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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 | $394K | 0.7% | 1,810 SH | New |
| ALPHABET INC | CAP STK CL A | $795K | 1.4%Prev: 0.9% | 2,765 SH | Increased-22 SH |
| AMAZON COM INC | COM | $666K | 1.2%Prev: 1.5% | 3,196 SH | Decreased-728 SH |
| AMERICAN EXPRESS CO | COM | $313K | 0.6%Prev: 0.6% | 1,036 SH | Increased-48 SH |
| APPLE INC | COM | $501K | 0.9%Prev: 1.1% | 1,974 SH | Decreased-383 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $382K | 0.7% | 289 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $535K | 1.0%Prev: 1.3% | 1,116 SH | Decreased-86 SH |
| BLACKROCK INC | COM | $242K | 0.4%Prev: 0.5% | 252 SH | Decreased-7 SH |
| CHEVRON CORPORATION | COM | $288K | 0.5% | 1,391 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $359K | 0.6%Prev: 0.8% | 2,743 SH | Decreased-455 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $379K | 0.7%Prev: 0.7% | 10,850 SH | Increased |
| HONEYWELL INTL INC | COM | $273K | 0.5%Prev: 0.6% | 1,208 SH | Decreased-168 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $3.3M | 5.9%Prev: 5.0% | 13,751 SH | Increased+1,195 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.5M | 2.6%Prev: 3.1% | 24,337 SH | Decreased-5,348 SH |
| ISHARES INC | MSCI EMRG CHN | $1.8M | 3.2%Prev: 2.3% | 22,682 SH | Increased+2,894 SH |
| ISHARES TR | CORE MSCI EAFE | $1.5M | 2.7%Prev: 2.0% | 16,682 SH | Increased+4,092 SH |
| ISHARES TR | CORE S&P500 ETF | $6.5M | 11.7%Prev: 12.2% | 9,942 SH | Increased-555 SH |
| ISHARES TR | EAFE SML CP ETF | $326K | 0.6%Prev: 0.6% | 4,160 SH | Increased-198 SH |
| ISHARES TR | MBS ETF | $2.4M | 4.4%Prev: 4.3% | 25,579 SH | Increased+3,684 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.5M | 4.4%Prev: 4.2% | 12,801 SH | Increased+958 SH |
| ISHARES TR | S&P 500 VAL ETF | $245K | 0.4%Prev: 0.5% | 1,158 SH | Increased |
| ISHARES TR | S&P SML 600 GWT | $381K | 0.7%Prev: 0.9% | 2,635 SH | Decreased-993 SH |
| ISHARES TR | US TREAS BD ETF | $1.0M | 1.8%Prev: 2.5% | 43,976 SH | Decreased-8,716 SH |
| JOHNSON & JOHNSON | COM | $259K | 0.5% | 1,058 SH | New |
| JPMORGAN CHASE & CO | COM | $578K | 1.0% | 1,965 SH | New |
| MERCADOLIBRE INC | COM | $311K | 0.6%Prev: 0.9% | 180 SH | Decreased-43 SH |
| MICROSOFT CORP | COM | $371K | 0.7%Prev: 0.8% | 1,002 SH | Decreased+2 SH |
| NEXTERA ENERGY INC | COM | $315K | 0.6%Prev: 0.5% | 3,389 SH | Increased |
| PALO ALTO NETWORKS INC | COM | $561K | 1.0%Prev: 1.3% | 3,501 SH | Decreased-221 SH |
| SALESFORCE INC | COM | $244K | 0.4%Prev: 0.7% | 1,308 SH | Decreased-11 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $1.8M | 3.3%Prev: 1.6% | 80,495 SH | Increased+45,337 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $4.4M | 8.0%Prev: 8.8% | 191,285 SH | Increased+8,738 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $1.2M | 2.1%Prev: 2.1% | 53,741 SH | Increased+7,695 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.2M | 7.5% | 54,638 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $677K | 1.2% | 2,002 SH | New |
| US BANCORP | COM NEW | $348K | 0.6% | 6,694 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.7M | 4.9%Prev: 3.1% | 13,307 SH | Increased+4,580 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $726K | 1.3%Prev: 1.7% | 2,527 SH | Decreased-670 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 3.2%Prev: 0.9% | 2,988 SH | Increased+2,187 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $976K | 1.8%Prev: 1.7% | 4,491 SH | Increased+76 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.5M | 9.9%Prev: 9.3% | 85,805 SH | Increased-2,047 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $324K | 0.6%Prev: 0.7% | 3,667 SH | Decreased-649 SH |
| VANGUARD WORLD FD | INF TECH ETF | $465K | 0.8% | 667 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $724K | 1.3% | 1,971 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $446K | 0.8%Prev: 1.0% | 8,893 SH | Decreased-1,603 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 |