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CIK 0001802611 • 6 13F filings • Apr 25, 2025 – Jul 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $920K | 0.1% | 4,392 SH | |
| ALPHABET INC | CAP STK CL A | $774K | 0.1% | 5,002 SH | |
| ALPHABET INC | CAP STK CL C | $2.1M | 0.3% | 13,659 SH | |
| AMAZON COM INC | COM | $3.4M | 0.4% | 17,626 SH | |
| AMGEN INC | COM | $1.1M | 0.2% | 3,629 SH | |
| AMPLIFY ETF TR | BLOCKCHAIN LDR | $227K | 0.0% | 6,153 SH | |
| APPLE INC | COM | $4.5M | 0.6% | 20,383 SH | |
| AT&T INC | COM | $251K | 0.0% | 8,893 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.2% | 2,436 SH | |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $279K | 0.0% | 6,223 SH | |
| BLACKROCK INC | COM | $1.3M | 0.2% | 1,369 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $994K | 0.1% | 16,298 SH | |
| BROADCOM INC | COM | $1.1M | 0.2% | 6,800 SH | |
| CHEVRON CORP NEW | COM | $1.1M | 0.1% | 6,665 SH | |
| CISCO SYS INC | COM | $1.3M | 0.2% | 21,786 SH | |
| COCA COLA CO | COM | $1.3M | 0.2% | 18,765 SH | |
| COSTCO WHSL CORP NEW | COM | $612.4M | 81.4% | 647,523 SH | |
| DEERE & CO | COM | $210K | 0.0% | 448 SH | |
| ELI LILLY & CO | COM | $524K | 0.1% | 635 SH | |
| EOG RES INC | COM | $683K | 0.1% | 5,326 SH | |
| EXXON MOBIL CORP | COM | $584K | 0.1% | 4,912 SH | |
| FASTENAL CO | COM | $490K | 0.1% | 6,316 SH | |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | $621K | 0.1% | 6,070 SH | |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $1.1M | 0.1% | 17,906 SH | |
| FORD MTR CO | COM | $361K | 0.0% | 35,945 SH | |
| GLOBAL X FDS | GBL X BLOCKCHAIN | $864K | 0.1% | 26,171 SH | |
| GLOBAL X FDS | RBTCS ARTFL INTE | $1.2M | 0.2% | 43,397 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $923K | 0.1% | 25,897 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $5.5M | 0.7% | 49,830 SH | |
| HERSHEY CO | COM | $275K | 0.0% | 1,607 SH | |
| HOME DEPOT INC | COM | $1.4M | 0.2% | 3,820 SH | |
| INTUIT | COM | $256K | 0.0% | 418 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.3M | 0.2% | 6,686 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $661K | 0.1% | 1,410 SH | |
| ISHARES INC | CORE MSCI EMKT | $8.0M | 1.1% | 148,187 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $1.6M | 0.2% | 15,735 SH | |
| ISHARES TR | CORE MSCI EAFE | $7.6M | 1.0% | 100,181 SH | |
| ISHARES TR | CORE S&P SCP ETF | $3.5M | 0.5% | 33,863 SH | |
| ISHARES TR | CORE S&P500 ETF | $6.4M | 0.9% | 11,406 SH | |
| ISHARES TR | GLOBAL REIT ETF | $2.2M | 0.3% | 90,325 SH | |
| ISHARES TR | MSCI INTL QUALTY | $7.9M | 1.0% | 199,037 SH | |
| ISHARES TR | MSCI USA MIN VOL | $3.8M | 0.5% | 40,119 SH | |
| ISHARES TR | RUS MID CAP ETF | $265K | 0.0% | 3,117 SH | |
| ISHARES TR | ULTRA SHORT-TERM | $1.3M | 0.2% | 26,257 SH | |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | $1.2M | 0.2% | 20,187 SH | |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $216K | 0.0% | 4,692 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $492K | 0.1% | 9,713 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $488K | 0.1% | 9,619 SH | |
| JOHNSON & JOHNSON | COM | $589K | 0.1% | 3,549 SH | |
| JPMORGAN CHASE & CO. | COM | $930K | 0.1% | 3,793 SH | |
| KIMBERLY-CLARK CORP | COM | $391K | 0.1% | 2,750 SH | |
| LINDE PLC | SHS | $300K | 0.0% | 645 SH | |
| LOCKHEED MARTIN CORP | COM | $1.0M | 0.1% | 2,259 SH | |
| MASTERCARD INCORPORATED | CL A | $386K | 0.1% | 705 SH | |
| MERCK & CO INC | COM | $461K | 0.1% | 5,139 SH | |
| META PLATFORMS INC | CL A | $522K | 0.1% | 906 SH | |
| MICROSOFT CORP | COM | $4.4M | 0.6% | 11,782 SH | |
| NETFLIX INC | COM | $713K | 0.1% | 765 SH | |
| NEWMONT CORP | COM | $912K | 0.1% | 18,895 SH | |
| NVIDIA CORPORATION | COM | $1.4M | 0.2% | 12,764 SH | |
| ONEOK INC NEW | COM | $442K | 0.1% | 4,455 SH | |
| ORACLE CORP | COM | $257K | 0.0% | 1,841 SH | |
| PAYCHEX INC | COM | $488K | 0.1% | 3,164 SH | |
| PEPSICO INC | COM | $1.2M | 0.2% | 7,765 SH | |
| PFIZER INC | COM | $801K | 0.1% | 31,623 SH | |
| PROCTER AND GAMBLE CO | COM | $747K | 0.1% | 4,385 SH | |
| QUALCOMM INC | COM | $271K | 0.0% | 1,762 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.5M | 0.5% | 126,632 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.8M | 0.2% | 67,358 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $282K | 0.0% | 3,075 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $791K | 0.1% | 12,024 SH | |
| STARBUCKS CORP | COM | $289K | 0.0% | 2,950 SH | |
| TESLA INC | COM | $283K | 0.0% | 1,091 SH | |
| TEXAS INSTRS INC | COM | $1.1M | 0.1% | 5,883 SH | |
| TRAVELERS COMPANIES INC | COM | $205K | 0.0% | 775 SH | |
| UNITED PARCEL SERVICE INC | CL B | $802K | 0.1% | 7,292 SH | |
| UNITEDHEALTH GROUP INC | COM | $478K | 0.1% | 912 SH | |
| US BANCORP DEL | COM NEW | $571K | 0.1% | 13,524 SH | |
| VALERO ENERGY CORP | COM | $563K | 0.1% | 4,265 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.7M | 0.2% | 34,506 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $6.7M | 0.9% | 17,978 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $761K | 0.1% | 2,770 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $12.3M | 1.6% | 71,071 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $664K | 0.1% | 14,681 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $333K | 0.0% | 3,589 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $522K | 0.1% | 6,468 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.9M | 0.3% | 9,922 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $397K | 0.1% | 7,809 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $363K | 0.0% | 1,659 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $264K | 0.0% | 487 SH | |
| VERIZON COMMUNICATIONS INC | COM | $943K | 0.1% | 20,780 SH | |
| VISA INC | COM CL A | $759K | 0.1% | 2,167 SH | |
| VULCAN MATLS CO | COM | $747K | 0.1% | 3,201 SH | |
| XCEL ENERGY INC | COM | $805K | 0.1% | 11,366 SH |
| 13F-HR |
| 0001802611-25-000002 |
| $753.6M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001802611-26-000003 | $795.8M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003957 | $780.1M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001802611-26-000002 | $807.6M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002345 | $752.5M | View |