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CIK 0001818044 • 6 13F filings • Apr 29, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $240K | 0.1%Prev: 0.1% | 1,500 SH | Increased |
| ABBVIE INC | COM | $219K | 0.1%Prev: 0.1% | 960 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $207K | 0.1% | 660 SH | New |
| AMAZON COM INC | COM | $662K | 0.3%Prev: 0.3% | 2,870 SH | Increased-8 SH |
| APPLE INC | COM | $473K | 0.2%Prev: 0.2% | 1,741 SH | Increased-9 SH |
| AXON ENTERPRISE INC | COM | $302K | 0.1% | 532 SH | New |
| CAPITAL ONE FINL CORP | COM | $355K | 0.1%Prev: 0.1% | 1,465 SH | Increased |
| CATERPILLAR INC | COM | $1.2M | 0.4%Prev: 0.4% | 2,063 SH | Increased+2 SH |
| CHEVRON CORP NEW | COM | $649K | 0.2%Prev: 0.3% | 4,255 SH | Decreased-105 SH |
| FAIR ISAAC CORP | COM | $216.6M | 82.3%Prev: 84.9% | 128,134 SH | Increased-11,545 SH |
| ISHARES TR | CORE S&P TTL STK | $502K | 0.2%Prev: 0.2% | 3,379 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $398K | 0.2%Prev: 0.2% | 2,823 SH | Decreased-92 SH |
| MICROSOFT CORP | COM | $245K | 0.1%Prev: 0.1% | 506 SH | Decreased+2 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.4%Prev: 0.4% | 5,801 SH | Decreased-25 SH |
| ROSS STORES INC | COM | $236K | 0.1% | 1,311 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $706K | 0.3%Prev: 0.3% | 26,935 SH | Increased+8 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $375K | 0.1%Prev: 0.1% | 550 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $14.4M | 5.5% | 278,000 SH | New |
| TESLA INC | COM | $555K | 0.2%Prev: 0.2% | 1,234 SH | Increased-3 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $209K | 0.1%Prev: 0.1% | 1,000 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $798K | 0.3%Prev: 0.3% | 1,635 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $242K | 0.1%Prev: 0.1% | 936 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 0.7%Prev: 0.7% | 5,150 SH | Increased+1 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $215K | 0.1%Prev: 0.1% | 1,521 SH | Decreased-160 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $253K | 0.1%Prev: 0.1% | 1,150 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $17.1M | 6.5%Prev: 4.5% | 118,864 SH | Increased+40,001 SH |
| VANGUARD WORLD FD | INF TECH ETF | $258K | 0.1%Prev: 0.1% | 342 SH | Increased |
| WELLS FARGO CO NEW | COM | $3.0M | 1.1%Prev: 1.1% | 32,040 SH | Increased |
| 13F-HR |
| 0001818044-26-000003 |
| $203.6M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004380 | $289.9M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001818044-26-000002 | $180.9M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002402 | $528.5M | View |