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CIK 0002055670 • 6 13F filings • Apr 29, 2025 – Jul 30, 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 | $431K | 0.9% | 2,787 SH | |
| AMAZON COM INC | COM | $747K | 1.5% | 3,924 SH | |
| AMERICAN EXPRESS CO | COM | $292K | 0.6% | 1,084 SH | |
| APPLE INC | COM | $524K | 1.1% | 2,357 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $231K | 0.5% | 348 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $210K | 0.4% | 687 SH | |
| BECTON DICKINSON & CO | COM | $203K | 0.4% | 885 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $640K | 1.3% | 1,202 SH | |
| BLACKROCK INC | COM | $245K | 0.5% | 259 SH | |
| BLACKSTONE INC | COM | $271K | 0.6% | 1,941 SH | |
| BOOKING HOLDINGS INC | COM | $217K | 0.4% | 47 SH | |
| BROADRIDGE FINL SOLUTIONS IN | COM | $273K | 0.6% | 1,127 SH | |
| CHEVRON CORP NEW | COM | $259K | 0.5% | 1,551 SH | |
| COSTCO WHSL CORP NEW | COM | $218K | 0.5% | 230 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $390K | 0.8% | 3,198 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $334K | 0.7% | 10,850 SH | |
| HONEYWELL INTL INC | COM | $291K | 0.6% | 1,376 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $229K | 0.5% | 1,329 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $2.4M | 5.0% | 12,556 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.5M | 3.1% | 29,685 SH | |
| ISHARES INC | MSCI EMRG CHN | $1.1M | 2.3% | 19,788 SH | |
| ISHARES TR | CORE MSCI EAFE | $952K | 2.0% | 12,590 SH | |
| ISHARES TR | CORE S&P SCP ETF | $727K | 1.5% | 6,957 SH | |
| ISHARES TR | CORE S&P500 ETF | $5.9M | 12.2% | 10,497 SH | |
| ISHARES TR | EAFE SML CP ETF | $277K | 0.6% | 4,358 SH | |
| ISHARES TR | HDG MSCI EAFE | $466K | 1.0% | 12,848 SH | |
| ISHARES TR | MBS ETF | $2.1M | 4.3% | 21,895 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $330K | 0.7% | 4,234 SH | |
| ISHARES TR | MSCI USA QLT FCT | $2.0M | 4.2% | 11,843 SH | |
| ISHARES TR | S&P 500 VAL ETF | $221K | 0.5% | 1,158 SH | |
| ISHARES TR | S&P SML 600 GWT | $452K | 0.9% | 3,628 SH | |
| ISHARES TR | US TREAS BD ETF | $1.2M | 2.5% | 52,692 SH | |
| JPMORGAN CHASE & CO. | COM | $503K | 1.0% | 2,051 SH | |
| MERCADOLIBRE INC | COM | $435K | 0.9% | 223 SH | |
| MICROSOFT CORP | COM | $375K | 0.8% | 1,000 SH | |
| NEXTERA ENERGY INC | COM | $240K | 0.5% | 3,389 SH | |
| PALO ALTO NETWORKS INC | COM | $635K | 1.3% | 3,722 SH | |
| SALESFORCE INC | COM | $354K | 0.7% | 1,319 SH | |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $790K | 1.6% | 35,158 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $4.2M | 8.8% | 182,547 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $990K | 2.1% | 46,046 SH | |
| SERVICENOW INC | COM | $256K | 0.5% | 321 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $3.4M | 7.1% | 52,338 SH | |
| STARBUCKS CORP | COM | $326K | 0.7% | 3,321 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $389K | 0.8% | 2,343 SH | |
| US BANCORP DEL | COM NEW | $339K | 0.7% | 8,031 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.5M | 3.1% | 8,727 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $201K | 0.4% | 1,255 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $827K | 1.7% | 3,197 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $412K | 0.9% | 801 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $822K | 1.7% | 4,415 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.5M | 9.3% | 87,852 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $358K | 0.7% | 4,316 SH | |
| VEEVA SYS INC | CL A COM | $259K | 0.5% | 1,117 SH | |
| VERIZON COMMUNICATIONS INC | COM | $476K | 1.0% | 10,496 SH |
| 13F-HR |
| 0002055670-25-000006 |
| $56.6M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0002055670-26-000003 | $62.8M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0002055670-25-000004 | $48.2M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002055670-26-000002 | $55.4M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0002055670-25-000003 | $48.2M | View |