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CIK 0001801145 • 6 13F filings • May 13, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 1INTUITIVE SURGICAL INC | COM NEW | $1.1M | 0.8% | 1,926 SH | New |
| 1TALEN ENERGY CORP | COM | $1.3M | 0.9%Prev: 1.1% | 3,340 SH | Decreased-259 SH |
| ABBOTT LABS | COM | $259K | 0.2%Prev: 0.2% | 2,071 SH | Decreased |
| ABBVIE INC | COM | $439K | 0.3%Prev: 0.3% | 1,923 SH | Decreased |
| ACCENTURE PLC IRELAND | SHS CLASS A | $471K | 0.3%Prev: 0.4% | 1,755 SH | Decreased-269 SH |
| ADOBE INC | COM | $640K | 0.4%Prev: 0.5% | 1,830 SH | Decreased-23 SH |
| ADVANCED MICRO DEVICES INC | COM | $1.2M | 0.8%Prev: 0.6% | 5,652 SH | Increased |
| ALPHABET INC | CAP STK CL A | $4.2M | 2.9%Prev: 2.3% | 13,567 SH | Increased+230 SH |
| ALPHABET INC | CAP STK CL C | $539K | 0.4%Prev: 0.3% | 1,718 SH | Increased-22 SH |
| AMAZON COM INC | COM | $3.7M | 2.6%Prev: 2.6% | 16,016 SH | Increased-783 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $616K | 0.4%Prev: 0.4% | 7,484 SH | Increased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $239K | 0.2%Prev: 0.2% | 2,344 SH | Increased |
| ANALOG DEVICES INC | COM | $502K | 0.3%Prev: 0.3% | 1,850 SH | Increased |
| APPLE INC | COM | $7.5M | 5.2%Prev: 5.0% | 27,469 SH | Increased-282 SH |
| ARISTA NETWORKS INC | COM SHS | $1.5M | 1.0%Prev: 1.2% | 11,251 SH | Decreased-510 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $512K | 0.4% | 4,685 SH | New |
| ATI INC | COM | $852K | 0.6%Prev: 0.4% | 7,423 SH | Increased+551 SH |
| BANK AMERICA CORP | COM | $1.3M | 0.9%Prev: 0.9% | 24,263 SH | Increased-455 SH |
| BANK MARIN BANCORP | COM | $2.7M | 1.9%Prev: 0.4% | 104,046 SH | Increased+81,656 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 1.1%Prev: 1.1% | 3,107 SH | Decreased |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $769K | 0.5%Prev: 0.5% | 12,647 SH | Increased+448 SH |
| BOSTON SCIENTIFIC CORP | COM | $1.2M | 0.8%Prev: 0.9% | 12,510 SH | Decreased-5 SH |
| BROADCOM INC | COM | $363K | 0.3%Prev: 0.2% | 1,050 SH | Increased |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $710K | 0.5%Prev: 0.4% | 25,925 SH | Increased+3,674 SH |
| CAPITAL ONE FINL CORP | COM | $267K | 0.2%Prev: 0.2% | 1,101 SH | Decreased-165 SH |
| CHEVRON CORP NEW | COM | $627K | 0.4%Prev: 0.5% | 4,117 SH | Decreased-116 SH |
| COSTAR GROUP INC | COM | $497K | 0.3%Prev: 0.4% | 7,396 SH | Decreased+1,471 SH |
| COSTCO WHSL CORP NEW | COM | $2.5M | 1.7%Prev: 1.9% | 2,850 SH | Decreased |
| DANAHER CORPORATION | COM | $1.7M | 1.1%Prev: 1.1% | 7,263 SH | Increased-261 SH |
| DEERE & CO | COM | $605K | 0.4%Prev: 0.4% | 1,299 SH | Increased |
| DISNEY WALT CO | COM | $233K | 0.2%Prev: 0.2% | 2,045 SH | Decreased |
| E L F BEAUTY INC | COM | $240K | 0.2%Prev: 0.2% | 3,160 SH | Decreased+1,027 SH |
| EATON CORP PLC | SHS | $361K | 0.2%Prev: 0.3% | 1,132 SH | Decreased-70 SH |
| ECOLAB INC | COM | $229K | 0.2%Prev: 0.2% | 874 SH | Decreased |
| ELEVANCE HEALTH INC FORMERLY | COM | $512K | 0.4%Prev: 0.3% | 1,461 SH | Increased |
| ELI LILLY & CO | COM | $1.7M | 1.2%Prev: 0.8% | 1,553 SH | Increased-20 SH |
| EXPEDIA GROUP INC | COM NEW | $511K | 0.4%Prev: 0.3% | 1,802 SH | Increased-149 SH |
| EXXON MOBIL CORP | COM | $424K | 0.3%Prev: 0.3% | 3,523 SH | Increased |
| FAIR ISAAC CORP | COM | $588K | 0.4%Prev: 0.3% | 348 SH | Increased+43 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $679K | 0.5%Prev: 0.5% | 3,049 SH | Decreased-190 SH |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $650K | 0.4%Prev: 0.5% | 26,261 SH | Increased+12 SH |
| FREEPORT-MCMORAN INC | CL B | $241K | 0.2% | 4,750 SH | New |
| GE VERNOVA INC | COM | $601K | 0.4%Prev: 0.4% | 920 SH | Increased-41 SH |
