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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 | $5.2M | 1.5%Prev: 0.5% | 8,905 SH | Increased+195 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQ | $212K | 0.1% | 4,440 SH | New |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $279K | 0.1% | 6,825 SH | New |
| ALPHABET INC | CAP STK CL C | $5.8M | 1.7%Prev: 1.1% | 16,355 SH | Increased+1,730 SH |
| AMAZON COM INC | COM | $3.8M | 1.1%Prev: 1.2% | 15,976 SH | Increased+3,006 SH |
| APPLE INC | COM | $5.3M | 1.6%Prev: 1.2% | 18,361 SH | Increased+5,064 SH |
| CAPITAL GROUP CORE BALANCED | SHS | $20.9M | 6.1%Prev: 6.3% | 549,400 SH | Increased+114,224 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | $16.7M | 4.9% | 337,883 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | $23.4M | 6.9% | 496,641 SH | New |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $15.2M | 4.5%Prev: 4.0% | 582,238 SH | Increased+230,724 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $13.9M | 4.1%Prev: 3.5% | 623,656 SH | Increased+266,453 SH |
| GE AEROSPACE | COM NEW | $243K | 0.1% | 651 SH | New |
| GE VERNOVA INC | COM | $560K | 0.2% | 477 SH | New |
| GENERAC HLDGS INC | COM | $2.5M | 0.7%Prev: 0.5% | 8,661 SH | Increased+1,280 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $10.9M | 3.2%Prev: 4.0% | 110,373 SH | Increased+4,965 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $12.2M | 3.6%Prev: 3.3% | 259,553 SH | Increased+96,584 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $5.5M | 1.6%Prev: 1.4% | 109,423 SH | Increased+46,824 SH |
| META PLATFORMS INC | CL A | $1.8M | 0.5%Prev: 0.9% | 3,229 SH | Decreased+384 SH |
| MICROSOFT CORP | COM | $2.7M | 0.8%Prev: 1.4% | 7,310 SH | Decreased+1,045 SH |
| NVIDIA CORPORATION | COM | $5.4M | 1.6%Prev: 1.7% | 27,010 SH | Increased+2,722 SH |
| OPKO HEALTH INC | COM | $15K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| PALO ALTO NETWORKS INC | COM | $6.8M | 2.0%Prev: 1.5% | 19,976 SH | Increased+3,112 SH |
| REGENERON PHARMACEUTICALS | COM | $301K | 0.1% | 483 SH | New |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $404K | 0.1% | 2,365 SH | New |
| SPDR GOLD TR | GOLD SHS | $14.2M | 4.2%Prev: 5.3% | 38,619 SH | Increased-1,139 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.0M | 0.3% | 1,374 SH | New |
| TESLA INC | COM | $6.4M | 1.9%Prev: 1.7% | 15,146 SH | Increased+2,958 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.0M | 0.6%Prev: 0.5% | 25,325 SH | Increased+11,908 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $25.7M | 7.6%Prev: 7.8% | 349,889 SH | Increased+105,503 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $6.0M | 1.8%Prev: 3.6% | 74,958 SH | Decreased+45,547 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $48.0M | 14.1%Prev: 14.8% | 69,832 SH | Increased+9,910 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $11.8M | 3.5%Prev: 4.0% | 31,953 SH | Increased+1,830 SH |
| VANGUARD INDEX FDS | VALUE ETF | $39.1M | 11.5%Prev: 5.6% | 179,259 SH | Increased+106,572 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $6.6M | 2.0%Prev: 2.0% | 132,386 SH | Increased+40,043 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $19.2M | 5.6%Prev: 5.5% | 224,147 SH | Increased+42,396 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 |