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CIK 0002056441 • 6 13F filings • May 9, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $695K | 0.4%Prev: 0.4% | 5,551 SH | Decreased+152 SH |
| ABBVIE INC | COM | $794K | 0.4%Prev: 0.4% | 3,476 SH | Increased+263 SH |
| ADOBE INC | COM | $659K | 0.3%Prev: 0.4% | 1,883 SH | Increased+50 SH |
| ADVANCED MICRO DEVICES INC | COM | $925K | 0.5%Prev: 0.4% | 4,318 SH | Increased+18 SH |
| ALPHABET INC | CAP STK CL A | $542K | 0.3%Prev: 0.2% | 1,730 SH | Increased+1 SH |
| ALPHABET INC | CAP STK CL C | $2.3M | 1.2%Prev: 1.0% | 7,296 SH | Increased+1 SH |
| AMAZON COM INC | COM | $1.4M | 0.7%Prev: 0.7% | 5,960 SH | Increased+5 SH |
| AMERICAN EXPRESS CO | COM | $891K | 0.5%Prev: 0.4% | 2,408 SH | Increased+30 SH |
| AMERIPRISE FINL INC | COM | $305K | 0.2%Prev: 0.2% | 623 SH | Decreased |
| AMPHENOL CORP NEW | CL A | $954K | 0.5%Prev: 0.5% | 7,059 SH | Increased+38 SH |
| ANALOG DEVICES INC | COM | $774K | 0.4%Prev: 0.4% | 2,855 SH | Increased+87 SH |
| APPLE INC | COM | $1.9M | 1.0%Prev: 1.0% | 7,077 SH | Increased+30 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $227K | 0.1%Prev: 0.1% | 882 SH | Decreased |
| BANK AMERICA CORP | COM | $860K | 0.5%Prev: 0.4% | 15,629 SH | Increased+276 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $826K | 0.4%Prev: 0.4% | 1,644 SH | Increased+30 SH |
| BROADCOM INC | COM | $740K | 0.4%Prev: 0.4% | 2,138 SH | Increased+32 SH |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $7.4M | 3.8%Prev: 3.6% | 254,941 SH | Increased+22,572 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $10.4M | 5.5%Prev: 5.4% | 234,502 SH | Increased+9,181 SH |
| CARDINAL HEALTH INC | COM | $299K | 0.2%Prev: 0.1% | 1,455 SH | Increased |
| CHUBB LIMITED | COM | $778K | 0.4%Prev: 0.4% | 2,491 SH | Increased+61 SH |
| CISCO SYS INC | COM | $814K | 0.4%Prev: 0.4% | 10,573 SH | Increased+287 SH |
| CITIGROUP INC | COM NEW | $773K | 0.4%Prev: 0.4% | 6,627 SH | Increased+98 SH |
| CONOCOPHILLIPS | COM | $650K | 0.3%Prev: 0.4% | 6,942 SH | Increased+217 SH |
| ELI LILLY & CO | COM | $931K | 0.5%Prev: 0.4% | 866 SH | Increased+11 SH |
| EXXON MOBIL CORP | COM | $750K | 0.4%Prev: 0.4% | 6,236 SH | Increased+145 SH |
| FS KKR CAP CORP | COM | $592K | 0.3%Prev: 0.3% | 39,951 SH | Decreased-996 SH |
| HIVE DIGITAL TECHNOLOGIES LT | COM NEW | $26K | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| HONEYWELL INTL INC | COM | $620K | 0.3%Prev: 0.4% | 3,179 SH | Decreased+105 SH |
| INTUIT | COM | $615K | 0.3%Prev: 0.3% | 928 SH | Increased+36 SH |
| INTUITIVE SURGICAL INC | COM NEW | $813K | 0.4%Prev: 0.3% | 1,436 SH | Increased+26 SH |
| INVESCO QQQ TR | UNIT SER 1 | $211K | 0.1%Prev: 0.1% | 344 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $1.5M | 0.8%Prev: 0.8% | 16,238 SH | Increased+208 SH |
| ISHARES TR | CORE S&P MCP ETF | $6.6M | 3.5%Prev: 3.2% | 100,228 SH | Increased+10,112 SH |
| ISHARES TR | CORE S&P SCP ETF | $5.5M | 2.9%Prev: 3.0% | 45,651 SH | Increased-73 SH |
| ISHARES TR | CORE S&P500 ETF | $9.1M | 4.8%Prev: 4.7% | 13,269 SH | Increased+482 SH |
| ISHARES TR | CORE US AGGBD ET | $5.1M | 2.7%Prev: 2.7% | 51,301 SH | Increased+1,946 SH |
| ISHARES TR | IBOXX HI YD ETF | $1.7M | 0.9%Prev: 0.9% | 20,576 SH | Increased+236 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.0M | 0.5%Prev: 0.5% | 18,558 SH | Increased+634 SH |
| ISHARES TR | S&P 500 GRWT ETF | $3.2M | 1.7%Prev: 1.7% | 25,830 SH | Increased+544 SH |
| ISHARES TR | S&P 500 VAL ETF | $3.0M | 1.6%Prev: 1.6% | 14,025 SH | Increased+322 SH |
| ISHARES TR | US TREAS BD ETF | $7.5M | 3.9%Prev: 4.0% | 326,416 SH | Increased+12,748 SH |
| JOHN HANCOCK EXCHANGE TRADED | CORE PLUS BOND | $13.3M | 6.9%Prev: 6.9% | 523,272 SH | Increased+32,664 SH |
