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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $286K | 0.1% | 800 SH | New |
| ALPHABET INC | CAP STK CL C | $283K | 0.1% | 800 SH | New |
| APPLE INC | COM | $1.3M | 0.6%Prev: 0.6% | 4,362 SH | Increased+684 SH |
| CHEVRON CORPORATION | COM | $233K | 0.1% | 1,404 SH | New |
| CISCO SYS INC | COM | $317K | 0.2% | 2,700 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $201K | 0.1% | 5,475 SH | New |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | $211K | 0.1% | 1,275 SH | New |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $340K | 0.2%Prev: 0.2% | 4,400 SH | Increased |
| GLOBAL X FDS | ARTIFICIAL ETF | $338K | 0.2% | 5,156 SH | New |
| GLOBAL X FDS | S&P 500 CATHOLIC | $929K | 0.5%Prev: 0.6% | 10,500 SH | Increased |
| HOME DEPOT INC | COM | $476K | 0.2%Prev: 0.4% | 1,350 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | AI AND NEXT GEN | $533K | 0.3% | 5,124 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $851K | 0.4% | 4,000 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $37.5M | 18.5%Prev: 20.4% | 50,930 SH | Increased+2,330 SH |
| ISHARES INC | CORE MSCI EMKT | $6.6M | 3.3%Prev: 2.7% | 79,768 SH | Increased+19,968 SH |
| ISHARES TR | CORE 1 5 YR USD | $5.6M | 2.7%Prev: 3.8% | 115,402 SH | Increased+13,112 SH |
| ISHARES TR | CORE DIV GRWTH | $8.1M | 4.0%Prev: 4.5% | 106,864 SH | Increased+14,872 SH |
| ISHARES TR | CORE HIGH DV ETF | $5.1M | 2.5%Prev: 2.7% | 186,551 SH | Increased+156,681 SH |
| ISHARES TR | CORE MSCI EAFE | $6.7M | 3.3%Prev: 3.2% | 69,666 SH | Increased+19,080 SH |
| ISHARES TR | CORE MSCI EURO | $6.5M | 3.2%Prev: 3.2% | 86,589 SH | Increased+22,640 SH |
| ISHARES TR | CORE S&P MCP ETF | $16.4M | 8.1%Prev: 7.6% | 212,974 SH | Increased+52,299 SH |
| ISHARES TR | CORE S&P SCP ETF | $9.0M | 4.4%Prev: 3.8% | 60,562 SH | Increased+14,525 SH |
| ISHARES TR | CORE S&P500 ETF | $31.0M | 15.3%Prev: 14.3% | 41,428 SH | Increased+11,169 SH |
| ISHARES TR | CORE US AGGBD ET | $5.5M | 2.7%Prev: 3.5% | 55,517 SH | Increased+8,859 SH |
| ISHARES TR | FUTU AI TECH ETF | $393K | 0.2% | 5,163 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $1.8M | 0.9%Prev: 1.9% | 22,463 SH | Decreased-7,837 SH |
| ISHARES TR | MRGSTR MD CP GRW | $885K | 0.4%Prev: 0.5% | 9,000 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $1.4M | 0.7%Prev: 0.8% | 4,700 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $11.5M | 5.7%Prev: 2.6% | 83,781 SH | Increased+52,192 SH |
| ISHARES TR | S&P 500 VAL ETF | $12.2M | 6.0%Prev: 4.7% | 53,513 SH | Increased+21,913 SH |
| ISHARES TR | SELECT DIVID ETF | $261K | 0.1%Prev: 0.2% | 1,671 SH | Increased-72 SH |
| ISHARES TR | SP SMCP600VL ETF | $2.6M | 1.3%Prev: 1.6% | 19,360 SH | Increased-1,642 SH |
| ISHARES TR | US TREAS BD ETF | $2.9M | 1.4%Prev: 2.5% | 125,947 SH | Decreased-16,354 SH |
| JPMORGAN CHASE & CO | COM | $311K | 0.2% | 950 SH | New |
| LAM RESEARCH CORP | COM NEW | $5.6M | 2.8%Prev: 1.0% | 13,000 SH | Increased |
| LOWES COS INC | COM | $220K | 0.1%Prev: 0.2% | 1,000 SH | Decreased-183 SH |
| MARATHON PETE CORP | COM | $511K | 0.3%Prev: 0.3% | 2,000 SH | Increased |
| MICROSOFT CORP | COM | $2.1M | 1.1%Prev: 2.2% | 5,761 SH | Decreased |
| ONEOK INC NEW | COM | $219K | 0.1%Prev: 0.2% | 2,516 SH | Increased |
| ORACLE CORP | COM | $234K | 0.1%Prev: 0.3% | 1,600 SH | Decreased |
| PIMCO DYNAMIC INCOME FD | SHS | $1.2M | 0.6% | 72,139 SH | New |
| QUALCOMM INC | COM | $591K | 0.3%Prev: 0.4% | 3,200 SH | Increased |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $205K | 0.1% | 3,855 SH | New |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $444K | 0.2% | 2,600 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $5.3M | 2.6% | 10,200 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $5.5M | 2.7% | 7,430 SH | New |
| UNITEDHEALTH GROUP INC | COM | $416K | 0.2%Prev: 0.2% | 1,000 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.9M | 0.9%Prev: 1.2% | 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 |