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CIK 0002055364 • 7 13F filings • Apr 22, 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 | $437K | 0.4% | 2,825 SH | |
| ALPHABET INC | CAP STK CL C | $2.9M | 2.4% | 18,807 SH | |
| AMAZON COM INC | COM | $4.8M | 3.9% | 25,388 SH | |
| AMERICAN EXPRESS CO | COM | $225K | 0.2% | 835 SH | |
| AMGEN INC | COM | $981K | 0.8% | 3,149 SH | |
| APPLE INC | COM | $14.6M | 11.8% | 65,804 SH | |
| APPLIED MATLS INC | COM | $684K | 0.6% | 4,714 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 1.8% | 4,193 SH | |
| CATERPILLAR INC | COM | $347K | 0.3% | 1,053 SH | |
| COSTCO WHSL CORP NEW | COM | $1.0M | 0.8% | 1,077 SH | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $7.9M | 6.4% | 35,533 SH | |
| HOME DEPOT INC | COM | $284K | 0.2% | 775 SH | |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | $3.5M | 2.8% | 144,772 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $19.5M | 15.7% | 41,568 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.1M | 1.7% | 36,755 SH | |
| ISHARES TR | CORE S&P SCP ETF | $710K | 0.6% | 6,790 SH | |
| ISHARES TR | CORE S&P500 ETF | $4.7M | 3.8% | 8,335 SH | |
| ISHARES TR | MSCI EAFE ETF | $8.8M | 7.1% | 107,680 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $437K | 0.4% | 1,210 SH | |
| ISHARES TR | RUS MID CAP ETF | $401K | 0.3% | 4,710 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $520K | 0.4% | 2,606 SH | |
| ISHARES TR | U.S. TECH ETF | $427K | 0.3% | 3,038 SH | |
| JPMORGAN CHASE & CO. | COM | $4.1M | 3.3% | 16,816 SH | |
| LOWES COS INC | COM | $391K | 0.3% | 1,676 SH | |
| META PLATFORMS INC | CL A | $3.8M | 3.1% | 6,634 SH | |
| MICROSOFT CORP | COM | $2.2M | 1.8% | 5,862 SH | |
| MORGAN STANLEY | COM NEW | $203K | 0.2% | 1,739 SH | |
| NVIDIA CORPORATION | COM | $812K | 0.7% | 7,495 SH | |
| PROCTER AND GAMBLE CO | COM | $356K | 0.3% | 2,086 SH | |
| QUALCOMM INC | COM | $220K | 0.2% | 1,432 SH | |
| ROPER TECHNOLOGIES INC | COM | $238K | 0.2% | 404 SH | |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.2M | 1.0% | 36,427 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $301K | 0.2% | 1,525 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $316K | 0.3% | 3,928 SH | |
| STRYKER CORPORATION | COM | $814K | 0.7% | 2,187 SH | |
| SYNOPSYS INC | COM | $313K | 0.3% | 731 SH | |
| TJX COS INC NEW | COM | $251K | 0.2% | 2,059 SH | |
| UNITEDHEALTH GROUP INC | COM | $754K | 0.6% | 1,440 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.8M | 2.2% | 10,795 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $414K | 0.3% | 805 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $200K | 0.2% | 902 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $17.8M | 14.3% | 103,031 SH | |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $4.8M | 3.9% | 63,424 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 1.0% | 25,404 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.7M | 2.2% | 20,710 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $279K | 0.2% | 2,845 SH |
| 13F-HR |
| 0002055364-25-000004 |
| $147.2M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002055364-26-000006 | $145.8M | View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000938 | $138.5M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0002055364-26-000004 | $144.7M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000484 | $124.2M | View |