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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 | $2.5M | 1.5%Prev: 1.0% | 10,458 SH | Increased+6,644 SH |
| ALPHABET INC | CAP STK CL C | $1.1M | 0.7%Prev: 1.1% | 4,565 SH | Decreased+49 SH |
| ALTRIA GROUP INC | COM | $330K | 0.2%Prev: 0.3% | 4,992 SH | Decreased-150 SH |
| AMAZON COM INC | COM | $759K | 0.5% | 3,455 SH | New |
| APPLE INC | COM | $1.6M | 0.9%Prev: 1.2% | 6,207 SH | Decreased+104 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.6%Prev: 0.3% | 2,060 SH | Increased+1,253 SH |
| CISCO SYS INC | COM | $435K | 0.3% | 6,357 SH | New |
| COSTCO WHSL CORP NEW | COM | $464K | 0.3% | 501 SH | New |
| DISNEY WALT CO | COM | $342K | 0.2% | 2,984 SH | New |
| ELECTRONIC ARTS INC | COM | $207K | 0.1% | 1,027 SH | New |
| ESS TECH INC | *W EXP 10/08/202 | $2K | 0.0% | 50,000 SH | New |
| EXXON MOBIL CORP | COM | $202K | 0.1%Prev: 0.2% | 1,788 SH | Decreased-179 SH |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $725K | 0.4%Prev: 0.6% | 8,130 SH | Decreased |
| FORD MTR CO | COM | $309K | 0.2% | 25,796 SH | New |
| GE AEROSPACE | COM NEW | $230K | 0.1%Prev: 0.2% | 764 SH | Decreased-42 SH |
| GENERAL MTRS CO | COM | $410K | 0.2% | 6,720 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $7.4M | 4.4%Prev: 3.3% | 12,274 SH | Increased+5,858 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $475K | 0.3%Prev: 0.2% | 7,313 SH | Increased-100 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.8M | 1.1% | 25,196 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $461K | 0.3%Prev: 0.4% | 7,059 SH | Decreased-65 SH |
| ISHARES TR | CORE S&P SCP ETF | $889K | 0.5%Prev: 0.8% | 7,485 SH | Decreased-62 SH |
| ISHARES TR | CORE S&P US VLU | $266K | 0.2%Prev: 0.2% | 2,661 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $14.9M | 9.0%Prev: 11.6% | 22,280 SH | Decreased+150 SH |
| ISHARES TR | RUS 1000 ETF | $300K | 0.2%Prev: 0.2% | 821 SH | Decreased-2 SH |
| ISHARES TR | RUS 1000 GRW ETF | $859K | 0.5%Prev: 0.6% | 1,833 SH | Decreased-5,499 SH |
| ISHARES TR | RUS 1000 VAL ETF | $248K | 0.1%Prev: 0.2% | 1,216 SH | Decreased-5 SH |
| ISHARES TR | RUS MID CAP ETF | $691K | 0.4%Prev: 0.6% | 7,161 SH | Decreased-67 SH |
| ISHARES TR | RUSSELL 3000 ETF | $497K | 0.3%Prev: 0.4% | 1,312 SH | Decreased+108 SH |
| ISHARES TR | S&P 500 VAL ETF | $275K | 0.2% | 1,330 SH | New |
| JOHNSON & JOHNSON | COM | $218K | 0.1%Prev: 0.2% | 1,177 SH | Decreased+18 SH |
| JPMORGAN CHASE & CO. | COM | $213K | 0.1% | 675 SH | New |
| LOCKHEED MARTIN CORP | COM | $511K | 0.3%Prev: 0.4% | 1,024 SH | Decreased |
| MICROSOFT CORP | COM | $2.0M | 1.2%Prev: 0.2% | 3,829 SH | Increased+3,221 SH |
| MONDELEZ INTL INC | CL A | $216K | 0.1%Prev: 0.1% | 3,454 SH | Increased-43 SH |
| NETFLIX INC | COM | $228K | 0.1% | 190 SH | New |
| ORACLE CORP | COM | $655K | 0.4%Prev: 0.2% | 2,329 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $217K | 0.1%Prev: 0.2% | 1,335 SH | Decreased-65 SH |
| PROSHARES TR | ULTRAPRO QQQ | $1.6M | 1.0%Prev: 1.7% | 15,589 SH | Decreased-15,695 SH |
| REPUBLIC SVCS INC | COM | $495K | 0.3%Prev: 0.3% | 2,156 SH | Increased |
| RIGETTI COMPUTING INC | COMMON STOCK | $435K | 0.3% | 14,611 SH | New |
| RTX CORPORATION | COM | $421K | 0.3%Prev: 0.3% | 2,516 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.5M | 0.9%Prev: 1.3% | 63,791 SH | Decreased-512 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $690K | 0.4%Prev: 0.2% | 25,265 SH | Increased+14,465 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.6M | 1.0%Prev: 1.4% | 57,174 SH | Decreased+2,764 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $60.6M | 36.4% | 90,914 SH | New |
| SPDR SERIES TRUST | S&P DIVID ETF | $906K | 0.5% | 6,472 SH | New |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $220K | 0.1% | 850 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $234K | 0.1%Prev: 0.2% | 3,140 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $2.5M | 1.5%Prev: 1.1% | 5,164 SH | Increased-12,260 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.1M | 0.7% | 3,894 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 0.6%Prev: 0.8% | 3,482 SH | Decreased-10,210 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.0M | 5.4%Prev: 6.8% | 14,666 SH | Decreased+628 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.3M | 2.0%Prev: 0.4% | 15,903 SH | Increased+13,823 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $6.6M | 3.9%Prev: 5.3% | 25,797 SH | Decreased+862 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.9M | 4.7%Prev: 2.9% | 23,967 SH | Increased+12,765 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.5M | 7.5%Prev: 5.9% | 67,046 SH | Increased+28,302 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.5M | 0.9%Prev: 1.2% | 20,632 SH | Decreased-48 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.3M | 3.8%Prev: 5.1% | 85,175 SH | Decreased-333 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.0M | 0.6%Prev: 0.8% | 7,127 SH | Decreased-111 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $284K | 0.2%Prev: 0.2% | 1,095 SH | Decreased-13 SH |
| VANGUARD WORLD FD | INF TECH ETF | $960K | 0.6%Prev: 0.9% | 1,286 SH | Decreased-9,003 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 |