| GOLDMAN SACHS GROUP INC | COM | $795K | 0.5%Prev: 0.5% | 905 SH | Increased |
| HOME DEPOT INC | COM | $795K | 0.5%Prev: 0.7% | 2,310 SH | Decreased-1 SH |
| HONEYWELL INTL INC | COM | $672K | 0.5%Prev: 0.5% | 3,443 SH | Decreased-4 SH |
| ILLINOIS TOOL WKS INC | COM | $369K | 0.3%Prev: 0.3% | 1,499 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $492K | 0.3%Prev: 0.3% | 1,661 SH | Increased |
| INTERNATIONAL FLAVORS&FRAGRA | COM | $407K | 0.3% | 6,041 SH | New |
| INTUIT | COM | $567K | 0.4% | 856 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $714K | 0.5%Prev: 0.5% | 6,967 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $371K | 0.3%Prev: 0.3% | 4,947 SH | Decreased-359 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.9M | 2.0%Prev: 2.0% | 4,755 SH | Increased-50 SH |
| ISHARES INC | CORE MSCI EMKT | $719K | 0.5%Prev: 0.5% | 10,695 SH | Increased+616 SH |
| ISHARES TR | CORE S&P US VLU | $392K | 0.3%Prev: 0.3% | 3,820 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.6M | 1.1%Prev: 1.1% | 2,265 SH | Increased-37 SH |
| ISHARES TR | MSCI EAFE ETF | $1.2M | 0.8%Prev: 0.8% | 12,122 SH | Increased-230 SH |
| ISHARES TR | PFD AND INCM SEC | $1.1M | 0.8%Prev: 0.8% | 36,377 SH | Increased+2,172 SH |
| ISHARES TR | RUS 1000 GRW ETF | $202K | 0.1% | 426 SH | New |
| ISHARES TR | TIPS BD ETF | $1.1M | 0.7%Prev: 0.8% | 9,742 SH | Decreased-57 SH |
| ISHARES TR | ULTRA SHORT DUR | $723K | 0.5%Prev: 0.5% | 14,295 SH | Decreased-45 SH |
| ISHARES TR | US TREAS BD ETF | $1.5M | 1.0%Prev: 1.0% | 63,984 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $507K | 0.4%Prev: 0.3% | 7,632 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $588K | 0.4%Prev: 0.4% | 7,851 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $1.3M | 0.9%Prev: 0.9% | 4,101 SH | Increased-2 SH |
| MARRIOTT INTL INC NEW | CL A | $317K | 0.2%Prev: 0.2% | 1,023 SH | Increased |
| MARTIN MARIETTA MATLS INC | COM | $694K | 0.5%Prev: 0.5% | 1,114 SH | Decreased-64 SH |
| MCDONALDS CORP | COM | $821K | 0.6%Prev: 0.6% | 2,687 SH | Increased |
| MCKESSON CORP | COM | $787K | 0.5%Prev: 0.5% | 960 SH | Increased |
| MERCK & CO INC | COM | $581K | 0.4%Prev: 0.3% | 5,522 SH | Increased |
| META PLATFORMS INC | CL A | $1.1M | 0.8%Prev: 0.9% | 1,728 SH | Decreased-20 SH |
| MICROSOFT CORP | COM | $8.4M | 5.8%Prev: 6.4% | 17,336 SH | Decreased-246 SH |
| MORGAN STANLEY | COM NEW | $451K | 0.3%Prev: 0.3% | 2,543 SH | Increased-5 SH |
| NETFLIX INC | COM | $469K | 0.3%Prev: 0.4% | 5,006 SH | Decreased+4,477 SH |
| NEXTERA ENERGY INC | COM | $259K | 0.2%Prev: 0.2% | 3,232 SH | Increased |
| NIKE INC | CL B | $301K | 0.2%Prev: 0.2% | 4,730 SH | Decreased-291 SH |
| NVIDIA CORPORATION | COM | $4.1M | 2.8%Prev: 3.4% | 22,091 SH | Decreased-4,094 SH |
| PALO ALTO NETWORKS INC | COM | $541K | 0.4%Prev: 0.4% | 2,939 SH | Decreased-192 SH |
| PROGRESSIVE CORP | COM | $266K | 0.2%Prev: 0.2% | 1,168 SH | Decreased |
| QUALCOMM INC | COM | $411K | 0.3%Prev: 0.3% | 2,400 SH | Increased |
| REDWOOD TRUST INC | COM | $58K | 0.0% | 10,402 SH | New |
| RTX CORPORATION | COM | $220K | 0.2%Prev: 0.1% | 1,200 SH | Increased |
| S&P GLOBAL INC | COM | $679K | 0.5%Prev: 0.4% | 1,299 SH | Increased |
| SALESFORCE INC | COM | $1.2M | 0.8%Prev: 0.8% | 4,516 SH | Increased-70 SH |
