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CIK 0002115533 • 3 13F filings • Mar 17, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.6M | 1.4%Prev: 1.2% | 5,801 SH | Decreased+340 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $346K | 0.3%Prev: 0.3% | 689 SH | Increased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $15.9M | 14.0% | 363,751 SH | New |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $286K | 0.3% | 9,663 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $10.4M | 9.2%Prev: 10.1% | 207,798 SH | Decreased-64,056 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $240K | 0.2% | 7,017 SH | New |
| GLOBAL X FDS | S&P 500 CATHOLIC | $621K | 0.5%Prev: 0.5% | 7,556 SH | Decreased-37 SH |
| INTUITIVE SURGICAL INC | COM NEW | $204K | 0.2% | 360 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $753K | 0.7%Prev: 1.2% | 14,915 SH | Decreased-17,603 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $545K | 0.5%Prev: 1.5% | 10,692 SH | Decreased-29,324 SH |
| MICROSOFT CORP | COM | $307K | 0.3%Prev: 0.2% | 634 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $234K | 0.2%Prev: 1.2% | 5,183 SH | Decreased-25,731 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $301K | 0.3%Prev: 0.2% | 11,484 SH | Decreased |
| SEMPRA | COM | $360K | 0.3%Prev: 0.3% | 4,076 SH | Decreased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $334K | 0.3%Prev: 0.2% | 4,294 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $31.0M | 27.4%Prev: 24.9% | 63,613 SH | Decreased-322,196 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.1M | 2.7%Prev: 2.1% | 34,961 SH | Increased+6,212 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $778K | 0.7%Prev: 1.6% | 1,240 SH | Decreased-1,910 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.7M | 5.1%Prev: 4.9% | 22,289 SH | Decreased+936 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $27.0M | 23.8%Prev: 20.7% | 80,598 SH | Decreased+5,904 SH |
| VANGUARD INDEX FDS | VALUE ETF | $10.4M | 9.2%Prev: 8.5% | 54,411 SH | Decreased+2,181 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.9%Prev: 0.8% | 20,989 SH | Increased+716 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.2M | 1.1%Prev: 1.0% | 16,169 SH | Decreased+155 SH |
| VISA INC | COM CL A | $610K | 0.5%Prev: 0.4% | 1,739 SH | Increased |
| 13F-HR |
| 0001172661-26-001814 |
| $115.0M |
| View |