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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 | $414K | 0.7%Prev: 0.7% | 1,810 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $943K | 1.7%Prev: 1.4% | 3,012 SH | Increased-204 SH |
| ALPHABET INC | CAP STK CL C | $344K | 0.6%Prev: 0.5% | 1,095 SH | Increased |
| AMAZON COM INC | COM | $967K | 1.7%Prev: 1.5% | 4,191 SH | Increased+227 SH |
| AMERICAN EXPRESS CO | COM | $401K | 0.7%Prev: 0.6% | 1,084 SH | Increased |
| APPLE INC | COM | $613K | 1.1%Prev: 1.1% | 2,254 SH | Increased-132 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $365K | 0.6%Prev: 0.6% | 341 SH | Decreased-38 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $600K | 1.1%Prev: 1.1% | 1,193 SH | Decreased-9 SH |
| BLACKROCK INC | COM | $277K | 0.5%Prev: 0.6% | 259 SH | Decreased-12 SH |
| BLACKSTONE INC | COM | $272K | 0.5%Prev: 0.6% | 1,764 SH | Decreased-81 SH |
| BOOKING HOLDINGS INC | COM | $252K | 0.4%Prev: 0.4% | 47 SH | Decreased |
| BROADRIDGE FINL SOLUTIONS IN | COM | $227K | 0.4%Prev: 0.5% | 1,017 SH | Decreased-147 SH |
| CHEVRON CORP NEW | COM | $215K | 0.4%Prev: 0.4% | 1,409 SH | Decreased-142 SH |
| DUKE ENERGY CORP NEW | COM NEW | $353K | 0.6%Prev: 0.7% | 3,011 SH | Decreased-29 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $376K | 0.7%Prev: 0.6% | 10,850 SH | Increased |
| HONEYWELL INTL INC | COM | $266K | 0.5%Prev: 0.5% | 1,362 SH | Decreased+1 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $3.2M | 5.6%Prev: 5.6% | 12,578 SH | Decreased-354 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.8M | 3.2%Prev: 3.1% | 31,577 SH | Increased+146 SH |
| ISHARES INC | MSCI EMRG CHN | $1.5M | 2.7%Prev: 2.5% | 20,892 SH | Increased+72 SH |
| ISHARES TR | CORE MSCI EAFE | $1.7M | 3.0%Prev: 2.8% | 18,918 SH | Increased+500 SH |
| ISHARES TR | CORE S&P500 ETF | $6.9M | 12.1%Prev: 12.1% | 10,014 SH | Increased-199 SH |
| ISHARES TR | EAFE SML CP ETF | $379K | 0.7%Prev: 0.6% | 4,892 SH | Increased+400 SH |
| ISHARES TR | MBS ETF | $2.2M | 3.9%Prev: 3.8% | 23,457 SH | Increased+1,018 SH |
| ISHARES TR | MSCI EAFE MIN VL | $202K | 0.4%Prev: 0.6% | 2,338 SH | Decreased-1,896 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.4M | 4.2%Prev: 4.1% | 11,995 SH | Increased+5 SH |
| ISHARES TR | S&P 500 VAL ETF | $246K | 0.4%Prev: 0.4% | 1,158 SH | Increased |
| ISHARES TR | S&P SML 600 GWT | $400K | 0.7%Prev: 0.9% | 2,835 SH | Decreased-680 SH |
| ISHARES TR | US TREAS BD ETF | $1.3M | 2.3%Prev: 2.2% | 55,762 SH | Increased+1,318 SH |
| JOHNSON & JOHNSON | COM | $233K | 0.4%Prev: 0.4% | 1,128 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $648K | 1.1%Prev: 1.1% | 2,011 SH | Increased-40 SH |
| MERCADOLIBRE INC | COM | $449K | 0.8%Prev: 0.9% | 223 SH | Decreased |
| MICROSOFT CORP | COM | $562K | 1.0%Prev: 1.0% | 1,161 SH | Increased+115 SH |
| NEXTERA ENERGY INC | COM | $272K | 0.5%Prev: 0.5% | 3,389 SH | Increased |
| PALO ALTO NETWORKS INC | COM | $697K | 1.2%Prev: 1.4% | 3,785 SH | Decreased-102 SH |
| SALESFORCE INC | COM | $381K | 0.7%Prev: 0.6% | 1,438 SH | Increased |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $891K | 1.6%Prev: 1.5% | 38,792 SH | Increased+1,635 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $4.5M | 8.0%Prev: 7.8% | 194,190 SH | Increased+6,653 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $948K | 1.7%Prev: 1.8% | 45,397 SH | Decreased-1,779 SH |
| SERVICENOW INC | COM | $246K | 0.4%Prev: 0.5% | 1,605 SH | Decreased+1,270 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.3M | 7.6% | 54,100 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $703K | 1.2%Prev: 1.2% | 2,313 SH | Increased-30 SH |
| US BANCORP DEL | COM NEW | $366K | 0.6%Prev: 0.7% | 6,852 SH | Decreased-986 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.0M | 3.5%Prev: 3.5% | 9,422 SH | Increased+22 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $211K | 0.4%Prev: 0.4% | 1,190 SH | Decreased-65 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $812K | 1.4%Prev: 1.4% | 2,798 SH | Decreased+14 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $629K | 1.1%Prev: 1.0% | 1,002 SH | Increased+54 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 1.9%Prev: 1.6% | 5,212 SH | Increased+769 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.5M | 9.7%Prev: 9.4% | 88,619 SH | Increased-531 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $360K | 0.6%Prev: 0.7% | 3,937 SH | Decreased-379 SH |
| VANGUARD WORLD FD | INF TECH ETF | $503K | 0.9%Prev: 0.4% | 667 SH | Increased+347 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $814K | 1.4% | 1,971 SH | New |
| VEEVA SYS INC | CL A COM | $237K | 0.4%Prev: 0.6% | 1,060 SH | Decreased-57 SH |
| VERIZON COMMUNICATIONS INC | COM | $395K | 0.7%Prev: 0.8% | 9,687 SH | Decreased-222 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 |