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CIK 0001843566 • 7 13F filings • Apr 16, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLSTATE CORP | COM | $287K | 0.2%Prev: 0.2% | 1,379 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $3.3M | 1.9%Prev: 0.9% | 10,462 SH | Increased+6,648 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.8%Prev: 1.1% | 4,566 SH | Decreased+50 SH |
| ALTRIA GROUP INC | COM | $296K | 0.2%Prev: 0.2% | 5,142 SH | Decreased |
| AMAZON COM INC | COM | $797K | 0.5% | 3,455 SH | New |
| APPLE INC | COM | $1.7M | 1.0%Prev: 1.4% | 6,207 SH | Decreased+104 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.6%Prev: 0.3% | 2,060 SH | Increased+1,263 SH |
| CISCO SYS INC | COM | $492K | 0.3% | 6,391 SH | New |
| COSTCO WHSL CORP NEW | COM | $432K | 0.3% | 501 SH | New |
| DISNEY WALT CO | COM | $236K | 0.1% | 2,079 SH | New |
| ELECTRONIC ARTS INC | COM | $210K | 0.1% | 1,028 SH | New |
| ESS TECH INC | *W EXP 10/08/202 | $3K | 0.0% | 50,000 SH | New |
| EXXON MOBIL CORP | COM | $237K | 0.1% | 1,967 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $743K | 0.4%Prev: 0.6% | 8,130 SH | Decreased |
| FORD MTR CO | COM | $347K | 0.2% | 26,463 SH | New |
| GE AEROSPACE | COM NEW | $248K | 0.1%Prev: 0.2% | 806 SH | Decreased |
| GENERAL MTRS CO | COM | $547K | 0.3% | 6,732 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $7.6M | 4.5%Prev: 3.2% | 12,296 SH | Increased+6,071 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $376K | 0.2%Prev: 0.2% | 7,573 SH | Increased+160 SH |
| ISHARES GOLD TR | ISHARES NEW | $2.0M | 1.2% | 25,196 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $468K | 0.3%Prev: 0.4% | 7,092 SH | Decreased-53 SH |
| ISHARES TR | CORE S&P SCP ETF | $903K | 0.5%Prev: 0.7% | 7,516 SH | Decreased+42 SH |
| ISHARES TR | CORE S&P US VLU | $273K | 0.2%Prev: 0.2% | 2,661 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $15.3M | 9.0%Prev: 11.6% | 22,314 SH | Decreased+351 SH |
| ISHARES TR | RUS 1000 ETF | $307K | 0.2%Prev: 0.2% | 823 SH | Decreased+4 SH |
| ISHARES TR | RUS 1000 GRW ETF | $868K | 0.5%Prev: 0.6% | 1,834 SH | Decreased-5,498 SH |
| ISHARES TR | RUS 1000 VAL ETF | $257K | 0.2%Prev: 0.2% | 1,221 SH | Decreased-1 SH |
| ISHARES TR | RUS MID CAP ETF | $692K | 0.4%Prev: 0.5% | 7,190 SH | Decreased-60 SH |
| ISHARES TR | RUSSELL 3000 ETF | $487K | 0.3%Prev: 0.4% | 1,260 SH | Decreased+56 SH |
| ISHARES TR | S&P 500 GRWT ETF | $200K | 0.1%Prev: 0.2% | 1,626 SH | Decreased |
| JOHNSON & JOHNSON | COM | $244K | 0.1%Prev: 0.2% | 1,177 SH | Decreased+18 SH |
| JPMORGAN CHASE & CO. | COM | $217K | 0.1% | 675 SH | New |
| LOCKHEED MARTIN CORP | COM | $496K | 0.3%Prev: 0.4% | 1,024 SH | Decreased |
| MICROSOFT CORP | COM | $1.9M | 1.1%Prev: 0.2% | 3,834 SH | Increased+3,226 SH |
| ORACLE CORP | COM | $454K | 0.3%Prev: 0.2% | 2,329 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $225K | 0.1%Prev: 0.2% | 1,400 SH | Decreased |
| PROSHARES TR | ULTRAPRO QQQ | $1.6M | 1.0%Prev: 1.7% | 31,226 SH | Decreased-193 SH |
| REPUBLIC SVCS INC | COM | $457K | 0.3%Prev: 0.3% | 2,156 SH | Increased |
| RIGETTI COMPUTING INC | COMMON STOCK | $324K | 0.2% | 14,611 SH | New |
| RTX CORPORATION | COM | $461K | 0.3%Prev: 0.3% | 2,516 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.6M | 0.9%Prev: 1.2% | 64,938 SH | Decreased+635 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $654K | 0.4%Prev: 0.3% | 23,836 SH | Increased+11,034 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.6M | 1.0%Prev: 1.2% | 57,267 SH | Decreased+2,738 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $60.7M | 35.9% | 88,997 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $904K | 0.5% | 6,493 SH | New |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $218K | 0.1% | 850 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $233K | 0.1%Prev: 0.2% | 3,140 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $2.5M | 1.5% | 5,142 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.1M | 0.6% | 3,895 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 0.6% | 3,514 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.2M | 5.4%Prev: 6.8% | 14,610 SH | Decreased+463 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.2M | 1.9% | 15,255 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $6.7M | 4.0% | 25,917 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.2M | 4.9% | 24,483 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $12.5M | 7.4% | 65,586 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.5M | 0.9%Prev: 1.2% | 20,797 SH | Decreased+391 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.5M | 3.9%Prev: 5.2% | 86,347 SH | Decreased-1,992 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.0M | 0.6%Prev: 0.8% | 7,166 SH | Decreased-105 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $317K | 0.2%Prev: 0.2% | 1,101 SH | Decreased+1 SH |
| VANGUARD WORLD FD | INF TECH ETF | $970K | 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 |