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CIK 0002079537 • 6 13F filings • Aug 25, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| ALLEGION PLC | ORD SHS | $1.2M | 1.1%Prev: 1.2% | 7,596 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $249K | 0.2%Prev: 0.2% | 796 SH | Increased-59 SH |
| ALPHABET INC | CAP STK CL C | $821K | 0.7%Prev: 0.6% | 2,616 SH | Increased-176 SH |
| AMAZON COM INC | COM | $933K | 0.8%Prev: 0.8% | 4,041 SH | Increased-11 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.7M | 1.5%Prev: 1.4% | 22,285 SH | Increased+140 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $204K | 0.2%Prev: 0.2% | 2,596 SH | Decreased-91 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $5.1M | 4.4%Prev: 4.2% | 62,046 SH | Increased+437 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $1.8M | 1.6%Prev: 1.6% | 42,448 SH | Decreased-598 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $4.9M | 4.3%Prev: 4.2% | 43,870 SH | Increased-1,133 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $214K | 0.2%Prev: 0.2% | 2,103 SH | Increased+12 SH |
| AMERICAN EXPRESS CO | COM | $225K | 0.2%Prev: 0.2% | 609 SH | Increased |
| APPLE INC | COM | $1.4M | 1.2%Prev: 1.2% | 5,250 SH | Increased-149 SH |
| ARK ETF TR | BLOCKCHAIN & FIN | $994K | 0.9% | 20,879 SH | New |
| ASML HOLDING N V | N Y REGISTRY SHS | $250K | 0.2%Prev: 0.2% | 234 SH | Increased |
| BROADCOM INC | COM | $830K | 0.7%Prev: 0.7% | 2,398 SH | Increased-18 SH |
| DIREXION SHS ETF TR | DLY SCOND 3XBU | $414K | 0.4%Prev: 0.3% | 9,856 SH | Increased |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ARTIF | $624K | 0.5%Prev: 0.5% | 9,833 SH | Decreased-154 SH |
| GLOBAL X FDS | CLEANTECH ETF NW | $698K | 0.6%Prev: 0.6% | 13,149 SH | Decreased-1,323 SH |
| GLOBAL X FDS | LITHIUM BTRY ETF | $1.9M | 1.7%Prev: 1.6% | 29,843 SH | Increased-2,555 SH |
| HONEYWELL INTL INC | COM | $600K | 0.5%Prev: 0.6% | 3,076 SH | Decreased |
| INGERSOLL RAND INC | COM | $7.0M | 6.1%Prev: 6.3% | 88,233 SH | Decreased-12 SH |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $327K | 0.3%Prev: 0.3% | 9,748 SH | Increased+280 SH |
| INNOVATOR ETFS TRUST | EMERGING MRKT 10 | $1.6M | 1.4%Prev: 1.2% | 55,397 SH | Increased+3,884 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $256K | 0.2%Prev: 0.3% | 4,417 SH | Decreased-1,106 SH |
| INNOVATOR ETFS TRUST | INTL DVLPD 10 BU | $2.7M | 2.4%Prev: 2.2% | 93,842 SH | Increased+3,415 SH |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $204K | 0.2%Prev: 0.2% | 5,559 SH | Decreased-501 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.3M | 1.1%Prev: 1.0% | 5,050 SH | Increased+243 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $209K | 0.2%Prev: 0.2% | 1,092 SH | Decreased-28 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.9M | 2.6%Prev: 2.6% | 4,790 SH | Decreased-198 SH |
| ISHARES TR | 7-10 YR TRSY BD | $241K | 0.2% | 2,509 SH | New |
| ISHARES TR | CORE S&P500 ETF | $314K | 0.3%Prev: 0.3% | 459 SH | Increased+7 SH |
| ISHARES TR | ESG MSCI KLD 400 | $209K | 0.2%Prev: 0.2% | 1,625 SH | Increased-32 SH |
| ISHARES TR | GL CLEAN ENE ETF | $331K | 0.3%Prev: 0.3% | 20,159 SH | Increased-70 SH |
