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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 | $515K | 0.4%Prev: 0.4% | 4,113 SH | Decreased-135 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $371K | 0.3%Prev: 0.4% | 1,383 SH | Decreased-571 SH |
| ALPHABET INC | CAP STK CL A | $2.6M | 2.0%Prev: 1.7% | 8,251 SH | Increased-504 SH |
| ALPHABET INC | CAP STK CL C | $825K | 0.6%Prev: 0.5% | 2,628 SH | Increased-11 SH |
| AMAZON COM INC | COM | $3.1M | 2.4%Prev: 2.3% | 13,267 SH | Increased-170 SH |
| AMERICAN EXPRESS CO | COM | $420K | 0.3%Prev: 0.3% | 1,136 SH | Increased |
| ANALOG DEVICES INC | COM | $465K | 0.4%Prev: 0.3% | 1,713 SH | Increased |
| AON PLC | SHS CL A | $251K | 0.2%Prev: 0.2% | 710 SH | Decreased |
| APPLE INC | COM | $2.6M | 2.0%Prev: 1.9% | 9,539 SH | Increased-139 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.0M | 0.8%Prev: 0.9% | 4,029 SH | Decreased-14 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $543K | 0.4%Prev: 0.3% | 1,080 SH | Increased+407 SH |
| BLACKROCK INC | COM | $258K | 0.2%Prev: 0.2% | 241 SH | Decreased |
| BROADCOM INC | COM | $811K | 0.6%Prev: 0.6% | 2,343 SH | Increased |
| CENCORA INC | COM | $753K | 0.6%Prev: 0.6% | 2,230 SH | Increased-70 SH |
| CHUBB LIMITED | COM | $201K | 0.2% | 643 SH | New |
| CISCO SYS INC | COM | $634K | 0.5%Prev: 0.5% | 8,236 SH | Increased-277 SH |
| COSTCO WHSL CORP NEW | COM | $436K | 0.3%Prev: 0.4% | 505 SH | Decreased-20 SH |
| DANAHER CORPORATION | COM | $272K | 0.2%Prev: 0.2% | 1,190 SH | Increased-14 SH |
| DEERE & CO | COM | $269K | 0.2%Prev: 0.3% | 578 SH | Decreased-129 SH |
| EATON CORP PLC | SHS | $366K | 0.3%Prev: 0.3% | 1,148 SH | Decreased |
| ELI LILLY & CO | COM | $475K | 0.4%Prev: 0.3% | 442 SH | Increased |
| GALLAGHER ARTHUR J & CO | COM | $558K | 0.4%Prev: 0.5% | 2,156 SH | Decreased-15 SH |
| GOLDMAN SACHS GROUP INC | COM | $607K | 0.5%Prev: 0.4% | 691 SH | Increased |
| HILTON WORLDWIDE HLDGS INC | COM | $270K | 0.2%Prev: 0.2% | 940 SH | Increased |
| HOME DEPOT INC | COM | $511K | 0.4%Prev: 0.5% | 1,484 SH | Decreased-34 SH |
| HONEYWELL INTL INC | COM | $229K | 0.2%Prev: 0.2% | 1,175 SH | Decreased-118 SH |
| HOULIHAN LOKEY INC | CL A | $663K | 0.5%Prev: 0.6% | 3,806 SH | Decreased+43 SH |
| INSPERITY INC | COM | $305K | 0.2%Prev: 0.3% | 7,879 SH | Decreased |
| ISHARES TR | CORE S&P US VLU | $326K | 0.3%Prev: 0.3% | 3,178 SH | Decreased-641 SH |
| ISHARES TR | CORE S&P500 ETF | $214K | 0.2% | 312 SH | New |
| ISHARES TR | EAFE VALUE ETF | $6.1M | 4.7%Prev: 4.5% | 84,957 SH | Increased+373 SH |
| ISHARES TR | NATIONAL MUN ETF | $3.2M | 2.5%Prev: 2.5% | 29,967 SH | Increased-16 SH |
| ISHARES TR | RUS 1000 GRW ETF | $2.6M | 2.0%Prev: 2.1% | 5,490 SH | Decreased-318 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.7M | 1.3%Prev: 1.3% | 8,011 SH | Increased-23 SH |
| ISHARES TR | US INFRASTRUC | $617K | 0.5%Prev: 0.5% | 11,722 SH | Increased+466 SH |
| ISHARES TR | US TREAS BD ETF | $955K | 0.7%Prev: 0.7% | 41,494 SH | Increased+4,028 SH |
| JPMORGAN CHASE & CO. | COM | $1.7M | 1.3%Prev: 1.3% | 5,310 SH | Increased-43 SH |
| KLAVIYO INC | COM SER A | $424K | 0.3%Prev: 0.3% | 13,073 SH | Increased |
