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CIK 0002127120 • 23 13F filings • Apr 22, 2026 – Aug 17, 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 | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $255K | 0.6% | 800 SH | |
| AT&T INC | COM | $332K | 0.8% | 11,402 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $233K | 0.6% | 1,275 SH | |
| FIDELITY COVINGTON TR | MSCI RL EST ETF | $507K | 1.3% | 24,365 SH | |
| HOME DEPOT INC | COM | $254K | 0.6% | 1,358 SH | |
| INTEL CORP | COM | $438K | 1.1% | 8,101 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $9.6M | 23.8% | 50,200 SH | |
| ISHARES INC | CORE MSCI EMKT | $740K | 1.8% | 18,277 SH | |
| ISHARES TR | CORE 1 5 YR USD | $1.1M | 2.7% | 21,372 SH | |
| ISHARES TR | CORE DIV GRWTH | $1.5M | 3.9% | 47,523 SH | |
| ISHARES TR | CORE HIGH DV ETF | $777K | 1.9% | 10,856 SH | |
| ISHARES TR | CORE MSCI EAFE | $1.0M | 2.5% | 20,301 SH | |
| ISHARES TR | CORE MSCI EURO | $755K | 1.9% | 20,357 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.5M | 6.3% | 17,475 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 3.2% | 22,869 SH | |
| ISHARES TR | CORE S&P500 ETF | $4.3M | 10.8% | 16,681 SH | |
| ISHARES TR | CORE US AGGBD ET | $1.3M | 3.2% | 11,228 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $327K | 0.8% | 1,500 SH | |
| ISHARES TR | MSCI CHINA ETF | $1.0M | 2.6% | 18,229 SH | |
| ISHARES TR | MSCI KLD400 SOC | $829K | 2.1% | 8,510 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $1.1M | 2.6% | 9,200 SH | |
| ISHARES TR | S&P 500 VAL ETF | $801K | 2.0% | 8,317 SH | |
| ISHARES TR | SELECT DIVID ETF | $394K | 1.0% | 5,356 SH | |
| ISHARES TR | SP SMCP600VL ETF | $837K | 2.1% | 8,374 SH | |
| LAM RESEARCH CORP | COM | $531K | 1.3% | 2,212 SH | |
| MICROSOFT CORP | COM | $933K | 2.3% | 5,913 SH | |
| QUALCOMM INC | COM | $216K | 0.5% | 3,200 SH | |
| SPDR DOW JONES INDL AVRG ETF | UT SER 1 | $2.3M | 5.7% | 10,400 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.4M | 5.9% | 9,200 SH | |
| STARBUCKS CORP | COM | $316K | 0.8% | 4,800 SH | |
| UNITEDHEALTH GROUP INC | COM | $251K | 0.6% | 1,005 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $645K | 1.6% | 5,000 SH | |
| VERIZON COMMUNICATIONS INC | COM | $361K | 0.9% | 6,710 SH |
| 13F-HR |
| 0001214659-26-004941 |
| $108.8M |
| View |
| Apr 22, 2026 | Q4 2021 | 13F-HR | 0001214659-26-004932 | $82.7M | View |
| Apr 22, 2026 | Q4 2020 | 13F-HR | 0001214659-26-004924 | $66.1M | View |
| Apr 22, 2026 | Q4 2019 | 13F-HR | 0001214659-26-004917 | $43.6M | View |
| Apr 22, 2026 | Q3 2025 | 13F-HR | 0001214659-26-004944 | $149.6M | View |
| Apr 22, 2026 | Q3 2024 | 13F-HR | 0001214659-26-004940 | $107.6M | View |
| Apr 22, 2026 | Q3 2022 | 13F-HR | 0001214659-26-004937 | $66.8M | View |
| Apr 22, 2026 | Q3 2021 | 13F-HR | 0001214659-26-004930 | $74.8M | View |
| Apr 22, 2026 | Q3 2020 | 13F-HR | 0001214659-26-004923 | $57.7M | View |
| Apr 22, 2026 | Q3 2019 | 13F-HR | 0001214659-26-004914 | $40.1M | View |
| Aug 17, 2026 | Q2 2026 | 13F-HR | 0001214659-26-010450 | $203.1M | View |
| Apr 22, 2026 | Q2 2025 | 13F-HR | 0001214659-26-004943 | $131.5M | View |
| Apr 22, 2026 | Q2 2023 | 13F-HR | 0001214659-26-004939 | $81.4M | View |
| Apr 22, 2026 | Q2 2022 | 13F-HR | 0001214659-26-004936 | $69.1M | View |
| Apr 22, 2026 | Q2 2021 | 13F-HR | 0001214659-26-004928 | $76.3M | View |
| Apr 22, 2026 | Q2 2020 | 13F-HR | 0001214659-26-004922 | $50.7M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004946 | $154.8M | View |
| Apr 22, 2026 | Q1 2025 | 13F-HR | 0001214659-26-004942 | $107.8M | View |
| Apr 22, 2026 | Q1 2023 | 13F-HR | 0001214659-26-004938 | $76.3M | View |
| Apr 22, 2026 | Q1 2022 | 13F-HR | 0001214659-26-004935 | $78.1M | View |
| Apr 22, 2026 | Q1 2021 | 13F-HR | 0001214659-26-004926 | $71.6M | View |
| Apr 22, 2026 | Q1 2020 | 13F-HR | 0001214659-26-004919 | $40.1M | View |