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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 | $282K | 0.2%Prev: 0.4% | 800 SH | Decreased |
| APPLE INC | COM | $937K | 0.6%Prev: 0.8% | 3,678 SH | Increased-170 SH |
| CHEVRON CORP NEW | COM | $218K | 0.1%Prev: 0.2% | 1,404 SH | Increased |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $294K | 0.2%Prev: 0.3% | 4,400 SH | Decreased |
| GLOBAL X FDS | ARTIFICIAL ETF | $247K | 0.2% | 5,000 SH | New |
| GLOBAL X FDS | S&P 500 CATHOLIC | $851K | 0.6%Prev: 0.6% | 10,500 SH | Increased+514 SH |
| HOME DEPOT INC | COM | $547K | 0.4%Prev: 0.5% | 1,350 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $240K | 0.2%Prev: 0.2% | 851 SH | Increased-127 SH |
| INVESCO EXCHANGE TRADED FD T | AI AND NEXT GEN | $270K | 0.2% | 5,000 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $759K | 0.5% | 4,000 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $30.0M | 20.0%Prev: 22.1% | 49,930 SH | Increased+1,130 SH |
| ISHARES INC | CORE MSCI EMKT | $4.4M | 2.9%Prev: 1.9% | 66,711 SH | Increased+31,000 SH |
| ISHARES TR | CORE 1 5 YR USD | $4.9M | 3.3%Prev: 3.5% | 100,877 SH | Increased+22,457 SH |
| ISHARES TR | CORE DIV GRWTH | $6.8M | 4.5%Prev: 5.0% | 99,172 SH | Increased+13,226 SH |
| ISHARES TR | CORE HIGH DV ETF | $3.8M | 2.6%Prev: 2.7% | 31,411 SH | Increased+6,611 SH |
| ISHARES TR | CORE MSCI EAFE | $4.7M | 3.1%Prev: 2.9% | 53,823 SH | Increased+14,098 SH |
| ISHARES TR | CORE MSCI EURO | $4.5M | 3.0%Prev: 2.4% | 66,412 SH | Increased+23,446 SH |
| ISHARES TR | CORE S&P MCP ETF | $11.6M | 7.7%Prev: 7.7% | 177,280 SH | Increased+44,966 SH |
| ISHARES TR | CORE S&P SCP ETF | $6.1M | 4.1%Prev: 4.7% | 51,163 SH | Increased+8,058 SH |
| ISHARES TR | CORE S&P500 ETF | $21.2M | 14.2%Prev: 13.6% | 31,664 SH | Increased+6,347 SH |
| ISHARES TR | CORE US AGGBD ET | $4.7M | 3.1%Prev: 3.3% | 46,658 SH | Increased+12,045 SH |
| ISHARES TR | FUTURE AI & TECH | $229K | 0.2% | 5,000 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $2.5M | 1.7%Prev: 1.2% | 30,467 SH | Increased+13,926 SH |
| ISHARES TR | ISHARES BIOTECH | $217K | 0.1%Prev: 0.2% | 1,500 SH | Decreased |
| ISHARES TR | MRGSTR MD CP GRW | $745K | 0.5%Prev: 0.6% | 9,000 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $1.1M | 0.8%Prev: 1.0% | 4,700 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $5.7M | 3.8%Prev: 1.3% | 47,080 SH | Increased+32,431 SH |
| ISHARES TR | S&P 500 VAL ETF | $7.4M | 4.9%Prev: 3.4% | 35,624 SH | Increased+17,195 SH |
| ISHARES TR | SELECT DIVID ETF | $248K | 0.2%Prev: 0.2% | 1,743 SH | Decreased-200 SH |
| ISHARES TR | SP SMCP600VL ETF | $2.3M | 1.5%Prev: 2.1% | 20,825 SH | Increased+60 SH |
| ISHARES TR | US TREAS BD ETF | $3.3M | 2.2%Prev: 1.8% | 142,301 SH | Increased+57,989 SH |
| JPMORGAN CHASE & CO. | COM | $300K | 0.2%Prev: 0.2% | 950 SH | Increased |
| LAM RESEARCH CORP | COM NEW | $1.7M | 1.2% | 13,000 SH | New |
| LOWES COS INC | COM | $297K | 0.2%Prev: 0.3% | 1,183 SH | Decreased |
| MARATHON PETE CORP | COM | $385K | 0.3%Prev: 0.3% | 2,000 SH | Increased |
| MICROSOFT CORP | COM | $3.0M | 2.0%Prev: 2.3% | 5,761 SH | Increased+10 SH |
| ORACLE CORP | COM | $450K | 0.3%Prev: 0.3% | 1,600 SH | Increased |
| QUALCOMM INC | COM | $532K | 0.4%Prev: 0.5% | 3,200 SH | Decreased |
| SELECT SECTOR SPDR TR | ENERGY | $270K | 0.2%Prev: 0.2% | 3,025 SH | Increased |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $4.7M | 3.2%Prev: 4.1% | 10,200 SH | Increased-200 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.9M | 3.3%Prev: 4.0% | 7,430 SH | Increased-100 SH |
| UNITEDHEALTH GROUP INC | COM | $345K | 0.2%Prev: 0.5% | 1,000 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 1.1%Prev: 1.3% | 5,000 SH | Increased |
| 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 |