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CIK 0002022456 • 6 13F filings • May 13, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $313K | 0.1%Prev: 0.2% | 1,370 SH | Decreased-100 SH |
| ALPHABET INC | CAP STK CL C | $542K | 0.3%Prev: 0.2% | 1,726 SH | Increased+384 SH |
| ALTRIA GROUP INC | COM | $348K | 0.2%Prev: 0.2% | 6,035 SH | Decreased |
| AMAZON COM INC | COM | $1.6M | 0.8%Prev: 0.7% | 7,007 SH | Increased+60 SH |
| APPLE INC | COM | $5.2M | 2.5%Prev: 2.4% | 19,195 SH | Increased+187 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $5.3M | 2.5%Prev: 2.6% | 7 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 0.7%Prev: 0.8% | 3,028 SH | Decreased-80 SH |
| CATERPILLAR INC | COM | $437K | 0.2%Prev: 0.2% | 763 SH | Increased-52 SH |
| CHEVRON CORP NEW | COM | $265K | 0.1%Prev: 0.1% | 1,740 SH | Decreased |
| CISCO SYS INC | COM | $311K | 0.1%Prev: 0.1% | 4,042 SH | Increased |
| CONSTELLATION ENERGY CORP | COM | $274K | 0.1%Prev: 0.1% | 776 SH | Increased |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $4.0M | 1.9%Prev: 2.1% | 79,458 SH | Decreased-4,243 SH |
| EATON CORP PLC | SHS | $3.7M | 1.8%Prev: 2.2% | 11,717 SH | Decreased-95 SH |
| ELI LILLY & CO | COM | $247K | 0.1% | 230 SH | New |
| EXXON MOBIL CORP | COM | $692K | 0.3%Prev: 0.3% | 5,748 SH | Increased-346 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $1.7M | 0.8%Prev: 0.7% | 37,537 SH | Increased+5,959 SH |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | $279K | 0.1%Prev: 0.1% | 2,141 SH | Decreased+50 SH |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | $250K | 0.1%Prev: 0.1% | 5,555 SH | Decreased |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $6.0M | 2.8%Prev: 2.4% | 156,906 SH | Increased+25,806 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $246K | 0.1%Prev: 0.1% | 1,857 SH | Increased |
| GOLDMINING INC | COM | $16K | 0.0%Prev: 0.0% | 12,961 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $458K | 0.2%Prev: 0.2% | 1,547 SH | Increased-47 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $3.6M | 1.7%Prev: 1.5% | 14,149 SH | Increased+1,746 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $19.5M | 9.2%Prev: 9.3% | 101,564 SH | Increased+1,344 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.7M | 1.7%Prev: 1.8% | 5,951 SH | Increased-19 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.4M | 0.7%Prev: 0.6% | 17,539 SH | Increased-358 SH |
| ISHARES SILVER TR | ISHARES | $212K | 0.1% | 3,294 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $1.4M | 0.7% | 13,748 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $779K | 0.4%Prev: 0.4% | 9,401 SH | Decreased-421 SH |
| ISHARES TR | CORE S&P MCP ETF | $6.8M | 3.2%Prev: 3.1% | 103,396 SH | Increased+5,743 SH |
| ISHARES TR | CORE S&P SCP ETF | $10.8M | 5.1%Prev: 5.1% | 90,270 SH | Increased+1,858 SH |
| ISHARES TR | CORE S&P500 ETF | $14.4M | 6.8%Prev: 6.5% | 20,966 SH | Increased+991 SH |
| ISHARES TR | CORE US AGGBD ET | $35.7M | 16.8%Prev: 17.3% | 357,190 SH | Increased+3,661 SH |
| ISHARES TR | GLOBAL ENERG ETF | $210K | 0.1%Prev: 0.1% | 5,000 SH | Increased |
| ISHARES TR | ISHARES SEMICDTR | $924K | 0.4%Prev: 0.4% | 3,067 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $942K | 0.4%Prev: 0.4% | 9,810 SH | Increased+1,358 SH |
| ISHARES TR | MSCI USA MMENTM | $3.0M | 1.4%Prev: 1.6% | 11,814 SH | Decreased-687 SH |
| JOHNSON & JOHNSON | COM | $218K | 0.1%Prev: 0.1% | 1,052 SH | Decreased-301 SH |
| MICROSOFT CORP | COM | $1.1M | 0.5%Prev: 0.5% | 2,317 SH | Increased+383 SH |
| NETFLIX INC | COM | $202K | 0.1%Prev: 0.1% | 2,150 SH | Decreased+1,935 SH |
| NVIDIA CORPORATION | COM | $8.2M | 3.9%Prev: 4.2% | 44,126 SH | Decreased-1,999 SH |
| PHILIP MORRIS INTL INC | COM | $504K | 0.2%Prev: 0.2% | 3,143 SH | Decreased+1 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $203K | 0.1% | 2,026 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $311K | 0.1%Prev: 0.2% | 5,935 SH | Decreased-433 SH |
| PROCTER AND GAMBLE CO | COM | $289K | 0.1%Prev: 0.2% | 2,015 SH | Decreased |
| PROSHARES TR | S&P 500 DV ARIST | $1.8M | 0.8%Prev: 0.9% | 17,005 SH | Decreased-215 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $634K | 0.3%Prev: 0.3% | 3,936 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $22.4M | 10.6%Prev: 10.5% | 56,578 SH | Increased-3,672 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.2M | 1.1%Prev: 1.1% | 3,292 SH | Increased-55 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $510K | 0.2% | 2,115 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET GLO | $8.6M | 4.1% | 173,548 SH | New |
| STRYKER CORPORATION | COM | $7.9M | 3.7%Prev: 4.1% | 22,429 SH | Decreased+2 SH |
| TESLA INC | COM | $558K | 0.3%Prev: 0.3% | 1,240 SH | Increased |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $208K | 0.1% | 578 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $334K | 0.2%Prev: 0.2% | 4,511 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $431K | 0.2%Prev: 0.2% | 688 SH | Increased-16 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.0M | 2.4%Prev: 2.4% | 15,045 SH | Increased+332 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $315K | 0.1%Prev: 0.2% | 6,255 SH | Increased |
| VANGUARD WORLD FD | COMM SRVC ETF | $429K | 0.2%Prev: 0.2% | 2,216 SH | Increased |
| VANGUARD WORLD FD | HEALTH CAR ETF | $681K | 0.3%Prev: 0.3% | 2,365 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $2.9M | 1.4%Prev: 1.3% | 3,800 SH | Increased+275 SH |
| WALMART INC | COM | $587K | 0.3%Prev: 0.3% | 5,268 SH | Increased |
| WELLS FARGO CO NEW | COM | $225K | 0.1%Prev: 0.1% | 2,411 SH | Increased |
| WORLD GOLD TR | SPDR GLD MINIS | $7.2M | 3.4%Prev: 3.1% | 84,788 SH | Increased+1,954 SH |
| ZOETIS INC | CL A | $656K | 0.3%Prev: 0.4% | 5,216 SH | Decreased |
| 13F-HR |
| 0001172661-26-003277 |
| $238.9M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002611 | $180.2M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001920 | $218.2M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001723 | $162.8M | View |