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CIK 0001904423 • 6 13F filings • Apr 25, 2025 – Aug 19, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $292K | 0.2%Prev: 0.2% | 1,278 SH | Decreased-212 SH |
| ALPHABET INC | CAP STK CL A | $716K | 0.5%Prev: 0.3% | 2,289 SH | Increased+1 SH |
| ALPHABET INC | CAP STK CL C | $418K | 0.3%Prev: 0.2% | 1,333 SH | Increased+4 SH |
| AMAZON COM INC | COM | $620K | 0.4%Prev: 0.3% | 2,688 SH | Increased+136 SH |
| APPLE INC | COM | $4.7M | 3.2%Prev: 2.5% | 17,443 SH | Increased-9 SH |
| BANK AMERICA CORP | COM | $276K | 0.2%Prev: 0.1% | 5,020 SH | Increased-11 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $441K | 0.3%Prev: 0.2% | 877 SH | Decreased |
| BOEING CO | COM | $777K | 0.5%Prev: 0.4% | 3,577 SH | Increased |
| BROADCOM INC | COM | $682K | 0.5%Prev: 0.4% | 1,970 SH | Increased-36 SH |
| CATERPILLAR INC | COM | $298K | 0.2%Prev: 0.1% | 519 SH | Increased+2 SH |
| CISCO SYS INC | COM | $436K | 0.3%Prev: 0.2% | 5,663 SH | Increased+14 SH |
| CITIGROUP INC | COM NEW | $297K | 0.2%Prev: 0.1% | 2,541 SH | Increased-11 SH |
| CORE SCIENTIFIC INC NEW | COM | $1.8M | 1.2%Prev: 1.2% | 121,306 SH | Decreased |
| CROWDSTRIKE HLDGS INC | CL A | $502K | 0.3%Prev: 0.3% | 1,070 SH | Decreased |
| DISNEY WALT CO | COM | $350K | 0.2%Prev: 0.2% | 3,074 SH | Decreased |
| EXXON MOBIL CORP | COM | $487K | 0.3%Prev: 0.3% | 4,043 SH | Increased+48 SH |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $9.2M | 6.3%Prev: 5.9% | 127,974 SH | Decreased-24,489 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $276K | 0.2%Prev: 0.1% | 930 SH | Increased+3 SH |
| INVESCO QQQ TR | UNIT SER 1 | $5.2M | 3.5%Prev: 4.1% | 8,387 SH | Decreased-3,689 SH |
| ISHARES INC | CORE MSCI EMKT | $5.7M | 3.9%Prev: 4.4% | 84,450 SH | Decreased-33,093 SH |
| ISHARES TR | 20 YR TR BD ETF | $6.8M | 4.7%Prev: 5.2% | 78,580 SH | Decreased-23,420 SH |
| ISHARES TR | CORE DIV GRWTH | $9.3M | 6.3%Prev: 6.1% | 133,776 SH | Decreased-25,209 SH |
| ISHARES TR | CORE MSCI EAFE | $8.0M | 5.4%Prev: 4.9% | 89,240 SH | Decreased-9,841 SH |
| ISHARES TR | CORE S&P500 ETF | $30.9M | 21.1%Prev: 18.5% | 45,127 SH | Decreased-3,738 SH |
| ISHARES TR | JPMORGAN USD EMG | $1.2M | 0.8%Prev: 0.8% | 12,051 SH | Decreased-2,544 SH |
| ISHARES TR | MSCI INDIA ETF | $2.7M | 1.9%Prev: 1.9% | 50,324 SH | Decreased-15,115 SH |
| ISHARES TR | MSCI USA MIN VOL | $8.3M | 5.6%Prev: 5.3% | 87,678 SH | Decreased-11,667 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.1M | 3.5%Prev: 3.7% | 25,471 SH | Decreased-8,403 SH |
| ISHARES TR | RUS 1000 GRW ETF | $423K | 0.3%Prev: 0.2% | 893 SH | Increased+1 SH |
| JOHNSON & JOHNSON | COM | $261K | 0.2%Prev: 0.1% | 1,261 SH | Increased+3 SH |
| JPMORGAN CHASE & CO. | COM | $571K | 0.4%Prev: 0.3% | 1,773 SH | Increased-3 SH |
| MASTERCARD INCORPORATED | CL A | $356K | 0.2%Prev: 0.2% | 624 SH | Increased |
| MCDONALDS CORP | COM | $210K | 0.1%Prev: 0.1% | 687 SH | Decreased-16 SH |
| MERCK & CO INC | COM | $218K | 0.1% | 2,068 SH | New |
| META PLATFORMS INC | CL A | $434K | 0.3%Prev: 0.3% | 658 SH | Decreased-142 SH |
| MICROSOFT CORP | COM | $1.1M | 0.8%Prev: 0.7% | 2,339 SH | Decreased+2 SH |
| NIKE INC | CL B | $567K | 0.4%Prev: 0.3% | 8,901 SH | Decreased+51 SH |
| NORWEGIAN CRUISE LINE HLDG L | SHS | $324K | 0.2%Prev: 0.2% | 14,494 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.2M | 0.8%Prev: 0.7% | 6,604 SH | Decreased |
| OPEN LENDING CORP | COM | $40K | 0.0%Prev: 0.0% | 25,876 SH | Decreased |
| PEPSICO INC | COM | $971K | 0.7%Prev: 0.5% | 6,763 SH | Increased-97 SH |
| SABINE RTY TR | UNIT BEN INT | $382K | 0.3%Prev: 0.2% | 5,564 SH | Decreased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $590K | 0.4%Prev: 0.3% | 22,503 SH | Increased-26 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $213K | 0.1% | 772 SH | New |
| SES AI CORPORATION | CL A COM | $18K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $502K | 0.3%Prev: 0.3% | 1,267 SH | Increased-1 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.8M | 2.6%Prev: 6.9% | 5,553 SH | Decreased-12,709 SH |
| TESLA INC | COM | $1.4M | 1.0%Prev: 0.8% | 3,198 SH | Decreased-36 SH |
| UNITEDHEALTH GROUP INC | COM | $344K | 0.2%Prev: 0.2% | 1,041 SH | Decreased-150 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $614K | 0.4%Prev: 0.3% | 7,160 SH | Increased+50 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $7.3M | 5.0%Prev: 4.8% | 25,057 SH | Decreased-3,918 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $513K | 0.4% | 818 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $682K | 0.5%Prev: 0.4% | 2,035 SH | Increased+5 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $403K | 0.3%Prev: 0.2% | 5,346 SH | Increased+66 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $12.3M | 8.4%Prev: 8.5% | 229,260 SH | Decreased-48,648 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $1.5M | 1.0%Prev: 0.8% | 18,095 SH | Increased+168 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $443K | 0.3%Prev: 0.2% | 7,084 SH | Increased+51 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $2.1M | 1.5%Prev: 2.1% | 31,819 SH | Decreased-24,500 SH |
| VISA INC | COM CL A | $458K | 0.3%Prev: 0.3% | 1,306 SH | Increased+2 SH |
| WALMART INC | COM | $450K | 0.3%Prev: 0.2% | 4,037 SH | Increased-84 SH |
| 13F-HR |
| 0001904423-26-000004 |
| $166.9M |
| View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001904423-25-000005 | $313.6M | View |
| Aug 19, 2026 | Q1 2026 | 13F-HR | 0001904423-26-000005 | $144.6M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001904423-25-000004 | $281.9M | View |