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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 | $306K | 0.2% | 1,379 SH | New |
| ALPHABET INC | CAP STK CL A | $1.3M | 0.9%Prev: 1.5% | 3,814 SH | Decreased-6,644 SH |
| ALPHABET INC | CAP STK CL C | $1.5M | 1.1%Prev: 0.7% | 4,516 SH | Increased-49 SH |
| ALTRIA GROUP INC | COM | $346K | 0.2%Prev: 0.2% | 5,142 SH | Increased+150 SH |
| APPLE INC | COM | $2.0M | 1.4%Prev: 0.9% | 6,103 SH | Increased-104 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $397K | 0.3%Prev: 0.6% | 797 SH | Decreased-1,263 SH |
| COSTCO WHOLESALE CORPORATION | COM | $237K | 0.2% | 260 SH | New |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $320K | 0.2% | 1,967 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $858K | 0.6%Prev: 0.4% | 8,130 SH | Increased |
| GE AEROSPACE | COM NEW | $252K | 0.2%Prev: 0.1% | 806 SH | Increased+42 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.6M | 3.2%Prev: 4.4% | 6,225 SH | Decreased-6,049 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $351K | 0.2%Prev: 0.3% | 7,413 SH | Decreased+100 SH |
| ISHARES TR | CORE S&P MCP ETF | $514K | 0.4%Prev: 0.3% | 7,145 SH | Increased+86 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.0M | 0.7%Prev: 0.5% | 7,474 SH | Increased-11 SH |
| ISHARES TR | CORE S&P TTL STK | $463K | 0.3% | 2,785 SH | New |
| ISHARES TR | CORE S&P US VLU | $293K | 0.2%Prev: 0.2% | 2,661 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $16.8M | 11.6%Prev: 9.0% | 21,963 SH | Increased-317 SH |
| ISHARES TR | RUS 1000 ETF | $341K | 0.2%Prev: 0.2% | 819 SH | Increased-2 SH |
| ISHARES TR | RUS 1000 GRW ETF | $918K | 0.6%Prev: 0.5% | 7,332 SH | Increased+5,499 SH |
| ISHARES TR | RUS 1000 VAL ETF | $303K | 0.2%Prev: 0.1% | 1,222 SH | Increased+6 SH |
| ISHARES TR | RUS MID CAP ETF | $774K | 0.5%Prev: 0.4% | 7,250 SH | Increased+89 SH |
| ISHARES TR | RUSSELL 3000 ETF | $521K | 0.4%Prev: 0.3% | 1,204 SH | Increased-108 SH |
| ISHARES TR | S&P 500 GRWT ETF | $231K | 0.2% | 1,626 SH | New |
| JOHNSON & JOHNSON | COM | $307K | 0.2%Prev: 0.1% | 1,159 SH | Increased-18 SH |
| JPMORGAN CHASE & CO | COM | $223K | 0.2% | 675 SH | New |
| LOCKHEED MARTIN CORP | COM | $522K | 0.4%Prev: 0.3% | 1,024 SH | Increased |
| MERCK & CO INC | COM | $219K | 0.2% | 1,509 SH | New |
| MICROSOFT CORP | COM | $312K | 0.2%Prev: 1.2% | 608 SH | Decreased-3,221 SH |
| MONDELEZ INTL INC | CL A | $202K | 0.1%Prev: 0.1% | 3,497 SH | Decreased+43 SH |
| ORACLE CORP | COM | $320K | 0.2%Prev: 0.4% | 2,329 SH | Decreased |
| PHILIP MORRIS INTL INC | COM | $267K | 0.2%Prev: 0.1% | 1,400 SH | Increased+65 SH |
| PROSHARES TR | ULTRAPRO QQQ | $2.4M | 1.7%Prev: 1.0% | 31,419 SH | Increased+15,830 SH |
| REPUBLIC SVCS INC | COM | $452K | 0.3%Prev: 0.3% | 2,156 SH | Decreased |
| RTX CORPORATION | COM | $467K | 0.3%Prev: 0.3% | 2,516 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.8M | 1.2%Prev: 0.9% | 64,303 SH | Increased+512 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $213K | 0.1% | 7,276 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $416K | 0.3%Prev: 0.4% | 12,802 SH | Decreased-12,463 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.8M | 1.2%Prev: 1.0% | 54,529 SH | Increased-2,645 SH |
| SPDR SERIES TRUST | ST STR SP DIV | $963K | 0.7% | 6,546 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $53.7M | 36.9% | 70,437 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $221K | 0.2%Prev: 0.1% | 3,140 SH | Decreased |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $348K | 0.2% | 7,024 SH | New |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $1.6M | 1.1% | 17,682 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $1.1M | 0.8% | 14,600 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $7.4M | 5.1% | 25,843 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | $480K | 0.3% | 2,080 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $4.3M | 3.0% | 11,529 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $8.5M | 5.9% | 39,415 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.9M | 6.8%Prev: 5.4% | 14,147 SH | Increased-519 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.7M | 1.2%Prev: 0.9% | 20,406 SH | Increased-226 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $246K | 0.2% | 3,183 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $7.5M | 5.2%Prev: 3.8% | 88,339 SH | Increased+3,164 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.8%Prev: 0.6% | 7,271 SH | Increased+144 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $348K | 0.2%Prev: 0.2% | 1,100 SH | Increased+5 SH |
| VANGUARD WORLD FD | INF TECH ETF | $1.3M | 0.9%Prev: 0.6% | 10,289 SH | Increased+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 |