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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 | $6K | 0.0%Prev: 0.0% | 150 SH | Decreased |
| ALLOGENE THERAPEUTICS INC | COM | $28 | 0.0%Prev: 0.0% | 20 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $11.1M | 5.2%Prev: 5.0% | 141,111 SH | Increased+7,897 SH |
| AMETEK INC | COM | $8K | 0.0%Prev: 0.0% | 40 SH | Increased |
| BROADCOM INC | COM | $6K | 0.0%Prev: 0.0% | 16 SH | Increased |
| CENTRAL PAC FINL CORP | COM NEW | $6 | 0.0%Prev: 0.0% | 0 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $69K | 0.0%Prev: 0.0% | 1,738 SH | Increased |
| DUTCH BROS INC | CL A | $12K | 0.0%Prev: 0.0% | 204 SH | Increased |
| EXXON MOBIL CORP | COM | $24K | 0.0%Prev: 0.0% | 200 SH | Increased |
| GE AEROSPACE | COM NEW | $19K | 0.0%Prev: 0.0% | 62 SH | Increased |
| GE VERNOVA INC | COM | $10K | 0.0%Prev: 0.0% | 15 SH | Increased |
| GLOBAL X FDS | GLOBAL X URANIUM | $4K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $69 | 0.0%Prev: 0.0% | 1 SH | Decreased |
| HP INC | COM | $5K | 0.0%Prev: 0.0% | 217 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | BLOOMBERG ANALYS | $79K | 0.0%Prev: 0.0% | 245 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $18K | 0.0%Prev: 0.0% | 197 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $2.2M | 1.0%Prev: 1.1% | 33,220 SH | Decreased-775 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.6M | 0.7%Prev: 1.1% | 13,185 SH | Decreased-5,849 SH |
| ISHARES TR | CORE S&P500 ETF | $3.5M | 1.6%Prev: 1.7% | 5,153 SH | Increased-68 SH |
| ISHARES TR | EAFE GRWTH ETF | $171K | 0.1%Prev: 0.1% | 1,500 SH | Increased |
| ISHARES TR | ESG OPTIMIZED | $136K | 0.1%Prev: 0.1% | 978 SH | Increased+3 SH |
| ISHARES TR | ESG SELECT SCRE | $273K | 0.1%Prev: 0.1% | 5,613 SH | Increased+11 SH |
| ISHARES TR | GLOBAL 100 ETF | $2.5M | 1.2%Prev: 1.1% | 19,587 SH | Increased |
| ISHARES TR | IBDS DEC28 ETF | $8.2M | 3.8%Prev: 3.2% | 323,397 SH | Increased+64,493 SH |
| ISHARES TR | IBONDS 27 ETF | $8.6M | 4.0%Prev: 3.8% | 353,318 SH | Increased+35,620 SH |
| ISHARES TR | IBONDS DEC 2030 | $6.5M | 3.0%Prev: 0.1% | 293,682 SH | Increased+282,604 SH |
| ISHARES TR | IBONDS DEC 29 | $7.0M | 3.3%Prev: 3.1% | 301,149 SH | Increased+32,895 SH |
| ISHARES TR | IBONDS DEC2026 | $9.1M | 4.2%Prev: 3.9% | 375,573 SH | Increased+41,702 SH |
| ISHARES TR | INTL SEL DIV ETF | $132K | 0.1%Prev: 0.1% | 3,344 SH | Increased |
| ISHARES TR | MSCI ACWI EX US | $10K | 0.0%Prev: 0.0% | 145 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $9.4M | 4.4%Prev: 4.0% | 97,369 SH | Increased+9,575 SH |
| ISHARES TR | RUS 1000 ETF | $9.1M | 4.3%Prev: 4.4% | 24,478 SH | Increased-224 SH |
| ISHARES TR | RUS 1000 GRW ETF | $432K | 0.2%Prev: 0.2% | 913 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $102K | 0.0%Prev: 0.0% | 483 SH | Increased |
| ISHARES TR | RUS 2000 GRW ETF | $135K | 0.1%Prev: 0.1% | 419 SH | Increased |
| ISHARES TR | RUS MD CP GR ETF | $151K | 0.1%Prev: 0.1% | 1,105 SH | Decreased-35 SH |
| ISHARES TR | RUS MID CAP ETF | $100K | 0.0%Prev: 0.0% | 1,038 SH | Decreased |
| ISHARES TR | RUS TOP 200 ETF | $12.4M | 5.8%Prev: 5.9% | 72,435 SH | Increased-764 SH |
| ISHARES TR | RUSSELL 2000 ETF | $5.5M | 2.5%Prev: 3.8% | 22,242 SH | Decreased-10,102 SH |
| ISHARES TR | S&P 100 ETF | $1.1M | 0.5%Prev: 0.5% | 3,222 SH | Decreased-149 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.5M | 0.7%Prev: 0.7% | 12,028 SH | Increased-122 SH |
| ISHARES TR | S&P 500 VAL ETF | $4.5M | 2.1%Prev: 2.2% | 21,356 SH | Decreased-1,028 SH |
