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CIK 0001965292 • 6 13F filings • May 5, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $9.1M | 4.6%Prev: 4.6% | 29,219 SH | Increased-6,519 SH |
| ALPHABET INC | CAP STK CL C | $2.4M | 1.2%Prev: 1.3% | 7,663 SH | Increased-2,158 SH |
| AMAZON COM INC | COM | $8.9M | 4.5%Prev: 4.4% | 38,527 SH | Increased+488 SH |
| AMGEN INC | COM | $1.9M | 1.0%Prev: 0.9% | 5,872 SH | Increased+85 SH |
| APPLE INC | COM | $247K | 0.1%Prev: 0.1% | 909 SH | Increased-6 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $252K | 0.1%Prev: 0.1% | 235 SH | Increased+9 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.8M | 3.4%Prev: 3.5% | 13,489 SH | Increased+365 SH |
| BOOKING HOLDINGS INC | COM | $1.2M | 0.6%Prev: 0.6% | 226 SH | Increased+7 SH |
| CHEVRON CORP NEW | COM | $2.0M | 1.0%Prev: 1.1% | 13,239 SH | Decreased+221 SH |
| CHUBB LIMITED | COM | $218K | 0.1% | 698 SH | New |
| CISCO SYS INC | COM | $2.7M | 1.4%Prev: 1.3% | 34,856 SH | Increased-271 SH |
| COPART INC | COM | $941K | 0.5%Prev: 0.5% | 24,027 SH | Decreased+839 SH |
| DISNEY WALT CO | COM | $6.1M | 3.1%Prev: 3.2% | 53,638 SH | Increased+1,013 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $6.2M | 3.1%Prev: 2.9% | 17,664 SH | Increased+381 SH |
| FIRST CTZNS BANCSHARES INC D | CL A | $3.7M | 1.9%Prev: 1.6% | 1,726 SH | Increased+37 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.4M | 1.7% | 17,665 SH | New |
| JACKSON FINANCIAL INC | COM CL A | $885K | 0.4%Prev: 0.4% | 8,298 SH | Increased |
| JOHNSON & JOHNSON | COM | $4.1M | 2.1%Prev: 1.9% | 19,915 SH | Increased-11 SH |
| JPMORGAN CHASE & CO. | COM | $2.6M | 1.3%Prev: 1.3% | 8,136 SH | Increased+178 SH |
| KASPI KZ JSC | SPONSORED ADS | $3.3M | 1.7%Prev: 1.7% | 42,392 SH | Decreased+1,789 SH |
| LOCKHEED MARTIN CORP | COM | $3.1M | 1.6%Prev: 1.7% | 6,485 SH | Decreased+145 SH |
| MARKEL GROUP INC | COM | $7.8M | 3.9%Prev: 3.6% | 3,616 SH | Increased+72 SH |
| META PLATFORMS INC | CL A | $6.2M | 3.1%Prev: 3.3% | 9,353 SH | Decreased+766 SH |
| MICROSOFT CORP | COM | $3.4M | 1.7%Prev: 1.9% | 6,971 SH | Decreased+46 SH |
| NOVO-NORDISK A S | ADR | $234K | 0.1% | 4,592 SH | New |
| NVIDIA CORPORATION | COM | $2.0M | 1.0%Prev: 1.0% | 10,528 SH | Increased+267 SH |
| NVR INC | COM | $865K | 0.4%Prev: 0.5% | 119 SH | Decreased+4 SH |
| PAYPAL HLDGS INC | COM | $1.5M | 0.8% | 26,358 SH | New |
| PIMCO CORPORATE & INCOME OPP | COM | $4.5M | 2.3%Prev: 2.5% | 352,230 SH | Decreased+15,378 SH |
| PITNEY BOWES INC | COM | $7.4M | 3.7%Prev: 3.5% | 698,354 SH | Increased+111,936 SH |
| REGENERON PHARMACEUTICALS | COM | $7.6M | 3.8%Prev: 2.8% | 9,823 SH | Increased+195 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.3M | 0.6%Prev: 0.6% | 46,221 SH | Increased+1,210 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $7.4M | 3.7%Prev: 3.5% | 24,466 SH | Increased+447 SH |
| THE TRADE DESK INC | COM CL A | $637K | 0.3%Prev: 0.4% | 16,780 SH | Decreased+650 SH |
| ULTA BEAUTY INC | COM | $1.4M | 0.7%Prev: 0.6% | 2,302 SH | Increased+72 SH |
| UNITEDHEALTH GROUP INC | COM | $1.9M | 1.0%Prev: 1.0% | 5,814 SH | Decreased+78 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $6.3M | 3.2%Prev: 3.2% | 80,887 SH | Increased+2,823 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $10.5M | 5.3%Prev: 5.4% | 151,656 SH | Increased+5,302 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.1M | 1.1%Prev: 1.1% | 26,749 SH | Increased+958 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.3M | 1.2%Prev: 1.1% | 46,516 SH | Increased+5,934 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.5M | 1.3%Prev: 1.4% | 5,209 SH | Decreased-241 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.2M | 0.6%Prev: 0.7% | 4,456 SH | Decreased-229 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.3M | 0.7%Prev: 0.7% | 7,445 SH | Decreased-405 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.4M | 0.7%Prev: 0.8% | 6,830 SH | Decreased-293 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.1M | 0.5%Prev: 0.6% | 3,559 SH | Decreased-186 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $10.6M | 5.3%Prev: 6.5% | 31,494 SH | Decreased-6,557 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.2M | 1.1%Prev: 1.2% | 11,306 SH | Decreased-613 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.8M | 1.4%Prev: 1.5% | 38,092 SH | Decreased-1,669 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $496K | 0.2%Prev: 0.3% | 9,230 SH | Decreased-531 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $636K | 0.3%Prev: 0.4% | 4,440 SH | Decreased-244 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $14.5M | 7.3%Prev: 7.0% | 66,018 SH | Increased+4,033 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $330K | 0.2%Prev: 0.2% | 4,373 SH | Decreased-154 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $10.2M | 5.1%Prev: 5.2% | 70,844 SH | Increased+1,022 SH |
| VISA INC | COM CL A | $3.8M | 1.9%Prev: 1.9% | 10,769 SH | Increased+208 SH |
| 13F-HR |
| 0002085853-26-000919 |
| $213.3M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001042 | $178.3M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000553 | $193.7M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000590 | $167.4M | View |