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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 | $429K | 0.3% | 2,369 SH | New |
| ALPHABET INC | CAP STK CL A | $1.0M | 0.7%Prev: 0.4% | 2,825 SH | Increased |
| ALPHABET INC | CAP STK CL C | $6.4M | 4.4%Prev: 2.5% | 18,218 SH | Increased-939 SH |
| AMAZON COM INC | COM | $4.2M | 2.9%Prev: 3.6% | 17,679 SH | Decreased-4,808 SH |
| AMERICAN EXPRESS CO | COM | $252K | 0.2%Prev: 0.2% | 745 SH | Decreased-90 SH |
| AMGEN INC | COM | $1.1M | 0.8%Prev: 0.6% | 3,149 SH | Increased |
| APPLE INC | COM | $13.1M | 9.0%Prev: 9.5% | 45,274 SH | Decreased-18,789 SH |
| APPLIED MATLS INC | COM | $3.4M | 2.3%Prev: 0.6% | 4,714 SH | Increased |
| ARK ETF TR | AUTNMUS TECHNLGY | $691K | 0.5% | 5,224 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.7M | 1.2%Prev: 1.5% | 3,441 SH | Decreased-773 SH |
| BROADCOM INC | COM | $714K | 0.5% | 1,891 SH | New |
| CATERPILLAR INC | COM | $801K | 0.5%Prev: 0.3% | 752 SH | Increased-301 SH |
| COSTCO WHOLESALE CORPORATION | COM | $961K | 0.7% | 1,027 SH | New |
| DT MIDSTREAM INC | COMMON STOCK | $301K | 0.2% | 2,051 SH | New |
| DTE ENERGY CO | COM | $502K | 0.3% | 3,293 SH | New |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $1.6M | 1.1%Prev: 7.6% | 5,961 SH | Decreased-33,055 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $2.1M | 1.5% | 32,404 SH | New |
| HOME DEPOT INC | COM | $273K | 0.2%Prev: 0.2% | 775 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | $3.9M | 2.6%Prev: 2.9% | 138,871 SH | Decreased-13,400 SH |
| INVESCO QQQ TR | UNIT SER 1 | $19.0M | 13.0%Prev: 18.2% | 25,803 SH | Decreased-19,928 SH |
| ISHARES INC | MSCI EMRG CHN | $4.5M | 3.1% | 43,616 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $2.7M | 1.9%Prev: 1.6% | 35,534 SH | Increased+124 SH |
| ISHARES TR | CORE S&P TTL STK | $229K | 0.2% | 1,395 SH | New |
| ISHARES TR | CORE S&P US GWT | $274K | 0.2%Prev: 0.2% | 1,454 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $4.2M | 2.9%Prev: 3.7% | 5,574 SH | Decreased-2,760 SH |
| ISHARES TR | FUTU AI TECH ETF | $1.4M | 1.0% | 18,695 SH | New |
| ISHARES TR | MORTGE REL ETF | $409K | 0.3% | 18,561 SH | New |
| ISHARES TR | MSCI EAFE ETF | $14.2M | 9.7%Prev: 7.4% | 136,795 SH | Increased+22,050 SH |
| ISHARES TR | RUS 1000 GRW ETF | $404K | 0.3%Prev: 0.4% | 3,252 SH | Decreased+2,010 SH |
| ISHARES TR | RUS MID CAP ETF | $375K | 0.3%Prev: 0.3% | 3,400 SH | Decreased-1,258 SH |
| ISHARES TR | RUSSELL 2000 ETF | $713K | 0.5%Prev: 0.4% | 2,374 SH | Increased-232 SH |
| ISHARES TR | U.S. TECH ETF | $621K | 0.4%Prev: 0.4% | 2,461 SH | Increased-570 SH |
| JPMORGAN CHASE & CO | COM | $5.1M | 3.5% | 15,684 SH | New |
| LOWES COS INC | COM | $370K | 0.3%Prev: 0.3% | 1,676 SH | Decreased |
| META PLATFORMS INC | CL A | $3.3M | 2.3%Prev: 3.4% | 5,885 SH | Decreased-460 SH |
| MICRON TECHNOLOGY INC | COM | $433K | 0.3% | 375 SH | New |
| MICROSOFT CORP | COM | $2.1M | 1.4%Prev: 2.1% | 5,575 SH | Decreased-394 SH |
| NASDAQ INC | COM | $642K | 0.4% | 8,150 SH | New |
| NVIDIA CORPORATION | COM | $1.1M | 0.8%Prev: 0.8% | 5,504 SH | Increased-1,334 SH |
| PROCTER & GAMBLE CO | COM | $242K | 0.2% | 1,650 SH | New |
| QUALCOMM INC | COM | $265K | 0.2%Prev: 0.2% | 1,432 SH | Increased |
| SCHWAB STRATEGIC TR | LONG TERM US | $855K | 0.6%Prev: 0.9% | 27,301 SH | Decreased-11,362 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $397K | 0.3% | 16,758 SH | New |
| STRYKER CORPORATION | COM | $670K | 0.5%Prev: 0.6% | 2,128 SH | Decreased-59 SH |
| SYNOPSYS INC | COM | $326K | 0.2%Prev: 0.3% | 731 SH | Decreased |
| TJX COS INC NEW | COM | $312K | 0.2%Prev: 0.2% | 2,059 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $857K | 0.6%Prev: 0.7% | 10,638 SH | Decreased+7,139 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $396K | 0.3% | 4,110 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $24.3M | 16.7%Prev: 15.1% | 111,515 SH | Increased-6,955 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $366K | 0.3% | 8,169 SH | New |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $7.2M | 5.0%Prev: 4.0% | 96,194 SH | Increased+23,251 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 1.0%Prev: 1.0% | 19,666 SH | Increased-4,315 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.6M | 1.8%Prev: 1.8% | 16,305 SH | Increased-2,211 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 |