| ISHARES TR | S&P MC 400GR ETF | $217K | 0.1%Prev: 0.1% | 2,240 SH | Increased |
| ISHARES TR | SP SMCP600VL ETF | $175K | 0.1%Prev: 0.1% | 1,538 SH | Increased |
| KINDER MORGAN INC DEL | COM | $3K | 0.0%Prev: 0.0% | 101 SH | Decreased |
| MACYS INC | COM | $9K | 0.0%Prev: 0.0% | 400 SH | Increased |
| MCDONALDS CORP | COM | $35K | 0.0%Prev: 0.0% | 116 SH | Increased |
| NVIDIA CORPORATION | COM | $192K | 0.1%Prev: 0.1% | 1,030 SH | Decreased |
| PARKER-HANNIFIN CORP | COM | $39K | 0.0%Prev: 0.0% | 44 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $10.4M | 4.8%Prev: 4.9% | 230,042 SH | Increased-6,860 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $9.1M | 4.3%Prev: 0.6% | 336,039 SH | Increased+290,451 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.3M | 1.1%Prev: 1.1% | 95,856 SH | Increased-401 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $9K | 0.0%Prev: 0.0% | 356 SH | Decreased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $6.6M | 3.1%Prev: 3.2% | 251,998 SH | Increased-4,274 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $5.0M | 2.3%Prev: 2.4% | 153,567 SH | Increased-557 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $157K | 0.1%Prev: 0.1% | 5,289 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $13.8M | 6.4%Prev: 6.7% | 512,312 SH | Increased-9,870 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.6M | 0.8%Prev: 0.8% | 57,743 SH | Increased-225 SH |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $243 | 0.0% | 5 SH | New |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $11.5M | 5.4%Prev: 5.6% | 321,474 SH | Increased-7,364 SH |
| SPDR INDEX SHS FDS | MSCI EAFE FS ETF | $196K | 0.1%Prev: 0.0% | 3,879 SH | Increased+1,924 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $143K | 0.1%Prev: 0.1% | 3,215 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $76K | 0.0%Prev: 0.0% | 111 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $811K | 0.4% | 4,867 SH | New |
| TESLA INC | COM | $34K | 0.0%Prev: 0.0% | 77 SH | Increased |
| TEXAS PACIFIC LAND CORPORATI | COM | $10K | 0.0% | 35 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $133K | 0.1%Prev: 0.1% | 1,094 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $4.2M | 2.0%Prev: 2.1% | 8,695 SH | Increased-107 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $21.6M | 10.1%Prev: 10.4% | 68,716 SH | Increased-525 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2K | 0.0%Prev: 0.0% | 11 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $7.3M | 3.4%Prev: 2.8% | 25,169 SH | Increased+5,720 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $928K | 0.4%Prev: 0.4% | 1,479 SH | Increased-30 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $172K | 0.1%Prev: 0.1% | 811 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $7.0M | 3.3%Prev: 1.4% | 27,270 SH | Increased+15,820 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $226K | 0.1%Prev: 0.1% | 747 SH | Decreased-63 SH |
| VANGUARD INDEX FDS | VALUE ETF | $126K | 0.1%Prev: 0.1% | 658 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $363K | 0.2%Prev: 0.2% | 2,572 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $298K | 0.1%Prev: 0.1% | 5,068 SH | Increased+84 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.5M | 0.7%Prev: 0.7% | 23,239 SH | Increased |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $2.7M | 1.3%Prev: 5.0% | 19,453 SH | Decreased-55,714 SH |
| WISDOMTREE TR | US AI ENHANCED | $74K | 0.0%Prev: 0.0% | 643 SH | Increased |
| 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 |