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CIK 0001948632 • 6 13F filings • May 14, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $7.4M | 1.2%Prev: 1.2% | 32,412 SH | Decreased+116 SH |
| ALPHABET INC | CAP STK CL A | $11.0M | 1.8%Prev: 1.4% | 35,030 SH | Increased+243 SH |
| ALPHABET INC | CAP STK CL C | $4.1M | 0.7%Prev: 0.5% | 12,986 SH | Increased |
| AMAZON COM INC | COM | $11.9M | 2.0%Prev: 1.9% | 51,506 SH | Increased+906 SH |
| AMGEN INC | COM | $1.3M | 0.2%Prev: 0.1% | 3,864 SH | Increased+1,857 SH |
| ANALOG DEVICES INC | COM | $439K | 0.1%Prev: 0.1% | 1,619 SH | Increased |
| APPLE INC | COM | $20.6M | 3.4%Prev: 3.2% | 75,907 SH | Increased+943 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $273K | 0.0%Prev: 0.0% | 255 SH | Increased |
| BAKER HUGHES COMPANY | CL A | $779K | 0.1%Prev: 0.1% | 17,110 SH | Decreased |
| BANK AMERICA CORP | COM | $8.0M | 1.3%Prev: 1.2% | 145,355 SH | Increased+7,013 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.1%Prev: 0.3% | 1 SH | Decreased-1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $753K | 0.1%Prev: 0.1% | 1,499 SH | Decreased-25 SH |
| BLACKROCK INC | COM | $329K | 0.1%Prev: 0.1% | 307 SH | Decreased-5 SH |
| BROADCOM INC | COM | $22.4M | 3.7%Prev: 3.5% | 64,665 SH | Increased+1,010 SH |
| BWX TECHNOLOGIES INC | COM | $5.1M | 0.8%Prev: 0.1% | 29,292 SH | Increased+24,860 SH |
| CATERPILLAR INC | COM | $953K | 0.2%Prev: 0.1% | 1,663 SH | Increased-3 SH |
| CATHAY GEN BANCORP | COM | $1.4M | 0.2%Prev: 0.2% | 14,520 SH | Increased |
| CHENIERE ENERGY INC | COM NEW | $7.4M | 1.2%Prev: 1.4% | 38,165 SH | Decreased+1,938 SH |
| CHEVRON CORP NEW | COM | $5.6M | 0.9%Prev: 0.9% | 35,249 SH | Decreased+548 SH |
| CISCO SYS INC | COM | $1.4M | 0.2%Prev: 0.2% | 18,798 SH | Increased-6 SH |
| COLGATE PALMOLIVE CO | COM | $4.5M | 0.7%Prev: 0.8% | 56,676 SH | Decreased-1,236 SH |
| CORNING INC | COM | $1000K | 0.2%Prev: 0.2% | 11,420 SH | Increased-10 SH |
| COSTAR GROUP INC | COM | $256K | 0.0%Prev: 0.1% | 3,812 SH | Decreased-241 SH |
| COSTCO WHSL CORP NEW | COM | $1.0M | 0.2%Prev: 0.2% | 1,200 SH | Increased+85 SH |
| CROWN CASTLE INC | COM | $482K | 0.1%Prev: 0.1% | 5,419 SH | Decreased |
| CUMMINS INC | COM | $1.0M | 0.2%Prev: 0.1% | 2,009 SH | Increased |
| CVB FINL CORP | COM | $12.8M | 2.1%Prev: 2.2% | 342,861 SH | Decreased |
| CVS HEALTH CORP | COM | $585K | 0.1% | 7,376 SH | New |
| DANAHER CORPORATION | COM | $4.5M | 0.7%Prev: 0.6% | 19,620 SH | Increased+124 SH |
| DELL TECHNOLOGIES INC | CL C | $4.4M | 0.7%Prev: 0.8% | 34,926 SH | Decreased+1,660 SH |
| DIAMONDBACK ENERGY INC | COM | $6.2M | 1.0%Prev: 1.0% | 41,432 SH | Increased-608 SH |
| DISNEY WALT CO | COM | $4.3M | 0.7%Prev: 0.7% | 37,807 SH | Increased+399 SH |
| DOMINION ENERGY INC | COM | $5.4M | 0.9%Prev: 0.9% | 92,984 SH | Decreased+3,752 SH |
| DUKE ENERGY CORP NEW | COM NEW | $524K | 0.1%Prev: 0.1% | 4,468 SH | Decreased-1 SH |
