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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%Prev: 0.0% | 150 SH | Increased |
| ALLOGENE THERAPEUTICS INC | COM | $23 | 0.0%Prev: 0.0% | 20 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $9.3M | 4.8%Prev: 5.2% | 130,757 SH | Decreased-11,504 SH |
| AMETEK INC | COM | $16K | 0.0%Prev: 0.0% | 86 SH | Decreased |
| BROADCOM INC | COM | $4K | 0.0%Prev: 0.0% | 16 SH | Decreased |
| CENTRAL PAC FINL CORP | COM NEW | $5 | 0.0%Prev: 0.0% | 0 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $62K | 0.0%Prev: 0.0% | 1,738 SH | Decreased |
| DUTCH BROS INC | CL A | $14K | 0.0%Prev: 0.0% | 204 SH | Increased |
| EXXON MOBIL CORP | COM | $22K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| GE AEROSPACE | COM NEW | $16K | 0.0%Prev: 0.0% | 62 SH | Decreased |
| GE VERNOVA INC | COM | $8K | 0.0%Prev: 0.0% | 15 SH | Decreased |
| GLOBAL X FDS | GLOBAL X URANIUM | $4K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $85 | 0.0%Prev: 0.0% | 1 SH | Increased |
| GREENBRIER COS INC | COM | $5K | 0.0% | 100 SH | New |
| HP INC | COM | $5K | 0.0% | 217 SH | New |
| INVESCO EXCHANGE TRADED FD T | BLOOMBERG ANALYS | $71K | 0.0%Prev: 0.0% | 245 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $16K | 0.0%Prev: 0.0% | 197 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $2.1M | 1.1%Prev: 1.0% | 34,225 SH | Decreased+1,684 SH |
| ISHARES TR | CORE S&P SCP ETF | $8.0M | 4.1%Prev: 0.8% | 73,037 SH | Increased+60,005 SH |
| ISHARES TR | CORE S&P500 ETF | $3.3M | 1.7%Prev: 1.6% | 5,308 SH | Decreased+161 SH |
| ISHARES TR | EAFE GRWTH ETF | $168K | 0.1%Prev: 0.1% | 1,500 SH | Increased |
| ISHARES TR | ESG OPTIMIZED | $124K | 0.1%Prev: 0.1% | 975 SH | Decreased-3 SH |
| ISHARES TR | ESG SELECT SCRE | $249K | 0.1%Prev: 0.1% | 5,579 SH | Decreased-36 SH |
| ISHARES TR | GLOBAL 100 ETF | $2.1M | 1.1%Prev: 1.1% | 19,587 SH | Decreased+577 SH |
| ISHARES TR | IBDS DEC28 ETF | $6.5M | 3.4%Prev: 4.1% | 256,019 SH | Decreased-87,485 SH |
| ISHARES TR | IBONDS 27 ETF | $7.6M | 4.0%Prev: 4.3% | 314,361 SH | Decreased-61,096 SH |
| ISHARES TR | IBONDS DEC 2030 | $189K | 0.1%Prev: 3.3% | 8,587 SH | Decreased-309,051 SH |
| ISHARES TR | IBONDS DEC 29 | $6.2M | 3.2%Prev: 3.5% | 265,503 SH | Decreased-56,093 SH |
| ISHARES TR | IBONDS DEC2026 | $8.0M | 4.2%Prev: 4.5% | 330,359 SH | Decreased-64,960 SH |
| ISHARES TR | IBONDS DEC25 ETF | $8.0M | 4.2% | 318,728 SH | New |
| ISHARES TR | INTL SEL DIV ETF | $115K | 0.1%Prev: 0.1% | 3,344 SH | Decreased |
| ISHARES TR | MSCI ACWI EX US | $9K | 0.0%Prev: 0.0% | 145 SH | Decreased |
| ISHARES TR | MSCI EAFE ETF | $2.3M | 1.2%Prev: 4.5% | 25,183 SH | Decreased-72,548 SH |
| ISHARES TR | RUS 1000 ETF | $8.4M | 4.3%Prev: 4.1% | 24,702 SH | Decreased+426 SH |
| ISHARES TR | RUS 1000 GRW ETF | $388K | 0.2%Prev: 0.2% | 913 SH | Decreased |
| ISHARES TR | RUS 1000 VAL ETF | $94K | 0.0%Prev: 0.0% | 483 SH | Decreased |
| ISHARES TR | RUS 2000 GRW ETF | $120K | 0.1%Prev: 0.1% | 419 SH | Decreased |
| ISHARES TR | RUS MD CP GR ETF | $171K | 0.1%Prev: 0.1% | 1,235 SH | Increased+130 SH |
| ISHARES TR | RUS MID CAP ETF | $95K | 0.0%Prev: 0.0% | 1,038 SH | Decreased |
| ISHARES TR | RUS TOP 200 ETF | $11.4M | 5.9%Prev: 5.5% | 74,353 SH | Decreased+1,646 SH |
| ISHARES TR | RUSSELL 2000 ETF | $9.9M | 5.1%Prev: 2.5% | 45,776 SH | Increased+24,170 SH |
| ISHARES TR | S&P 100 ETF | $1.0M | 0.5%Prev: 0.5% | 3,416 SH | Increased+294 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.3M | 0.7%Prev: 0.6% | 12,230 SH | Decreased+259 SH |
