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CIK 0001966482 • 7 13F filings • Apr 22, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $218K | 0.1% | 357 SH | New |
| ALPHABET INC | CAP STK CL A | $215K | 0.1% | 626 SH | New |
| ALPHABET INC | CAP STK CL C | $472K | 0.2%Prev: 0.1% | 1,386 SH | Increased+100 SH |
| AMAZON COM INC | COM | $663K | 0.2%Prev: 0.2% | 2,660 SH | Increased+196 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $13.1M | 4.3% | 332,115 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $44.0M | 14.3%Prev: 12.4% | 343,312 SH | Increased+75,647 SH |
| AMPHENOL CORP | CL A | $252K | 0.1% | 2,984 SH | New |
| ANIXA BIOSCIENCES INC | COM | $40K | 0.0% | 13,752 SH | New |
| APPLE INC | COM | $1.2M | 0.4%Prev: 0.3% | 3,637 SH | Increased+477 SH |
| BANK OF MONTREAL | COM | $238K | 0.1% | 1,424 SH | New |
| CHEVRON CORPORATION | COM | $340K | 0.1% | 1,667 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $5.7M | 1.9% | 142,583 SH | New |
| DUCOMMUN INC DEL | COM | $306K | 0.1% | 1,786 SH | New |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.3M | 0.4%Prev: 0.5% | 10,728 SH | Increased+1,095 SH |
| EA SERIES TRUST | ALPHA ARCHITECT | $45.5M | 14.8%Prev: 12.0% | 516,674 SH | Increased+201,803 SH |
| ELI LILLY & CO | COM | $698K | 0.2%Prev: 0.1% | 603 SH | Increased+148 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $554K | 0.2% | 3,403 SH | New |
| GE AEROSPACE | COM NEW | $774K | 0.3%Prev: 0.6% | 2,479 SH | Decreased-2,097 SH |
| GE VERNOVA INC | COM | $796K | 0.3%Prev: 0.3% | 837 SH | Increased-207 SH |
| IMPERIAL OIL LTD | COM NEW | $363K | 0.1% | 2,950 SH | New |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 MARC | $540K | 0.2% | 18,877 SH | New |
| INNOVATOR ETFS TRUST | EQUITY DEF PRO 2 | $751K | 0.2%Prev: 0.3% | 27,024 SH | Decreased-4,019 SH |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $1.0M | 0.3%Prev: 0.4% | 25,380 SH | Increased-314 SH |
| INTEL CORP | COM | $569K | 0.2% | 4,732 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $381K | 0.1%Prev: 0.2% | 1,734 SH | Decreased-95 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $729K | 0.2%Prev: 0.4% | 10,340 SH | Decreased-2,467 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $1.4M | 0.5% | 78,132 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | $1.0M | 0.3% | 66,304 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $2.6M | 0.9%Prev: 0.3% | 134,484 SH | Increased+102,325 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $1.6M | 0.5% | 81,398 SH | New |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $1.1M | 0.4% | 69,394 SH | New |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $1.6M | 0.5% | 78,299 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $20.2M | 6.6% | 97,321 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $407K | 0.1%Prev: 0.2% | 5,213 SH | Decreased-605 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $13.9M | 4.5%Prev: 0.2% | 139,213 SH | Increased+134,144 SH |
| ISHARES TR | CORE DIV GRWTH | $314K | 0.1%Prev: 0.2% | 4,164 SH | Decreased-1,121 SH |
| ISHARES TR | CORE MSCI EAFE | $905K | 0.3% | 9,340 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 0.5%Prev: 0.6% | 19,298 SH | Decreased-2,047 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.5M | 0.5%Prev: 0.6% | 10,882 SH | Decreased-1,732 SH |
| ISHARES TR | CORE S&P500 ETF | $22.5M | 7.3%Prev: 12.0% | 29,323 SH | Decreased-12,801 SH |
| ISHARES TR | GLB CNS DISC ETF | $272K | 0.1%Prev: 0.1% | 1,470 SH | Decreased |
| ISHARES TR | GLOB HLTHCRE ETF | $306K | 0.1%Prev: 0.1% | 2,993 SH | Increased-278 SH |
| ISHARES TR | GLOBAL TECH ETF | $658K | 0.2%Prev: 0.3% | 4,436 SH | Increased-1,324 SH |
| ISHARES TR | RUSSELL 2000 ETF | $243K | 0.1%Prev: 0.1% | 876 SH | Decreased-202 SH |
| ISHARES TR | SELECT DIVID ETF | $415K | 0.1%Prev: 0.2% | 2,731 SH | Decreased-327 SH |
| ISHARES TR | US HLTHCARE ETF | $342K | 0.1%Prev: 0.2% | 4,782 SH | Decreased-1,553 SH |
| JOHNSON & JOHNSON | COM | $257K | 0.1% | 972 SH | New |
| JPMORGAN CHASE & CO | COM | $559K | 0.2% | 1,690 SH | New |
| LAM RESEARCH CORP | COM NEW | $1.0M | 0.3%Prev: 0.2% | 3,099 SH | Increased+459 SH |
| META PLATFORMS INC | CL A | $324K | 0.1%Prev: 0.1% | 447 SH | Decreased-10 SH |
| MICRON TECHNOLOGY INC | COM | $1.4M | 0.4% | 1,285 SH | New |
| MICROSOFT CORP | COM | $2.4M | 0.8%Prev: 1.2% | 4,661 SH | Decreased-577 SH |
| NVIDIA CORPORATION | COM | $720K | 0.2%Prev: 0.3% | 3,153 SH | Increased-425 SH |
| PLUG PWR INC | COM NEW | $28K | 0.0% | 14,500 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $556K | 0.2%Prev: 0.3% | 18,961 SH | Decreased-10,511 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $675K | 0.2%Prev: 0.3% | 19,849 SH | Increased-522 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $253K | 0.1%Prev: 0.1% | 7,764 SH | Increased-788 SH |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $10.8M | 3.5% | 174,985 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $11.8M | 3.8% | 60,237 SH | New |
| SPDR SERIES TRUST | STATE STRET SPDR | $23.6M | 7.7% | 602,124 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $737K | 0.2% | 966 SH | New |
| TIDAL TRUST II | RETURN STCKD US | $20.2M | 6.6%Prev: 4.6% | 569,172 SH | Increased+162,943 SH |
| TORONTO DOMINION BK ONT | COM NEW | $300K | 0.1% | 2,552 SH | New |
| UNION PAC CORP | COM | $400K | 0.1%Prev: 0.2% | 1,470 SH | Increased-152 SH |
| UNITEDHEALTH GROUP INC | COM | $280K | 0.1%Prev: 0.3% | 763 SH | Decreased-1,198 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $817K | 0.3% | 9,066 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $201K | 0.1% | 537 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $1.0M | 0.3% | 4,715 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 0.5%Prev: 4.4% | 2,172 SH | Decreased-14,864 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $335K | 0.1%Prev: 0.2% | 1,437 SH | Decreased-545 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $29.2M | 9.5%Prev: 7.4% | 413,835 SH | Increased+122,885 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $209K | 0.1% | 2,577 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $287K | 0.1%Prev: 0.1% | 2,120 SH | Increased+244 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $2.6M | 0.8%Prev: 1.9% | 26,323 SH | Decreased-24,897 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $1.2M | 0.4%Prev: 8.0% | 14,358 SH | Decreased-230,857 SH |
| 13F-HR |
| 0001966482-25-000007 |
| $234.6M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001966482-26-000003 | $296.3M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001966482-25-000005 | $208.2M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001966482-26-000002 | $241.0M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001966482-25-000002 | $195.0M | View |