| DUTCH BROS INC | CL A | $5.3M | 0.9% | 86,332 SH | New |
| EATON CORP PLC | SHS | $673K | 0.1%Prev: 0.1% | 2,112 SH | Decreased-5 SH |
| EDWARDS LIFESCIENCES CORP | COM | $2.6M | 0.4%Prev: 0.4% | 31,024 SH | Increased+548 SH |
| ENSIGN GROUP INC | COM | $267K | 0.0%Prev: 0.0% | 1,531 SH | Increased |
| ENTERGY CORP NEW | COM | $975K | 0.2%Prev: 0.2% | 10,553 SH | Decreased-4 SH |
| EQUINIX INC | COM | $254K | 0.0%Prev: 0.0% | 332 SH | Decreased |
| EXPEDIA GROUP INC | COM NEW | $6.3M | 1.0%Prev: 1.0% | 22,095 SH | Increased-6,994 SH |
| EXXON MOBIL CORP | COM | $4.2M | 0.7%Prev: 0.7% | 25,985 SH | Increased-694 SH |
| FASTENAL CO | COM | $546K | 0.1%Prev: 0.1% | 13,611 SH | Decreased |
| GE AEROSPACE | COM NEW | $392K | 0.1%Prev: 0.1% | 1,274 SH | Increased |
| GILEAD SCIENCES INC | COM | $938K | 0.2%Prev: 0.1% | 7,641 SH | Increased-46 SH |
| GOLDMAN SACHS GROUP INC | COM | $10.1M | 1.7%Prev: 1.5% | 11,529 SH | Increased+446 SH |
| GRAND CANYON ED INC | COM | $252K | 0.0%Prev: 0.1% | 1,513 SH | Decreased |
| HEICO CORP NEW | COM | $574K | 0.1%Prev: 0.1% | 1,773 SH | Increased |
| HOME DEPOT INC | COM | $5.4M | 0.9%Prev: 1.0% | 15,800 SH | Decreased+444 SH |
| IDEXX LABS INC | COM | $211K | 0.0% | 312 SH | New |
| INGERSOLL RAND INC | COM | $3.0M | 0.5%Prev: 0.5% | 37,886 SH | Decreased+794 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $256K | 0.0%Prev: 0.0% | 3,984 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $869K | 0.1%Prev: 0.1% | 2,933 SH | Increased-3 SH |
| INTUITIVE SURGICAL INC | COM NEW | $537K | 0.1%Prev: 0.1% | 948 SH | Increased |
| IQVIA HLDGS INC | COM | $207K | 0.0%Prev: 0.0% | 919 SH | Decreased-508 SH |
| IRON MTN INC DEL | COM | $236K | 0.0%Prev: 0.1% | 2,849 SH | Decreased-1,090 SH |
| ISHARES INC | CORE MSCI EMKT | $256K | 0.0%Prev: 0.0% | 3,801 SH | Increased |
| ISHARES INC | MSCI EMRG CHN | $9.6M | 1.6%Prev: 1.5% | 131,972 SH | Increased-611 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.8M | 0.3%Prev: 0.3% | 27,826 SH | Decreased-1,168 SH |
| ISHARES TR | CORE S&P SCP ETF | $6.7M | 1.1%Prev: 1.1% | 55,414 SH | Decreased-1,331 SH |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.2%Prev: 0.2% | 1,776 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $411K | 0.1%Prev: 0.1% | 5,756 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $10.0M | 1.7%Prev: 1.6% | 104,444 SH | Increased+216 SH |
| ISHARES TR | MSCI EMG MKT ETF | $247K | 0.0%Prev: 0.0% | 4,518 SH | Increased-18 SH |
| ISHARES TR | RUS 1000 VAL ETF | $384K | 0.1% | 1,825 SH | New |
| ISHARES TR | RUS MID CAP ETF | $63.0M | 10.4%Prev: 10.5% | 654,638 SH | Increased+3,061 SH |
| ISHARES TR | RUSSELL 2000 ETF | $10.0M | 1.6%Prev: 1.6% | 40,441 SH | Increased+727 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $11.3M | 1.9%Prev: 1.9% | 209,053 SH | Increased+400 SH |
