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CIK 0002047860 • 6 13F filings • May 2, 2025 – Jul 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 | |||||
|---|---|---|---|---|---|
| ABM INDS INC | COM | $7K | 0.0% | 150 SH | |
| ALLOGENE THERAPEUTICS INC | COM | $30 | 0.0% | 20 SH | |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $7.9M | 4.4% | 122,688 SH | |
| AMETEK INC | COM | $15K | 0.0% | 86 SH | |
| CENTRAL PAC FINL CORP | COM NEW | $5 | 0.0% | 0 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $57K | 0.0% | 1,738 SH | |
| DUTCH BROS INC | CL A | $13K | 0.0% | 204 SH | |
| EXXON MOBIL CORP | COM | $24K | 0.0% | 200 SH | |
| FORD MTR CO | COM | $8K | 0.0% | 800 SH | |
| GE AEROSPACE | COM NEW | $12K | 0.0% | 62 SH | |
| GE VERNOVA INC | COM | $5K | 0.0% | 15 SH | |
| GLOBAL X FDS | GLOBAL X URANIUM | $2K | 0.0% | 100 SH | |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $66 | 0.0% | 1 SH | |
| GREENBRIER COS INC | COM | $5K | 0.0% | 100 SH | |
| HP INC | COM | $6K | 0.0% | 217 SH | |
| INVESCO EXCHANGE TRADED FD T | BLOOMBERG ANALYS | $56K | 0.0% | 230 SH | |
| ISHARES TR | CORE MSCI EAFE | $27K | 0.0% | 351 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.0M | 1.1% | 34,289 SH | |
| ISHARES TR | CORE S&P SCP ETF | $7.3M | 4.1% | 69,875 SH | |
| ISHARES TR | CORE S&P500 ETF | $3.0M | 1.7% | 5,316 SH | |
| ISHARES TR | EAFE GRWTH ETF | $150K | 0.1% | 1,500 SH | |
| ISHARES TR | ESG SELECT SCRE | $227K | 0.1% | 5,547 SH | |
| ISHARES TR | GLOBAL 100 ETF | $1.9M | 1.1% | 19,793 SH | |
| ISHARES TR | IBDS DEC28 ETF | $6.5M | 3.7% | 258,850 SH | |
| ISHARES TR | IBONDS 27 ETF | $7.6M | 4.2% | 313,675 SH | |
| ISHARES TR | IBONDS DEC 2030 | $191K | 0.1% | 8,796 SH | |
| ISHARES TR | IBONDS DEC 29 | $6.1M | 3.4% | 264,206 SH | |
| ISHARES TR | IBONDS DEC2026 | $8.1M | 4.5% | 333,206 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $8.7M | 4.8% | 343,956 SH | |
| ISHARES TR | INTL SEL DIV ETF | $104K | 0.1% | 3,344 SH | |
| ISHARES TR | MSCI ACWI EX US | $8K | 0.0% | 145 SH | |
| ISHARES TR | MSCI EAFE ETF | $2.1M | 1.2% | 25,183 SH | |
| ISHARES TR | MSCI USA ESG SLC | $111K | 0.1% | 969 SH | |
| ISHARES TR | RUS 1000 ETF | $7.6M | 4.3% | 24,931 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $330K | 0.2% | 913 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $91K | 0.1% | 483 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $107K | 0.1% | 419 SH | |
| ISHARES TR | RUS MD CP GR ETF | $145K | 0.1% | 1,235 SH | |
| ISHARES TR | RUS MID CAP ETF | $88K | 0.0% | 1,038 SH | |
| ISHARES TR | RUS TOP 200 ETF | $10.1M | 5.6% | 73,374 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $8.8M | 4.9% | 43,988 SH | |
| ISHARES TR | S&P 100 ETF | $10.1M | 5.7% | 37,358 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 0.7% | 12,808 SH | |
| ISHARES TR | S&P 500 VAL ETF | $4.4M | 2.5% | 23,048 SH | |
| ISHARES TR | S&P MC 400GR ETF | $187K | 0.1% | 2,240 SH | |
| ISHARES TR | SP SMCP600VL ETF | $150K | 0.1% | 1,538 SH | |
| MACYS INC | COM | $5K | 0.0% | 400 SH | |
| MCDONALDS CORP | COM | $36K | 0.0% | 116 SH | |
| NIKE INC | CL B | $4K | 0.0% | 59 SH | |
| NVIDIA CORPORATION | COM | $112K | 0.1% | 1,030 SH | |
| PARKER-HANNIFIN CORP | COM | $24K | 0.0% | 40 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $10.5M | 5.9% | 291,811 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.2M | 0.7% | 49,272 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.0M | 1.1% | 100,338 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $9K | 0.0% | 356 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $6.0M | 3.3% | 277,118 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.9M | 2.2% | 155,797 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $141K | 0.1% | 5,289 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $12.0M | 6.7% | 542,522 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.4M | 0.8% | 60,305 SH | |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $11.4M | 6.4% | 385,730 SH | |
| SPDR INDEX SHS FDS | MSCI EAFE FS ETF | $84K | 0.0% | 1,955 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $117K | 0.1% | 3,215 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $62K | 0.0% | 111 SH | |
| SPDR SER TR | GLB DOW ETF | $680K | 0.4% | 4,867 SH | |
| SUPER MICRO COMPUTER INC | COM NEW | $4K | 0.0% | 131 SH | |
| TESLA INC | COM | $20K | 0.0% | 79 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $117K | 0.1% | 1,094 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $3.3M | 1.8% | 8,888 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $17.5M | 9.8% | 68,039 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2K | 0.0% | 11 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $3K | 0.0% | 11 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $806K | 0.5% | 1,569 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $204K | 0.1% | 810 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $53K | 0.0% | 309 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $307K | 0.2% | 2,647 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $216K | 0.1% | 3,685 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.7% | 23,828 SH | |
| WISDOMTREE TR | US AI ENHANCED | $71K | 0.0% | 643 SH |
| Q3 2025 |
| 13F-HR |
| 0002047860-25-000014 |
| $205.9M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0002047860-26-000003 | $237.1M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0002047860-25-000011 | $193.0M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0002047860-26-000002 | $211.8M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0002047860-25-000010 | $178.9M | View |