843 SH | Increased+57 SH |
| NVIDIA CORPORATION | COM | $2.5M | 2.4%Prev: 2.1% | 13,417 SH | Decreased+843 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $3.4M | 3.2%Prev: 3.1% | 35,979 SH | Decreased-2,797 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $1.3M | 1.3% | 36,766 SH | New |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $2.4M | 2.2% | 26,947 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $3.1M | 2.9% | 72,453 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.1M | 2.0% | 3,128 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INVT | $579K | 0.5% | 18,769 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | $2.4M | 2.3% | 42,719 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $1.7M | 1.6% | 37,429 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $697K | 0.7% | 23,000 SH | New |
| SPDR SERIES TRUST | RUSSELL LOW VOL | $1.5M | 1.4% | 11,224 SH | New |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $623K | 0.6% | 14,984 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $229K | 0.2%Prev: 0.2% | 543 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $2.7M | 2.5%Prev: 2.5% | 9,046 SH | Decreased-27,833 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $270K | 0.3%Prev: 0.3% | 2,949 SH | Decreased-373 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.1M | 6.8%Prev: 7.3% | 11,673 SH | Decreased-790 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 1.7%Prev: 1.8% | 7,083 SH | Decreased+107 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.6M | 3.4%Prev: 4.0% | 42,439 SH | Decreased-14,801 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.1M | 3.8%Prev: 3.1% | 18,800 SH | Increased+3,325 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $461K | 0.4%Prev: 0.5% | 7,691 SH | Decreased+54 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.0M | 1.9%Prev: 1.7% | 14,520 SH | Increased+1,882 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.7M | 2.6%Prev: 2.5% | 30,369 SH | Decreased-1,433 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $276K | 0.3% | 1,291 SH | New |
| VISA INC | COM CL A | $341K | 0.3%Prev: 0.3% | 999 SH | Decreased |
| 13F-HR |
| 0002067541-25-000003 |
| $105.4M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0002067541-26-000003 | $117.1M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0002067541-25-000002 | $99.1M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002067541-26-000002 | $107.7M | View |