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CIK 0001931465 • 2 13F filings • May 12, 2026 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $275K | 0.1% | 1,202 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $268K | 0.1%Prev: 0.1% | 1,253 SH | Increased-25 SH |
| ALPHABET INC | CAP STK CL A | $9.1M | 3.9%Prev: 3.3% | 29,079 SH | Increased+855 SH |
| ALPHABET INC | CAP STK CL C | $460K | 0.2%Prev: 0.1% | 1,467 SH | Increased+383 SH |
| AMAZON COM INC | COM | $7.2M | 3.1%Prev: 3.0% | 31,145 SH | Increased+2,325 SH |
| APPLE INC | COM | $9.8M | 4.2%Prev: 3.9% | 35,972 SH | Increased+3,497 SH |
| APPLIED MATLS INC | COM | $367K | 0.2%Prev: 0.1% | 1,428 SH | Increased+2 SH |
| APPLOVIN CORP | COM CL A | $2.3M | 1.0%Prev: 1.2% | 3,469 SH | Decreased |
| BANK MONTREAL QUE | CAL LKD 45 | $1.4M | 0.6%Prev: 1.4% | 56,276 SH | Decreased-41,820 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $745K | 0.3%Prev: 0.3% | 13,811 SH | Increased+180 SH |
| CROWDSTRIKE HLDGS INC | CL A | $2.6M | 1.1%Prev: 1.2% | 5,462 SH | Increased+494 SH |
| DANAHER CORPORATION | COM | $1.1M | 0.5%Prev: 0.4% | 4,718 SH | Increased+590 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $222K | 0.1%Prev: 0.1% | 5,608 SH | Increased+13 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.8M | 2.9%Prev: 2.9% | 97,495 SH | Increased+8,718 SH |
| ELI LILLY & CO | COM | $209K | 0.1% | 194 SH | New |
| EQUINIX INC | COM | $1.9M | 0.8%Prev: 0.8% | 2,484 SH | Increased+338 SH |
| GUIDEWIRE SOFTWARE INC | COM | $231K | 0.1%Prev: 0.1% | 1,150 SH | Decreased |
| HONEYWELL INTL INC | COM | $1.0M | 0.5%Prev: 0.5% | 5,360 SH | Increased+829 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $237K | 0.1%Prev: 0.1% | 801 SH | Increased-11 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.9M | 0.8%Prev: 0.9% | 38,177 SH | Decreased+8,752 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $3.7M | 1.6%Prev: 2.2% | 36,442 SH | Decreased-9,592 SH |
| ISHARES TR | CORE 60/40 BALAN | $363K | 0.2%Prev: 0.2% | 5,591 SH | Decreased-74 SH |
| ISHARES TR | CORE 80/20 AGGRE | $413K | 0.2%Prev: 0.2% | 4,615 SH | Decreased-653 SH |
| ISHARES TR | CORE S&P500 ETF | $219K | 0.1%Prev: 0.1% | 320 SH | Increased+3 SH |
| ISHARES TR | CORE US AGGBD ET | $522K | 0.2%Prev: 0.2% | 5,230 SH | Increased+68 SH |
| ISHARES TR | EXPANDED TECH | $1.2M | 0.5%Prev: 0.5% | 11,077 SH | Increased+1,320 SH |
| ISHARES TR | FALN ANGLS USD | $461K | 0.2%Prev: 0.2% | 16,871 SH | Increased+324 SH |
| ISHARES TR | NATIONAL MUN ETF | $16.3M | 7.0%Prev: 6.6% | 152,311 SH | Increased+21,194 SH |
| ISHARES TR | U.S. TECH ETF | $237K | 0.1%Prev: 0.1% | 1,187 SH | Increased |
| LOWES COS INC | COM | $996K | 0.4%Prev: 0.4% | 4,130 SH | Increased+618 SH |
| MASTERCARD INCORPORATED | CL A | $2.3M | 1.0%Prev: 0.9% | 3,949 SH | Increased+449 SH |
| MERCK & CO INC | COM | $5.0M | 2.2%Prev: 1.7% | 47,966 SH | Increased+4,780 SH |
| META PLATFORMS INC | CL A | $981K | 0.4%Prev: 1.0% | 1,487 SH | Decreased-1,421 SH |
| MICROSOFT CORP | COM | $2.9M | 1.3%Prev: 1.4% | 6,008 SH | Increased+526 SH |
| NVIDIA CORPORATION | COM | $20.1M | 8.7%Prev: 9.3% | 107,865 SH | Increased+2,640 SH |
| ORACLE CORP | COM | $428K | 0.2%Prev: 0.2% | 2,196 SH | Decreased+593 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $9.6M | 4.1%Prev: 4.6% | 182,969 SH | Decreased-720 SH |
| QUALCOMM INC | COM | $394K | 0.2%Prev: 0.2% | 2,304 SH | Increased+11 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $864K | 0.4% | 5,580 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $4.3M | 1.8% | 105,337 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.6M | 1.1% | 18,039 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $2.4M | 1.0% | 56,049 SH | New |
| SPDR GOLD TR | GOLD SHS | $3.8M | 1.6%Prev: 1.6% | 9,534 SH | Increased+264 SH |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $2.3M | 1.0%Prev: 1.0% | 59,332 SH | Increased+5,935 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $603K | 0.3% | 884 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $10.8M | 4.7% | 111,537 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $1.5M | 0.6%Prev: 0.5% | 2,522 SH | Increased+236 SH |
| UNION PAC CORP | COM | $983K | 0.4%Prev: 0.4% | 4,251 SH | Increased+666 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $272K | 0.1% | 755 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | $4.3M | 1.8%Prev: 1.5% | 35,671 SH | Increased+8,609 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $18.3M | 7.9%Prev: 8.3% | 247,424 SH | Increased+12,885 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.1M | 1.8%Prev: 1.7% | 12,140 SH | Increased+1,468 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $6.9M | 3.0%Prev: 2.9% | 94,280 SH | Increased+9,885 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.6M | 1.1%Prev: 1.0% | 48,218 SH | Increased+10,395 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.7M | 3.7%Prev: 3.1% | 138,793 SH | Increased+30,703 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $2.7M | 1.2%Prev: 1.1% | 14,054 SH | Increased+1,678 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $6.9M | 3.0%Prev: 3.0% | 17,549 SH | Increased+1,476 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $4.3M | 1.9%Prev: 1.8% | 20,574 SH | Increased+2,504 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $5.0M | 2.2%Prev: 2.1% | 37,699 SH | Increased+4,331 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $4.1M | 1.7%Prev: 1.5% | 14,116 SH | Increased+1,695 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $6.0M | 2.6%Prev: 2.6% | 20,143 SH | Increased+1,813 SH |
| VANGUARD WORLD FD | INF TECH ETF | $10.4M | 4.5%Prev: 4.6% | 13,838 SH | Increased+831 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $1.0M | 0.4%Prev: 0.4% | 4,830 SH | Increased+745 SH |
| VISA INC | COM CL A | $2.4M | 1.0%Prev: 1.0% | 6,719 SH | Increased+788 SH |
| 13F-HR |
| 0001420506-26-001269 |
| $296.5M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001963 | $178.8M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000933 | $229.1M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000855 | $150.9M | View |