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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 | $286K | 0.2% | 1,379 SH | New |
| ALPHABET INC | CAP STK CL A | $3.0M | 1.9%Prev: 1.2% | 10,447 SH | Increased+3 SH |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.8%Prev: 0.5% | 4,466 SH | Increased-99 SH |
| ALTRIA GROUP INC | COM | $339K | 0.2%Prev: 0.2% | 5,142 SH | Increased+150 SH |
| AMAZON COM INC | COM | $720K | 0.4%Prev: 0.5% | 3,455 SH | Increased |
| APPLE INC | COM | $1.5M | 1.0%Prev: 1.0% | 6,103 SH | Increased-104 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $980K | 0.6%Prev: 0.8% | 2,046 SH | Decreased-14 SH |
| CISCO SYS INC | COM | $498K | 0.3%Prev: 0.3% | 6,424 SH | Increased+143 SH |
| COSTCO WHOLESALE CORPORATION | COM | $491K | 0.3% | 492 SH | New |
| ELECTRONIC ARTS INC | COM | $210K | 0.1% | 1,029 SH | New |
| ESS TECH INC | *W EXP 10/08/202 | $1K | 0.0%Prev: 0.0% | 50,000 SH | Decreased |
| EXXON MOBIL CORP | COM | $334K | 0.2%Prev: 0.2% | 1,967 SH | Increased+179 SH |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $690K | 0.4% | 8,130 SH | New |
| FORD MTR CO | COM | $273K | 0.2%Prev: 0.2% | 23,674 SH | Increased-2,590 SH |
| GE AEROSPACE | COM NEW | $229K | 0.1% | 806 SH | New |
| GENERAL MTRS CO | COM | $503K | 0.3%Prev: 0.2% | 6,748 SH | Increased+66 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.1M | 4.4%Prev: 3.6% | 12,294 SH | Increased+1,953 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $285K | 0.2% | 7,413 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $2.3M | 1.4%Prev: 1.1% | 25,546 SH | Increased+350 SH |
| ISHARES TR | CORE S&P MCP ETF | $479K | 0.3%Prev: 0.3% | 7,108 SH | Increased+91 SH |
| ISHARES TR | CORE S&P SCP ETF | $933K | 0.6%Prev: 0.6% | 7,527 SH | Increased+20 SH |
| ISHARES TR | CORE S&P TTL STK | $395K | 0.2% | 2,770 SH | New |
| ISHARES TR | CORE S&P US VLU | $272K | 0.2%Prev: 0.2% | 2,661 SH | Increased-26 SH |
| ISHARES TR | CORE S&P500 ETF | $14.5M | 9.0%Prev: 8.1% | 22,202 SH | Increased+2,883 SH |
| ISHARES TR | RUS 1000 ETF | $294K | 0.2%Prev: 0.2% | 824 SH | Increased-3 SH |
| ISHARES TR | RUS 1000 GRW ETF | $782K | 0.5%Prev: 0.5% | 1,834 SH | Increased-1 SH |
| ISHARES TR | RUS 1000 VAL ETF | $261K | 0.2%Prev: 0.2% | 1,221 SH | Increased+12 SH |
| ISHARES TR | RUS MID CAP ETF | $701K | 0.4%Prev: 0.5% | 7,209 SH | Increased+93 SH |
| ISHARES TR | RUSSELL 3000 ETF | $467K | 0.3% | 1,260 SH | New |
| JOHNSON & JOHNSON | COM | $283K | 0.2%Prev: 0.2% | 1,159 SH | Increased-168 SH |
| LOCKHEED MARTIN CORP | COM | $619K | 0.4%Prev: 0.3% | 1,024 SH | Increased |
| MICROSOFT CORP | COM | $1.4M | 0.8%Prev: 1.1% | 3,711 SH | Decreased-109 SH |
| MONDELEZ INTL INC | CL A | $202K | 0.1%Prev: 0.2% | 3,497 SH | Decreased+43 SH |
| ORACLE CORP | COM | $343K | 0.2%Prev: 0.2% | 2,329 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $231K | 0.1%Prev: 0.2% | 1,400 SH | Increased+65 SH |
| PROSHARES TR | ULTRAPRO QQQ | $1.3M | 0.8% | 31,226 SH | New |
| REPUBLIC SVCS INC | COM | $472K | 0.3%Prev: 0.4% | 2,156 SH | Decreased |
| RTX CORPORATION | COM | $485K | 0.3%Prev: 0.2% | 2,516 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.6M | 1.0%Prev: 0.9% | 64,938 SH | Increased+1,477 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $734K | 0.5%Prev: 0.5% | 23,925 SH | Increased-2,276 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.6M | 1.0%Prev: 1.0% | 55,497 SH | Increased-1,433 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $950K | 0.6% | 6,510 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $57.1M | 35.3% | 87,957 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $231K | 0.1%Prev: 0.2% | 3,140 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $2.2M | 1.4%Prev: 1.4% | 5,129 SH | Increased+23 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.0M | 0.6%Prev: 0.7% | 3,902 SH | Increased+14 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 0.6%Prev: 0.8% | 3,507 SH | Decreased-435 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.7M | 5.4%Prev: 5.6% | 14,550 SH | Increased+29 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.3M | 2.1%Prev: 2.5% | 15,309 SH | Increased-2,382 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $6.8M | 4.2%Prev: 3.9% | 25,935 SH | Increased+2,155 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.6M | 4.7%Prev: 4.8% | 23,822 SH | Increased+642 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.7M | 7.8%Prev: 9.9% | 64,563 SH | Decreased-11,895 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.5M | 1.0%Prev: 0.8% | 20,620 SH | Increased+1,880 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.8M | 4.2%Prev: 3.8% | 88,837 SH | Increased+7,898 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.7%Prev: 0.7% | 7,201 SH | Increased+162 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $301K | 0.2%Prev: 0.4% | 1,105 SH | Decreased-987 SH |
| VANGUARD WORLD FD | INF TECH ETF | $898K | 0.6%Prev: 0.5% | 1,286 SH | Increased-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 |