| LINDE PLC | SHS | $360K | 0.3%Prev: 0.3% | 844 SH | Decreased-66 SH |
| MCKESSON CORP | COM | $270K | 0.2%Prev: 0.2% | 329 SH | Increased |
| META PLATFORMS INC | CL A | $1.6M | 1.2%Prev: 1.4% | 2,369 SH | Decreased |
| MICROSOFT CORP | COM | $2.7M | 2.1%Prev: 2.3% | 5,502 SH | Decreased-87 SH |
| MORGAN STANLEY | COM NEW | $939K | 0.7%Prev: 0.7% | 5,292 SH | Increased-183 SH |
| NEXTERA ENERGY INC | COM | $520K | 0.4%Prev: 0.4% | 6,482 SH | Increased-314 SH |
| NVIDIA CORPORATION | COM | $3.4M | 2.6%Prev: 2.9% | 18,005 SH | Decreased-1,686 SH |
| ORACLE CORP | COM | $426K | 0.3%Prev: 0.5% | 2,187 SH | Decreased |
| OREILLY AUTOMOTIVE INC | COM | $209K | 0.2%Prev: 0.2% | 2,295 SH | Decreased |
| PAYCHEX INC | COM | $341K | 0.3%Prev: 0.3% | 3,043 SH | Decreased-402 SH |
| PEPSICO INC | COM | $351K | 0.3%Prev: 0.3% | 2,445 SH | Increased-31 SH |
| PHILLIPS 66 | COM | $428K | 0.3%Prev: 0.3% | 3,315 SH | Decreased+64 SH |
| PROCTER AND GAMBLE CO | COM | $479K | 0.4%Prev: 0.4% | 3,342 SH | Decreased-256 SH |
| PROLOGIS INC. | COM | $445K | 0.3%Prev: 0.3% | 3,487 SH | Increased+88 SH |
| SALESFORCE INC | COM | $234K | 0.2%Prev: 0.2% | 885 SH | Increased-32 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $242K | 0.2%Prev: 0.2% | 8,838 SH | Decreased-1,159 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $261K | 0.2%Prev: 0.2% | 383 SH | Decreased-38 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $3.1M | 2.4% | 72,921 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $232K | 0.2%Prev: 0.2% | 400 SH | Decreased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.3M | 1.0%Prev: 1.0% | 4,248 SH | Increased-151 SH |
| TE CONNECTIVITY PLC | ORD SHS | $643K | 0.5%Prev: 0.5% | 2,825 SH | Increased-18 SH |
| TESLA INC | COM | $342K | 0.3%Prev: 0.3% | 760 SH | Increased |
| THERMO FISHER SCIENTIFIC INC | COM | $283K | 0.2%Prev: 0.2% | 488 SH | Increased-9 SH |
| UNION PAC CORP | COM | $520K | 0.4%Prev: 0.4% | 2,246 SH | Decreased-192 SH |
| UNITEDHEALTH GROUP INC | COM | $316K | 0.2%Prev: 0.3% | 958 SH | Decreased-142 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $11.2M | 8.7%Prev: 8.7% | 53,670 SH | Increased+288 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $757K | 0.6%Prev: 0.6% | 8,558 SH | Increased+471 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $40.6M | 31.4%Prev: 30.4% | 64,811 SH | Increased+1,060 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $354K | 0.3%Prev: 0.3% | 1,374 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $244K | 0.2%Prev: 0.2% | 728 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $253K | 0.2%Prev: 0.2% | 1,793 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $4.8M | 3.7%Prev: 3.7% | 6,404 SH | Increased+78 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $11.5M | 8.9%Prev: 8.7% | 27,913 SH | Increased+251 SH |
| VISA INC | COM CL A | $706K | 0.5%Prev: 0.5% | 2,013 SH | Increased-41 SH |
| WALMART INC | COM | $667K | 0.5%Prev: 0.2% | 5,990 SH | Increased+3,120 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $390K | 0.3%Prev: 0.3% | 4,563 SH | Increased+65 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 |