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CIK 0001907327 • 7 13F filings • Apr 14, 2025 – Oct 20, 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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $367K | 0.1%Prev: 0.1% | 1,607 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $308K | 0.1%Prev: 0.1% | 1,436 SH | Increased+47 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $234K | 0.1%Prev: 0.1% | 1,598 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $2.8M | 0.8%Prev: 0.7% | 8,892 SH | Increased+1 SH |
| ALPHABET INC | CAP STK CL C | $1.6M | 0.5%Prev: 0.4% | 5,258 SH | Increased+2 SH |
| AMAZON COM INC | COM | $2.1M | 0.6%Prev: 0.8% | 9,154 SH | Decreased-2,754 SH |
| AMERICAN EXPRESS CO | COM | $206K | 0.1% | 557 SH | New |
| APPLE INC | COM | $4.2M | 1.3%Prev: 1.3% | 15,574 SH | Increased-358 SH |
| ARISTA NETWORKS INC | COM SHS | $202K | 0.1%Prev: 0.1% | 1,540 SH | Decreased |
| BANK AMERICA CORP | COM | $522K | 0.2%Prev: 0.2% | 9,496 SH | Increased+13 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $996K | 0.3%Prev: 0.3% | 1,982 SH | Decreased |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $1.6M | 0.5%Prev: 0.4% | 32,135 SH | Increased+3,104 SH |
| BROADCOM INC | COM | $1.3M | 0.4%Prev: 0.4% | 3,800 SH | Increased+34 SH |
| CATERPILLAR INC | COM | $299K | 0.1%Prev: 0.1% | 523 SH | Increased |
| CHEVRON CORP NEW | COM | $210K | 0.1%Prev: 0.1% | 1,375 SH | Increased+34 SH |
| CISCO SYS INC | COM | $280K | 0.1%Prev: 0.1% | 3,632 SH | Increased+22 SH |
| COCA COLA CO | COM | $200K | 0.1% | 2,863 SH | New |
| COSTCO WHSL CORP NEW | COM | $257K | 0.1%Prev: 0.1% | 298 SH | Decreased |
| DANAHER CORPORATION | COM | $210K | 0.1% | 919 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $11.7M | 3.6%Prev: 3.6% | 250,239 SH | Increased+170 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $44.8M | 13.6%Prev: 14.1% | 1,131,138 SH | Decreased-30,678 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $2.1M | 0.6%Prev: 0.6% | 55,053 SH | Increased+450 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $22.4M | 6.8%Prev: 6.4% | 684,051 SH | Increased+36,280 SH |
| ELI LILLY & CO | COM | $786K | 0.2%Prev: 0.2% | 732 SH | Increased |
| EXXON MOBIL CORP | COM | $481K | 0.1%Prev: 0.1% | 3,994 SH | Increased+60 SH |
| GE AEROSPACE | COM NEW | $219K | 0.1%Prev: 0.1% | 711 SH | Increased |
| GOLDMAN SACHS GROUP INC | COM | $397K | 0.1%Prev: 0.1% | 451 SH | Increased |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $925K | 0.3%Prev: 0.4% | 13,531 SH | Decreased |
| HOME DEPOT INC | COM | $213K | 0.1%Prev: 0.1% | 618 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $270K | 0.1%Prev: 0.1% | 911 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $268K | 0.1%Prev: 0.1% | 473 SH | Increased+11 SH |
| INVESCO QQQ TR | UNIT SER 1 | $10.1M | 3.1%Prev: 2.6% | 16,516 SH | Increased+2,580 SH |
| ISHARES TR | CORE MSCI EAFE | $239K | 0.1%Prev: 0.1% | 2,673 SH | Increased+51 SH |
| ISHARES TR | CORE MSCI TOTAL | $11.1M | 3.4%Prev: 3.3% | 130,865 SH | Increased+4,477 SH |
| ISHARES TR | CORE S&P MCP ETF | $374K | 0.1%Prev: 0.1% | 5,659 SH | Increased+28 SH |
| ISHARES TR | CORE S&P TTL STK | $27.6M | 8.4%Prev: 8.4% | 185,397 SH | Increased+863 SH |
| ISHARES TR | CORE S&P500 ETF | $208K | 0.1%Prev: 0.1% | 304 SH | Increased |
| ISHARES TR | MSCI ACWI ETF | $1.5M | 0.5%Prev: 0.5% | 10,649 SH | Increased+94 SH |
| ISHARES TR | RUS 1000 ETF | $4.2M | 1.3%Prev: 1.4% | 11,332 SH | Decreased-547 SH |
| ISHARES TR | US TREAS BD ETF | $853K | 0.3%Prev: 0.3% | 37,054 SH | Decreased-433 SH |
| JOHNSON & JOHNSON | COM | $395K | 0.1%Prev: 0.1% | 1,908 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $855K | 0.3%Prev: 0.3% | 2,653 SH | Increased |
