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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 | $297K | 0.2% | 1,364 SH | |
| ADVANCED MICRO DEVICES INC | COM | $233K | 0.2% | 1,133 SH | |
| ALPHABET INC | CAP STK CL A | $11.7M | 9.8% | 40,744 SH | |
| ALPHABET INC | CAP STK CL C | $1.6M | 1.4% | 5,690 SH | |
| AMAZON COM INC | COM | $1.8M | 1.5% | 8,419 SH | |
| APPLE INC | COM | $2.7M | 2.3% | 10,629 SH | |
| AVANTIS US SMALL CAP VALUE ETF | US SML CP VALU | $879K | 0.7% | 7,960 SH | |
| AXON ENTERPRISE INC | COM | $1.3M | 1.1% | 3,075 SH | |
| BERKSHIRE HATHAWAY CLASS B | CL B NEW | $259K | 0.2% | 540 SH | |
| BROADCOM INC | COM | $215K | 0.2% | 695 SH | |
| CATERPILLAR INC | COM | $735K | 0.6% | 1,043 SH | |
| CISCO SYS INC | COM | $405K | 0.3% | 5,228 SH | |
| DBX ETF TR | XTRACK MSCI EAFE | $12.2M | 10.2% | 246,300 SH | |
| DEERE & CO | COM | $209K | 0.2% | 388 SH | |
| DIGITAL RLTY TR INC REIT | COM | $327K | 0.3% | 1,815 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.1M | 0.9% | 30,552 SH | |
| EXXON MOBIL CORP | COM | $400K | 0.3% | 2,355 SH | |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $4.8M | 4.0% | 76,684 SH | |
| GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | ACTIVEBETA INT | $269K | 0.2% | 6,241 SH | |
| HOME DEPOT INC | COM | $1.9M | 1.6% | 5,731 SH | |
| HONEYWELL INTL INC | COM | $345K | 0.3% | 1,531 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $15.1M | 12.6% | 104,230 SH | |
| ISHARES CORE S&P MID-CAP ETF | CORE S&P MCP ETF | $265K | 0.2% | 3,924 SH | |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTL EQTY FACTOR | $319K | 0.3% | 8,185 SH | |
| ISHARES MSCI EAFE SMALL-CAP ETF | EAFE SML CP ETF | $706K | 0.6% | 9,003 SH | |
| ISHARES MSCI EAFE VALUE ETF | EAFE VALUE ETF | $318K | 0.3% | 4,280 SH | |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | MSCI EMRG CHN | $274K | 0.2% | 3,485 SH | |
| ISHARES RUSSELL 1000 GROWTH ETF | RUS 1000 GRW ETF | $582K | 0.5% | 1,364 SH | |
| ISHARES RUSSELL 2000 ETF | RUSSELL 2000 ETF | $353K | 0.3% | 1,424 SH | |
| ISHARES SELECT DIVIDEND ETF | SELECT DIVID ETF | $268K | 0.2% | 1,771 SH | |
| ISHARES TR | CORE US AGGBD ET | $846K | 0.7% | 8,522 SH | |
| ISHARES TR | ISHARES SEMICDTR | $4.9M | 4.1% | 14,777 SH | |
| JOHNSON & JOHNSON | COM | $480K | 0.4% | 1,966 SH | |
| JPMORGAN CHASE & CO | COM | $2.4M | 2.0% | 8,234 SH | |
| LINDE PLC F | SHS | $214K | 0.2% | 432 SH | |
| LOCKHEED MARTIN CORP | COM | $260K | 0.2% | 430 SH | |
| MARKEL GROUP INC | COM | $825K | 0.7% | 430 SH | |
| MASTERCARD INC CLASS CLASS A | CL A | $460K | 0.4% | 920 SH | |
| MERCADOLIBRE INC | COM | $3.0M | 2.5% | 1,700 SH | |
| META PLATFORMS INC | CL A | $331K | 0.3% | 576 SH | |
| MICROSOFT CORP | COM | $1.8M | 1.5% | 4,833 SH | |
| MOTLEY FOOL 100 INDEX ETF | MOTLEY FOL ETF | $575K | 0.5% | 8,709 SH | |
| NEXTERA ENERGY INC | COM | $1.5M | 1.3% | 16,428 SH | |
| NORTHROP GRUMMAN CORP | COM | $285K | 0.2% | 418 SH | |
| NVIDIA CORPORATION | COM | $1.5M | 1.3% | 8,627 SH | |
| OWENS CORNING NEW | COM | $1.2M | 1.0% | 10,936 SH | |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | S&P 500 DV ARIST | $1.8M | 1.5% | 16,949 SH | |
| ROLLINS INC | COM | $201K | 0.2% | 3,757 SH | |
| SCHWAB CHARLES CORP | COM | $379K | 0.3% | 4,019 SH | |
| SCHWAB U.S. DIVIDEND EQUITY ETF | US DIVIDEND EQ | $2.0M | 1.7% | 65,662 SH | |
| SHOPIFY INC | CL A SUB VTG SHS | $233K | 0.2% | 1,832 SH | |
| SPOTIFY TECHNOLOGY S A F | SHS | $247K | 0.2% | 509 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.1M | 2.6% | 4,697 SH | |
| TESLA INC | COM | $295K | 0.2% | 793 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $1.0M | 0.9% | 2,505 SH | |
| UNITEDHEALTH GROUP INC | COM | $1.1M | 0.9% | 4,048 SH | |
| VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | VAN FTSE DEV MKT | $268K | 0.2% | 4,178 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.9M | 1.6% | 6,705 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $514K | 0.4% | 5,793 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.1M | 4.3% | 8,549 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $563K | 0.5% | 2,601 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $703K | 0.6% | 2,325 SH | |
| VANGUARD SMALL-CAP INDEX FUND ETF SHARES | SMALL CP ETF | $951K | 0.8% | 3,630 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $11.8M | 9.9% | 54,877 SH | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | TT WRLD ST ETF | $443K | 0.4% | 3,205 SH | |
| VISA INC CLASS CLASS A | COM CL A | $376K | 0.3% | 1,245 SH | |
| WALMART INC | COM | $298K | 0.2% | 2,416 SH | |
| WASTE MGMT INC DEL | COM | $417K | 0.3% | 1,813 SH | |
| WEC ENERGY GROUP INC | COM | $278K | 0.2% | 2,398 SH | |
| WISDOMTREE INDIA EARNINGS FUND | INDIA ERNGS FD | $378K | 0.3% | 9,257 SH | |
| WISDOMTREE TR | JAPN HEDGE EQT | $2.1M | 1.8% | 13,327 SH | |
| WISDOMTREE TR | US SMALLCAP FUND | $464K | 0.4% | 8,008 SH | |
| WOODWARD INC | COM | $317K | 0.3% | 885 SH |
| 13F-HR |
| 0001104659-26-068449 |
| $119.6M |
| View |