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CIK 0002064001 • 7 13F filings • Apr 11, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $406K | 0.1%Prev: 0.1% | 1,778 SH | Increased+78 SH |
| ADOBE INC | COM | $2.2M | 0.6%Prev: 1.0% | 6,305 SH | Decreased-947 SH |
| ADVANCED MICRO DEVICES INC | COM | $696K | 0.2%Prev: 0.1% | 3,250 SH | Increased |
| ALPHABET INC | CAP STK CL A | $16.7M | 4.4%Prev: 3.8% | 53,385 SH | Increased-10,724 SH |
| ALPHABET INC | CAP STK CL C | $1.0M | 0.3%Prev: 0.2% | 3,305 SH | Increased-650 SH |
| AMAZON COM INC | COM | $7.8M | 2.1%Prev: 2.2% | 33,659 SH | Increased+1,389 SH |
| AMPHENOL CORP NEW | CL A | $1.5M | 0.4% | 10,875 SH | New |
| AON PLC | SHS CL A | $1.8M | 0.5%Prev: 0.6% | 4,963 SH | Decreased-597 SH |
| APPLE INC | COM | $33.2M | 8.8%Prev: 10.0% | 121,984 SH | Increased-5,025 SH |
| APPLIED MATLS INC | COM | $1.6M | 0.4%Prev: 0.3% | 6,080 SH | Increased-510 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.2%Prev: 0.4% | 1 SH | Decreased-1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.7M | 1.5%Prev: 1.6% | 11,425 SH | Increased+400 SH |
| BROADCOM INC | COM | $8.5M | 2.3%Prev: 1.9% | 24,637 SH | Increased-1,259 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $223K | 0.1%Prev: 0.1% | 1,000 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $6.8M | 1.8%Prev: 2.2% | 7,836 SH | Decreased+298 SH |
| ELI LILLY & CO | COM | $2.3M | 0.6%Prev: 0.6% | 2,140 SH | Increased-312 SH |
| EXXON MOBIL CORP | COM | $417K | 0.1%Prev: 0.2% | 3,466 SH | Decreased-1,371 SH |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | $7.0M | 1.8%Prev: 2.3% | 142,010 SH | Decreased-3,436 SH |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $7.7M | 2.0%Prev: 2.0% | 104,974 SH | Increased-1,075 SH |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $14.0M | 3.7%Prev: 4.3% | 137,143 SH | Increased-3,025 SH |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $214K | 0.1%Prev: 0.1% | 8,650 SH | Decreased-4,331 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $10.9M | 2.9%Prev: 3.3% | 140,760 SH | Increased-12,643 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $12.7M | 3.4%Prev: 3.4% | 171,073 SH | Increased+5,775 SH |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $4.9M | 1.3%Prev: 1.3% | 59,113 SH | Increased-147 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $19.4M | 5.1%Prev: 5.5% | 86,551 SH | Increased-7,959 SH |
| GOLDMAN SACHS GROUP INC | COM | $3.0M | 0.8% | 3,433 SH | New |
| HOME DEPOT INC | COM | $2.8M | 0.7%Prev: 1.1% | 8,167 SH | Decreased-775 SH |
| INVESCO QQQ TR | UNIT SER 1 | $18.3M | 4.8%Prev: 4.5% | 29,759 SH | Increased+1,645 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $5.9M | 1.6%Prev: 1.7% | 58,092 SH | Increased+5,122 SH |
| ISHARES TR | CORE S&P500 ETF | $401K | 0.1%Prev: 0.1% | 586 SH | Increased-25 SH |
| ISHARES TR | ISHARES BIOTECH | $3.4M | 0.9%Prev: 0.9% | 20,321 SH | Increased-1,162 SH |
| ISHARES TR | RUS TP200 GR ETF | $23.2M | 6.1%Prev: 5.7% | 83,624 SH | Increased+7,014 SH |
| ISHARES TR | TIPS BD ETF | $12.0M | 3.2%Prev: 2.9% | 109,194 SH | Increased+21,332 SH |
