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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 | $280K | 0.2%Prev: 0.3% | 800 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $250K | 0.2% | 800 SH | New |
| ALPHABET INC | CAP STK CL C | $251K | 0.2% | 800 SH | New |
| APPLE INC | COM | $1.0M | 0.7%Prev: 0.8% | 3,711 SH | Increased-117 SH |
| CHEVRON CORP NEW | COM | $214K | 0.1%Prev: 0.2% | 1,404 SH | Decreased |
| CISCO SYS INC | COM | $208K | 0.1% | 2,700 SH | New |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $327K | 0.2%Prev: 0.3% | 4,400 SH | Increased |
| GLOBAL X FDS | ARTIFICIAL ETF | $259K | 0.2% | 5,091 SH | New |
| GLOBAL X FDS | S&P 500 CATHOLIC | $863K | 0.6%Prev: 0.7% | 10,500 SH | Increased |
| HOME DEPOT INC | COM | $465K | 0.3%Prev: 0.5% | 1,350 SH | Decreased |
| INTERNATIONAL BUSINESS | COM | $228K | 0.1% | 771 SH | New |
| INVESCO EXCHANGE TRADED FD | AI AND NEXT GEN | $302K | 0.2% | 5,079 SH | New |
| INVESCO EXCHANGE TRADED FD | S&P500 EQL WGT | $766K | 0.5% | 4,000 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $31.3M | 20.2%Prev: 21.3% | 50,930 SH | Increased+1,930 SH |
| ISHARES INC | CORE MSCI EMKT | $4.6M | 3.0%Prev: 2.2% | 68,539 SH | Increased+25,367 SH |
| ISHARES TR | CORE 1 5 YR USD | $4.5M | 2.9%Prev: 3.7% | 91,614 SH | Increased+9,231 SH |
| ISHARES TR | CORE DIV GRWTH | $6.7M | 4.4%Prev: 5.1% | 97,213 SH | Increased+7,863 SH |
| ISHARES TR | CORE HIGH DV ETF | $3.8M | 2.5%Prev: 3.0% | 31,582 SH | Increased+4,728 SH |
| ISHARES TR | CORE MSCI EAFE | $5.0M | 3.2%Prev: 3.0% | 55,471 SH | Increased+12,170 SH |
| ISHARES TR | CORE MSCI EURO | $4.8M | 3.1%Prev: 2.8% | 68,115 SH | Increased+18,744 SH |
| ISHARES TR | CORE S&P MCP ETF | $11.8M | 7.6%Prev: 7.6% | 178,546 SH | Increased+38,149 SH |
| ISHARES TR | CORE S&P SCP ETF | $6.1M | 4.0%Prev: 4.4% | 50,982 SH | Increased+5,368 SH |
| ISHARES TR | CORE S&P500 ETF | $22.6M | 14.6%Prev: 13.6% | 33,034 SH | Increased+6,986 SH |
| ISHARES TR | CORE US AGGBD ET | $4.3M | 2.8%Prev: 3.4% | 43,214 SH | Increased+5,939 SH |
| ISHARES TR | FUTURE AI & TECH | $246K | 0.2% | 5,098 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $2.2M | 1.4%Prev: 1.6% | 27,304 SH | Increased+5,736 SH |
| ISHARES TR | ISHARES BIOTECH | $253K | 0.2% | 1,500 SH | New |
| ISHARES TR | MRGSTR MD CP GRW | $719K | 0.5%Prev: 0.6% | 9,000 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $1.2M | 0.7%Prev: 0.9% | 4,700 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $6.3M | 4.1%Prev: 1.6% | 51,474 SH | Increased+32,417 SH |
| ISHARES TR | S&P 500 VAL ETF | $8.0M | 5.1%Prev: 3.6% | 37,560 SH | Increased+17,258 SH |
| ISHARES TR | SELECT DIVID ETF | $246K | 0.2%Prev: 0.2% | 1,743 SH | Increased |
| ISHARES TR | SP SMCP600VL ETF | $2.3M | 1.5%Prev: 1.9% | 20,196 SH | Increased-844 SH |
| ISHARES TR | US TREAS BD ETF | $3.1M | 2.0%Prev: 2.1% | 132,647 SH | Increased+33,338 SH |
| JPMORGAN CHASE & CO. | COM | $306K | 0.2%Prev: 0.2% | 950 SH | Increased-12 SH |
| LAM RESEARCH CORP | COM NEW | $2.2M | 1.4%Prev: 0.9% | 13,000 SH | Increased |
| LOWES COS INC | COM | $285K | 0.2%Prev: 0.3% | 1,183 SH | Increased |
| MARATHON PETE CORP | COM | $325K | 0.2%Prev: 0.3% | 2,000 SH | Increased |
| MICROSOFT CORP | COM | $2.8M | 1.8%Prev: 2.0% | 5,761 SH | Increased |
| ORACLE CORP | COM | $312K | 0.2%Prev: 0.2% | 1,600 SH | Increased |
| PIMCO DYNAMIC INCOME FD | SHS | $281K | 0.2% | 15,886 SH | New |
| QUALCOMM INC | COM | $547K | 0.4%Prev: 0.5% | 3,200 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $273K | 0.2% | 6,105 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $4.9M | 3.2%Prev: 4.1% | 10,200 SH | Increased-200 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $5.1M | 3.3%Prev: 3.9% | 7,430 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $330K | 0.2%Prev: 0.5% | 1,000 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 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 |