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CIK 0001966066 • 6 13F filings • Apr 25, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $404K | 0.2%Prev: 0.2% | 1,286 SH | Increased-63 SH |
| AMAZON COM INC | COM | $296K | 0.1%Prev: 0.1% | 1,283 SH | Increased-1 SH |
| APPLE INC | COM | $1.5M | 0.7%Prev: 0.8% | 5,479 SH | Increased-245 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $19.5M | 9.4%Prev: 10.4% | 38,836 SH | Decreased-1,206 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $3.4M | 1.7%Prev: 1.5% | 56,678 SH | Increased+8,341 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.6M | 0.8%Prev: 0.7% | 30,216 SH | Increased+6,271 SH |
| DISNEY WALT CO | COM | $254K | 0.1%Prev: 0.1% | 2,230 SH | Decreased |
| ECOLAB INC | COM | $270K | 0.1%Prev: 0.1% | 1,028 SH | Decreased-3 SH |
| INTUITIVE SURGICAL INC | COM NEW | $1.2M | 0.6%Prev: 0.5% | 2,046 SH | Increased+2 SH |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | $9.2M | 4.5%Prev: 4.8% | 194,617 SH | Decreased+70 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMLCAP QTY | $4.0M | 1.9%Prev: 2.1% | 95,937 SH | Increased+2,346 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $2.0M | 1.0%Prev: 1.1% | 17,842 SH | Decreased-48 SH |
| INVESCO QQQ TR | UNIT SER 1 | $23.6M | 11.4%Prev: 12.0% | 38,448 SH | Increased-135 SH |
| ISHARES TR | CORE DIV GRWTH | $1.5M | 0.7%Prev: 0.7% | 21,277 SH | Increased+1,809 SH |
| ISHARES TR | CORE MSCI TOTAL | $3.4M | 1.6% | 39,744 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $13.2M | 6.3%Prev: 6.7% | 199,473 SH | Increased+868 SH |
| ISHARES TR | CORE S&P500 ETF | $33.5M | 16.2%Prev: 17.1% | 48,963 SH | Increased-452 SH |
| ISHARES TR | EAFE GRWTH ETF | $723K | 0.3%Prev: 0.3% | 6,348 SH | Increased+1,115 SH |
| ISHARES TR | ESG AW MSCI EAFE | $543K | 0.3%Prev: 0.3% | 5,714 SH | Increased+106 SH |
| ISHARES TR | HIGH YLD SYSTM B | $3.5M | 1.7%Prev: 1.8% | 73,221 SH | Increased+1,995 SH |
| ISHARES TR | IBDS DEC28 ETF | $231K | 0.1% | 9,086 SH | New |
| ISHARES TR | IBONDS 26 TRM TS | $386K | 0.2%Prev: 0.2% | 16,879 SH | Increased+698 SH |
| ISHARES TR | IBONDS DEC2026 | $612K | 0.3%Prev: 0.1% | 25,261 SH | Increased+15,908 SH |
| ISHARES TR | ISHARES SEMICDTR | $3.4M | 1.6%Prev: 1.5% | 11,166 SH | Increased+172 SH |
| ISHARES TR | MSCI EAFE ETF | $214K | 0.1% | 2,225 SH | New |
| ISHARES TR | MSCI USA MMENTM | $2.2M | 1.1%Prev: 1.0% | 8,928 SH | Increased+1,460 SH |
| ISHARES TR | MSCI USA QLT FCT | $4.4M | 2.1%Prev: 2.2% | 22,350 SH | Increased+346 SH |
| ISHARES TR | S&P 500 VAL ETF | $309K | 0.1%Prev: 0.2% | 1,458 SH | Increased+7 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $1.5M | 0.7%Prev: 0.8% | 25,874 SH | Increased+643 SH |
| JOHNSON & JOHNSON | COM | $952K | 0.5%Prev: 0.4% | 4,598 SH | Increased+3 SH |
| MICROSOFT CORP | COM | $574K | 0.3%Prev: 0.3% | 1,186 SH | Decreased-2 SH |
| NVIDIA CORPORATION | COM | $2.5M | 1.2%Prev: 1.3% | 13,240 SH | Increased+13 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $1.2M | 0.6%Prev: 0.6% | 12,359 SH | Decreased-756 SH |
| PIMCO ETF TR | MULTISECTOR BD | $1.2M | 0.6%Prev: 0.6% | 46,592 SH | Increased+3,054 SH |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $8.8M | 4.2% | 134,268 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $14.8M | 7.1%Prev: 7.0% | 327,436 SH | Increased+13,165 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $959K | 0.5%Prev: 0.5% | 35,232 SH | Increased+20 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.9M | 2.8%Prev: 2.9% | 213,475 SH | Increased+5,441 SH |
| TESLA INC | COM | $7.9M | 3.8%Prev: 4.0% | 17,607 SH | Increased+86 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $2.2M | 1.1%Prev: 1.0% | 10,918 SH | Increased+1,346 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $425K | 0.2%Prev: 0.2% | 870 SH | Increased+1 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.1M | 0.5%Prev: 0.6% | 4,003 SH | Decreased+9 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $644K | 0.3%Prev: 0.3% | 1,027 SH | Decreased-29 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $7.2M | 3.5%Prev: 3.5% | 27,889 SH | Increased+1,323 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $928K | 0.4%Prev: 0.3% | 7,623 SH | Increased+3,222 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $585K | 0.3%Prev: 0.3% | 2,662 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $314K | 0.2%Prev: 0.2% | 4,160 SH | Increased+44 SH |
| VANGUARD WELLINGTON FD | US QUALITY | $2.9M | 1.4%Prev: 1.5% | 19,040 SH | Increased+143 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.3M | 1.1%Prev: 0.9% | 24,919 SH | Increased+4,600 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.5M | 0.7%Prev: 0.7% | 12,219 SH | Increased+30 SH |
| WELLTOWER INC | COM | $5.6M | 2.7%Prev: 2.6% | 30,046 SH | Increased+1,927 SH |
| 13F-HR |
| 0001951757-26-001104 |
| $294.6M |
| View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000837 | $179.1M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000700 | $258.2M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000450 | $174.0M | View |