| JOHNSON & JOHNSON | COM | $1.3M | 0.2%Prev: 0.2% | 6,239 SH | Increased-2 SH |
| JPMORGAN CHASE & CO. | COM | $10.5M | 1.7%Prev: 1.7% | 32,700 SH | Increased+825 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $478K | 0.1%Prev: 0.1% | 2,351 SH | Increased |
| KIMBERLY-CLARK CORP | COM | $607K | 0.1%Prev: 0.1% | 3,006 SH | Decreased-360 SH |
| LOWES COS INC | COM | $216K | 0.0%Prev: 0.0% | 894 SH | Decreased |
| MARSH & MCLENNAN COS INC | COM | $313K | 0.1%Prev: 0.1% | 890 SH | Decreased |
| MARTIN MARIETTA MATLS INC | COM | $307K | 0.1%Prev: 0.1% | 493 SH | Decreased |
| MARVELL TECHNOLOGY INC | COM | $3.7M | 0.6%Prev: 0.6% | 43,280 SH | Increased-161 SH |
| MASTERCARD INCORPORATED | CL A | $5.4M | 0.9%Prev: 0.9% | 9,526 SH | Increased+160 SH |
| MCDONALDS CORP | COM | $4.0M | 0.7%Prev: 0.6% | 13,118 SH | Increased+393 SH |
| MEDPACE HLDGS INC | COM | $1.0M | 0.2%Prev: 0.2% | 1,790 SH | Increased |
| MERCK & CO INC | COM | $5.2M | 0.9%Prev: 0.6% | 49,077 SH | Increased+3,962 SH |
| META PLATFORMS INC | CL A | $529K | 0.1%Prev: 0.1% | 801 SH | Decreased-125 SH |
| METLIFE INC | COM | $704K | 0.1%Prev: 0.1% | 8,913 SH | Decreased-5 SH |
| MICROSOFT CORP | COM | $16.5M | 2.7%Prev: 2.9% | 34,184 SH | Decreased+500 SH |
| NETFLIX INC | COM | $381K | 0.1%Prev: 0.1% | 4,060 SH | Decreased+3,654 SH |
| NEWMONT CORP | COM | $1.1M | 0.2%Prev: 0.2% | 10,807 SH | Decreased-6,699 SH |
| NEXTERA ENERGY INC | COM | $239K | 0.0%Prev: 0.0% | 2,975 SH | Decreased-300 SH |
| NOBLE CORP PLC | ORD SHS A | $763K | 0.1%Prev: 0.1% | 27,032 SH | Decreased-13 SH |
| NORFOLK SOUTHN CORP | COM | $403K | 0.1%Prev: 0.1% | 1,395 SH | Decreased |
| NVIDIA CORPORATION | COM | $33.9M | 5.6%Prev: 5.6% | 181,656 SH | Increased+2,263 SH |
| ORACLE CORP | COM | $4.3M | 0.7% | 22,144 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $17.2M | 2.8%Prev: 2.9% | 96,960 SH | Decreased+2,416 SH |
| PALO ALTO NETWORKS INC | COM | $5.1M | 0.8%Prev: 0.9% | 27,462 SH | Decreased+608 SH |
| PAYCOM SOFTWARE INC | COM | $291K | 0.0%Prev: 0.1% | 1,826 SH | Decreased |
| PEPSICO INC | COM | $219K | 0.0% | 1,523 SH | New |
| PHILIP MORRIS INTL INC | COM | $453K | 0.1%Prev: 0.1% | 2,825 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $811K | 0.1%Prev: 0.1% | 5,659 SH | Decreased |
| PROGRESSIVE CORP | COM | $4.2M | 0.7%Prev: 0.8% | 18,504 SH | Decreased+101 SH |
| QUANTA SVCS INC | COM | $11.9M | 2.0%Prev: 2.4% | 28,307 SH | Decreased-6,568 SH |
| RB GLOBAL INC | COM | $289K | 0.0%Prev: 0.1% | 2,809 SH | Decreased |
| REGENERON PHARMACEUTICALS | COM | $4.8M | 0.8%Prev: 0.6% | 6,182 SH | Increased+63 SH |
| ROLLINS INC | COM | $299K | 0.0%Prev: 0.0% | 4,984 SH | Increased |
| S&P GLOBAL INC | COM | $366K | 0.1%Prev: 0.1% | 700 SH | Increased |
| SCHWAB CHARLES CORP | COM | $7.1M | 1.2%Prev: 1.1% | 71,091 SH | Increased+926 SH |
| SERVICENOW INC | COM | $571K | 0.1%Prev: 0.1% | 3,725 SH | Decreased+2,758 SH |
