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CIK 0001802107 • 7 13F filings • Apr 24, 2025 – Oct 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $279K | 0.1%Prev: 0.2% | 1,583 SH | Decreased+164 SH |
| ALPHABET INC | CAP STK CL C | $428K | 0.2%Prev: 0.4% | 2,415 SH | Decreased-352 SH |
| AMAZON COM INC | COM | $503K | 0.2%Prev: 0.2% | 2,294 SH | Increased+439 SH |
| APPLE INC | COM | $649K | 0.3%Prev: 0.3% | 3,165 SH | Decreased+337 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $269K | 0.1%Prev: 0.1% | 553 SH | Increased+40 SH |
| BROADCOM INC | COM | $342K | 0.2%Prev: 0.1% | 1,240 SH | Increased+187 SH |
| COSTCO WHSL CORP NEW | COM | $240K | 0.1% | 242 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $32.5M | 15.5%Prev: 15.8% | 295,389 SH | Decreased-13,343 SH |
| INVESCO QQQ TR | UNIT SER 1 | $36.2M | 17.3%Prev: 16.4% | 65,689 SH | Decreased+1,725 SH |
| ISHARES TR | CORE DIV GRWTH | $27.4M | 13.1%Prev: 13.8% | 427,854 SH | Decreased-13,785 SH |
| ISHARES TR | CORE S&P MCP ETF | $21.5M | 10.3%Prev: 13.6% | 347,210 SH | Decreased-105,734 SH |
| ISHARES TR | EXPANDED TECH | $9.7M | 4.6% | 88,440 SH | New |
| ISHARES TR | INVESTMENT GRADE | $2.0M | 0.9%Prev: 1.4% | 43,389 SH | Decreased-26,555 SH |
| ISHARES TR | MSCI INTL QUALTY | $19.4M | 9.3%Prev: 10.2% | 450,022 SH | Decreased-44,532 SH |
| ISHARES TR | NATIONAL MUN ETF | $392K | 0.2%Prev: 0.2% | 3,755 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $655K | 0.3%Prev: 0.3% | 1,543 SH | Decreased |
| ISHARES TR | RUS 1000 VAL ETF | $342K | 0.2%Prev: 0.2% | 1,761 SH | Decreased |
| ISHARES TR | S&P 100 ETF | $551K | 0.3%Prev: 0.4% | 1,810 SH | Decreased-694 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $1.9M | 0.9%Prev: 1.1% | 40,201 SH | Decreased-14,358 SH |
| META PLATFORMS INC | CL A | $386K | 0.2%Prev: 0.2% | 523 SH | Increased-75 SH |
| MICROSOFT CORP | COM | $711K | 0.3%Prev: 0.2% | 1,430 SH | Increased+90 SH |
| NVIDIA CORPORATION | COM | $372K | 0.2%Prev: 0.1% | 2,355 SH | Increased+779 SH |
| PROCTER AND GAMBLE CO | COM | $998K | 0.5% | 6,262 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.7M | 0.8% | 2,738 SH | New |
| SPDR SERIES TRUST | BLOOMBERG SHT TE | $2.2M | 1.1% | 86,448 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | $496K | 0.2% | 10,379 SH | New |
| TESLA INC | COM | $261K | 0.1%Prev: 0.2% | 821 SH | Decreased-294 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $45.4M | 21.7%Prev: 21.4% | 149,301 SH | Decreased-1,039 SH |
| VANGUARD WORLD FD | INF TECH ETF | $1.0M | 0.5%Prev: 0.4% | 1,513 SH | Increased+120 SH |
| VISA INC | COM CL A | $203K | 0.1% | 571 SH | New |
| 13F-HR |
| 0001802107-25-000008 |
| $225.8M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001802107-26-000006 | $259.8M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001802107-25-000007 | $208.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001802107-26-000005 | $225.0M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001802107-25-000005 | $213.6M | View |