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CIK 0002114448 • 3 13F filings • Mar 6, 2026 – Jul 23, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $430K | 0.5%Prev: 0.4% | 1,948 SH | Decreased-130 SH |
| ALPHABET INC | CAP STK CL A | $1.3M | 1.4%Prev: 1.3% | 3,782 SH | Decreased-1,137 SH |
| ALPHABET INC | CAP STK CL C | $850K | 0.9%Prev: 0.8% | 2,547 SH | Decreased-634 SH |
| AMAZON COM INC | COM | $1.9M | 2.1%Prev: 1.7% | 7,872 SH | Decreased-1,639 SH |
| APPLE INC | COM | $4.9M | 5.4%Prev: 4.7% | 19,007 SH | Decreased-2,320 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $287K | 0.3% | 203 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $705K | 0.8%Prev: 0.7% | 1,458 SH | Decreased-273 SH |
| BROADCOM INC | COM | $1.0M | 1.1%Prev: 1.1% | 3,086 SH | Decreased-832 SH |
| CHEVRON CORP NEW | COM | $246K | 0.3% | 1,471 SH | New |
| COCA COLA CO | COM | $275K | 0.3%Prev: 0.2% | 3,789 SH | Decreased-52 SH |
| COSTCO WHSL CORP NEW | COM | $365K | 0.4% | 374 SH | New |
| ELI LILLY & CO | COM | $811K | 0.9%Prev: 0.8% | 763 SH | Decreased-111 SH |
| EXXON MOBIL CORP | COM | $251K | 0.3% | 1,864 SH | New |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $321K | 0.4%Prev: 0.3% | 11,756 SH | Decreased-15 SH |
| GOLDMAN SACHS ETF TR | NASDAQ-100 PREMI | $1.3M | 1.4% | 24,227 SH | New |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $2.3M | 2.6%Prev: 4.6% | 43,910 SH | Decreased-66,487 SH |
| HOME DEPOT INC | COM | $305K | 0.3%Prev: 0.2% | 788 SH | Increased-63 SH |
| INTEL CORP | COM | $1.5M | 1.7%Prev: 3.5% | 35,424 SH | Decreased+2,190 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $224K | 0.2%Prev: 0.2% | 1,122 SH | Decreased-2 SH |
| INVESCO QQQ TR | UNIT SER 1 | $8.7M | 9.7%Prev: 9.3% | 13,926 SH | Decreased-2,745 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $256K | 0.3% | 5,164 SH | New |
| ISHARES INC | CORE MSCI EMKT | $540K | 0.6%Prev: 0.4% | 7,434 SH | Increased+1,523 SH |
| ISHARES TR | CORE DIV GRWTH | $1.2M | 1.3%Prev: 1.1% | 16,717 SH | Decreased-2,907 SH |
| ISHARES TR | CORE MSCI EAFE | $828K | 0.9%Prev: 0.6% | 8,822 SH | Increased+418 SH |
| ISHARES TR | CORE S&P MCP ETF | $351K | 0.4%Prev: 0.3% | 5,040 SH | Decreased+249 SH |
| ISHARES TR | CORE S&P TTL STK | $379K | 0.4%Prev: 0.3% | 2,501 SH | Decreased+49 SH |
| ISHARES TR | CORE S&P500 ETF | $13.5M | 15.0%Prev: 11.3% | 19,374 SH | Decreased-663 SH |
| ISHARES TR | EAFE GRWTH ETF | $267K | 0.3%Prev: 0.2% | 2,225 SH | Decreased-100 SH |
| ISHARES TR | MSCI AC ASIA ETF | $496K | 0.6%Prev: 0.4% | 4,957 SH | Decreased-5 SH |
| ISHARES TR | MSCI ACWI ETF | $781K | 0.9%Prev: 0.6% | 5,358 SH | Decreased-3 SH |
| ISHARES TR | MSCI EAFE ETF | $269K | 0.3%Prev: 0.2% | 2,675 SH | Decreased |
| ISHARES TR | MSCI USA VALUE | $442K | 0.5%Prev: 0.4% | 3,051 SH | Decreased+95 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.9M | 2.1%Prev: 1.6% | 4,005 SH | Decreased-13,025 SH |
| ISHARES TR | RUS 1000 VAL ETF | $555K | 0.6%Prev: 0.5% | 2,531 SH | Decreased-135 SH |
| ISHARES TR | RUS MID CAP ETF | $573K | 0.6%Prev: 0.5% | 5,707 SH | Decreased |
