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CIK 0002066105 • 8 13F filings • May 28, 2025 – Oct 19, 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 | |||||
|---|---|---|---|---|---|
| AGNC INVT CORP | COM | $1.0M | 1.0% | 108,428 SH | |
| AMAZON COM INC | COM | $397K | 0.4% | 2,087 SH | |
| APPLE INC | COM | $291K | 0.3% | 1,308 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 1.4% | 2,789 SH | |
| CRH PLC | ORD | $232K | 0.2% | 2,642 SH | |
| DBX ETF TR | XTRACK MSCI EAFE | $304K | 0.3% | 7,026 SH | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $2.3M | 2.2% | 46,319 SH | |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $6.1M | 5.8% | 155,604 SH | |
| FRANKLIN TEMPLETON ETF TR | INTL AGGREGTE BD | $844K | 0.8% | 41,749 SH | |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | $952K | 0.9% | 29,225 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | $15.0M | 14.3% | 143,018 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $7.1M | 6.7% | 40,911 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $3.1M | 3.0% | 6,607 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $574K | 0.5% | 12,258 SH | |
| ISHARES TR | CALIF MUN BD ETF | $425K | 0.4% | 7,552 SH | |
| ISHARES TR | MRGSTR MD CP ETF | $5.2M | 5.0% | 70,502 SH | |
| ISHARES TR | MSCI EAFE SMCP | $699K | 0.7% | 21,716 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $1.2M | 1.1% | 27,384 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $868K | 0.8% | 2,404 SH | |
| ISHARES TR | US INFRASTRUC | $692K | 0.7% | 15,347 SH | |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | $3.8M | 3.6% | 67,249 SH | |
| NVIDIA CORPORATION | COM | $312K | 0.3% | 2,878 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $2.4M | 2.3% | 25,876 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $1.8M | 1.7% | 35,291 SH | |
| PIMCO ETF TR | INV GRD CRP BD | $1.5M | 1.4% | 15,259 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $8.3M | 7.9% | 227,288 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.5M | 1.4% | 38,247 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $853K | 0.8% | 1,524 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $28.7M | 27.4% | 436,977 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $6.6M | 6.3% | 82,544 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $465K | 0.4% | 9,110 SH |
| 13F-HR |
| 0001667731-25-000671 |
| $178.9M |
| View |
| Oct 14, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000068 | $121.6M | View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000676 | $111.3M | View |
| Sep 24, 2025 | Q2 2025 | 13F-HR | 0002085853-25-000006 | $112.5M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000482 | $189.0M | View |
| Jun 11, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000680 | $105.0M | View |