| JPMORGAN CHASE & CO. | COM | $6.0M | 1.6%Prev: 1.4% | 18,637 SH | Increased-536 SH |
| MASTERCARD INCORPORATED | CL A | $8.3M | 2.2%Prev: 2.5% | 14,569 SH | Increased-561 SH |
| META PLATFORMS INC | CL A | $1.2M | 0.3% | 1,847 SH | New |
| MICROSOFT CORP | COM | $18.0M | 4.8%Prev: 4.9% | 37,302 SH | Increased+515 SH |
| MID PENN BANCORP INC | COM | $205K | 0.1% | 6,617 SH | New |
| NETEASE INC | SPONSORED ADS | $688K | 0.2%Prev: 0.1% | 5,000 SH | Increased |
| NETFLIX INC | COM | $2.1M | 0.6%Prev: 0.7% | 22,255 SH | Decreased+19,832 SH |
| NVIDIA CORPORATION | COM | $19.8M | 5.2%Prev: 4.7% | 106,298 SH | Increased-3,781 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.1M | 0.6% | 11,797 SH | New |
| PARKER-HANNIFIN CORP | COM | $5.4M | 1.4%Prev: 1.4% | 6,156 SH | Increased-765 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $4.7M | 1.2%Prev: 0.7% | 200,267 SH | Increased+109,112 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.6M | 0.4%Prev: 0.2% | 60,785 SH | Increased+30,705 SH |
| STRYKER CORPORATION | COM | $1.7M | 0.5%Prev: 0.6% | 4,973 SH | Decreased-374 SH |
| TESLA INC | COM | $1.2M | 0.3%Prev: 0.4% | 2,692 SH | Decreased-724 SH |
| UNITEDHEALTH GROUP INC | COM | $2.3M | 0.6%Prev: 1.4% | 6,933 SH | Decreased-1,875 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $5.1M | 1.3%Prev: 0.3% | 101,900 SH | Increased+81,365 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $204K | 0.1% | 419 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 0.4%Prev: 0.4% | 4,050 SH | Increased+50 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $850K | 0.2%Prev: 0.2% | 17,190 SH | Increased+4,905 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $32.7M | 8.7%Prev: 7.4% | 410,608 SH | Increased+111,054 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $1.5M | 0.4%Prev: 0.4% | 14,716 SH | Increased+1,061 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $2.5M | 0.7%Prev: 0.9% | 6,413 SH | Decreased-1,066 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $1.9M | 0.5%Prev: 0.6% | 9,095 SH | Decreased-640 SH |
| VANGUARD WORLD FD | ENERGY ETF | $268K | 0.1%Prev: 0.2% | 2,128 SH | Decreased-2,357 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $1.3M | 0.3%Prev: 0.4% | 9,758 SH | Decreased-1,957 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $3.4M | 0.9%Prev: 1.0% | 11,838 SH | Increased-696 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $2.0M | 0.5%Prev: 0.6% | 6,732 SH | Increased-576 SH |
| VANGUARD WORLD FD | INF TECH ETF | $6.0M | 1.6%Prev: 1.9% | 8,019 SH | Decreased-1,796 SH |
| WALMART INC | COM | $5.0M | 1.3%Prev: 0.1% | 44,949 SH | Increased+40,551 SH |
| WISDOMTREE TR | EM EX ST-OWNED | $924K | 0.2%Prev: 0.2% | 23,680 SH | Increased+6,698 SH |
| 13F-HR |
| 0002063364-25-000246 |
| $371.4M |
| View |
| Aug 11, 2026 | Q2 2026 | 13F-HR | 0002063364-26-000295 | $398.1M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0002063364-25-000143 | $340.0M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0002063364-26-000130 | $297.3M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0002063364-25-000077 | $310.4M | View |