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CIK 0002129058 • 3 13F filings • Jun 1, 2026 – Aug 10, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $309K | 0.3%Prev: 0.3% | 1,354 SH | Decreased+16 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $215K | 0.2% | 802 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $214K | 0.2%Prev: 0.3% | 1,001 SH | Decreased+330 SH |
| ALPHABET INC | CAP STK CL A | $13.3M | 11.5%Prev: 0.3% | 42,521 SH | Increased+41,356 SH |
| ALPHABET INC | CAP STK CL C | $1.2M | 1.0%Prev: 1.6% | 3,825 SH | Decreased-1,696 SH |
| AMAZON COM INC | COM | $3.3M | 2.9%Prev: 1.6% | 14,275 SH | Increased+6,100 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.5M | 2.2%Prev: 0.3% | 24,976 SH | Increased+22,129 SH |
| APPLE INC | COM | $2.7M | 2.4%Prev: 1.5% | 10,095 SH | Increased+3,620 SH |
| AXON ENTERPRISE INC | COM | $710K | 0.6%Prev: 1.6% | 1,250 SH | Decreased-2,174 SH |
| BANK AMERICA CORP | COM | $276K | 0.2% | 5,023 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $355K | 0.3%Prev: 0.2% | 707 SH | Increased+155 SH |
| BROADCOM INC | COM | $223K | 0.2%Prev: 0.2% | 645 SH | Decreased-20 SH |
| CATERPILLAR INC | COM | $583K | 0.5%Prev: 0.8% | 1,018 SH | Decreased+51 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $6.0M | 5.2%Prev: 13.2% | 124,993 SH | Decreased-167,400 SH |
| DIGITAL RLTY TR INC | COM | $738K | 0.6%Prev: 0.2% | 4,772 SH | Increased+3,369 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.0M | 0.9%Prev: 1.0% | 30,655 SH | Decreased+267 SH |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $2.2M | 1.9%Prev: 6.0% | 30,485 SH | Decreased-50,102 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $268K | 0.2%Prev: 0.2% | 6,241 SH | Increased+438 SH |
| HOME DEPOT INC | COM | $2.1M | 1.8%Prev: 1.6% | 5,960 SH | Increased+589 SH |
| HONEYWELL INTL INC | COM | $289K | 0.3% | 1,481 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $221K | 0.2% | 747 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $978K | 0.8% | 1,727 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $6.1M | 5.3%Prev: 15.7% | 44,290 SH | Decreased-67,729 SH |
| ISHARES INC | MSCI EMRG CHN | $253K | 0.2%Prev: 0.2% | 3,485 SH | Decreased+920 SH |
| ISHARES TR | CORE S&P MCP ETF | $259K | 0.2%Prev: 0.2% | 3,924 SH | Decreased |
| ISHARES TR | CORE US AGGBD ET | $839K | 0.7%Prev: 0.7% | 8,405 SH | Increased+70 SH |
| ISHARES TR | EAFE SML CP ETF | $698K | 0.6%Prev: 0.6% | 9,003 SH | Decreased+13 SH |
| ISHARES TR | EAFE VALUE ETF | $306K | 0.3%Prev: 0.3% | 4,280 SH | Decreased |
| ISHARES TR | INTL EQTY FACTOR | $309K | 0.3%Prev: 0.3% | 8,185 SH | Decreased |
| ISHARES TR | ISHARES SEMICDTR | $1.7M | 1.4%Prev: 6.8% | 5,525 SH | Decreased-7,436 SH |
| ISHARES TR | RUS 1000 GRW ETF | $665K | 0.6%Prev: 0.4% | 1,404 SH | Increased-2,655 SH |
| ISHARES TR | RUSSELL 2000 ETF | $351K | 0.3%Prev: 0.4% | 1,424 SH | Decreased |
| ISHARES TR | SELECT DIVID ETF | $250K | 0.2%Prev: 0.2% | 1,769 SH | Decreased-4 SH |
| JOHNSON & JOHNSON | COM | $444K | 0.4%Prev: 0.4% | 2,147 SH | Decreased+318 SH |
| JPMORGAN CHASE & CO | COM | $3.2M | 2.8%Prev: 2.1% | 10,022 SH | Increased+2,266 SH |
