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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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $419K | 0.7%Prev: 0.7% | 1,810 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $782K | 1.4%Prev: 1.6% | 3,216 SH | Decreased+481 SH |
| ALPHABET INC | CAP STK CL C | $267K | 0.5%Prev: 0.4% | 1,095 SH | Increased+400 SH |
| AMAZON COM INC | COM | $870K | 1.5%Prev: 1.2% | 3,964 SH | Increased+768 SH |
| AMERICAN EXPRESS CO | COM | $360K | 0.6%Prev: 0.5% | 1,084 SH | Increased+96 SH |
| APPLE INC | COM | $608K | 1.1%Prev: 0.9% | 2,386 SH | Increased+412 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $367K | 0.6% | 379 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $202K | 0.4% | 687 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $604K | 1.1%Prev: 0.9% | 1,202 SH | Increased+86 SH |
| BLACKROCK INC | COM | $316K | 0.6%Prev: 0.4% | 271 SH | Increased+19 SH |
| BLACKSTONE INC | COM | $315K | 0.6% | 1,845 SH | New |
| BOOKING HOLDINGS INC | COM | $254K | 0.4% | 47 SH | New |
| BROADRIDGE FINL SOLUTIONS IN | COM | $277K | 0.5% | 1,164 SH | New |
| CHEVRON CORP NEW | COM | $241K | 0.4% | 1,551 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $376K | 0.7%Prev: 0.5% | 3,040 SH | Increased+358 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $364K | 0.6%Prev: 0.7% | 10,850 SH | Decreased |
| HONEYWELL INTL INC | COM | $286K | 0.5% | 1,361 SH | New |
| INTERCONTINENTAL EXCHANGE IN | COM | $217K | 0.4% | 1,287 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $3.2M | 5.6%Prev: 6.7% | 12,932 SH | Decreased-935 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.8M | 3.1%Prev: 2.7% | 31,431 SH | Increased+7,156 SH |
| ISHARES INC | MSCI EMRG CHN | $1.4M | 2.5%Prev: 3.7% | 20,820 SH | Decreased-2,046 SH |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 2.8%Prev: 2.3% | 18,418 SH | Increased+3,453 SH |
| ISHARES TR | CORE S&P SCP ETF | $514K | 0.9% | 4,323 SH | New |
| ISHARES TR | CORE S&P500 ETF | $6.8M | 12.1%Prev: 11.8% | 10,213 SH | Decreased+309 SH |
| ISHARES TR | EAFE SML CP ETF | $345K | 0.6%Prev: 0.5% | 4,492 SH | Increased+917 SH |
| ISHARES TR | MBS ETF | $2.1M | 3.8%Prev: 3.9% | 22,439 SH | Decreased-3,740 SH |
| ISHARES TR | MSCI EAFE MIN VL | $359K | 0.6% | 4,234 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $2.3M | 4.1%Prev: 4.5% | 11,990 SH | Decreased-857 SH |
| ISHARES TR | S&P 500 VAL ETF | $239K | 0.4%Prev: 0.4% | 1,158 SH | Decreased |
| ISHARES TR | S&P SML 600 GWT | $497K | 0.9%Prev: 0.7% | 3,515 SH | Increased+1,162 SH |
| ISHARES TR | US TREAS BD ETF | $1.3M | 2.2%Prev: 1.6% | 54,444 SH | Increased+10,962 SH |
| JOHNSON & JOHNSON | COM | $209K | 0.4%Prev: 0.4% | 1,128 SH | Decreased+170 SH |
| JPMORGAN CHASE & CO. | COM | $647K | 1.1% | 2,051 SH | New |
| MERCADOLIBRE INC | COM | $521K | 0.9%Prev: 0.5% | 223 SH | Increased+43 SH |
| MICROSOFT CORP | COM | $542K | 1.0%Prev: 0.6% | 1,046 SH | Increased+44 SH |
| NEXTERA ENERGY INC | COM | $256K | 0.5%Prev: 0.5% | 3,389 SH | Decreased+150 SH |
| PALO ALTO NETWORKS INC | COM | $791K | 1.4%Prev: 1.9% | 3,887 SH | Decreased+386 SH |
| PAYPAL HLDGS INC | COM | $213K | 0.4% | 3,170 SH | New |
| SALESFORCE INC | COM | $341K | 0.6% | 1,438 SH | New |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $858K | 1.5%Prev: 3.0% | 37,157 SH | Decreased-45,525 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $4.4M | 7.8%Prev: 7.0% | 187,537 SH | Decreased-2,994 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $1.0M | 1.8%Prev: 2.0% | 47,176 SH | Decreased-7,005 SH |
| SERVICENOW INC | COM | $308K | 0.5% | 335 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $4.3M | 7.7% | 55,499 SH | New |
| STARBUCKS CORP | COM | $281K | 0.5% | 3,321 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $654K | 1.2% | 2,343 SH | New |
| US BANCORP DEL | COM NEW | $379K | 0.7% | 7,838 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.0M | 3.5%Prev: 5.2% | 9,400 SH | Decreased-3,952 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $219K | 0.4% | 1,255 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $818K | 1.4%Prev: 1.2% | 2,784 SH | Increased-6,796 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $581K | 1.0%Prev: 3.7% | 948 SH | Decreased-2,472 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $927K | 1.6%Prev: 1.4% | 4,443 SH | Increased+826 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.3M | 9.4%Prev: 10.2% | 89,150 SH | Decreased-825 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $387K | 0.7%Prev: 0.5% | 4,316 SH | Increased+1,217 SH |
| VANGUARD WORLD FD | INF TECH ETF | $239K | 0.4%Prev: 1.0% | 320 SH | Decreased-5,016 SH |
| VEEVA SYS INC | CL A COM | $333K | 0.6% | 1,117 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $435K | 0.8%Prev: 0.6% | 9,909 SH | Increased+1,645 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 |