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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 | $328K | 0.2% | 1,379 SH | New |
| ALPHABET INC | CAP STK CL A | $1.4M | 1.0%Prev: 1.2% | 3,814 SH | Decreased-6,638 SH |
| ALPHABET INC | CAP STK CL C | $1.6M | 1.1%Prev: 0.5% | 4,516 SH | Increased-49 SH |
| ALTRIA GROUP INC | COM | $370K | 0.3%Prev: 0.2% | 5,142 SH | Increased+150 SH |
| APPLE INC | COM | $1.8M | 1.2%Prev: 0.8% | 6,103 SH | Increased-104 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $404K | 0.3%Prev: 0.6% | 807 SH | Decreased-1,253 SH |
| COSTCO WHOLESALE CORPORATION | COM | $244K | 0.2% | 260 SH | New |
| EXXON MOBIL CORP | COM | $269K | 0.2% | 1,967 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $827K | 0.6%Prev: 0.4% | 8,130 SH | Increased |
| GE AEROSPACE | COM NEW | $301K | 0.2% | 806 SH | New |
| GE VERNOVA INC | COM | $235K | 0.2% | 200 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $4.7M | 3.3%Prev: 4.4% | 6,416 SH | Decreased-5,849 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $253K | 0.2%Prev: 0.3% | 7,413 SH | Decreased+100 SH |
| ISHARES TR | CORE S&P MCP ETF | $549K | 0.4%Prev: 0.3% | 7,124 SH | Increased+87 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.1M | 0.8%Prev: 0.5% | 7,547 SH | Increased+87 SH |
| ISHARES TR | CORE S&P TTL STK | $456K | 0.3% | 2,777 SH | New |
| ISHARES TR | CORE S&P US VLU | $293K | 0.2%Prev: 0.2% | 2,661 SH | Increased-26 SH |
| ISHARES TR | CORE S&P500 ETF | $16.6M | 11.6%Prev: 9.0% | 22,130 SH | Increased-430 SH |
| ISHARES TR | RUS 1000 ETF | $337K | 0.2%Prev: 0.2% | 823 SH | Increased-5 SH |
| ISHARES TR | RUS 1000 GRW ETF | $910K | 0.6%Prev: 0.5% | 7,332 SH | Increased+5,496 SH |
| ISHARES TR | RUS 1000 VAL ETF | $296K | 0.2%Prev: 0.2% | 1,221 SH | Increased+9 SH |
| ISHARES TR | RUS MID CAP ETF | $797K | 0.6%Prev: 0.4% | 7,228 SH | Increased+91 SH |
| ISHARES TR | RUSSELL 3000 ETF | $509K | 0.4%Prev: 0.3% | 1,204 SH | Increased-108 SH |
| ISHARES TR | S&P 500 GRWT ETF | $224K | 0.2% | 1,626 SH | New |
| JOHNSON & JOHNSON | COM | $294K | 0.2%Prev: 0.1% | 1,159 SH | Increased-168 SH |
| JPMORGAN CHASE & CO | COM | $221K | 0.2% | 675 SH | New |
| LOCKHEED MARTIN CORP | COM | $522K | 0.4%Prev: 0.3% | 1,024 SH | Increased |
| MICROSOFT CORP | COM | $227K | 0.2%Prev: 1.2% | 608 SH | Decreased-3,216 SH |
| MONDELEZ INTL INC | CL A | $202K | 0.1%Prev: 0.2% | 3,497 SH | Decreased+43 SH |
| ORACLE CORP | COM | $341K | 0.2%Prev: 0.3% | 2,329 SH | Decreased |
| PHILIP MORRIS INTL INC | COM | $253K | 0.2%Prev: 0.2% | 1,400 SH | Increased+65 SH |
| PROSHARES TR | ULTRAPRO QQQ | $2.4M | 1.7%Prev: 0.8% | 31,284 SH | Increased+15,751 SH |
| REPUBLIC SVCS INC | COM | $459K | 0.3%Prev: 0.3% | 2,156 SH | Decreased |
| RTX CORPORATION | COM | $477K | 0.3%Prev: 0.2% | 2,516 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.8M | 1.3%Prev: 0.9% | 64,303 SH | Increased+512 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $342K | 0.2%Prev: 0.4% | 10,800 SH | Decreased-14,937 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.0M | 1.4%Prev: 1.0% | 54,410 SH | Increased-5,045 SH |
| SPDR SERIES TRUST | ST STR SP DIV | $996K | 0.7% | 6,528 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $52.2M | 36.7% | 69,963 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $231K | 0.2%Prev: 0.1% | 3,140 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $1.5M | 1.1%Prev: 1.5% | 17,424 SH | Decreased+12,253 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.8%Prev: 0.7% | 13,692 SH | Increased+10,022 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.6M | 6.8%Prev: 5.5% | 14,038 SH | Increased-914 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $505K | 0.4%Prev: 2.0% | 2,080 SH | Decreased-14,080 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $7.6M | 5.3%Prev: 4.0% | 24,935 SH | Increased-1,134 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.1M | 2.9%Prev: 4.5% | 11,202 SH | Decreased-11,974 SH |
| VANGUARD INDEX FDS | VALUE ETF | $8.4M | 5.9%Prev: 8.3% | 38,744 SH | Decreased-34,004 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.7M | 1.2%Prev: 0.9% | 20,680 SH | Increased-29 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $7.3M | 5.1%Prev: 3.9% | 85,508 SH | Increased-1,339 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.8%Prev: 0.6% | 7,238 SH | Increased+153 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $331K | 0.2%Prev: 0.2% | 1,108 SH | Increased+12 SH |
| VANGUARD WORLD FD | INF TECH ETF | $1.2M | 0.9%Prev: 0.6% | 10,289 SH | Increased+9,002 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 |