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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 | $49 | 0.0%Prev: 0.0% | 20 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $11.0M | 5.2%Prev: 4.4% | 142,261 SH | Increased+19,573 SH |
| AMETEK INC | COM | $18K | 0.0%Prev: 0.0% | 86 SH | Increased |
| BROADCOM INC | COM | $5K | 0.0% | 16 SH | New |
| CENTRAL PAC FINL CORP | COM NEW | $6 | 0.0%Prev: 0.0% | 0 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $68K | 0.0%Prev: 0.0% | 1,738 SH | Increased |
| DUTCH BROS INC | CL A | $10K | 0.0%Prev: 0.0% | 204 SH | Decreased |
| EXXON MOBIL CORP | COM | $34K | 0.0%Prev: 0.0% | 200 SH | Increased |
| GE AEROSPACE | COM NEW | $18K | 0.0%Prev: 0.0% | 62 SH | Increased |
| GE VERNOVA INC | COM | $13K | 0.0%Prev: 0.0% | 15 SH | Increased |
| GLOBAL X FDS | GLOBAL X URANIUM | $5K | 0.0%Prev: 0.0% | 100 SH | Increased |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $53 | 0.0%Prev: 0.0% | 1 SH | Decreased |
| HONEYWELL INTL INC | COM | $5K | 0.0% | 20 SH | New |
| INVESCO EXCHANGE TRADED FD T | BLOOMBERG ANALYS | $72K | 0.0%Prev: 0.0% | 245 SH | Increased+15 SH |
| ISHARES TR | CORE MSCI EAFE | $18K | 0.0%Prev: 0.0% | 197 SH | Decreased-154 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.2M | 1.0%Prev: 1.1% | 32,541 SH | Increased-1,748 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.6M | 0.8%Prev: 4.1% | 13,032 SH | Decreased-56,843 SH |
| ISHARES TR | CORE S&P500 ETF | $3.4M | 1.6%Prev: 1.7% | 5,147 SH | Increased-169 SH |
| ISHARES TR | EAFE GRWTH ETF | $167K | 0.1%Prev: 0.1% | 1,500 SH | Increased |
| ISHARES TR | ESG OPTIMIZED | $129K | 0.1% | 978 SH | New |
| ISHARES TR | ESG SELECT SCRE | $265K | 0.1%Prev: 0.1% | 5,615 SH | Increased+68 SH |
| ISHARES TR | GLOBAL 100 ETF | $2.3M | 1.1%Prev: 1.1% | 19,010 SH | Increased-783 SH |
| ISHARES TR | IBDS DEC28 ETF | $8.7M | 4.1%Prev: 3.7% | 343,504 SH | Increased+84,654 SH |
| ISHARES TR | IBONDS 27 ETF | $9.1M | 4.3%Prev: 4.2% | 375,457 SH | Increased+61,782 SH |
| ISHARES TR | IBONDS DEC 2030 | $7.0M | 3.3%Prev: 0.1% | 317,638 SH | Increased+308,842 SH |
| ISHARES TR | IBONDS DEC 29 | $7.5M | 3.5%Prev: 3.4% | 321,596 SH | Increased+57,390 SH |
| ISHARES TR | IBONDS DEC2026 | $9.6M | 4.5%Prev: 4.5% | 395,319 SH | Increased+62,113 SH |
| ISHARES TR | INTL SEL DIV ETF | $142K | 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 | $9.5M | 4.5%Prev: 1.2% | 97,731 SH | Increased+72,548 SH |
| ISHARES TR | RUS 1000 ETF | $8.7M | 4.1%Prev: 4.3% | 24,276 SH | Increased-655 SH |
| ISHARES TR | RUS 1000 GRW ETF | $389K | 0.2%Prev: 0.2% | 913 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $103K | 0.0%Prev: 0.1% | 483 SH | Increased |
| ISHARES TR | RUS 2000 GRW ETF | $131K | 0.1%Prev: 0.1% | 419 SH | Increased |
| ISHARES TR | RUS MD CP GR ETF | $142K | 0.1%Prev: 0.1% | 1,105 SH | Decreased-130 SH |
| ISHARES TR | RUS MID CAP ETF | $101K | 0.0%Prev: 0.0% | 1,038 SH | Increased |
| ISHARES TR | RUS TOP 200 ETF | $11.7M | 5.5%Prev: 5.6% | 72,707 SH | Increased-667 SH |
| ISHARES TR | RUSSELL 2000 ETF | $5.4M | 2.5%Prev: 4.9% | 21,606 SH | Decreased-22,382 SH |
| ISHARES TR | S&P 100 ETF | $993K | 0.5%Prev: 5.7% | 3,122 SH | Decreased-34,236 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.4M | 0.6%Prev: 0.7% | 11,971 SH | Increased-837 SH |
