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CIK 0001898297 • 6 13F filings • Apr 17, 2025 – Jul 14, 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 | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $1.6M | 1.1% | 10,578 SH | |
| ALPHABET INC | CAP STK CL A | $2.0M | 1.5% | 13,160 SH | |
| AMAZON COM INC | COM | $1.5M | 1.1% | 7,932 SH | |
| AMERICAN EXPRESS CO | COM | $239K | 0.2% | 889 SH | |
| APPLE INC | COM | $1.0M | 0.8% | 4,711 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $345K | 0.2% | 521 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 1.1% | 2,953 SH | |
| BROADCOM INC | COM | $1.5M | 1.1% | 8,746 SH | |
| CARRIAGE SVCS INC | COM | $307K | 0.2% | 7,935 SH | |
| CATERPILLAR INC | COM | $1.5M | 1.1% | 4,473 SH | |
| CENCORA INC | COM | $1.6M | 1.1% | 5,691 SH | |
| CENTRUS ENERGY CORP | CL A | $299K | 0.2% | 4,812 SH | |
| CHENIERE ENERGY INC | COM NEW | $1.6M | 1.1% | 6,864 SH | |
| CISCO SYS INC | COM | $525K | 0.4% | 8,501 SH | |
| COCA COLA CO | COM | $669K | 0.5% | 9,341 SH | |
| COMFORT SYS USA INC | COM | $461K | 0.3% | 1,430 SH | |
| CONSTELLATION ENERGY CORP | COM | $337K | 0.2% | 1,670 SH | |
| COSTCO WHSL CORP NEW | COM | $1.7M | 1.2% | 1,829 SH | |
| D-WAVE QUANTUM INC | COM | $328K | 0.2% | 43,122 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $434K | 0.3% | 3,555 SH | |
| DYNEX CAP INC | COM | $319K | 0.2% | 24,473 SH | |
| EVEREST GROUP LTD | COM | $425K | 0.3% | 1,170 SH | |
| EXPEDIA GROUP INC | COM NEW | $1.5M | 1.1% | 8,914 SH | |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | $265K | 0.2% | 4,072 SH | |
| FLEX LTD | ORD | $369K | 0.3% | 11,165 SH | |
| GOLDMAN SACHS GROUP INC | COM | $1.5M | 1.0% | 2,673 SH | |
| HARTFORD INSURANCE GROUP INC | COM | $456K | 0.3% | 3,687 SH | |
| HP INC | COM | $1.5M | 1.1% | 54,367 SH | |
| ICL GROUP LTD | SHS | $304K | 0.2% | 54,183 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $1.3M | 0.9% | 5,130 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $3.7M | 2.7% | 7,995 SH | |
| ISHARES TR | 0-5YR HI YL CP | $602K | 0.4% | 14,159 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $7.0M | 5.0% | 84,499 SH | |
| ISHARES TR | 20 YR TR BD ETF | $638K | 0.5% | 7,006 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $1.4M | 1.0% | 14,623 SH | |
| ISHARES TR | CORE S&P MCP ETF | $5.9M | 4.3% | 101,471 SH | |
| ISHARES TR | CORE US AGGBD ET | $24.1M | 17.3% | 243,726 SH | |
| ISHARES TR | EAFE SML CP ETF | $963K | 0.7% | 15,151 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $210K | 0.2% | 2,566 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $5.2M | 3.8% | 26,309 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.2M | 2.3% | 62,609 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.3M | 0.9% | 25,121 SH | |
| JABIL INC | COM | $488K | 0.4% | 3,590 SH | |
| JPMORGAN CHASE & CO. | COM | $1.5M | 1.1% | 6,211 SH | |
| MANULIFE FINL CORP | COM | $1.6M | 1.1% | 51,052 SH | |
| MARRIOTT INTL INC NEW | CL A | $423K | 0.3% | 1,776 SH | |
| MARSH & MCLENNAN COS INC | COM | $251K | 0.2% | 1,030 SH | |
| MASTERCARD INCORPORATED | CL A | $203K | 0.1% | 370 SH | |
| MCKESSON CORP | COM | $478K | 0.3% | 710 SH | |
| MEDTRONIC PLC | SHS | $1.5M | 1.1% | 16,751 SH | |
| MERCADOLIBRE INC | COM | $226K | 0.2% | 116 SH | |
| META PLATFORMS INC | CL A | $1.5M | 1.1% | 2,633 SH | |
| MICRON TECHNOLOGY INC | COM | $276K | 0.2% | 3,176 SH | |
| MICROSOFT CORP | COM | $1.9M | 1.3% | 4,991 SH | |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | $250K | 0.2% | 45,373 SH | |
| NETFLIX INC | COM | $218K | 0.2% | 234 SH | |
| NUSHARES ETF TR | NUVEEN ESG US | $597K | 0.4% | 26,923 SH | |
| NVIDIA CORPORATION | COM | $2.5M | 1.8% | 23,269 SH | |
| OKLO INC | COM CL A | $299K | 0.2% | 13,840 SH | |
| OREILLY AUTOMOTIVE INC | COM | $1.4M | 1.0% | 977 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $1.8M | 1.3% | 21,262 SH | |
| PALO ALTO NETWORKS INC | COM | $491K | 0.4% | 2,880 SH | |
| PFIZER INC | COM | $1.3M | 1.0% | 53,150 SH | |
| PROCTER AND GAMBLE CO | COM | $552K | 0.4% | 3,241 SH | |
| QUALCOMM INC | COM | $1.4M | 1.0% | 9,270 SH | |
| RTX CORPORATION | COM | $1.5M | 1.0% | 11,000 SH | |
| SANOFI | SPONSORED ADR | $1.4M | 1.0% | 25,269 SH | |
| SCHWAB CHARLES CORP | COM | $557K | 0.4% | 7,119 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $6.6M | 4.7% | 180,877 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.6M | 1.9% | 66,674 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $1.5M | 1.1% | 16,163 SH | |
| SPDR SER TR | BLOOMBERG SHT TE | $3.8M | 2.7% | 150,375 SH | |
| SSGA ACTIVE TR | SPDR BLACKSTONE | $513K | 0.4% | 18,258 SH | |
| STONEX GROUP INC | COM | $417K | 0.3% | 5,461 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.5M | 1.1% | 8,980 SH | |
| TELEFONICA S A | SPONSORED ADR | $130K | 0.1% | 27,971 SH | |
| TESLA INC | COM | $505K | 0.4% | 1,949 SH | |
| TJX COS INC NEW | COM | $1.5M | 1.1% | 12,419 SH | |
| TOTALENERGIES SE | SPONSORED ADS | $238K | 0.2% | 3,676 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $863K | 0.6% | 11,744 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.3M | 5.3% | 26,724 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.5M | 1.1% | 33,120 SH | |
| VISTRA CORP | COM | $264K | 0.2% | 2,246 SH | |
| WALMART INC | COM | $1.6M | 1.2% | 18,403 SH | |
| WASTE MGMT INC DEL | COM | $1.4M | 1.0% | 5,966 SH | |
| WILLIAMS COS INC | COM | $247K | 0.2% | 4,126 SH | |
| WILLIAMS SONOMA INC | COM | $253K | 0.2% | 1,602 SH |
| 13F-HR |
| 0001898297-25-000003 |
| $156.8M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001898297-26-000004 | $191.9M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003926 | $155.8M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001898297-26-000002 | $161.4M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002158 | $139.1M | View |