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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 | $498K | 0.4%Prev: 0.6% | 2,825 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $3.4M | 2.5%Prev: 3.7% | 19,157 SH | Decreased+678 SH |
| AMAZON COM INC | COM | $4.9M | 3.6%Prev: 2.5% | 22,487 SH | Increased+5,318 SH |
| AMERICAN EXPRESS CO | COM | $266K | 0.2%Prev: 0.2% | 835 SH | Increased+20 SH |
| AMGEN INC | COM | $879K | 0.6%Prev: 0.8% | 3,149 SH | Decreased |
| APPLE INC | COM | $13.1M | 9.5%Prev: 8.3% | 64,063 SH | Increased+16,777 SH |
| APPLIED MATLS INC | COM | $863K | 0.6%Prev: 1.1% | 4,714 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 1.5%Prev: 1.2% | 4,214 SH | Increased+726 SH |
| CATERPILLAR INC | COM | $409K | 0.3%Prev: 0.4% | 1,053 SH | Decreased+301 SH |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.8% | 1,077 SH | New |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $10.5M | 7.6%Prev: 1.4% | 39,016 SH | Increased+30,178 SH |
| HOME DEPOT INC | COM | $284K | 0.2%Prev: 0.2% | 775 SH | Increased |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | $4.0M | 2.9%Prev: 2.8% | 152,271 SH | Decreased+6,875 SH |
| INVESCO QQQ TR | UNIT SER 1 | $25.2M | 18.2%Prev: 14.7% | 45,731 SH | Increased+8,901 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.2M | 1.6%Prev: 1.7% | 35,410 SH | Decreased-434 SH |
| ISHARES TR | CORE S&P SCP ETF | $256K | 0.2% | 2,338 SH | New |
| ISHARES TR | CORE S&P US GWT | $219K | 0.2%Prev: 0.2% | 1,454 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $5.2M | 3.7%Prev: 2.8% | 8,334 SH | Increased+2,121 SH |
| ISHARES TR | MSCI EAFE ETF | $10.3M | 7.4%Prev: 10.1% | 114,745 SH | Decreased-36,470 SH |
| ISHARES TR | RUS 1000 GRW ETF | $527K | 0.4%Prev: 0.3% | 1,242 SH | Increased+89 SH |
| ISHARES TR | RUS MID CAP ETF | $428K | 0.3%Prev: 0.3% | 4,658 SH | Increased+858 SH |
| ISHARES TR | RUSSELL 2000 ETF | $562K | 0.4%Prev: 0.4% | 2,606 SH | Decreased+115 SH |
| ISHARES TR | U.S. TECH ETF | $525K | 0.4%Prev: 0.3% | 3,031 SH | Increased+528 SH |
| JPMORGAN CHASE & CO. | COM | $4.9M | 3.5% | 16,794 SH | New |
| LOWES COS INC | COM | $372K | 0.3%Prev: 0.3% | 1,676 SH | Decreased |
| META PLATFORMS INC | CL A | $4.7M | 3.4%Prev: 2.3% | 6,345 SH | Increased+490 SH |
| MICROSOFT CORP | COM | $3.0M | 2.1%Prev: 1.5% | 5,969 SH | Increased+284 SH |
| MORGAN STANLEY | COM NEW | $211K | 0.2% | 1,500 SH | New |
| NVIDIA CORPORATION | COM | $1.1M | 0.8%Prev: 0.7% | 6,838 SH | Increased+883 SH |
| PROCTER AND GAMBLE CO | COM | $332K | 0.2% | 2,086 SH | New |
| QUALCOMM INC | COM | $228K | 0.2% | 1,432 SH | New |
| ROPER TECHNOLOGIES INC | COM | $229K | 0.2% | 404 SH | New |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.2M | 0.9%Prev: 0.7% | 38,663 SH | Increased+6,362 SH |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $331K | 0.2% | 1,525 SH | New |
| STRYKER CORPORATION | COM | $865K | 0.6%Prev: 0.5% | 2,187 SH | Increased+19 SH |
| SYNOPSYS INC | COM | $375K | 0.3%Prev: 0.2% | 731 SH | Increased |
| TJX COS INC NEW | COM | $254K | 0.2%Prev: 0.2% | 2,059 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $384K | 0.3% | 1,230 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $979K | 0.7%Prev: 0.6% | 3,499 SH | Increased+317 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $456K | 0.3%Prev: 0.3% | 802 SH | Increased+112 SH |
| VANGUARD INDEX FDS | VALUE ETF | $20.9M | 15.1%Prev: 19.6% | 118,470 SH | Decreased-26,394 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $5.5M | 4.0%Prev: 5.1% | 72,943 SH | Decreased-25,194 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 1.0%Prev: 0.9% | 23,981 SH | Increased+2,733 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.5M | 1.8%Prev: 1.7% | 18,516 SH | Decreased+1,799 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $324K | 0.2%Prev: 0.3% | 2,956 SH | Decreased-343 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $404K | 0.3%Prev: 0.2% | 3,076 SH | Increased+986 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 |