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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 | $541K | 0.4%Prev: 0.7% | 2,225 SH | Decreased-600 SH |
| ALPHABET INC | CAP STK CL C | $4.2M | 2.9%Prev: 4.4% | 17,230 SH | Decreased-988 SH |
| AMAZON COM INC | COM | $4.6M | 3.2%Prev: 2.9% | 21,167 SH | Increased+3,488 SH |
| AMGEN INC | COM | $875K | 0.6%Prev: 0.8% | 3,099 SH | Decreased-50 SH |
| APPLE INC | COM | $16.0M | 10.9%Prev: 9.0% | 62,786 SH | Increased+17,512 SH |
| APPLIED MATLS INC | COM | $965K | 0.7%Prev: 2.3% | 4,714 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 1.3%Prev: 1.2% | 3,791 SH | Increased+350 SH |
| CATERPILLAR INC | COM | $503K | 0.3%Prev: 0.5% | 1,053 SH | Decreased+301 SH |
| COSTCO WHSL CORP NEW | COM | $969K | 0.7% | 1,047 SH | New |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $10.6M | 7.2%Prev: 1.1% | 37,955 SH | Increased+31,994 SH |
| HOME DEPOT INC | COM | $314K | 0.2%Prev: 0.2% | 775 SH | Increased |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | $3.9M | 2.6%Prev: 2.6% | 146,073 SH | Increased+7,202 SH |
| INVESCO QQQ TR | UNIT SER 1 | $26.6M | 18.1%Prev: 13.0% | 44,347 SH | Increased+18,544 SH |
| ISHARES INC | MSCI EMRG CHN | $254K | 0.2%Prev: 3.1% | 3,764 SH | Decreased-39,852 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.3M | 1.6%Prev: 1.9% | 35,578 SH | Decreased+44 SH |
| ISHARES TR | CORE S&P SCP ETF | $226K | 0.2% | 1,904 SH | New |
| ISHARES TR | CORE S&P TTL STK | $203K | 0.1%Prev: 0.2% | 1,395 SH | Decreased |
| ISHARES TR | CORE S&P US GWT | $239K | 0.2%Prev: 0.2% | 1,454 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $5.5M | 3.7%Prev: 2.9% | 8,196 SH | Increased+2,622 SH |
| ISHARES TR | MSCI EAFE ETF | $10.7M | 7.3%Prev: 9.7% | 114,914 SH | Decreased-21,881 SH |
| ISHARES TR | RUS 1000 GRW ETF | $582K | 0.4%Prev: 0.3% | 1,242 SH | Increased-2,010 SH |
| ISHARES TR | RUS MID CAP ETF | $385K | 0.3%Prev: 0.3% | 3,983 SH | Increased+583 SH |
| ISHARES TR | RUSSELL 2000 ETF | $630K | 0.4%Prev: 0.5% | 2,606 SH | Decreased+232 SH |
| ISHARES TR | U.S. TECH ETF | $592K | 0.4%Prev: 0.4% | 3,021 SH | Decreased+560 SH |
| JPMORGAN CHASE & CO. | COM | $5.2M | 3.6% | 16,639 SH | New |
| LOWES COS INC | COM | $421K | 0.3%Prev: 0.3% | 1,676 SH | Increased |
| META PLATFORMS INC | CL A | $4.7M | 3.2%Prev: 2.3% | 6,353 SH | Increased+468 SH |
| MICROSOFT CORP | COM | $3.0M | 2.1%Prev: 1.4% | 5,861 SH | Increased+286 SH |
| NVIDIA CORPORATION | COM | $1.3M | 0.9%Prev: 0.8% | 6,933 SH | Increased+1,429 SH |
| PROCTER AND GAMBLE CO | COM | $281K | 0.2% | 1,831 SH | New |
| QUALCOMM INC | COM | $238K | 0.2%Prev: 0.2% | 1,432 SH | Decreased |
| ROPER TECHNOLOGIES INC | COM | $202K | 0.1% | 404 SH | New |
| SCHWAB STRATEGIC TR | LONG TERM US | $983K | 0.7%Prev: 0.6% | 30,426 SH | Increased+3,125 SH |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $365K | 0.2% | 1,525 SH | New |
| STRYKER CORPORATION | COM | $809K | 0.5%Prev: 0.5% | 2,187 SH | Increased+59 SH |
| SYNOPSYS INC | COM | $361K | 0.2%Prev: 0.2% | 731 SH | Increased |
| TJX COS INC NEW | COM | $298K | 0.2%Prev: 0.2% | 2,059 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $361K | 0.2% | 1,045 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $985K | 0.7%Prev: 0.6% | 3,354 SH | Increased-7,284 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $488K | 0.3% | 797 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $22.6M | 15.3%Prev: 16.7% | 121,113 SH | Decreased+9,598 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $6.5M | 4.4%Prev: 5.0% | 83,537 SH | Decreased-12,657 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 0.9%Prev: 1.0% | 21,009 SH | Decreased+1,343 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.5M | 1.7%Prev: 1.8% | 17,932 SH | Decreased+1,627 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $334K | 0.2% | 2,821 SH | New |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $306K | 0.2% | 2,220 SH | New |
| 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 |