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CIK 0001989526 • 3 13F filings • May 13, 2025 – Nov 7, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $6.6M | 3.9%Prev: 3.4% | 25,807 SH | Increased-6 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $2.9M | 1.7%Prev: 0.9% | 85,374 SH | Increased+34,476 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $9.4M | 5.6%Prev: 4.6% | 158,695 SH | Increased+26,461 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $3.2M | 1.9%Prev: 1.8% | 84,708 SH | Increased+6,380 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.1M | 1.3%Prev: 1.2% | 39,389 SH | Increased+5,117 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $498K | 0.3% | 10,134 SH | New |
| FORD MTR CO | COM | $200K | 0.1%Prev: 0.1% | 16,702 SH | Increased |
| GLOBAL X FDS | DEFENSE TECH ETF | $1.6M | 1.0% | 23,007 SH | New |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $1.6M | 0.9%Prev: 0.3% | 65,204 SH | Increased+47,895 SH |
| ISHARES GOLD TR | ISHARES NEW | $2.5M | 1.5%Prev: 0.8% | 33,867 SH | Increased+12,776 SH |
| ISHARES INC | CORE MSCI EMKT | $462K | 0.3%Prev: 0.3% | 7,010 SH | Increased-119 SH |
| ISHARES INC | MSCI EMRG CHN | $2.0M | 1.2%Prev: 1.3% | 29,489 SH | Increased-1,618 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $213K | 0.1% | 2,062 SH | New |
| ISHARES TR | 10-20 YR TRS ETF | $3.2M | 1.9%Prev: 1.6% | 31,268 SH | Increased+6,379 SH |
| ISHARES TR | 7-10 YR TRSY BD | $1.7M | 1.0%Prev: 1.3% | 17,308 SH | Decreased-3,508 SH |
| ISHARES TR | CALIF MUN BD ETF | $7.3M | 4.3%Prev: 5.1% | 127,232 SH | Decreased-14,787 SH |
| ISHARES TR | CORE MSCI EAFE | $2.2M | 1.3%Prev: 1.4% | 24,852 SH | Decreased-1,416 SH |
| ISHARES TR | CORE MSCI TOTAL | $1.4M | 0.8%Prev: 0.8% | 17,114 SH | Increased+407 SH |
| ISHARES TR | CORE S&P TTL STK | $8.1M | 4.8%Prev: 4.9% | 55,420 SH | Increased-879 SH |
| ISHARES TR | CORE S&P500 ETF | $8.2M | 4.9%Prev: 5.0% | 12,217 SH | Increased-346 SH |
| ISHARES TR | CORE TOTAL USD | $1.0M | 0.6%Prev: 0.8% | 21,857 SH | Decreased-3,879 SH |
| ISHARES TR | EAFE GRWTH ETF | $3.6M | 2.2%Prev: 4.1% | 31,902 SH | Decreased-24,820 SH |
| ISHARES TR | EAFE VALUE ETF | $9.7M | 5.8%Prev: 6.5% | 143,330 SH | Decreased-15,295 SH |
| ISHARES TR | ESG AWR MSCI USA | $619K | 0.4%Prev: 0.4% | 4,251 SH | Increased-191 SH |
| ISHARES TR | GLOBAL ENERG ETF | $224K | 0.1%Prev: 0.2% | 5,354 SH | Decreased-2,249 SH |
| ISHARES TR | GLOBAL TECH ETF | $1.6M | 0.9%Prev: 1.0% | 15,149 SH | Increased-984 SH |
| ISHARES TR | HDG MSCI EAFE | $486K | 0.3%Prev: 0.2% | 12,276 SH | Increased+2,394 SH |
| ISHARES TR | INVESTMENT GRADE | $285K | 0.2%Prev: 0.2% | 6,195 SH | Increased+198 SH |
| ISHARES TR | JPMORGAN USD EMG | $739K | 0.4%Prev: 0.4% | 7,764 SH | Increased+674 SH |
| ISHARES TR | MBS ETF | $292K | 0.2%Prev: 0.2% | 3,068 SH | Decreased-296 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.0M | 0.6%Prev: 0.7% | 10,806 SH | Decreased-497 SH |
| ISHARES TR | MSCI USA MMENTM | $209K | 0.1% | 816 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $7.7M | 4.6%Prev: 5.1% | 39,619 SH | Decreased-3,783 SH |
| ISHARES TR | MSCI USA VALUE | $492K | 0.3%Prev: 0.3% | 3,937 SH | Decreased-521 SH |
| ISHARES TR | NATIONAL MUN ETF | $505K | 0.3%Prev: 0.4% | 4,743 SH | Decreased-1,042 SH |
| ISHARES TR | RUS 1000 GRW ETF | $346K | 0.2%Prev: 0.2% | 739 SH | Increased |
| ISHARES TR | S&P 100 ETF | $6.8M | 4.1%Prev: 2.6% | 20,350 SH | Increased+7,032 SH |
| ISHARES TR | SHRT NAT MUN ETF | $860K | 0.5%Prev: 0.7% | 8,050 SH | Decreased-2,688 SH |
| ISHARES TR | U.S. TECH ETF | $956K | 0.6%Prev: 1.9% | 4,883 SH | Decreased-11,820 SH |
| ISHARES TR | US TREAS BD ETF | $1.1M | 0.6%Prev: 0.8% | 46,787 SH | Decreased-7,455 SH |
| LOCKHEED MARTIN CORP | COM | $733K | 0.4%Prev: 0.4% | 1,468 SH | Increased |
| META PLATFORMS INC | CL A | $327K | 0.2%Prev: 0.2% | 445 SH | Decreased |
| MICROSOFT CORP | COM | $445K | 0.3%Prev: 0.3% | 859 SH | Increased+38 SH |
| NETFLIX INC | COM | $255K | 0.2%Prev: 0.2% | 213 SH | Decreased |
| ORACLE CORP | COM | $3.1M | 1.9%Prev: 1.6% | 11,142 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $749K | 0.4%Prev: 0.4% | 1,124 SH | Increased |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | $683K | 0.4%Prev: 0.5% | 23,633 SH | Decreased-2,845 SH |
| TESLA INC | COM | $1.1M | 0.7%Prev: 0.5% | 2,555 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $8.7M | 5.2%Prev: 6.2% | 117,640 SH | Decreased-12,265 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.7M | 1.0%Prev: 1.0% | 34,428 SH | Increased+4,439 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $11.2M | 6.7%Prev: 6.7% | 23,268 SH | Increased-452 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $16.1M | 9.6%Prev: 9.8% | 26,212 SH | Increased-550 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $744K | 0.4%Prev: 0.4% | 2,266 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $6.7M | 4.0%Prev: 3.9% | 36,071 SH | Increased+1,711 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.6M | 3.3%Prev: 3.0% | 102,798 SH | Increased+9,526 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.0M | 0.6%Prev: 0.7% | 20,389 SH | Increased-371 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.5M | 1.5%Prev: 1.4% | 52,333 SH | Increased+5,304 SH |
| VANGUARD WELLINGTON FD | US MOMENTUM | $1.7M | 1.0%Prev: 1.1% | 9,080 SH | Increased-401 SH |
| 13F-HR |
| 0001765380-25-000223 |
| $147.3M |
| View |