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CIK 0002061818 • 8 13F filings • Apr 18, 2025 – Oct 15, 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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $866K | 0.4% | 8,431 SH | |
| ALPHABET INC | CAP STK CL C | $2.1M | 1.1% | 13,715 SH | |
| AMAZON COM INC | COM | $2.3M | 1.2% | 12,208 SH | |
| APPLE INC | COM | $2.9M | 1.4% | 12,878 SH | |
| CAPITAL GROUP CORE BALANCED | SHS | $10.3M | 5.1% | 333,338 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $7.2M | 3.6% | 203,220 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $17.1M | 8.5% | 498,474 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $8.6M | 4.3% | 327,523 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $7.5M | 3.7% | 332,172 SH | |
| GENERAC HLDGS INC | COM | $918K | 0.5% | 7,245 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $8.8M | 4.4% | 118,693 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $7.1M | 3.5% | 151,591 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.1M | 1.5% | 60,412 SH | |
| MCDONALDS CORP | COM | $245K | 0.1% | 784 SH | |
| META PLATFORMS INC | CL A | $1.6M | 0.8% | 2,732 SH | |
| MFS ACTIVE EXCHANGE TRADED F | VALUE ETF | $6.3M | 3.2% | 257,120 SH | |
| MICROSOFT CORP | COM | $2.3M | 1.1% | 5,995 SH | |
| MICROSTRATEGY INC | CL A NEW | $476K | 0.2% | 1,650 SH | |
| NVIDIA CORPORATION | COM | $2.5M | 1.2% | 22,960 SH | |
| OPKO HEALTH INC | COM | $17K | 0.0% | 10,000 SH | |
| PALO ALTO NETWORKS INC | COM | $2.8M | 1.4% | 16,288 SH | |
| SPDR GOLD TR | GOLD SHS | $12.1M | 6.0% | 42,080 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $752K | 0.4% | 1,345 SH | |
| TESLA INC | COM | $2.5M | 1.2% | 9,658 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $895K | 0.4% | 11,434 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $17.0M | 8.5% | 231,414 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $8.2M | 4.1% | 31,571 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $22.1M | 11.0% | 42,960 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $7.5M | 3.7% | 33,876 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.0M | 4.0% | 29,096 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $11.7M | 5.8% | 67,538 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.5M | 2.2% | 89,986 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $10.9M | 5.4% | 175,763 SH |
| 13F-HR |
| 0001214659-25-006105 |
| $189.8M |
| View |
| Oct 21, 2025 | Q3 2025 | 13F-HR | 0001214659-25-015127 | $260.6M | View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008742 | $340.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010504 | $229.5M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004754 | $302.0M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006107 | $201.0M | View |