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CIK 0002010262 • 6 13F filings • Apr 24, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $813K | 1.3%Prev: 0.7% | 2,517 SH | Increased+1,200 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 2.2%Prev: 2.1% | 4,266 SH | Increased+85 SH |
| AMAZON COM INC | COM | $1.1M | 1.7%Prev: 1.6% | 5,063 SH | Increased+1,470 SH |
| AMPHENOL CORP NEW | CL A | $236K | 0.4%Prev: 0.4% | 1,732 SH | Increased+54 SH |
| APPLE INC | COM | $2.3M | 3.7%Prev: 3.3% | 8,109 SH | Increased+1,642 SH |
| ARISTA NETWORKS INC | COM SHS | $369K | 0.6% | 2,684 SH | New |
| BANK AMERICA CORP | COM | $204K | 0.3% | 3,616 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $340K | 0.6%Prev: 0.6% | 669 SH | Increased+80 SH |
| BLACKROCK INC | COM | $336K | 0.5% | 318 SH | New |
| BOOKING HOLDINGS INC | COM | $245K | 0.4% | 55 SH | New |
| BROADCOM INC | COM | $754K | 1.2%Prev: 0.9% | 2,264 SH | Increased+1,030 SH |
| CENCORA INC | COM | $449K | 0.7% | 1,251 SH | New |
| CHEVRON CORP NEW | COM | $269K | 0.4%Prev: 0.4% | 1,489 SH | Increased+105 SH |
| COSTCO WHSL CORP NEW | COM | $741K | 1.2%Prev: 1.1% | 740 SH | Increased+196 SH |
| CROWDSTRIKE HLDGS INC | CL A | $213K | 0.3% | 539 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.0M | 1.6% | 27,737 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VEC | $6.2M | 10.0%Prev: 11.3% | 78,937 SH | Increased+2,700 SH |
| EATON CORP PLC | SHS | $276K | 0.4% | 738 SH | New |
| ELI LILLY & CO | COM | $652K | 1.1%Prev: 0.5% | 616 SH | Increased+296 SH |
| EXXON MOBIL CORP | COM | $207K | 0.3% | 1,388 SH | New |
| GE AEROSPACE | COM NEW | $385K | 0.6% | 1,198 SH | New |
| GE VERNOVA INC | COM | $299K | 0.5% | 384 SH | New |
| GENERAL DYNAMICS CORP | COM | $282K | 0.5% | 783 SH | New |
| HOME DEPOT INC | COM | $233K | 0.4%Prev: 0.5% | 606 SH | Decreased-42 SH |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $353K | 0.6%Prev: 0.6% | 5,587 SH | Increased+506 SH |
| ISHARES TR | CORE MSCI EAFE | $228K | 0.4%Prev: 0.4% | 2,384 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $849K | 1.4%Prev: 1.1% | 2,634 SH | Increased+947 SH |
| LINDE PLC | SHS | $320K | 0.5% | 714 SH | New |
| MASTERCARD INCORPORATED | CL A | $214K | 0.3% | 390 SH | New |
| MCDONALDS CORP | COM | $318K | 0.5% | 971 SH | New |
| META PLATFORMS INC | CL A | $1.2M | 1.9%Prev: 1.7% | 1,805 SH | Increased+665 SH |
| MICROSOFT CORP | COM | $1.7M | 2.7%Prev: 3.7% | 4,168 SH | Decreased+647 SH |
| NEXTERA ENERGY INC | COM | $292K | 0.5% | 3,259 SH | New |
| NVIDIA CORPORATION | COM | $3.2M | 5.2%Prev: 5.2% | 17,332 SH | Increased+3,256 SH |
| ORACLE CORP | COM | $321K | 0.5%Prev: 0.8% | 2,248 SH | Decreased+974 SH |
| PARKER-HANNIFIN CORP | COM | $324K | 0.5% | 332 SH | New |
| PROCTER AND GAMBLE CO | COM | $266K | 0.4%Prev: 0.5% | 1,672 SH | Increased-93 SH |
| RTX CORPORATION | COM | $240K | 0.4% | 1,207 SH | New |
| S&P GLOBAL INC | COM | $205K | 0.3% | 467 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $13.0M | 21.1%Prev: 26.0% | 477,150 SH | Increased-6,371 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $251K | 0.4%Prev: 0.5% | 500 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $766K | 1.2%Prev: 1.5% | 1,110 SH | Increased+9 SH |
| TESLA INC | COM | $717K | 1.2%Prev: 1.5% | 1,744 SH | Decreased+9 SH |
| TJX COS INC NEW | COM | $216K | 0.4% | 1,384 SH | New |
| UBER TECHNOLOGIES INC | COM | $271K | 0.4% | 3,621 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $505K | 0.8% | 795 SH | New |
| VANGUARD MALVERN FDS | CORE BD ETF | $3.7M | 6.0%Prev: 8.4% | 46,980 SH | Decreased-5,281 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $238K | 0.4%Prev: 0.5% | 5,040 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $425K | 0.7%Prev: 0.9% | 3,617 SH | Decreased-150 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.9M | 17.7%Prev: 19.6% | 162,010 SH | Increased+2,805 SH |
| VISA INC | COM CL A | $695K | 1.1%Prev: 1.0% | 2,097 SH | Increased+685 SH |
| WALMART INC | COM | $551K | 0.9%Prev: 0.4% | 4,197 SH | Increased+2,214 SH |
| WELLTOWER INC | COM | $221K | 0.4% | 1,128 SH | New |
| 13F-HR |
| 0002010262-26-000003 |
| $85.4M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0002010262-25-000003 | $38.9M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002010262-26-000002 | $80.0M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002010262-25-000001 | $32.1M | View |