| SCHWAB CHARLES CORP | COM | $632K | 0.4%Prev: 0.5% | 6,325 SH | Decreased-386 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.0M | 1.4%Prev: 1.4% | 81,095 SH | Increased+432 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $2.2M | 1.5% | 18,633 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $4.6M | 3.2% | 45,355 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $525K | 0.4% | 11,750 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $1.8M | 1.2% | 31,986 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $3.0M | 2.1% | 19,480 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $1.7M | 1.2% | 11,279 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $472K | 0.3% | 10,408 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $6.1M | 4.2% | 42,702 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $475K | 0.3% | 11,124 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.0M | 1.4%Prev: 1.4% | 2,883 SH | Increased-50 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.3M | 0.9% | 29,271 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $391K | 0.3% | 9,468 SH | New |
| STRYKER CORPORATION | COM | $802K | 0.6%Prev: 0.6% | 2,281 SH | Increased+125 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $876K | 0.6%Prev: 0.6% | 2,882 SH | Increased-216 SH |
| TENET HEALTHCARE CORP | COM NEW | $261K | 0.2%Prev: 0.2% | 1,311 SH | Decreased-84 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.1M | 0.8%Prev: 0.7% | 1,952 SH | Increased-1 SH |
| TRANE TECHNOLOGIES PLC | SHS | $299K | 0.2%Prev: 0.2% | 767 SH | Decreased |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $912K | 0.6%Prev: 0.7% | 13,122 SH | Decreased-114 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.2M | 0.8%Prev: 0.9% | 25,130 SH | Decreased+73 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $915K | 0.6%Prev: 0.7% | 4,375 SH | Decreased-66 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $512K | 0.4%Prev: 0.4% | 1,627 SH | Increased |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $630K | 0.4%Prev: 0.5% | 2,257 SH | Decreased-38 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $433K | 0.3%Prev: 0.3% | 2,439 SH | Increased-18 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.4M | 2.3%Prev: 2.4% | 11,595 SH | Decreased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $363K | 0.3%Prev: 0.3% | 4,099 SH | Decreased-41 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.6M | 2.5%Prev: 2.5% | 5,716 SH | Increased-136 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 0.8%Prev: 0.8% | 4,300 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $904K | 0.6%Prev: 0.6% | 2,697 SH | Increased-11 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $463K | 0.3%Prev: 0.3% | 8,604 SH | Decreased-172 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.8%Prev: 0.8% | 19,620 SH | Increased |
| VANGUARD WORLD FD | COMM SRVC ETF | $2.8M | 2.0%Prev: 1.9% | 14,606 SH | Increased |
| VANGUARD WORLD FD | CONSUM DIS ETF | $354K | 0.2%Prev: 0.3% | 899 SH | Decreased |
| VANGUARD WORLD FD | FINANCIALS ETF | $1.8M | 1.2%Prev: 1.2% | 13,173 SH | Increased-207 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $249K | 0.2%Prev: 0.2% | 833 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $651K | 0.4%Prev: 0.5% | 864 SH | Increased |
| VEEVA SYS INC | CL A COM | $339K | 0.2%Prev: 0.3% | 1,519 SH | Decreased-122 SH |
| VISA INC | COM CL A | $1.6M | 1.1%Prev: 1.1% | 4,492 SH | Increased-1 SH |
| WALMART INC | COM | $255K | 0.2%Prev: 0.2% | 2,285 SH | Increased |
| WELLS FARGO CO NEW | PERP PFD CNV A | $278K | 0.2%Prev: 0.2% | 229 SH | Decreased-30 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $1.0M | 0.7%Prev: 0.7% | 20,203 SH | Decreased-61 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $1.0M | 0.7%Prev: 0.7% | 12,080 SH | Increased |
| ZOETIS INC | CL A | $460K | 0.3%Prev: 0.4% | 3,657 SH | Decreased |
| 13F-HR |
| 0001628280-26-056805 |
| $143.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001801145-25-000006 | $132.6M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001628280-26-034926 | $137.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001801145-25-000004 | $78.5M | View |