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CIK 0002014454 • 6 13F filings • Apr 21, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $250K | 0.1%Prev: 0.1% | 1,092 SH | Increased+63 SH |
| ALPHABET INC | CAP STK CL A | $921K | 0.5%Prev: 0.4% | 2,944 SH | Increased-7 SH |
| ALPHABET INC | CAP STK CL C | $780K | 0.4%Prev: 0.3% | 2,485 SH | Increased+21 SH |
| AMAZON COM INC | COM | $1.0M | 0.6%Prev: 0.6% | 4,433 SH | Increased-6 SH |
| APPLE INC | COM | $3.5M | 2.0%Prev: 2.2% | 12,828 SH | Decreased-1,909 SH |
| BANK AMERICA CORP | COM | $204K | 0.1% | 3,709 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $501K | 0.3%Prev: 0.3% | 997 SH | Decreased-50 SH |
| BROADCOM INC | COM | $876K | 0.5%Prev: 0.5% | 2,530 SH | Increased+6 SH |
| COSTCO WHSL CORP NEW | COM | $203K | 0.1%Prev: 0.1% | 235 SH | Decreased-22 SH |
| ELI LILLY & CO | COM | $480K | 0.3%Prev: 0.2% | 447 SH | Increased+16 SH |
| EXXON MOBIL CORP | COM | $235K | 0.1%Prev: 0.1% | 1,949 SH | Increased+71 SH |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | $377K | 0.2%Prev: 0.2% | 3,235 SH | Decreased-181 SH |
| ISHARES INC | CORE MSCI EMKT | $224K | 0.1%Prev: 0.1% | 3,331 SH | Increased-5 SH |
| ISHARES TR | CORE MSCI EAFE | $569K | 0.3%Prev: 0.3% | 6,356 SH | Increased+91 SH |
| ISHARES TR | CORE S&P MCP ETF | $219K | 0.1%Prev: 0.1% | 3,314 SH | Decreased-163 SH |
| ISHARES TR | MSCI EAFE ETF | $340K | 0.2%Prev: 0.2% | 3,542 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $587K | 0.3%Prev: 0.4% | 1,571 SH | Decreased-310 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.6M | 0.9%Prev: 0.9% | 3,323 SH | Decreased-110 SH |
| ISHARES TR | RUS 1000 VAL ETF | $925K | 0.5%Prev: 0.5% | 4,397 SH | Increased+229 SH |
| ISHARES TR | S&P 100 ETF | $783K | 0.4%Prev: 0.4% | 2,284 SH | Increased |
| JOHNSON & JOHNSON | COM | $310K | 0.2%Prev: 0.2% | 1,499 SH | Increased-172 SH |
| JPMORGAN CHASE & CO. | COM | $514K | 0.3%Prev: 0.4% | 1,596 SH | Decreased-718 SH |
| MASTERCARD INCORPORATED | CL A | $249K | 0.1%Prev: 0.2% | 437 SH | Decreased-33 SH |
| META PLATFORMS INC | CL A | $644K | 0.4%Prev: 0.4% | 976 SH | Decreased+62 SH |
| MICROSOFT CORP | COM | $1.4M | 0.8%Prev: 1.0% | 2,975 SH | Decreased-423 SH |
| NETFLIX INC | COM | $205K | 0.1%Prev: 0.2% | 2,182 SH | Decreased+1,942 SH |
| NVIDIA CORPORATION | COM | $2.7M | 1.5%Prev: 2.2% | 14,431 SH | Decreased-5,603 SH |
| ORACLE CORP | COM | $294K | 0.2%Prev: 0.3% | 1,506 SH | Decreased-179 SH |
| RTX CORPORATION | COM | $236K | 0.1%Prev: 0.1% | 1,288 SH | Increased-84 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $306K | 0.2% | 508 SH | New |
| TESLA INC | COM | $571K | 0.3%Prev: 0.3% | 1,269 SH | Increased-11 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $409K | 0.2%Prev: 0.2% | 5,253 SH | Increased+1,259 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.0M | 0.6%Prev: 0.6% | 4,861 SH | Decreased-129 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $54.7M | 31.2%Prev: 30.1% | 112,188 SH | Increased+3,815 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.3M | 7.0%Prev: 6.9% | 19,631 SH | Increased+33 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $17.6M | 10.0%Prev: 10.1% | 68,122 SH | Increased-630 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 0.9%Prev: 0.8% | 4,750 SH | Increased+473 SH |
| VANGUARD INDEX FDS | VALUE ETF | $41.8M | 23.8%Prev: 22.7% | 218,949 SH | Increased+8,203 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.3M | 1.3%Prev: 1.3% | 42,688 SH | Increased+493 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $637K | 0.4%Prev: 0.4% | 12,876 SH | Decreased-1,242 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $6.4M | 3.6%Prev: 3.6% | 52,611 SH | Increased+1,236 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.1M | 0.6%Prev: 0.6% | 3,520 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $5.8M | 3.3%Prev: 3.1% | 63,350 SH | Increased+2,874 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $988K | 0.6%Prev: 0.6% | 9,928 SH | Decreased-179 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.9M | 2.8%Prev: 2.7% | 78,478 SH | Increased+785 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $909K | 0.5%Prev: 0.5% | 7,512 SH | Increased-34 SH |
| VANGUARD WORLD FD | INF TECH ETF | $502K | 0.3%Prev: 0.3% | 666 SH | Decreased-37 SH |
| VISA INC | COM CL A | $315K | 0.2%Prev: 0.2% | 898 SH | Increased+59 SH |
| WALMART INC | COM | $290K | 0.2%Prev: 0.1% | 2,603 SH | Increased+132 SH |
| 13F-HR |
| 0001951757-26-001153 |
| $206.2M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001016 | $150.4M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000755 | $173.6M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000381 | $128.1M | View |