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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 | $887K | 0.6%Prev: 0.4% | 2,835 SH | Increased+610 SH |
| ALPHABET INC | CAP STK CL C | $5.3M | 3.5%Prev: 2.9% | 16,999 SH | Increased-231 SH |
| AMAZON COM INC | COM | $4.5M | 2.9%Prev: 3.2% | 19,277 SH | Decreased-1,890 SH |
| AMERICAN EXPRESS CO | COM | $302K | 0.2% | 815 SH | New |
| AMGEN INC | COM | $1.0M | 0.7%Prev: 0.6% | 3,149 SH | Increased+50 SH |
| APPLE INC | COM | $16.0M | 10.5%Prev: 10.9% | 58,726 SH | Decreased-4,060 SH |
| APPLIED MATLS INC | COM | $1.2M | 0.8%Prev: 0.7% | 4,714 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 1.3%Prev: 1.3% | 3,908 SH | Increased+117 SH |
| CATERPILLAR INC | COM | $603K | 0.4%Prev: 0.3% | 1,053 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $929K | 0.6%Prev: 0.7% | 1,077 SH | Decreased+30 SH |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $6.8M | 4.5%Prev: 7.2% | 25,446 SH | Decreased-12,509 SH |
| HOME DEPOT INC | COM | $267K | 0.2%Prev: 0.2% | 775 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | $3.2M | 2.1%Prev: 2.6% | 116,839 SH | Decreased-29,234 SH |
| INVESCO QQQ TR | UNIT SER 1 | $26.7M | 17.5%Prev: 18.1% | 43,392 SH | Increased-955 SH |
| ISHARES INC | MSCI EMRG CHN | $2.1M | 1.3%Prev: 0.2% | 28,237 SH | Increased+24,473 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.4M | 1.6%Prev: 1.6% | 35,848 SH | Increased+270 SH |
| ISHARES TR | CORE S&P TTL STK | $207K | 0.1%Prev: 0.1% | 1,395 SH | Increased |
| ISHARES TR | CORE S&P US GWT | $244K | 0.2%Prev: 0.2% | 1,454 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $5.7M | 3.8%Prev: 3.7% | 8,334 SH | Increased+138 SH |
| ISHARES TR | MSCI EAFE ETF | $12.6M | 8.3%Prev: 7.3% | 131,715 SH | Increased+16,801 SH |
| ISHARES TR | RUS 1000 GRW ETF | $588K | 0.4%Prev: 0.4% | 1,242 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $383K | 0.3%Prev: 0.3% | 3,983 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $641K | 0.4%Prev: 0.4% | 2,606 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $603K | 0.4%Prev: 0.4% | 3,021 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $5.3M | 3.5%Prev: 3.6% | 16,483 SH | Increased-156 SH |
| LOWES COS INC | COM | $404K | 0.3%Prev: 0.3% | 1,676 SH | Decreased |
| META PLATFORMS INC | CL A | $4.0M | 2.6%Prev: 3.2% | 5,984 SH | Decreased-369 SH |
| MICROSOFT CORP | COM | $2.8M | 1.9%Prev: 2.1% | 5,869 SH | Decreased+8 SH |
| NVIDIA CORPORATION | COM | $1.2M | 0.8%Prev: 0.9% | 6,606 SH | Decreased-327 SH |
| PROCTER AND GAMBLE CO | COM | $299K | 0.2%Prev: 0.2% | 2,086 SH | Increased+255 SH |
| QUALCOMM INC | COM | $245K | 0.2%Prev: 0.2% | 1,432 SH | Increased |
| SCHWAB STRATEGIC TR | LONG TERM US | $950K | 0.6%Prev: 0.7% | 29,955 SH | Decreased-471 SH |
| STRYKER CORPORATION | COM | $769K | 0.5%Prev: 0.5% | 2,187 SH | Decreased |
| SYNOPSYS INC | COM | $343K | 0.2%Prev: 0.2% | 731 SH | Decreased |
| TJX COS INC NEW | COM | $316K | 0.2%Prev: 0.2% | 2,059 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $345K | 0.2%Prev: 0.2% | 1,045 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $944K | 0.6%Prev: 0.7% | 3,252 SH | Decreased-102 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $502K | 0.3%Prev: 0.3% | 800 SH | Increased+3 SH |
| VANGUARD INDEX FDS | VALUE ETF | $26.4M | 17.4%Prev: 15.3% | 138,441 SH | Increased+17,328 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $7.0M | 4.6%Prev: 4.4% | 92,056 SH | Increased+8,519 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 0.9%Prev: 0.9% | 21,368 SH | Increased+359 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3.1M | 2.0%Prev: 1.7% | 21,357 SH | Increased+3,425 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $395K | 0.3%Prev: 0.2% | 3,263 SH | Increased+442 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $296K | 0.2%Prev: 0.2% | 2,099 SH | Decreased-121 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 |