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CIK 0001958029 • 2 13F filings • May 14, 2025 – Aug 6, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $217K | 0.1%Prev: 0.1% | 1,599 SH | Increased |
| ABBVIE INC | COM | $383K | 0.1%Prev: 0.2% | 2,061 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $937K | 0.3%Prev: 2.2% | 5,317 SH | Decreased-33,071 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.5%Prev: 0.5% | 7,693 SH | Increased-467 SH |
| AMAZON COM INC | COM | $24.2M | 8.5%Prev: 7.9% | 110,401 SH | Increased-166 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.5M | 1.9% | 69,973 SH | New |
| APPLE INC | COM | $39.7M | 13.9%Prev: 16.2% | 193,343 SH | Decreased-192 SH |
| BANK AMERICA CORP | COM | $9.5M | 3.3%Prev: 3.1% | 200,479 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $217K | 0.1%Prev: 0.1% | 446 SH | Decreased |
| BLACKROCK INC | COM | $212K | 0.1% | 202 SH | New |
| BLACKSTONE INC | COM | $261K | 0.1%Prev: 0.1% | 1,747 SH | Increased |
| BOOKING HOLDINGS INC | COM | $203K | 0.1% | 35 SH | New |
| BROADCOM INC | COM | $857K | 0.3%Prev: 0.2% | 3,110 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $582K | 0.2%Prev: 0.2% | 588 SH | Increased |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $298K | 0.1%Prev: 0.1% | 6,247 SH | Increased |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $2.0M | 0.7%Prev: 0.6% | 23,583 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $10.8M | 3.8%Prev: 3.8% | 59,691 SH | Increased+666 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.6M | 1.3%Prev: 0.4% | 6,464 SH | Increased+4,458 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.9M | 0.7%Prev: 0.5% | 31,485 SH | Increased+466 SH |
| ISHARES GOLD TR | ISHARES NEW | $5.4M | 1.9%Prev: 1.9% | 86,111 SH | Increased+2,419 SH |
| ISHARES TR | 20 YR TR BD ETF | $3.9M | 1.4%Prev: 1.5% | 44,507 SH | Increased+1,392 SH |
| ISHARES TR | CORE MSCI EAFE | $326K | 0.1% | 3,903 SH | New |
| ISHARES TR | CORE MSCI INTL | $15.1M | 5.3%Prev: 6.5% | 198,466 SH | Decreased-52,966 SH |
| ISHARES TR | RUS 1000 VAL ETF | $212K | 0.1%Prev: 0.1% | 1,092 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $245K | 0.1%Prev: 0.1% | 2,229 SH | Increased |
| ISHARES TR | USD INV GRDE ETF | $279K | 0.1% | 5,421 SH | New |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $10.3M | 3.6%Prev: 2.9% | 222,272 SH | Increased+54,844 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $246K | 0.1%Prev: 0.1% | 4,950 SH | Increased+451 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $11.4M | 4.0%Prev: 3.8% | 189,710 SH | Increased+10,664 SH |
| JANUS DETROIT STR TR | HENDERSON SECURI | $3.4M | 1.2%Prev: 1.2% | 63,924 SH | Increased+1,594 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $10.3M | 3.6%Prev: 3.7% | 202,784 SH | Increased+9,628 SH |
| JPMORGAN CHASE & CO. | COM | $598K | 0.2%Prev: 0.2% | 2,062 SH | Increased |
| META PLATFORMS INC | CL A | $13.4M | 4.7%Prev: 3.8% | 18,168 SH | Increased+848 SH |
| MICROSOFT CORP | COM | $6.9M | 2.4%Prev: 2.0% | 13,800 SH | Increased+1 SH |
| NVIDIA CORPORATION | COM | $13.9M | 4.9%Prev: 3.6% | 88,121 SH | Increased |
| ORACLE CORP | COM | $427K | 0.1%Prev: 0.1% | 1,952 SH | Increased |
| PEPSICO INC | COM | $217K | 0.1%Prev: 0.1% | 1,647 SH | Decreased |
| PIMCO ETF TR | MULTISECTOR BD | $16.8M | 5.9%Prev: 5.9% | 631,855 SH | Increased+41,764 SH |
| S&P GLOBAL INC | COM | $209K | 0.1%Prev: 0.1% | 396 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.4M | 0.5% | 65,523 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $13.9M | 4.9%Prev: 4.8% | 583,483 SH | Increased-3,528 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $18.5M | 6.5%Prev: 6.9% | 29,890 SH | Increased-3,088 SH |
| STRYKER CORPORATION | COM | $277K | 0.1%Prev: 0.1% | 700 SH | Increased |
| T-MOBILE US INC | COM | $203K | 0.1%Prev: 0.1% | 850 SH | Decreased |
| TJX COS INC NEW | COM | $205K | 0.1%Prev: 0.1% | 1,660 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $222K | 0.1% | 390 SH | New |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3.3M | 1.1%Prev: 2.2% | 11,781 SH | Decreased-11,239 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.2M | 0.8% | 7,128 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $202K | 0.1% | 989 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.0M | 3.2%Prev: 2.0% | 157,884 SH | Increased+55,454 SH |
| VISA INC | COM CL A | $687K | 0.2%Prev: 0.3% | 1,935 SH | Increased |
| WISDOMTREE TR | FLOATNG RAT TREA | $18.8M | 6.6%Prev: 5.2% | 373,482 SH | Increased+98,700 SH |