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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 | $1.8M | 1.2%Prev: 1.9% | 10,452 SH | Decreased+5 SH |
| ALPHABET INC | CAP STK CL C | $810K | 0.5%Prev: 0.8% | 4,565 SH | Decreased+99 SH |
| ALTRIA GROUP INC | COM | $293K | 0.2%Prev: 0.2% | 4,992 SH | Decreased-150 SH |
| AMAZON COM INC | COM | $758K | 0.5%Prev: 0.4% | 3,455 SH | Increased |
| APPLE INC | COM | $1.3M | 0.8%Prev: 1.0% | 6,207 SH | Decreased+104 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.6%Prev: 0.6% | 2,060 SH | Increased+14 SH |
| CISCO SYS INC | COM | $439K | 0.3%Prev: 0.3% | 6,322 SH | Decreased-102 SH |
| COSTCO WHSL CORP NEW | COM | $495K | 0.3% | 500 SH | New |
| DISNEY WALT CO | COM | $369K | 0.2% | 2,977 SH | New |
| ESS TECH INC | *W EXP 10/08/202 | $2K | 0.0%Prev: 0.0% | 50,000 SH | Increased |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $648K | 0.4%Prev: 0.4% | 8,130 SH | Decreased |
| FORD MTR CO | COM | $289K | 0.2%Prev: 0.2% | 26,658 SH | Increased+2,984 SH |
| GENERAL MTRS CO | COM | $330K | 0.2%Prev: 0.3% | 6,703 SH | Decreased-45 SH |
| INVESCO QQQ TR | UNIT SER 1 | $6.8M | 4.4%Prev: 4.4% | 12,265 SH | Decreased-29 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $444K | 0.3%Prev: 0.2% | 7,313 SH | Increased-100 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.6M | 1.0%Prev: 1.4% | 25,196 SH | Decreased-350 SH |
| ISHARES TR | CORE S&P MCP ETF | $436K | 0.3%Prev: 0.3% | 7,037 SH | Decreased-71 SH |
| ISHARES TR | CORE S&P SCP ETF | $815K | 0.5%Prev: 0.6% | 7,460 SH | Decreased-67 SH |
| ISHARES TR | CORE S&P US VLU | $254K | 0.2%Prev: 0.2% | 2,687 SH | Decreased+26 SH |
| ISHARES TR | CORE S&P500 ETF | $14.0M | 9.0%Prev: 9.0% | 22,560 SH | Decreased+358 SH |
| ISHARES TR | RUS 1000 ETF | $281K | 0.2%Prev: 0.2% | 828 SH | Decreased+4 SH |
| ISHARES TR | RUS 1000 GRW ETF | $779K | 0.5%Prev: 0.5% | 1,836 SH | Decreased+2 SH |
| ISHARES TR | RUS 1000 VAL ETF | $235K | 0.2%Prev: 0.2% | 1,212 SH | Decreased-9 SH |
| ISHARES TR | RUS MID CAP ETF | $656K | 0.4%Prev: 0.4% | 7,137 SH | Decreased-72 SH |
| ISHARES TR | RUSSELL 3000 ETF | $458K | 0.3%Prev: 0.3% | 1,312 SH | Decreased+52 SH |
| ISHARES TR | S&P 500 VAL ETF | $260K | 0.2% | 1,330 SH | New |
| JOHNSON & JOHNSON | COM | $203K | 0.1%Prev: 0.2% | 1,327 SH | Decreased+168 SH |
| LOCKHEED MARTIN CORP | COM | $474K | 0.3%Prev: 0.4% | 1,024 SH | Decreased |
| MICROSOFT CORP | COM | $1.9M | 1.2%Prev: 0.8% | 3,824 SH | Increased+113 SH |
| MONDELEZ INTL INC | CL A | $233K | 0.2%Prev: 0.1% | 3,454 SH | Increased-43 SH |
| NETFLIX INC | COM | $254K | 0.2% | 190 SH | New |
| ORACLE CORP | COM | $509K | 0.3%Prev: 0.2% | 2,329 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $243K | 0.2%Prev: 0.1% | 1,335 SH | Increased-65 SH |
| PROSHARES TR | ULTRAPRO QQQ | $1.3M | 0.8%Prev: 0.8% | 15,533 SH | Decreased-15,693 SH |
| REPUBLIC SVCS INC | COM | $532K | 0.3%Prev: 0.3% | 2,156 SH | Increased |
| RIGETTI COMPUTING INC | COMMON STOCK | $162K | 0.1% | 14,611 SH | New |
| RTX CORPORATION | COM | $367K | 0.2%Prev: 0.3% | 2,516 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.4M | 0.9%Prev: 1.0% | 63,791 SH | Decreased-1,147 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $682K | 0.4%Prev: 0.5% | 25,737 SH | Decreased+1,812 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.5M | 1.0%Prev: 1.0% | 59,455 SH | Decreased+3,958 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $57.1M | 36.8% | 92,452 SH | New |
| SPDR SERIES TRUST | S&P DIVID ETF | $874K | 0.6% | 6,455 SH | New |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $206K | 0.1% | 850 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $230K | 0.1%Prev: 0.1% | 3,140 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $2.3M | 1.5%Prev: 1.4% | 5,171 SH | Increased+42 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.1M | 0.7%Prev: 0.6% | 3,888 SH | Increased-14 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 0.7%Prev: 0.6% | 3,670 SH | Increased+163 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.5M | 5.5%Prev: 5.4% | 14,952 SH | Decreased+402 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.2M | 2.0%Prev: 2.1% | 16,160 SH | Decreased+851 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $6.2M | 4.0%Prev: 4.2% | 26,069 SH | Decreased+134 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.0M | 4.5%Prev: 4.7% | 23,176 SH | Decreased-646 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.9M | 8.3%Prev: 7.8% | 72,748 SH | Increased+8,185 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.4M | 0.9%Prev: 1.0% | 20,709 SH | Decreased+89 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.0M | 3.9%Prev: 4.2% | 86,847 SH | Decreased-1,990 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $945K | 0.6%Prev: 0.7% | 7,085 SH | Decreased-116 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $272K | 0.2%Prev: 0.2% | 1,096 SH | Decreased-9 SH |
| VANGUARD WORLD FD | INF TECH ETF | $854K | 0.6%Prev: 0.6% | 1,287 SH | Decreased+1 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 |