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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 | $1.2M | 0.5%Prev: 0.7% | 8,710 SH | Decreased-1,186 SH |
| ALPHABET INC | CAP STK CL C | $2.6M | 1.1%Prev: 1.6% | 14,625 SH | Decreased-1,916 SH |
| AMAZON COM INC | COM | $2.8M | 1.2%Prev: 1.1% | 12,970 SH | Decreased-2,400 SH |
| APPLE INC | COM | $2.7M | 1.2%Prev: 1.5% | 13,297 SH | Decreased-4,746 SH |
| CAPITAL GROUP CORE BALANCED | SHS | $14.6M | 6.3%Prev: 6.3% | 435,176 SH | Decreased-116,065 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $9.3M | 4.1%Prev: 4.5% | 236,410 SH | Decreased-84,066 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $20.0M | 8.7%Prev: 6.6% | 492,414 SH | Increased-3,999 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $9.2M | 4.0%Prev: 4.6% | 351,514 SH | Decreased-179,228 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $8.0M | 3.5%Prev: 4.2% | 357,203 SH | Decreased-208,629 SH |
| GENERAC HLDGS INC | COM | $1.1M | 0.5%Prev: 0.6% | 7,381 SH | Decreased-1,277 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $9.1M | 4.0%Prev: 3.0% | 105,408 SH | Increased-288 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $7.7M | 3.3%Prev: 3.7% | 162,969 SH | Decreased-72,818 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.2M | 1.4%Prev: 1.8% | 62,599 SH | Decreased-42,079 SH |
| MCDONALDS CORP | COM | $235K | 0.1%Prev: 0.1% | 803 SH | Decreased-44 SH |
| META PLATFORMS INC | CL A | $2.1M | 0.9%Prev: 0.6% | 2,845 SH | Increased-358 SH |
| MFS ACTIVE EXCHANGE TRADED F | VALUE ETF | $7.2M | 3.1%Prev: 4.6% | 284,562 SH | Decreased-231,361 SH |
| MICROSOFT CORP | COM | $3.1M | 1.4%Prev: 0.9% | 6,265 SH | Increased-1,113 SH |
| MICROSTRATEGY INC | CL A NEW | $667K | 0.3% | 1,650 SH | New |
| NVIDIA CORPORATION | COM | $3.8M | 1.7%Prev: 1.5% | 24,288 SH | Decreased-2,115 SH |
| OPKO HEALTH INC | COM | $13K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| PALO ALTO NETWORKS INC | COM | $3.5M | 1.5%Prev: 1.0% | 16,864 SH | Increased-2,527 SH |
| SPDR GOLD TR | GOLD SHS | $12.1M | 5.3%Prev: 5.4% | 39,758 SH | Decreased+1,813 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $833K | 0.4% | 1,349 SH | New |
| TESLA INC | COM | $3.9M | 1.7%Prev: 1.8% | 12,188 SH | Decreased-2,536 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.1M | 0.5%Prev: 0.6% | 13,417 SH | Decreased-10,131 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $18.0M | 7.8%Prev: 7.8% | 244,386 SH | Decreased-75,229 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $8.2M | 3.6%Prev: 3.5% | 29,411 SH | Decreased-7,370 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $34.0M | 14.8%Prev: 13.7% | 59,922 SH | Decreased-9,117 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.2M | 4.0%Prev: 3.4% | 30,123 SH | Decreased-2,250 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.8M | 5.6%Prev: 6.6% | 72,687 SH | Decreased-29,272 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.6M | 2.0%Prev: 2.0% | 92,343 SH | Decreased-30,947 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $12.6M | 5.5%Prev: 5.6% | 181,751 SH | Decreased-36,130 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 |