| JOHNSON & JOHNSON | COM | $864K | 0.5%Prev: 0.4% | 4,174 SH | Increased+63 SH |
| JPMORGAN CHASE & CO. | COM | $855K | 0.4%Prev: 0.5% | 2,653 SH | Increased+53 SH |
| MARSH & MCLENNAN COS INC | COM | $594K | 0.3%Prev: 0.3% | 3,201 SH | Decreased+99 SH |
| MASTERCARD INCORPORATED | CL A | $735K | 0.4%Prev: 0.4% | 1,287 SH | Increased+28 SH |
| MCKESSON CORP | COM | $842K | 0.4%Prev: 0.4% | 1,027 SH | Increased+14 SH |
| MEDICAL PPTYS TRUST INC | COM | $246K | 0.1%Prev: 0.1% | 49,193 SH | Increased+11,813 SH |
| META PLATFORMS INC | CL A | $1.3M | 0.7%Prev: 0.8% | 2,014 SH | Decreased+29 SH |
| MICROSOFT CORP | COM | $1.7M | 0.9%Prev: 0.9% | 3,527 SH | Increased+394 SH |
| MORGAN STANLEY | COM NEW | $853K | 0.4%Prev: 0.4% | 4,806 SH | Increased+81 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE INTE | $4.9M | 2.5%Prev: 2.2% | 91,507 SH | Increased+16,389 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | $17.3M | 9.1%Prev: 8.5% | 335,900 SH | Increased+37,081 SH |
| NETFLIX INC | COM | $957K | 0.5%Prev: 0.7% | 10,204 SH | Decreased+9,200 SH |
| NORTHROP GRUMMAN CORP | COM | $791K | 0.4%Prev: 0.5% | 1,387 SH | Decreased+24 SH |
| NVIDIA CORPORATION | COM | $1.6M | 0.9%Prev: 0.9% | 8,809 SH | Increased+69 SH |
| OREILLY AUTOMOTIVE INC | COM | $658K | 0.3%Prev: 0.4% | 7,213 SH | Decreased+206 SH |
| PEPSICO INC | COM | $763K | 0.4%Prev: 0.4% | 5,315 SH | Increased+85 SH |
| PGIM ETF TR | ACTIVE AGGREGATE | $7.4M | 3.9%Prev: 3.8% | 173,764 SH | Increased+11,912 SH |
| PGIM ETF TR | JENNISON INT OPP | $2.3M | 1.2%Prev: 1.2% | 37,351 SH | Increased+2,236 SH |
| PGIM ETF TR | TOTAL RETURN BON | $839K | 0.4%Prev: 0.5% | 19,942 SH | Decreased-1,002 SH |
| PHILIP MORRIS INTL INC | COM | $666K | 0.3%Prev: 0.3% | 4,152 SH | Increased+392 SH |
| PROGRESSIVE CORP | COM | $638K | 0.3%Prev: 0.4% | 2,803 SH | Decreased+94 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $12.9M | 6.7%Prev: 6.4% | 282,169 SH | Increased+9,441 SH |
| QUALCOMM INC | COM | $756K | 0.4%Prev: 0.4% | 4,417 SH | Increased+97 SH |
| RBB FD INC | US TREAS 3 MNTH | $9.4M | 4.9%Prev: 6.0% | 188,365 SH | Decreased-29,952 SH |
| RTX CORPORATION | COM | $361K | 0.2%Prev: 0.2% | 1,969 SH | Increased-9 SH |
| SALESFORCE INC | COM | $701K | 0.4%Prev: 0.3% | 2,645 SH | Increased+44 SH |
| SCHWAB CHARLES CORP | COM | $681K | 0.4%Prev: 0.3% | 6,820 SH | Increased+239 SH |
| SERVICENOW INC | COM | $529K | 0.3%Prev: 0.3% | 3,453 SH | Decreased+2,792 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $691K | 0.4%Prev: 0.4% | 14,754 SH | Decreased-1,083 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.8M | 2.0%Prev: 2.1% | 5,544 SH | Decreased-138 SH |
| TESLA INC | COM | $930K | 0.5%Prev: 0.5% | 2,067 SH | Increased-6 SH |
| THE CIGNA GROUP | COM | $592K | 0.3%Prev: 0.3% | 2,151 SH | Decreased-40 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $795K | 0.4%Prev: 0.4% | 1,372 SH | Increased+10 SH |
| UBER TECHNOLOGIES INC | COM | $722K | 0.4%Prev: 0.4% | 8,836 SH | Decreased+657 SH |
| UNITEDHEALTH GROUP INC | COM | $693K | 0.4%Prev: 0.4% | 2,100 SH | Decreased-59 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $10.4M | 5.4%Prev: 5.8% | 92,598 SH | Decreased-2,145 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $594K | 0.3%Prev: 0.3% | 1,773 SH | Increased-4 SH |
| VISA INC | COM CL A | $978K | 0.5%Prev: 0.5% | 2,790 SH | Increased+52 SH |
| WALMART INC | COM | $933K | 0.5%Prev: 0.5% | 8,375 SH | Increased+140 SH |
| 13F-HR |
| 0001172661-26-002922 |
| $222.2M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002858 | $147.7M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001998 | $190.3M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001638 | $130.0M | View |