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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 | $289K | 0.3%Prev: 0.3% | 1,264 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $721K | 0.7%Prev: 0.5% | 2,302 SH | Increased-40 SH |
| ALPHABET INC | CAP STK CL C | $786K | 0.7%Prev: 0.6% | 2,504 SH | Increased-40 SH |
| AMAZON COM INC | COM | $790K | 0.7%Prev: 0.7% | 3,421 SH | Increased |
| APPLE INC | COM | $1.6M | 1.5%Prev: 1.4% | 5,881 SH | Increased-10 SH |
| BANK AMERICA CORP | COM | $205K | 0.2% | 3,731 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $363K | 0.3%Prev: 0.3% | 723 SH | Decreased |
| BROADCOM INC | COM | $395K | 0.4%Prev: 0.4% | 1,142 SH | Increased-50 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $251K | 0.2% | 5,898 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.1M | 2.8%Prev: 2.7% | 41,186 SH | Increased+2,383 SH |
| EATON CORP PLC | SHS | $226K | 0.2%Prev: 0.3% | 711 SH | Decreased |
| ELI LILLY & CO | COM | $377K | 0.3%Prev: 0.3% | 351 SH | Increased-8 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $1.2M | 1.1%Prev: 1.1% | 43,477 SH | Decreased+1,239 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $3.4M | 3.1%Prev: 3.2% | 74,578 SH | Increased+2,143 SH |
| ISHARES INC | MSCI EMRG CHN | $913K | 0.8%Prev: 0.8% | 12,565 SH | Increased+115 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.9M | 1.8%Prev: 1.6% | 18,926 SH | Increased+2,299 SH |
| ISHARES TR | 0-5YR HI YL CP | $1.2M | 1.1%Prev: 1.1% | 28,074 SH | Increased+570 SH |
| ISHARES TR | CALIF MUN BD ETF | $2.8M | 2.6%Prev: 2.2% | 49,124 SH | Increased+7,661 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.6M | 1.4%Prev: 1.5% | 23,936 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $653K | 0.6%Prev: 0.6% | 5,436 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $2.2M | 2.0%Prev: 2.1% | 3,265 SH | Increased-29 SH |
| ISHARES TR | CORE US AGGBD ET | $255K | 0.2% | 2,553 SH | New |
| ISHARES TR | EAFE SML CP ETF | $799K | 0.7%Prev: 0.7% | 10,302 SH | Increased+482 SH |
| ISHARES TR | MSCI EAFE ETF | $1.0M | 1.0%Prev: 1.0% | 10,846 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $6.2M | 5.7%Prev: 5.9% | 57,765 SH | Decreased-343 SH |
| ISHARES TR | NEW YORK MUN ETF | $359K | 0.3%Prev: 0.3% | 6,711 SH | Increased |
| ISHARES TR | RUS MDCP VAL ETF | $483K | 0.4%Prev: 0.5% | 3,422 SH | Increased |
| ISHARES TR | S&P MC 400GR ETF | $524K | 0.5%Prev: 0.5% | 5,404 SH | Increased |
| ISHARES TR | S&P SML 600 GWT | $343K | 0.3%Prev: 0.3% | 2,432 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.9M | 4.5%Prev: 4.9% | 86,198 SH | Decreased-4,528 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $7.6M | 6.9%Prev: 6.7% | 149,803 SH | Increased+10,492 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $5.6M | 5.2%Prev: 5.4% | 97,056 SH | Decreased-2,328 SH |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $1.4M | 1.3%Prev: 1.3% | 29,828 SH | Decreased+736 SH |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $3.2M | 3.0%Prev: 2.9% | 68,326 SH | Increased+3,745 SH |
| JPMORGAN CHASE & CO. | COM | $602K | 0.6%Prev: 0.6% | 1,868 SH | Increased |
| META PLATFORMS INC | CL A | $469K | 0.4%Prev: 0.5% | 711 SH | Decreased+10 SH |
| MICRON TECHNOLOGY INC | COM | $244K | 0.2% | 855 SH | New |
| MICROSOFT CORP | COM | $1.4M | 1.2%Prev: 1.4% | 2,808 SH | Decreased-35 SH |
| NVIDIA CORPORATION | COM | $2.4M | 2.2%Prev: 2.4% | 12,788 SH | Decreased-629 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $3.4M | 3.2%Prev: 3.2% | 37,035 SH | Increased+1,056 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $1.3M | 1.2%Prev: 1.3% | 37,007 SH | Increased+241 SH |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $2.5M | 2.3%Prev: 2.2% | 27,417 SH | Increased+470 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $3.2M | 3.0%Prev: 2.9% | 73,021 SH | Increased+568 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.1M | 1.9%Prev: 2.0% | 3,120 SH | Increased-8 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $5.8M | 5.3% | 93,046 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $653K | 0.6% | 15,834 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $211K | 0.2%Prev: 0.2% | 543 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $298K | 0.3% | 3,784 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $2.7M | 2.4%Prev: 2.5% | 9,196 SH | Increased+150 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $271K | 0.2%Prev: 0.3% | 3,059 SH | Increased+110 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.6M | 6.9%Prev: 6.8% | 12,095 SH | Increased+422 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 1.7%Prev: 1.7% | 7,115 SH | Increased+32 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.4M | 4.0%Prev: 3.4% | 52,462 SH | Increased+10,023 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.9M | 3.6%Prev: 3.8% | 17,789 SH | Decreased-1,011 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $480K | 0.4%Prev: 0.4% | 7,691 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.1M | 1.9%Prev: 1.9% | 14,629 SH | Increased+109 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.9M | 2.6%Prev: 2.6% | 31,487 SH | Increased+1,118 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $273K | 0.2%Prev: 0.3% | 1,291 SH | Decreased |
| VISA INC | COM CL A | $350K | 0.3%Prev: 0.3% | 999 SH | Increased |
| WALMART INC | COM | $209K | 0.2% | 1,876 SH | New |
| 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 |