| ISHARES TR | U.S. TECH ETF | $759K | 0.7%Prev: 0.6% | 3,800 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $474K | 0.4%Prev: 0.4% | 7,142 SH | Decreased-447 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $701K | 0.6%Prev: 0.6% | 12,063 SH | Increased+162 SH |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | $1.8M | 1.6%Prev: 1.6% | 19,968 SH | Decreased-201 SH |
| JPMORGAN CHASE & CO. | COM | $375K | 0.3%Prev: 0.3% | 1,164 SH | Increased |
| KRANESHARES TRUST | 90 KWEB JAN 27 | $2.0M | 1.7%Prev: 2.0% | 63,988 SH | Decreased-2,276 SH |
| KRANESHARES TRUST | KWEB COVERD CALL | $331K | 0.3%Prev: 0.3% | 11,031 SH | Decreased+602 SH |
| LISTED FDS TR | WAHED FTSE ETF | $288K | 0.3%Prev: 0.2% | 4,642 SH | Increased+38 SH |
| MASTERCARD INCORPORATED | CL A | $229K | 0.2%Prev: 0.2% | 402 SH | Decreased-35 SH |
| META PLATFORMS INC | CL A | $452K | 0.4%Prev: 0.4% | 685 SH | Decreased-26 SH |
| MICROSOFT CORP | COM | $1.5M | 1.3%Prev: 1.4% | 3,086 SH | Decreased-83 SH |
| NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | $1.0M | 0.9%Prev: 0.8% | 32,085 SH | Increased+922 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.4%Prev: 1.4% | 8,637 SH | Decreased-178 SH |
| PACER FDS TR | GLOBL CASH ETF | $290K | 0.3%Prev: 0.2% | 7,024 SH | Increased+480 SH |
| PGIM ROCK ETF TR | LADDERED S&P 500 | $4.4M | 3.9%Prev: 2.7% | 151,889 SH | Increased+40,382 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $5.9M | 5.1%Prev: 4.6% | 235,611 SH | Increased+22,888 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $214K | 0.2% | 8,301 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.4M | 1.2%Prev: 1.2% | 52,342 SH | Increased+1,542 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.1M | 1.8%Prev: 1.8% | 63,833 SH | Decreased-1,963 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $343K | 0.3% | 2,382 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $228K | 0.2%Prev: 0.2% | 1,418 SH | Increased+47 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.5M | 2.2%Prev: 2.1% | 5,254 SH | Increased-113 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.5M | 2.2%Prev: 2.1% | 3,672 SH | Increased-33 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $738K | 0.6% | 11,116 SH | New |
| T ROWE PRICE ETF INC | PRICE GRW STOCK | $308K | 0.3%Prev: 0.3% | 6,692 SH | Increased-26 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $328K | 0.3%Prev: 0.3% | 1,080 SH | Increased-43 SH |
| TESLA INC | COM | $244K | 0.2% | 543 SH | New |
| TIDAL TRUST II | RET STCKD GL STK | $5.4M | 4.7%Prev: 4.7% | 192,050 SH | Decreased-3,199 SH |
| TRANE TECHNOLOGIES PLC | SHS | $24.8M | 21.5%Prev: 23.0% | 63,605 SH | Decreased |
| UNITED PARCEL SERVICE INC | CL B | $2.2M | 2.0%Prev: 1.6% | 22,598 SH | Increased-167 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $4.4M | 3.8%Prev: 3.5% | 12,105 SH | Increased-431 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $342K | 0.3%Prev: 0.4% | 1,085 SH | Decreased-371 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.4M | 1.2%Prev: 1.0% | 7,315 SH | Increased+981 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $207K | 0.2% | 3,306 SH | New |
| VISA INC | COM CL A | $243K | 0.2%Prev: 0.2% | 694 SH | Decreased-19 SH |
| 13F-HR |
| 0002085853-25-000187 |
| $116.6M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000837 | $134.6M | View |
| Aug 25, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001207 | $106.1M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000475 | $115.1M | View |