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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 | $274K | 0.3% | 1,260 SH | |
| ALPHABET INC | CAP STK CL A | $663K | 0.6% | 2,306 SH | |
| ALPHABET INC | CAP STK CL C | $723K | 0.7% | 2,519 SH | |
| AMAZON COM INC | COM | $712K | 0.7% | 3,421 SH | |
| APPLE INC | COM | $1.5M | 1.4% | 5,835 SH | |
| APPLIED MATLS INC | COM | $235K | 0.2% | 689 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $346K | 0.3% | 723 SH | |
| BROADCOM INC | COM | $353K | 0.3% | 1,142 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $202K | 0.2% | 203 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $294K | 0.3% | 6,971 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.0M | 2.8% | 41,850 SH | |
| EATON CORP PLC | SHS | $254K | 0.2% | 711 SH | |
| ELI LILLY & CO | COM | $323K | 0.3% | 351 SH | |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $1.2M | 1.1% | 44,714 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $3.6M | 3.3% | 78,042 SH | |
| ISHARES INC | MSCI EMRG CHN | $925K | 0.9% | 11,755 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $1.9M | 1.8% | 18,220 SH | |
| ISHARES TR | 0-5YR HI YL CP | $1.2M | 1.1% | 28,494 SH | |
| ISHARES TR | CALIF MUN BD ETF | $2.8M | 2.6% | 49,921 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.6M | 1.5% | 23,936 SH | |
| ISHARES TR | CORE S&P SCP ETF | $657K | 0.6% | 5,286 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.1M | 2.0% | 3,236 SH | |
| ISHARES TR | CORE US AGGBD ET | $306K | 0.3% | 3,081 SH | |
| ISHARES TR | EAFE SML CP ETF | $787K | 0.7% | 10,031 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.1M | 1.0% | 10,846 SH | |
| ISHARES TR | NATIONAL MUN ETF | $6.1M | 5.7% | 57,444 SH | |
| ISHARES TR | NEW YORK MUN ETF | $450K | 0.4% | 8,472 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $499K | 0.5% | 3,422 SH | |
| ISHARES TR | S&P MC 400GR ETF | $544K | 0.5% | 5,404 SH | |
| ISHARES TR | S&P SML 600 GWT | $352K | 0.3% | 2,432 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.6M | 4.3% | 81,411 SH | |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $7.7M | 7.1% | 153,376 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $4.9M | 4.6% | 88,407 SH | |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $1.5M | 1.4% | 30,502 SH | |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $4.0M | 3.7% | 85,146 SH | |
| JPMORGAN CHASE & CO | COM | $549K | 0.5% | 1,868 SH | |
| META PLATFORMS INC | CL A | $404K | 0.4% | 706 SH | |
| MICRON TECHNOLOGY INC | COM | $208K | 0.2% | 615 SH | |
| MICROSOFT CORP | COM | $1.0M | 1.0% | 2,781 SH | |
| NVIDIA CORPORATION | COM | $2.2M | 2.0% | 12,578 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $3.6M | 3.3% | 38,562 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $1.3M | 1.2% | 34,686 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $5.7M | 5.3% | 98,103 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $5.8M | 5.4% | 90,937 SH | |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $660K | 0.6% | 16,433 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.0M | 1.9% | 3,083 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $226K | 0.2% | 543 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $237K | 0.2% | 3,024 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.6M | 2.5% | 9,202 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $291K | 0.3% | 3,280 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.3M | 6.8% | 12,281 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 1.7% | 7,021 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.6M | 4.3% | 55,940 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $246K | 0.2% | 5,229 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.3M | 3.1% | 15,407 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $491K | 0.5% | 7,661 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.9M | 1.8% | 13,148 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.8M | 2.6% | 31,756 SH | |
| VISA INC | COM CL A | $302K | 0.3% | 999 SH | |
| WALMART INC | COM | $233K | 0.2% | 1,876 SH |
| 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 |