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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 | $2.0M | 0.7%Prev: 0.5% | 9,493 SH | Increased+1,936 SH |
| ALPHABET INC | CAP STK CL C | $5.1M | 1.7%Prev: 1.3% | 16,160 SH | Increased+3,366 SH |
| AMAZON COM INC | COM | $3.4M | 1.2%Prev: 1.4% | 14,766 SH | Increased+3,158 SH |
| APPLE INC | COM | $4.5M | 1.5%Prev: 1.7% | 16,538 SH | Increased+3,847 SH |
| CAPITAL GROUP CORE BALANCED | SHS | $18.2M | 6.2%Prev: 5.3% | 514,956 SH | Increased+192,620 SH |
| CAPITAL GROUP DIVIDEND | SHS CREATION UNI | $12.8M | 4.4% | 294,173 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $24.8M | 8.4%Prev: 9.1% | 556,683 SH | Increased+93,212 SH |
| CAPITAL GRP FIXED INCM ETF | CORE BOND ETF | $11.7M | 4.0% | 440,814 SH | New |
| CAPITAL GRP FIXED INCM ETF | CORE PLUS INCM | $10.2M | 3.5% | 451,960 SH | New |
| GE VERNOVA INC | COM | $227K | 0.1% | 347 SH | New |
| GENERAC HLDGS INC | COM | $1.1M | 0.4%Prev: 0.5% | 8,329 SH | Increased+1,752 SH |
| J P MORGAN EXCHANGE TRADED | ACTIVE GROWTH | $12.2M | 4.2% | 131,875 SH | New |
| J P MORGAN EXCHANGE TRADED | CORE PLUS BD ETF | $9.6M | 3.3% | 203,507 SH | New |
| J P MORGAN EXCHANGE TRADED | ULTRA SHRT ETF | $4.7M | 1.6% | 92,517 SH | New |
| MCDONALDS CORP | COM | $257K | 0.1%Prev: 0.1% | 842 SH | Increased+17 SH |
| META PLATFORMS INC | CL A | $2.1M | 0.7%Prev: 0.8% | 3,115 SH | Increased+625 SH |
| MFS ACTIVE EXCHANGE TRADED | VALUE ETF | $10.2M | 3.5% | 384,837 SH | New |
| MICROSOFT CORP | COM | $3.4M | 1.2%Prev: 1.3% | 7,006 SH | Increased+1,337 SH |
| NVIDIA CORPORATION | COM | $4.8M | 1.6%Prev: 1.7% | 25,973 SH | Increased+2,378 SH |
| OPKO HEALTH INC | COM | $13K | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $331K | 0.1% | 1,861 SH | New |
| PALO ALTO NETWORKS INC | COM | $3.4M | 1.2%Prev: 1.5% | 18,492 SH | Increased+2,934 SH |
| SPDR GOLD TR | GOLD SHS | $16.9M | 5.8%Prev: 5.6% | 42,758 SH | Increased-990 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $932K | 0.3%Prev: 0.4% | 1,366 SH | Increased+26 SH |
| TESLA INC | COM | $6.2M | 2.1%Prev: 2.6% | 13,795 SH | Increased+1,468 SH |
| VANECK ETF TRUST | URANIUM AND NUCL | $274K | 0.1% | 2,203 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.6M | 0.5%Prev: 0.4% | 20,433 SH | Increased+10,546 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $20.8M | 7.1%Prev: 8.5% | 280,724 SH | Increased+55,904 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $10.1M | 3.4%Prev: 4.1% | 34,945 SH | Increased+5,786 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $43.0M | 14.6%Prev: 11.6% | 68,610 SH | Increased+27,889 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $10.7M | 3.6%Prev: 4.1% | 31,795 SH | Increased+5,126 SH |
| VANGUARD INDEX FDS | VALUE ETF | $16.6M | 5.6%Prev: 5.5% | 86,671 SH | Increased+25,272 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $5.5M | 1.9%Prev: 2.2% | 111,584 SH | Increased+23,706 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $16.3M | 5.5%Prev: 5.1% | 215,560 SH | Increased+51,567 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 |