| ISHARES TR | S&P 500 VAL ETF | $4.5M | 2.3%Prev: 2.1% | 23,051 SH | Increased+1,894 SH |
| ISHARES TR | S&P MC 400GR ETF | $204K | 0.1%Prev: 0.1% | 2,240 SH | Decreased |
| ISHARES TR | SP SMCP600VL ETF | $153K | 0.1%Prev: 0.1% | 1,538 SH | Decreased |
| KINDER MORGAN INC DEL | COM | $3K | 0.0%Prev: 0.0% | 101 SH | Decreased |
| MACYS INC | COM | $5K | 0.0%Prev: 0.0% | 400 SH | Decreased |
| MCDONALDS CORP | COM | $34K | 0.0%Prev: 0.0% | 116 SH | Decreased |
| NIKE INC | CL B | $4K | 0.0% | 59 SH | New |
| NVIDIA CORPORATION | COM | $163K | 0.1%Prev: 0.1% | 1,030 SH | Decreased |
| PARKER-HANNIFIN CORP | COM | $31K | 0.0%Prev: 0.0% | 44 SH | Decreased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $11.4M | 5.9%Prev: 5.0% | 283,772 SH | Increased+66,463 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.2M | 0.6%Prev: 5.2% | 47,316 SH | Decreased-347,081 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.2M | 1.1%Prev: 1.1% | 100,338 SH | Decreased+6,364 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $9K | 0.0%Prev: 0.0% | 356 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $6.4M | 3.3%Prev: 2.8% | 269,372 SH | Increased+32,785 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $4.5M | 2.4%Prev: 2.1% | 155,596 SH | Increased+3,275 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $146K | 0.1%Prev: 0.1% | 5,289 SH | Decreased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $12.9M | 6.7%Prev: 6.1% | 525,977 SH | Decreased+21,556 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.5M | 0.8%Prev: 0.8% | 59,777 SH | Decreased+3,880 SH |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $12.4M | 6.4% | 378,915 SH | New |
| SPDR INDEX SHS FDS | MSCI EAFE FS ETF | $93K | 0.0% | 1,955 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $130K | 0.1% | 3,215 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $69K | 0.0% | 111 SH | New |
| SPDR SERIES TRUST | GLB DOW ETF | $733K | 0.4% | 4,867 SH | New |
| SUPER MICRO COMPUTER INC | COM NEW | $6K | 0.0% | 131 SH | New |
| TESLA INC | COM | $24K | 0.0%Prev: 0.0% | 77 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $125K | 0.1%Prev: 0.1% | 1,094 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $3.9M | 2.0%Prev: 1.8% | 8,825 SH | Increased+167 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $19.5M | 10.1%Prev: 9.5% | 68,184 SH | Decreased+741 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2K | 0.0%Prev: 0.0% | 11 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $292K | 0.2%Prev: 3.4% | 1,042 SH | Decreased-24,116 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $891K | 0.5%Prev: 0.4% | 1,569 SH | Increased+90 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $158K | 0.1%Prev: 0.1% | 811 SH | Decreased |
| VANGUARD INDEX FDS | SMALL CP ETF | $105K | 0.1%Prev: 3.5% | 441 SH | Decreased-27,601 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $224K | 0.1%Prev: 0.1% | 810 SH | Increased+156 SH |
| VANGUARD INDEX FDS | VALUE ETF | $127K | 0.1%Prev: 0.1% | 718 SH | Decreased+60 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $340K | 0.2%Prev: 0.2% | 2,647 SH | Decreased+75 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $217K | 0.1%Prev: 0.1% | 3,685 SH | Decreased-1,383 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 0.7%Prev: 0.7% | 23,828 SH | Decreased+789 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $9.5M | 4.9%Prev: 0.5% | 72,738 SH | Increased+65,564 SH |
| WISDOMTREE TR | US AI ENHANCED | $73K | 0.0%Prev: 0.0% | 643 SH | Decreased |
| 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 |