| ISHARES TR | S&P 500 VAL ETF | $4.5M | 2.1%Prev: 2.5% | 21,157 SH | Increased-1,891 SH |
| ISHARES TR | S&P MC 400GR ETF | $225K | 0.1%Prev: 0.1% | 2,240 SH | Increased |
| ISHARES TR | SP SMCP600VL ETF | $182K | 0.1%Prev: 0.1% | 1,538 SH | Increased |
| KINDER MORGAN INC DEL | COM | $3K | 0.0% | 101 SH | New |
| MACYS INC | COM | $7K | 0.0%Prev: 0.0% | 400 SH | Increased |
| MCDONALDS CORP | COM | $36K | 0.0%Prev: 0.0% | 116 SH | Decreased |
| NVIDIA CORPORATION | COM | $180K | 0.1%Prev: 0.1% | 1,030 SH | Increased |
| PARKER-HANNIFIN CORP | COM | $39K | 0.0%Prev: 0.0% | 44 SH | Increased+4 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $10.6M | 5.0%Prev: 5.9% | 217,309 SH | Increased-74,502 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $11.0M | 5.2%Prev: 0.7% | 394,397 SH | Increased+345,125 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.3M | 1.1%Prev: 1.1% | 93,974 SH | Increased-6,364 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $9K | 0.0%Prev: 0.0% | 356 SH | Decreased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $5.9M | 2.8%Prev: 3.3% | 236,587 SH | Decreased-40,531 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $4.4M | 2.1%Prev: 2.2% | 152,321 SH | Increased-3,476 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $161K | 0.1%Prev: 0.1% | 5,289 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $12.9M | 6.1%Prev: 6.7% | 504,421 SH | Increased-38,101 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.6M | 0.8%Prev: 0.8% | 55,897 SH | Increased-4,408 SH |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $381 | 0.0% | 5 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $11.7M | 5.5% | 318,150 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $825K | 0.4% | 4,867 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $72K | 0.0% | 111 SH | New |
| TESLA INC | COM | $28K | 0.0%Prev: 0.0% | 77 SH | Increased-2 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $136K | 0.1%Prev: 0.1% | 1,094 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $3.8M | 1.8%Prev: 1.8% | 8,658 SH | Increased-230 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $20.2M | 9.5%Prev: 9.8% | 67,443 SH | Increased-596 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2K | 0.0%Prev: 0.0% | 11 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $7.2M | 3.4%Prev: 0.0% | 25,158 SH | Increased+25,147 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $884K | 0.4%Prev: 0.5% | 1,479 SH | Increased-90 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $176K | 0.1% | 811 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $7.3M | 3.5% | 28,042 SH | New |
| VANGUARD INDEX FDS | SML CP GRW ETF | $198K | 0.1%Prev: 0.1% | 654 SH | Decreased-156 SH |
| VANGUARD INDEX FDS | VALUE ETF | $129K | 0.1%Prev: 0.0% | 658 SH | Increased+349 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $356K | 0.2%Prev: 0.2% | 2,572 SH | Increased-75 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $297K | 0.1%Prev: 0.1% | 5,068 SH | Increased+1,383 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.5M | 0.7%Prev: 0.7% | 23,039 SH | Increased-789 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.0M | 0.5% | 7,174 SH | New |
| 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 |