| SNOWFLAKE INC | COM SHS | $5.3M | 0.9%Prev: 0.9% | 23,995 SH | Decreased+583 SH |
| SOUTHERN CO | COM | $696K | 0.1%Prev: 0.1% | 7,985 SH | Decreased-26 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $10.1M | 1.7%Prev: 1.6% | 14,783 SH | Increased+355 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $628K | 0.1%Prev: 0.0% | 1,041 SH | Increased+566 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $300K | 0.0% | 2,157 SH | New |
| SPROUTS FMRS MKT INC | COM | $617K | 0.1%Prev: 0.1% | 7,750 SH | Decreased |
| STRYKER CORPORATION | COM | $294K | 0.0%Prev: 0.1% | 836 SH | Decreased |
| SYNOPSYS INC | COM | $417K | 0.1%Prev: 0.2% | 887 SH | Decreased-970 SH |
| TE CONNECTIVITY PLC | ORD SHS | $400K | 0.1%Prev: 0.1% | 1,760 SH | Increased-15 SH |
| TESLA INC | COM | $333K | 0.1%Prev: 0.1% | 740 SH | Decreased-60 SH |
| TEXAS INSTRS INC | COM | $227K | 0.0%Prev: 0.0% | 1,308 SH | Decreased-15 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $6.7M | 1.1%Prev: 0.9% | 11,478 SH | Increased+228 SH |
| TJX COS INC NEW | COM | $231K | 0.0%Prev: 0.0% | 1,506 SH | Increased |
| TRAVELERS COMPANIES INC | COM | $6.6M | 1.1%Prev: 1.1% | 22,919 SH | Increased+267 SH |
| TYLER TECHNOLOGIES INC | COM | $301K | 0.0%Prev: 0.1% | 662 SH | Decreased |
| UBER TECHNOLOGIES INC | COM | $7.0M | 1.2%Prev: 1.4% | 85,459 SH | Decreased+1,421 SH |
| ULTA BEAUTY INC | COM | $4.5M | 0.7%Prev: 0.7% | 7,459 SH | Increased+321 SH |
| UNION PAC CORP | COM | $4.7M | 0.8%Prev: 0.8% | 20,215 SH | Decreased+362 SH |
| US BANCORP DEL | COM NEW | $5.2M | 0.9%Prev: 0.8% | 97,388 SH | Increased+2,215 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.4M | 1.5%Prev: 1.6% | 14,947 SH | Decreased-1,111 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $57.5M | 9.5%Prev: 9.1% | 920,192 SH | Increased+9,560 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $363K | 0.1%Prev: 0.1% | 3,965 SH | Increased |
| VEEVA SYS INC | CL A COM | $4.8M | 0.8%Prev: 0.1% | 21,647 SH | Increased+20,639 SH |
| VERALTO CORP | COM SHS | $3.5M | 0.6%Prev: 0.6% | 35,084 SH | Decreased+1,139 SH |
| VERIZON COMMUNICATIONS INC | COM | $2.8M | 0.5%Prev: 0.5% | 67,784 SH | Decreased+143 SH |
| VICI PPTYS INC | COM | $445K | 0.1%Prev: 0.1% | 15,837 SH | Decreased-13 SH |
| VISA INC | COM CL A | $1.3M | 0.2%Prev: 0.2% | 3,599 SH | Decreased-406 SH |
| WALMART INC | COM | $6.6M | 1.1%Prev: 1.0% | 59,330 SH | Increased+733 SH |
| WELLS FARGO CO NEW | COM | $617K | 0.1%Prev: 0.1% | 6,625 SH | Increased-25 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $248K | 0.0%Prev: 0.0% | 903 SH | Increased |
| 13F-HR |
| 0001948632-26-000003 |
| $664.1M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004241 | $514.6M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001948632-26-000002 | $610.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003077 | $461.0M | View |