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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 | |||||
|---|---|---|---|---|---|
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | $601K | 0.4% | 2,746 SH | New |
| ALPHABET INC | CAP STK CL A | $812K | 0.6%Prev: 0.4% | 2,825 SH | Increased |
| ALPHABET INC | CAP STK CL C | $5.3M | 3.7%Prev: 2.4% | 18,479 SH | Increased-328 SH |
| AMAZON COM INC | COM | $3.6M | 2.5%Prev: 3.9% | 17,169 SH | Decreased-8,219 SH |
| AMERICAN EXPRESS CO | COM | $247K | 0.2%Prev: 0.2% | 815 SH | Increased-20 SH |
| AMGEN INC | COM | $1.1M | 0.8%Prev: 0.8% | 3,149 SH | Increased |
| APPLE INC | COM | $12.0M | 8.3%Prev: 11.8% | 47,286 SH | Decreased-18,518 SH |
| APPLIED MATLS INC | COM | $1.6M | 1.1%Prev: 0.6% | 4,714 SH | Increased |
| ARK ETF TR | AUTNMUS TECHNLGY | $620K | 0.4% | 5,513 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.7M | 1.2%Prev: 1.8% | 3,488 SH | Decreased-705 SH |
| CATERPILLAR INC | COM | $533K | 0.4%Prev: 0.3% | 752 SH | Increased-301 SH |
| COSTCO WHOLESALE CORPORATION | COM | $1.1M | 0.7% | 1,077 SH | New |
| DT MIDSTREAM INC | COMMON STOCK | $276K | 0.2% | 2,051 SH | New |
| DTE ENERGY CO | COM | $489K | 0.3% | 3,346 SH | New |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $2.1M | 1.4%Prev: 6.4% | 8,838 SH | Decreased-26,695 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $1.7M | 1.1% | 35,473 SH | New |
| HOME DEPOT INC | COM | $255K | 0.2%Prev: 0.2% | 775 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | $4.1M | 2.8%Prev: 2.8% | 145,396 SH | Increased+624 SH |
| INVESCO QQQ TR | UNIT SER 1 | $21.3M | 14.7%Prev: 15.7% | 36,830 SH | Increased-4,738 SH |
| ISHARES INC | MSCI EMRG CHN | $3.5M | 2.4% | 44,050 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $2.4M | 1.7%Prev: 1.7% | 35,844 SH | Increased-911 SH |
| ISHARES TR | CORE S&P US GWT | $226K | 0.2% | 1,454 SH | New |
| ISHARES TR | CORE S&P500 ETF | $4.1M | 2.8%Prev: 3.8% | 6,213 SH | Decreased-2,122 SH |
| ISHARES TR | FUTURE AI & TECH | $990K | 0.7% | 21,281 SH | New |
| ISHARES TR | MORTGE REL ETF | $438K | 0.3% | 20,403 SH | New |
| ISHARES TR | MSCI EAFE ETF | $14.7M | 10.1%Prev: 7.1% | 151,215 SH | Increased+43,535 SH |
| ISHARES TR | RUS 1000 GRW ETF | $492K | 0.3%Prev: 0.4% | 1,153 SH | Increased-57 SH |
| ISHARES TR | RUS MID CAP ETF | $369K | 0.3%Prev: 0.3% | 3,800 SH | Decreased-910 SH |
| ISHARES TR | RUSSELL 2000 ETF | $618K | 0.4%Prev: 0.4% | 2,491 SH | Increased-115 SH |
| ISHARES TR | U.S. TECH ETF | $454K | 0.3%Prev: 0.3% | 2,503 SH | Increased-535 SH |
| JPMORGAN CHASE & CO | COM | $4.6M | 3.2% | 15,599 SH | New |
| LOWES COS INC | COM | $396K | 0.3%Prev: 0.3% | 1,676 SH | Increased |
| META PLATFORMS INC | CL A | $3.4M | 2.3%Prev: 3.1% | 5,855 SH | Decreased-779 SH |
| MICROSOFT CORP | COM | $2.1M | 1.5%Prev: 1.8% | 5,685 SH | Decreased-177 SH |
| NETFLIX INC. | COM | $255K | 0.2% | 2,653 SH | New |
| NVIDIA CORPORATION | COM | $1.0M | 0.7%Prev: 0.7% | 5,955 SH | Increased-1,540 SH |
| PROCTER & GAMBLE CO | COM | $301K | 0.2% | 2,086 SH | New |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.0M | 0.7%Prev: 1.0% | 32,301 SH | Decreased-4,126 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $428K | 0.3% | 19,913 SH | New |
| STRYKER CORPORATION | COM | $712K | 0.5%Prev: 0.7% | 2,168 SH | Decreased-19 SH |
| SYNOPSYS INC | COM | $290K | 0.2%Prev: 0.3% | 731 SH | Decreased |
| TJX COS INC NEW | COM | $329K | 0.2%Prev: 0.2% | 2,059 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $914K | 0.6%Prev: 2.2% | 3,182 SH | Decreased-7,613 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $428K | 0.3% | 4,825 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $412K | 0.3%Prev: 0.3% | 690 SH | Decreased-115 SH |
| VANGUARD INDEX FDS | VALUE ETF | $28.4M | 19.6%Prev: 14.3% | 144,864 SH | Increased+41,833 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $423K | 0.3% | 9,513 SH | New |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $7.3M | 5.1%Prev: 3.9% | 98,137 SH | Increased+34,713 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 0.9%Prev: 1.0% | 21,248 SH | Increased-4,156 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.5M | 1.7%Prev: 2.2% | 16,717 SH | Decreased-3,993 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $370K | 0.3%Prev: 0.2% | 3,299 SH | Increased+454 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $303K | 0.2% | 2,090 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 |