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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 | $317K | 0.3%Prev: 0.2% | 1,260 SH | Increased-29 SH |
| ADVANCED MICRO DEVICES INC | COM | $509K | 0.4% | 876 SH | New |
| ALPHABET INC | CAP STK CL A | $824K | 0.7%Prev: 0.4% | 2,306 SH | Increased-65 SH |
| ALPHABET INC | CAP STK CL C | $890K | 0.8%Prev: 0.5% | 2,519 SH | Increased-48 SH |
| AMAZON COM INC | COM | $815K | 0.7%Prev: 0.8% | 3,421 SH | Increased-74 SH |
| APPLE INC | COM | $1.7M | 1.4%Prev: 1.2% | 5,834 SH | Increased-90 SH |
| APPLIED MATLS INC | COM | $498K | 0.4% | 689 SH | New |
| BANK OF AMER CORP | COM | $213K | 0.2% | 3,731 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $362K | 0.3%Prev: 0.4% | 723 SH | Increased-5 SH |
| BROADCOM INC | COM | $431K | 0.4%Prev: 0.3% | 1,142 SH | Increased-106 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $300K | 0.3% | 7,101 SH | New |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $3.5M | 3.0% | 42,721 SH | New |
| EATON CORP PLC | SHS | $303K | 0.3%Prev: 0.3% | 711 SH | Increased |
| ELI LILLY & CO | COM | $421K | 0.4%Prev: 0.3% | 351 SH | Increased-21 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $1.3M | 1.1%Prev: 1.1% | 44,741 SH | Increased+4,769 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $3.6M | 3.0%Prev: 3.0% | 78,463 SH | Increased+12,871 SH |
| GOLDMAN SACHS GROUP INC | COM | $228K | 0.2% | 225 SH | New |
| ISHARES INC | MSCI EMRG CHN | $1.1M | 0.9%Prev: 0.8% | 10,728 SH | Increased-1,548 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.0M | 1.7%Prev: 1.6% | 19,779 SH | Increased+4,165 SH |
| ISHARES TR | 0-5YR HI YL CP | $1.2M | 1.1%Prev: 1.2% | 29,071 SH | Increased+1,793 SH |
| ISHARES TR | CALIF MUN BD ETF | $3.0M | 2.6%Prev: 1.6% | 52,882 SH | Increased+23,787 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.8M | 1.6%Prev: 1.5% | 23,916 SH | Increased-276 SH |
| ISHARES TR | CORE S&P SCP ETF | $782K | 0.7%Prev: 0.6% | 5,271 SH | Increased-165 SH |
| ISHARES TR | CORE S&P500 ETF | $2.4M | 2.0%Prev: 2.1% | 3,168 SH | Increased-126 SH |
| ISHARES TR | CORE US AGGBD ET | $311K | 0.3% | 3,138 SH | New |
| ISHARES TR | EAFE SML CP ETF | $803K | 0.7%Prev: 0.7% | 9,759 SH | Increased+170 SH |
| ISHARES TR | MSCI EAFE ETF | $1.1M | 1.0%Prev: 1.0% | 10,846 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $6.2M | 5.3%Prev: 6.1% | 57,240 SH | Increased-773 SH |
| ISHARES TR | NEW YORK MUN ETF | $457K | 0.4%Prev: 0.3% | 8,472 SH | Increased+3,711 SH |
| ISHARES TR | RUS MDCP VAL ETF | $563K | 0.5%Prev: 0.5% | 3,422 SH | Increased |
| ISHARES TR | S&P MC 400GR ETF | $635K | 0.5%Prev: 0.5% | 5,404 SH | Increased |
| ISHARES TR | S&P SML 600 GWT | $434K | 0.4%Prev: 0.3% | 2,432 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.3M | 3.7%Prev: 5.1% | 76,754 SH | Decreased-12,582 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $8.1M | 6.9%Prev: 6.3% | 159,631 SH | Increased+34,040 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $5.3M | 4.5%Prev: 5.4% | 86,508 SH | Decreased-11,258 SH |
| J P MORGAN EXCHANGE TRADED F | RLTY INCOME ETF | $1.6M | 1.4% | 30,473 SH | New |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $3.6M | 3.1%Prev: 2.9% | 76,794 SH | Increased+15,548 SH |
| JPMORGAN CHASE & CO | COM | $609K | 0.5% | 1,862 SH | New |
| MARVELL TECHNOLOGY INC | COM | $342K | 0.3% | 1,148 SH | New |
| META PLATFORMS INC | CL A | $403K | 0.3%Prev: 0.5% | 715 SH | Decreased+1 SH |
| MICRON TECHNOLOGY INC | COM | $693K | 0.6% | 600 SH | New |
| MICROSOFT CORP | COM | $1.0M | 0.9%Prev: 1.5% | 2,786 SH | Decreased-148 SH |
| NVIDIA CORPORATION | COM | $2.5M | 2.1%Prev: 2.2% | 12,574 SH | Increased-1,387 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $3.6M | 3.1%Prev: 3.0% | 38,776 SH | Increased+6,160 SH |
| SCHWAB STRATEGIC TR | FUND EM EQUI ETF | $1.3M | 1.1% | 33,765 SH | New |
| SPDR INDEX SHS FDS | ST STR MSCI EAFE | $2.5M | 2.2% | 26,344 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $3.5M | 3.0% | 69,603 SH | New |
| SPDR SERIES TRUST | ST STR P400MID | $2.9M | 2.4% | 42,238 SH | New |
| SPDR SERIES TRUST | ST STR R1K LOWV | $1.6M | 1.4% | 11,302 SH | New |
| SPDR SERIES TRUST | ST STR SP600 SML | $2.1M | 1.8% | 36,561 SH | New |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | $671K | 0.6% | 16,653 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.3M | 2.0% | 3,069 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $267K | 0.2%Prev: 0.2% | 543 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $3.0M | 2.5%Prev: 2.5% | 36,879 SH | Increased+28,047 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $320K | 0.3%Prev: 0.3% | 3,322 SH | Increased+386 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.6M | 7.3%Prev: 6.3% | 12,463 SH | Increased+1,401 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.1M | 1.8%Prev: 1.6% | 6,976 SH | Increased+95 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.7M | 4.0%Prev: 2.6% | 57,240 SH | Increased+25,807 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $250K | 0.2% | 5,347 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.7M | 3.1%Prev: 4.0% | 15,475 SH | Decreased-3,785 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $544K | 0.5%Prev: 0.5% | 7,637 SH | Increased-657 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.0M | 1.7%Prev: 1.9% | 12,638 SH | Increased-1,720 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $3.0M | 2.5%Prev: 2.6% | 31,802 SH | Increased+2,782 SH |
| VISA INC | COM CL A | $343K | 0.3%Prev: 0.4% | 999 SH | Decreased-6 SH |
| WALMART INC | COM | $212K | 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 |