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CIK 0001966351 • 6 13F filings • Apr 22, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $208K | 0.1%Prev: 0.1% | 909 SH | Decreased+6 SH |
| ALPHABET INC | CAP STK CL A | $1.8M | 1.2%Prev: 1.0% | 5,886 SH | Increased-254 SH |
| ALPHABET INC | CAP STK CL C | $1.0M | 0.7%Prev: 0.5% | 3,245 SH | Increased-228 SH |
| AON PLC | SHS CL A | $933K | 0.6%Prev: 0.6% | 2,644 SH | Decreased+5 SH |
| APPLE INC | COM | $4.0M | 2.6%Prev: 2.5% | 14,670 SH | Increased-399 SH |
| AUTOZONE INC | COM | $339K | 0.2%Prev: 0.3% | 100 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.1M | 2.0%Prev: 2.0% | 6,146 SH | Decreased-30 SH |
| COSTCO WHSL CORP NEW | COM | $598K | 0.4%Prev: 0.4% | 691 SH | Decreased-8 SH |
| DISNEY WALT CO | COM | $565K | 0.4%Prev: 0.4% | 4,963 SH | Decreased-2 SH |
| GARMIN LTD | SHS | $286K | 0.2%Prev: 0.2% | 1,408 SH | Decreased |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $1.3M | 0.9% | 33,514 SH | New |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $454K | 0.3%Prev: 0.4% | 6,647 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $273K | 0.2%Prev: 0.2% | 919 SH | Increased+54 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $3.8M | 2.5%Prev: 3.9% | 75,629 SH | Decreased-17,292 SH |
| ISHARES GOLD TR | ISHARES NEW | $477K | 0.3%Prev: 0.3% | 5,876 SH | Increased-1 SH |
| ISHARES TR | CORE MSCI EAFE | $240K | 0.2%Prev: 0.1% | 2,686 SH | Increased+50 SH |
| ISHARES TR | EAFE GRWTH ETF | $2.6M | 1.7%Prev: 1.8% | 23,116 SH | Decreased-1,065 SH |
| ISHARES TR | EAFE SML CP ETF | $2.0M | 1.3%Prev: 1.0% | 25,396 SH | Increased+4,988 SH |
| ISHARES TR | EAFE VALUE ETF | $3.9M | 2.5%Prev: 2.5% | 54,222 SH | Decreased-2,993 SH |
| ISHARES TR | GLOBAL REIT ETF | $1.2M | 0.8%Prev: 0.8% | 48,060 SH | Decreased-1,548 SH |
| ISHARES TR | IBDS DEC28 ETF | $1.8M | 1.2%Prev: 1.1% | 72,357 SH | Increased+7,149 SH |
| ISHARES TR | IBONDS 27 ETF | $3.3M | 2.2%Prev: 1.9% | 134,721 PRN | Increased+11,841 PRN |
| ISHARES TR | IBONDS DEC 2030 | $645K | 0.4%Prev: 0.3% | 29,225 SH | Increased+7,047 SH |
| ISHARES TR | IBONDS DEC 2031 | $302K | 0.2% | 14,285 SH | New |
| ISHARES TR | IBONDS DEC 29 | $653K | 0.4%Prev: 0.3% | 27,893 SH | Increased+6,019 SH |
| ISHARES TR | IBONDS DEC2026 | $3.7M | 2.5%Prev: 2.4% | 154,048 PRN | Increased+429 PRN |
| ISHARES TR | MSCI EMG MKT ETF | $3.4M | 2.2%Prev: 2.2% | 61,649 SH | Decreased-1,777 SH |
| ISHARES TR | RUS 2000 GRW ETF | $6.0M | 3.9%Prev: 3.9% | 18,438 SH | Decreased-702 SH |
| ISHARES TR | RUS 2000 VAL ETF | $6.8M | 4.5%Prev: 4.3% | 37,323 SH | Increased-948 SH |
| ISHARES TR | RUS MD CP GR ETF | $271K | 0.2%Prev: 0.2% | 1,981 SH | Decreased-71 SH |
| ISHARES TR | RUS MDCP VAL ETF | $234K | 0.2%Prev: 0.1% | 1,659 SH | Increased-2 SH |
| ISHARES TR | S&P 500 GRWT ETF | $41.5M | 27.3%Prev: 27.3% | 336,363 SH | Decreased-17,460 SH |
| ISHARES TR | S&P 500 VAL ETF | $38.6M | 25.4%Prev: 24.4% | 181,515 SH | Increased-3,367 SH |
| ISHARES TR | S&P MC 400GR ETF | $2.2M | 1.4%Prev: 1.4% | 22,699 SH | Decreased-363 SH |
| ISHARES TR | S&P MC 400VL ETF | $6.3M | 4.1%Prev: 4.1% | 47,753 SH | Decreased-1,360 SH |
| ISHARES TR | U.S. ENERGY ETF | $1.3M | 0.9%Prev: 0.9% | 27,845 SH | Decreased-1,226 SH |
| ISHARES TR | U.S. REAL ES ETF | $1.5M | 1.0%Prev: 1.0% | 15,940 SH | Decreased-298 SH |
| JPMORGAN CHASE & CO. | COM | $639K | 0.4%Prev: 0.4% | 1,980 SH | Decreased-48 SH |
| MICROSOFT CORP | COM | $1.6M | 1.1%Prev: 1.1% | 3,351 SH | Decreased-95 SH |
| NVIDIA CORPORATION | COM | $565K | 0.4%Prev: 0.3% | 3,027 SH | Increased+151 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $803K | 0.5%Prev: 0.5% | 4,520 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $406K | 0.3%Prev: 0.3% | 832 SH | Increased-2 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $396K | 0.3%Prev: 0.3% | 3,250 SH | Decreased-825 SH |
| 13F-HR |
| 0001172661-26-002946 |
| $169.1M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002683 | $143.6M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001593 | $148.0M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001527 | $127.7M | View |