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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 | $1.5M | 0.6%Prev: 1.5% | 9,034 SH | Decreased+129 SH |
| ALPHABET INC | CAP STK CL C | $3.8M | 1.5%Prev: 1.7% | 15,609 SH | Decreased-746 SH |
| AMAZON COM INC | COM | $3.0M | 1.1%Prev: 1.1% | 13,620 SH | Decreased-2,356 SH |
| APPLE INC | COM | $3.7M | 1.4%Prev: 1.6% | 14,496 SH | Decreased-3,865 SH |
| CAPITAL GROUP CORE BALANCED | SHS | $16.1M | 6.2%Prev: 6.1% | 462,521 SH | Decreased-86,879 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $10.6M | 4.1% | 252,196 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $22.7M | 8.7% | 517,488 SH | New |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $10.2M | 3.9%Prev: 4.5% | 385,366 SH | Decreased-196,872 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $8.8M | 3.4%Prev: 4.1% | 386,937 SH | Decreased-236,719 SH |
| GENERAC HLDGS INC | COM | $1.3M | 0.5%Prev: 0.7% | 7,670 SH | Decreased-991 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $10.8M | 4.1%Prev: 3.2% | 115,041 SH | Decreased+4,668 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $8.6M | 3.3%Prev: 3.6% | 181,910 SH | Decreased-77,643 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $3.6M | 1.4%Prev: 1.6% | 71,894 SH | Decreased-37,529 SH |
| MCDONALDS CORP | COM | $245K | 0.1% | 807 SH | New |
| META PLATFORMS INC | CL A | $2.2M | 0.8%Prev: 0.5% | 2,961 SH | Increased-268 SH |
| MFS ACTIVE EXCHANGE TRADED F | VALUE ETF | $8.2M | 3.2% | 314,641 SH | New |
| MICROSOFT CORP | COM | $3.4M | 1.3%Prev: 0.8% | 6,514 SH | Increased-796 SH |
| NVIDIA CORPORATION | COM | $4.6M | 1.8%Prev: 1.6% | 24,701 SH | Decreased-2,309 SH |
| OPKO HEALTH INC | COM | $16K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| PALO ALTO NETWORKS INC | COM | $3.5M | 1.4%Prev: 2.0% | 17,353 SH | Decreased-2,623 SH |
| SPDR GOLD TR | GOLD SHS | $14.6M | 5.6%Prev: 4.2% | 41,089 SH | Increased+2,470 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $908K | 0.3% | 1,362 SH | New |
| STRATEGY INC | CL A NEW | $209K | 0.1% | 650 SH | New |
| TESLA INC | COM | $5.9M | 2.3%Prev: 1.9% | 13,348 SH | Decreased-1,798 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.4M | 0.5%Prev: 0.6% | 17,420 SH | Decreased-7,905 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $18.9M | 7.3%Prev: 7.6% | 254,791 SH | Decreased-95,098 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $9.1M | 3.5%Prev: 1.8% | 30,860 SH | Increased-44,098 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $39.0M | 15.0%Prev: 14.1% | 63,669 SH | Decreased-6,163 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $10.1M | 3.9%Prev: 3.5% | 30,684 SH | Decreased-1,269 SH |
| VANGUARD INDEX FDS | VALUE ETF | $14.4M | 5.5%Prev: 11.5% | 77,387 SH | Decreased-101,872 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $5.0M | 1.9%Prev: 2.0% | 98,970 SH | Decreased-33,416 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $14.1M | 5.4%Prev: 5.6% | 192,519 SH | Decreased-31,628 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 |