| LIFE360 INC | COM | $263K | 0.1%Prev: 0.1% | 4,106 SH | Decreased |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $57K | 0.0%Prev: 0.0% | 10,694 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $439K | 0.1%Prev: 0.1% | 769 SH | Increased |
| MERCK & CO INC | COM | $235K | 0.1% | 2,230 SH | New |
| META PLATFORMS INC | CL A | $1.9M | 0.6%Prev: 0.7% | 2,832 SH | Decreased |
| MICRON TECHNOLOGY INC | COM | $255K | 0.1% | 892 SH | New |
| MICROSOFT CORP | COM | $3.1M | 1.0%Prev: 1.1% | 6,483 SH | Decreased |
| NETFLIX INC | COM | $525K | 0.2%Prev: 0.2% | 5,600 SH | Decreased+5,040 SH |
| NVIDIA CORPORATION | COM | $4.0M | 1.2%Prev: 1.2% | 21,287 SH | Decreased |
| ORACLE CORP | COM | $296K | 0.1%Prev: 0.1% | 1,521 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $321K | 0.1%Prev: 0.1% | 1,808 SH | Increased+85 SH |
| PIMCO ETF TR | MULTISECTOR BD | $4.6M | 1.4%Prev: 1.3% | 172,171 SH | Increased+14,999 SH |
| RTX CORPORATION | COM | $220K | 0.1%Prev: 0.1% | 1,199 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $3.0M | 0.9%Prev: 0.9% | 4,412 SH | Increased+12 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $647K | 0.2%Prev: 0.2% | 2,130 SH | Increased |
| TESLA INC | COM | $778K | 0.2%Prev: 0.2% | 1,729 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $253K | 0.1%Prev: 0.1% | 766 SH | Decreased-81 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.1M | 0.3%Prev: 0.3% | 2,389 SH | Increased+4 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.7M | 0.5%Prev: 0.6% | 6,103 SH | Decreased+93 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.8M | 1.1%Prev: 1.2% | 42,562 SH | Decreased-467 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3M | 0.7%Prev: 0.7% | 3,628 SH | Increased+20 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $238K | 0.1%Prev: 0.4% | 921 SH | Decreased-4,191 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $91.2M | 27.7%Prev: 27.6% | 272,130 SH | Increased+4,681 SH |
| VANGUARD INDEX FDS | VALUE ETF | $507K | 0.2%Prev: 0.2% | 2,656 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $432K | 0.1%Prev: 0.1% | 5,871 SH | Increased+99 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.9M | 0.9%Prev: 0.8% | 35,133 SH | Increased+5,139 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $751K | 0.2%Prev: 0.2% | 6,168 SH | Increased+7 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $20.7M | 6.3%Prev: 5.8% | 67,039 SH | Increased+5,513 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $18.4M | 5.6%Prev: 5.4% | 244,408 SH | Increased+8,296 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $432K | 0.1%Prev: 0.1% | 6,033 SH | Increased-71 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $908K | 0.3%Prev: 0.3% | 7,511 SH | Increased-74 SH |
| VISA INC | COM CL A | $571K | 0.2%Prev: 0.2% | 1,627 SH | Increased |
| WALMART INC | COM | $321K | 0.1%Prev: 0.1% | 2,879 SH | Increased |
| WELLS FARGO CO NEW | COM | $258K | 0.1%Prev: 0.1% | 2,769 SH | Increased |
| WIPRO LTD | SPON ADR 1 SH | $84K | 0.0%Prev: 0.0% | 29,521 SH | Increased+3,278 SH |
| WISDOMTREE TR | GLOBAL EX US QUA | $428K | 0.1% | 10,376 SH | New |
| WISDOMTREE TR | US TOTAL DIVIDND | $1.6M | 0.5%Prev: 0.5% | 18,617 SH | Increased+105 SH |
| 13F-HR |
| 0001907327-25-000006 |
| $318.3M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001907327-26-000005 | $382.2M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001907327-25-000005 | $287.4M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001907327-26-000002 | $323.7M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001907327-25-000004 | $252.9M | View |