| ISHARES TR | S&P SML 600 GWT | $334K | 0.4%Prev: 0.3% | 2,220 SH | Decreased-1 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | $241K | 0.3% | 2,513 SH | New |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS EUR | $511K | 0.6% | 6,679 SH | New |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $537K | 0.6%Prev: 0.6% | 11,300 SH | Decreased-6,432 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $2.2M | 2.5%Prev: 2.6% | 38,079 SH | Decreased-22,376 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $343K | 0.4%Prev: 2.4% | 6,757 SH | Decreased-55,956 SH |
| JOHNSON & JOHNSON | COM | $289K | 0.3%Prev: 0.3% | 1,303 SH | Decreased-452 SH |
| JPMORGAN CHASE & CO. | COM | $512K | 0.6% | 1,702 SH | New |
| LAM RESEARCH CORP | COM NEW | $255K | 0.3%Prev: 0.4% | 1,143 SH | Decreased-142 SH |
| MERCK & CO INC | COM | $284K | 0.3%Prev: 0.3% | 2,644 SH | Decreased-245 SH |
| META PLATFORMS INC | CL A | $1.1M | 1.2%Prev: 0.7% | 1,615 SH | Increased-105 SH |
| MICRON TECHNOLOGY INC | COM | $357K | 0.4%Prev: 1.0% | 918 SH | Decreased-196 SH |
| MICROSOFT CORP | COM | $2.0M | 2.2%Prev: 1.5% | 4,226 SH | Decreased-1,181 SH |
| NETFLIX INC | COM | $297K | 0.3% | 3,463 SH | New |
| NVIDIA CORPORATION | COM | $3.4M | 3.8%Prev: 3.6% | 18,305 SH | Decreased-5,195 SH |
| PROCTER AND GAMBLE CO | COM | $554K | 0.6% | 3,709 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $255K | 0.3% | 10,442 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.5M | 3.9%Prev: 3.7% | 119,868 SH | Decreased-32,599 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.0M | 2.2% | 13,613 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.8M | 2.0%Prev: 1.4% | 3,870 SH | Increased-992 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.6M | 5.2% | 6,693 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $248K | 0.3% | 3,924 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $204K | 0.2% | 613 SH | New |
| TESLA INC | COM | $745K | 0.8%Prev: 0.7% | 1,711 SH | Decreased-337 SH |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $2.1M | 2.4% | 83,308 SH | New |
| UNION PAC CORP | COM | $247K | 0.3%Prev: 0.2% | 1,071 SH | Decreased-29 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $521K | 0.6%Prev: 0.3% | 1,070 SH | Increased-3,743 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.4M | 1.6%Prev: 1.2% | 4,398 SH | Decreased-258 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.5M | 3.9%Prev: 3.0% | 5,531 SH | Decreased-218 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $402K | 0.4%Prev: 0.5% | 1,175 SH | Decreased-589 SH |
| VANGUARD INDEX FDS | VALUE ETF | $333K | 0.4%Prev: 0.2% | 1,678 SH | Increased+589 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $411K | 0.5%Prev: 0.3% | 7,228 SH | Decreased+154 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $407K | 0.5%Prev: 0.5% | 4,650 SH | Decreased-2,316 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $505K | 0.6%Prev: 0.4% | 9,992 SH | Increased+87 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $391K | 0.4% | 6,540 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $894K | 1.0%Prev: 0.9% | 3,981 SH | Decreased-1,003 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $349K | 0.4%Prev: 0.3% | 5,280 SH | Decreased-21 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $418K | 0.5%Prev: 0.3% | 4,482 SH | Increased+437 SH |
| VANGUARD WORLD FD | INF TECH ETF | $227K | 0.3%Prev: 0.2% | 299 SH | Decreased-2,155 SH |
| VISA INC | COM CL A | $339K | 0.4%Prev: 0.4% | 1,033 SH | Decreased-345 SH |
| WALMART INC | COM | $419K | 0.5%Prev: 0.4% | 3,559 SH | Decreased-1,426 SH |
| 13F-HR |
| 0002114448-26-000002 |
| $99.0M |
| View |