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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 | $455K | 0.7% | 1,810 SH | New |
| ALPHABET INC | CAP STK CL A | $977K | 1.6%Prev: 0.9% | 2,735 SH | Increased-52 SH |
| ALPHABET INC | CAP STK CL C | $246K | 0.4% | 695 SH | New |
| AMAZON COM INC | COM | $762K | 1.2%Prev: 1.5% | 3,196 SH | Increased-728 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $223K | 0.4% | 1,790 SH | New |
| AMERICAN EXPRESS CO | COM | $334K | 0.5%Prev: 0.6% | 988 SH | Increased-96 SH |
| APPLE INC | COM | $571K | 0.9%Prev: 1.1% | 1,974 SH | Increased-383 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $575K | 0.9% | 289 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $558K | 0.9%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 | $231K | 0.4% | 1,391 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $340K | 0.5%Prev: 0.8% | 2,682 SH | Decreased-516 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $435K | 0.7%Prev: 0.7% | 10,850 SH | Increased |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $4.2M | 6.7%Prev: 5.0% | 13,867 SH | Increased+1,311 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.7M | 2.7%Prev: 3.1% | 24,275 SH | Increased-5,410 SH |
| ISHARES INC | MSCI EMRG CHN | $2.3M | 3.7%Prev: 2.3% | 22,866 SH | Increased+3,078 SH |
| ISHARES TR | CORE MSCI EAFE | $1.4M | 2.3%Prev: 2.0% | 14,965 SH | Increased+2,375 SH |
| ISHARES TR | CORE S&P500 ETF | $7.4M | 11.8%Prev: 12.2% | 9,904 SH | Increased-593 SH |
| ISHARES TR | EAFE SML CP ETF | $294K | 0.5%Prev: 0.6% | 3,575 SH | Increased-783 SH |
| ISHARES TR | MBS ETF | $2.5M | 3.9%Prev: 4.3% | 26,179 SH | Increased+4,284 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.8M | 4.5%Prev: 4.2% | 12,847 SH | Increased+1,004 SH |
| ISHARES TR | S&P 500 VAL ETF | $263K | 0.4%Prev: 0.5% | 1,158 SH | Increased |
| ISHARES TR | S&P SML 600 GWT | $420K | 0.7%Prev: 0.9% | 2,353 SH | Decreased-1,275 SH |
| ISHARES TR | US TREAS BD ETF | $991K | 1.6%Prev: 2.5% | 43,482 SH | Decreased-9,210 SH |
| JOHNSON & JOHNSON | COM | $243K | 0.4% | 958 SH | New |
| JPMORGAN CHASE & CO | COM | $591K | 0.9% | 1,806 SH | New |
| MERCADOLIBRE INC | COM | $306K | 0.5%Prev: 0.9% | 180 SH | Decreased-43 SH |
| MICROSOFT CORP | COM | $374K | 0.6%Prev: 0.8% | 1,002 SH | Decreased+2 SH |
| NEXTERA ENERGY INC | COM | $284K | 0.5%Prev: 0.5% | 3,239 SH | Increased-150 SH |
| PALO ALTO NETWORKS INC | COM | $1.2M | 1.9%Prev: 1.3% | 3,501 SH | Increased-221 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $1.9M | 3.0%Prev: 1.6% | 82,682 SH | Increased+47,524 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $4.4M | 7.0%Prev: 8.8% | 190,531 SH | Increased+7,984 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $1.3M | 2.0%Prev: 2.1% | 54,181 SH | Increased+8,135 SH |
| SPDR SERIES TRUST | ST STR P500ETF | $4.7M | 7.5% | 53,698 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $956K | 1.5% | 2,002 SH | New |
| US BANCORP | COM NEW | $404K | 0.6% | 6,694 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $3.3M | 5.2%Prev: 3.1% | 13,352 SH | Increased+4,625 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $772K | 1.2%Prev: 1.7% | 9,580 SH | Decreased+6,383 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3M | 3.7%Prev: 0.9% | 3,420 SH | Increased+2,619 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $879K | 1.4%Prev: 1.7% | 3,617 SH | Increased-798 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.4M | 10.2%Prev: 9.3% | 89,975 SH | Increased+2,123 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $289K | 0.5%Prev: 0.7% | 3,099 SH | Decreased-1,217 SH |
| VANGUARD WORLD FD | INF TECH ETF | $638K | 1.0% | 5,336 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $866K | 1.4% | 9,855 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $350K | 0.6%Prev: 1.0% | 8,264 SH | Decreased-2,232 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 |