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CIK 0001965522 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $528K | 0.5% | 3,978 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $546K | 0.5% | 1,749 SH | |
| ALPHABET INC | CAP STK CL A | $1.4M | 1.3% | 8,856 SH | |
| ALPHABET INC | CAP STK CL C | $412K | 0.4% | 2,639 SH | |
| AMAZON COM INC | COM | $2.6M | 2.4% | 13,605 SH | |
| AMERICAN EXPRESS CO | COM | $306K | 0.3% | 1,136 SH | |
| ANALOG DEVICES INC | COM | $345K | 0.3% | 1,713 SH | |
| AON PLC | SHS CL A | $283K | 0.3% | 710 SH | |
| APPLE INC | COM | $2.4M | 2.2% | 10,590 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $1.2M | 1.2% | 4,043 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $358K | 0.3% | 673 SH | |
| BLACKROCK INC | COM | $228K | 0.2% | 241 SH | |
| BROADCOM INC | COM | $413K | 0.4% | 2,469 SH | |
| CENCORA INC | COM | $684K | 0.6% | 2,459 SH | |
| CISCO SYS INC | COM | $564K | 0.5% | 9,141 SH | |
| COSTCO WHSL CORP NEW | COM | $497K | 0.5% | 525 SH | |
| DANAHER CORPORATION | COM | $248K | 0.2% | 1,211 SH | |
| DEERE & CO | COM | $271K | 0.3% | 578 SH | |
| EATON CORP PLC | SHS | $312K | 0.3% | 1,148 SH | |
| ELI LILLY & CO | COM | $405K | 0.4% | 490 SH | |
| FIDELITY NATL INFORMATION SV | COM | $276K | 0.3% | 3,700 SH | |
| GALLAGHER ARTHUR J & CO | COM | $758K | 0.7% | 2,197 SH | |
| GOLDMAN SACHS GROUP INC | COM | $377K | 0.4% | 691 SH | |
| HILTON WORLDWIDE HLDGS INC | COM | $214K | 0.2% | 940 SH | |
| HOME DEPOT INC | COM | $589K | 0.6% | 1,608 SH | |
| HONEYWELL INTL INC | COM | $279K | 0.3% | 1,317 SH | |
| HOULIHAN LOKEY INC | CL A | $651K | 0.6% | 4,033 SH | |
| INSPERITY INC | COM | $530K | 0.5% | 5,944 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $202K | 0.2% | 407 SH | |
| ISHARES TR | CORE S&P US VLU | $352K | 0.3% | 3,819 SH | |
| ISHARES TR | EAFE VALUE ETF | $5.1M | 4.8% | 86,927 SH | |
| ISHARES TR | NATIONAL MUN ETF | $4.5M | 4.2% | 42,588 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $2.2M | 2.0% | 6,069 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.6M | 1.4% | 8,247 SH | |
| ISHARES TR | US INFRASTRUC | $472K | 0.4% | 10,472 SH | |
| ISHARES TR | US TREAS BD ETF | $798K | 0.7% | 34,733 SH | |
| JPMORGAN CHASE & CO. | COM | $1.4M | 1.3% | 5,737 SH | |
| KLAVIYO INC | COM SER A | $417K | 0.4% | 13,783 SH | |
| MCKESSON CORP | COM | $221K | 0.2% | 329 SH | |
| META PLATFORMS INC | CL A | $1.4M | 1.3% | 2,371 SH | |
| MICROSOFT CORP | COM | $2.3M | 2.1% | 6,041 SH | |
| MORGAN STANLEY | COM NEW | $707K | 0.7% | 6,063 SH | |
| NEXTERA ENERGY INC | COM | $474K | 0.4% | 6,691 SH | |
| NVIDIA CORPORATION | COM | $2.2M | 2.0% | 19,933 SH | |
| ORACLE CORP | COM | $306K | 0.3% | 2,187 SH | |
| OREILLY AUTOMOTIVE INC | COM | $219K | 0.2% | 153 SH | |
| PAYCHEX INC | COM | $568K | 0.5% | 3,684 SH | |
| PEPSICO INC | COM | $331K | 0.3% | 2,211 SH | |
| PHILLIPS 66 | COM | $419K | 0.4% | 3,395 SH | |
| PINTEREST INC | CL A | $204K | 0.2% | 6,570 SH | |
| PROCTER AND GAMBLE CO | COM | $668K | 0.6% | 3,917 SH | |
| PROLOGIS INC. | COM | $300K | 0.3% | 2,685 SH | |
| SALESFORCE INC | COM | $268K | 0.3% | 1,000 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $206K | 0.2% | 7,358 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $378K | 0.4% | 676 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $2.2M | 2.0% | 46,086 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $383K | 0.4% | 15,188 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $220K | 0.2% | 400 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $898K | 0.8% | 5,408 SH | |
| TARGET CORP | COM | $230K | 0.2% | 2,201 SH | |
| TE CONNECTIVITY PLC | ORD SHS | $416K | 0.4% | 2,942 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $257K | 0.2% | 517 SH | |
| UNION PAC CORP | COM | $679K | 0.6% | 2,876 SH | |
| UNITED PARCEL SERVICE INC | CL B | $222K | 0.2% | 2,018 SH | |
| UNITEDHEALTH GROUP INC | COM | $652K | 0.6% | 1,244 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $8.6M | 8.0% | 50,009 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $613K | 0.6% | 6,765 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $30.7M | 28.6% | 59,676 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $305K | 0.3% | 1,374 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $200K | 0.2% | 728 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $208K | 0.2% | 1,793 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.0M | 1.8% | 42,113 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $3.3M | 3.1% | 6,106 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $8.4M | 7.8% | 27,067 SH | |
| VISA INC | COM CL A | $720K | 0.7% | 2,054 SH | |
| WALMART INC | COM | $252K | 0.2% | 2,870 SH |
| 13F-HR |
| 0001965522-26-000004 |
| $144.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001965522-25-000006 | $121.7M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001965522-26-000003 | $129.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001965522-25-000005 | $107.0M | View |