| LOCKHEED MARTIN CORP | COM | $323K | 0.3%Prev: 0.2% | 668 SH | Increased+240 SH |
| MARKEL GROUP INC | COM | $1.9M | 1.7%Prev: 0.4% | 901 SH | Increased+634 SH |
| MASTERCARD INCORPORATED | CL A | $1.4M | 1.2%Prev: 0.4% | 2,496 SH | Increased+1,663 SH |
| MERCADOLIBRE INC | COM | $3.5M | 3.0% | 1,736 SH | New |
| META PLATFORMS INC | CL A | $377K | 0.3%Prev: 0.2% | 572 SH | Increased+37 SH |
| MICROSOFT CORP | COM | $1.5M | 1.3%Prev: 1.5% | 3,197 SH | Decreased-1,565 SH |
| NEXTERA ENERGY INC | COM | $695K | 0.6%Prev: 1.2% | 8,657 SH | Decreased-7,758 SH |
| NORTHROP GRUMMAN CORP | COM | $238K | 0.2% | 418 SH | New |
| NVIDIA CORPORATION | COM | $1.8M | 1.5%Prev: 1.3% | 9,580 SH | Increased+1,907 SH |
| OWENS CORNING NEW | COM | $364K | 0.3%Prev: 1.3% | 3,253 SH | Decreased-6,918 SH |
| PROLOGIS INC. | COM | $267K | 0.2% | 2,093 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $4.8M | 4.1%Prev: 1.4% | 45,944 SH | Increased+16,289 SH |
| RBB FD INC | MOTLEY FOL ETF | $886K | 0.8%Prev: 0.5% | 12,342 SH | Increased+3,754 SH |
| ROLLINS INC | COM | $543K | 0.5% | 9,047 SH | New |
| SALESFORCE INC | COM | $391K | 0.3% | 1,478 SH | New |
| SCHWAB CHARLES CORP | COM | $437K | 0.4%Prev: 0.3% | 4,370 SH | Increased+745 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.5M | 3.9%Prev: 0.8% | 164,986 SH | Increased+133,683 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $350K | 0.3% | 2,176 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.8M | 2.4%Prev: 2.8% | 4,075 SH | Decreased-460 SH |
| UNITEDHEALTH GROUP INC | COM | $429K | 0.4%Prev: 1.3% | 1,299 SH | Decreased-2,621 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $379K | 0.3% | 2,137 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $3.6M | 3.1%Prev: 1.4% | 12,483 SH | Increased-8,569 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.1M | 1.8% | 23,439 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.5M | 4.8%Prev: 4.2% | 8,755 SH | Increased+1,268 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 1.0%Prev: 0.3% | 5,413 SH | Increased+3,841 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 1.6%Prev: 0.8% | 7,057 SH | Increased+3,753 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $645K | 0.6%Prev: 0.6% | 2,136 SH | Decreased+149 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $342K | 0.3%Prev: 0.3% | 2,424 SH | Decreased+127 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $10.3M | 8.9%Prev: 10.9% | 46,719 SH | Decreased-9,172 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $249K | 0.2%Prev: 0.3% | 3,988 SH | Decreased-1,475 SH |
| VISA INC | COM CL A | $788K | 0.7%Prev: 0.4% | 2,247 SH | Increased+1,002 SH |
| WALMART INC | COM | $207K | 0.2%Prev: 0.2% | 1,855 SH | Decreased-83 SH |
| WASTE MGMT INC DEL | COM | $512K | 0.4%Prev: 0.3% | 2,331 SH | Increased+632 SH |
| WEC ENERGY GROUP INC | COM | $253K | 0.2%Prev: 0.2% | 2,398 SH | Decreased |
| WISDOMTREE TR | INDIA ERNGS FD | $1.0M | 0.9% | 22,285 SH | New |
| WISDOMTREE TR | JAPN HEDGE EQT | $2.4M | 2.1%Prev: 1.6% | 16,560 SH | Increased+5,416 SH |
| WISDOMTREE TR | US SMALLCAP FUND | $1.5M | 1.3%Prev: 0.3% | 26,569 SH | Increased+20,314 SH |
| 13F-HR |
| 0001104659-26-068449 |
| $119.6M |
| View |