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CIK 0001843566 • 7 13F filings • Apr 16, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.6M | 1.2% | 10,444 SH | |
| ALPHABET INC | CAP STK CL C | $713K | 0.5% | 4,565 SH | |
| ALTRIA GROUP INC | COM | $300K | 0.2% | 4,992 SH | |
| AMAZON COM INC | COM | $657K | 0.5% | 3,455 SH | |
| APPLE INC | COM | $1.4M | 1.0% | 6,207 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.8% | 2,060 SH | |
| CISCO SYS INC | COM | $388K | 0.3% | 6,281 SH | |
| COSTCO WHSL CORP NEW | COM | $473K | 0.4% | 500 SH | |
| DISNEY WALT CO | COM | $302K | 0.2% | 3,062 SH | |
| ELI LILLY & CO | COM | $653K | 0.5% | 794 SH | |
| ESS TECH INC | *W EXP 10/08/202 | $4K | 0.0% | 50,000 SH | |
| EXXON MOBIL CORP | COM | $213K | 0.2% | 1,788 SH | |
| FORD MTR CO | COM | $263K | 0.2% | 26,264 SH | |
| GENERAL MTRS CO | COM | $314K | 0.2% | 6,682 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $4.8M | 3.6% | 10,341 SH | |
| ISHARES GOLD TR | ISHARES NEW | $1.5M | 1.1% | 25,196 SH | |
| ISHARES TR | CORE S&P MCP ETF | $409K | 0.3% | 7,017 SH | |
| ISHARES TR | CORE S&P SCP ETF | $785K | 0.6% | 7,507 SH | |
| ISHARES TR | CORE S&P US VLU | $248K | 0.2% | 2,687 SH | |
| ISHARES TR | CORE S&P500 ETF | $10.9M | 8.1% | 19,319 SH | |
| ISHARES TR | RUS 1000 ETF | $254K | 0.2% | 827 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $663K | 0.5% | 1,835 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $227K | 0.2% | 1,209 SH | |
| ISHARES TR | RUS MID CAP ETF | $605K | 0.5% | 7,116 SH | |
| ISHARES TR | S&P 500 VAL ETF | $254K | 0.2% | 1,330 SH | |
| JOHNSON & JOHNSON | COM | $220K | 0.2% | 1,327 SH | |
| LOCKHEED MARTIN CORP | COM | $458K | 0.3% | 1,024 SH | |
| MICROSOFT CORP | COM | $1.4M | 1.1% | 3,820 SH | |
| MONDELEZ INTL INC | CL A | $234K | 0.2% | 3,454 SH | |
| NORFOLK SOUTHN CORP | COM | $213K | 0.2% | 900 SH | |
| ORACLE CORP | COM | $326K | 0.2% | 2,329 SH | |
| PHILIP MORRIS INTL INC | COM | $212K | 0.2% | 1,335 SH | |
| REPUBLIC SVCS INC | COM | $522K | 0.4% | 2,156 SH | |
| RTX CORPORATION | COM | $333K | 0.2% | 2,516 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.3M | 0.9% | 63,461 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $733K | 0.5% | 26,201 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.3M | 1.0% | 56,930 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $49.1M | 36.7% | 87,833 SH | |
| SPDR SER TR | S&P DIVID ETF | $378K | 0.3% | 2,786 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $230K | 0.2% | 3,140 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.9M | 1.4% | 5,106 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $951K | 0.7% | 3,888 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 0.8% | 3,942 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.5M | 5.6% | 14,521 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.3M | 2.5% | 17,691 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.3M | 3.9% | 23,780 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.4M | 4.8% | 23,180 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $13.2M | 9.9% | 76,458 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.1M | 0.8% | 18,740 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.0M | 3.8% | 80,939 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $908K | 0.7% | 7,039 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $554K | 0.4% | 2,092 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $698K | 0.5% | 1,287 SH |
| 13F-HR |
| 0001951757-25-001212 |
| $166.5M |
| View |
| Aug 6, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001111 | $142.3M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000883 | $155.2M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000710 | $161.7M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000379 | $133.8M | View |