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CIK 0001908944 • 6 13F filings • Apr 11, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $298K | 0.1% | 2,249 SH | |
| ABBVIE INC | COM | $569K | 0.2% | 2,717 SH | |
| ALPHABET INC | CAP STK CL A | $1.5M | 0.6% | 9,661 SH | |
| ALPHABET INC | CAP STK CL C | $594K | 0.2% | 3,803 SH | |
| AMAZON COM INC | COM | $18.5M | 7.7% | 96,791 SH | |
| AMGEN INC | COM | $228K | 0.1% | 731 SH | |
| APPLE INC | COM | $3.9M | 1.6% | 17,503 SH | |
| AT&T INC | COM | $214K | 0.1% | 7,557 SH | |
| BANK AMERICA CORP | COM | $367K | 0.2% | 8,805 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.5% | 2,434 SH | |
| BOOKING HOLDINGS INC | COM | $217K | 0.1% | 47 SH | |
| BOSTON SCIENTIFIC CORP | COM | $201K | 0.1% | 1,996 SH | |
| BROADCOM INC | COM | $834K | 0.3% | 4,984 SH | |
| CADENCE DESIGN SYSTEM INC | COM | $210K | 0.1% | 822 SH | |
| CHEVRON CORP NEW | COM | $262K | 0.1% | 1,567 SH | |
| CISCO SYS INC | COM | $237K | 0.1% | 3,835 SH | |
| COCA COLA CO | COM | $307K | 0.1% | 4,281 SH | |
| COSTCO WHSL CORP NEW | COM | $556K | 0.2% | 587 SH | |
| ELI LILLY & CO | COM | $738K | 0.3% | 893 SH | |
| EXPEDIA GROUP INC | COM NEW | $288K | 0.1% | 1,715 SH | |
| EXXON MOBIL CORP | COM | $851K | 0.4% | 7,165 SH | |
| GE AEROSPACE | COM NEW | $256K | 0.1% | 1,278 SH | |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $4.7M | 2.0% | 123,186 SH | |
| HOME DEPOT INC | COM | $383K | 0.2% | 1,045 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $277K | 0.1% | 1,113 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $224K | 0.1% | 453 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $15.3M | 6.4% | 32,560 SH | |
| ISHARES TR | 20 YR TR BD ETF | $3.4M | 1.4% | 37,586 SH | |
| ISHARES TR | CORE DIV GRWTH | $22.0M | 9.2% | 355,403 SH | |
| ISHARES TR | CORE HIGH DV ETF | $278K | 0.1% | 2,297 SH | |
| ISHARES TR | CORE S&P MCP ETF | $12.7M | 5.3% | 216,883 SH | |
| ISHARES TR | CORE S&P SCP ETF | $314K | 0.1% | 2,996 SH | |
| ISHARES TR | CORE S&P US GWT | $706K | 0.3% | 5,553 SH | |
| ISHARES TR | CORE S&P500 ETF | $58.4M | 24.4% | 103,907 SH | |
| ISHARES TR | EAFE GRWTH ETF | $1.2M | 0.5% | 12,399 SH | |
| ISHARES TR | NATIONAL MUN ETF | $1.6M | 0.7% | 14,940 SH | |
| ISHARES TR | RUS 1000 ETF | $4.4M | 1.9% | 14,471 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $865K | 0.4% | 9,323 SH | |
| JOHNSON & JOHNSON | COM | $411K | 0.2% | 2,475 SH | |
| JPMORGAN CHASE & CO. | COM | $917K | 0.4% | 3,738 SH | |
| LINDE PLC | SHS | $224K | 0.1% | 481 SH | |
| MASTERCARD INCORPORATED | CL A | $685K | 0.3% | 1,250 SH | |
| META PLATFORMS INC | CL A | $3.6M | 1.5% | 6,327 SH | |
| MICROSOFT CORP | COM | $19.1M | 8.0% | 50,770 SH | |
| NETAPP INC | COM | $802K | 0.3% | 9,125 SH | |
| NETFLIX INC | COM | $487K | 0.2% | 522 SH | |
| NVIDIA CORPORATION | COM | $3.1M | 1.3% | 28,457 SH | |
| ORACLE CORP | COM | $443K | 0.2% | 3,170 SH | |
| PEPSICO INC | COM | $274K | 0.1% | 1,826 SH | |
| PHILIP MORRIS INTL INC | COM | $247K | 0.1% | 1,553 SH | |
| PIMCO ETF TR | 25YR+ ZERO U S | $4.7M | 2.0% | 65,305 SH | |
| PROCTER AND GAMBLE CO | COM | $379K | 0.2% | 2,224 SH | |
| RTX CORPORATION | COM | $206K | 0.1% | 1,553 SH | |
| SALESFORCE INC | COM | $308K | 0.1% | 1,146 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.5% | 2,100 SH | |
| STRYKER CORPORATION | COM | $221K | 0.1% | 594 SH | |
| TESLA INC | COM | $862K | 0.4% | 3,327 SH | |
| TYLER TECHNOLOGIES INC | COM | $1.0M | 0.4% | 1,790 SH | |
| UNION PAC CORP | COM | $225K | 0.1% | 952 SH | |
| UNITEDHEALTH GROUP INC | COM | $365K | 0.2% | 697 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.7M | 2.0% | 63,845 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $264K | 0.1% | 1,026 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $9.4M | 3.9% | 36,280 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.9M | 1.2% | 5,548 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $214K | 0.1% | 779 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $17.7M | 7.4% | 152,783 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.4% | 21,493 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.8M | 1.2% | 35,384 SH | |
| VISA INC | COM CL A | $620K | 0.3% | 1,768 SH | |
| WALMART INC | COM | $418K | 0.2% | 4,764 SH | |
| WELLS FARGO CO NEW | COM | $245K | 0.1% | 3,409 SH | |
| ZILLOW GROUP INC | CL C CAP STK | $309K | 0.1% | 4,514 SH |
| 13F-HR |
| 0001986152-26-000120 |
| $417.3M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000982 | $280.4M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001986152-26-000060 | $342.4M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000295 | $239.4M | View |