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CIK 0001882903 • 7 13F filings • Apr 24, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $605K | 0.2% | 1,940 SH | |
| ALPHABET INC | CAP STK CL A | $487K | 0.1% | 3,152 SH | |
| ALPHABET INC | CAP STK CL C | $19.7M | 5.6% | 126,039 SH | |
| AMAZON COM INC | COM | $334K | 0.1% | 1,758 SH | |
| APPLE INC | COM | $10.1M | 2.9% | 45,416 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $15.3M | 4.4% | 23,042 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $20.3M | 5.8% | 38,126 SH | |
| BLACKSTONE INC | COM | $1.2M | 0.3% | 8,515 SH | |
| BROWN & BROWN INC | COM | $6.8M | 1.9% | 54,348 SH | |
| CHEVRON CORP NEW | COM | $355K | 0.1% | 2,123 SH | |
| CONCRETE PUMPING HLDGS INC | COM | $200K | 0.1% | 36,688 SH | |
| COSTCO WHSL CORP NEW | COM | $1.5M | 0.4% | 1,604 SH | |
| DBX ETF TR | XTRACKRS S&P 500 | $412K | 0.1% | 8,162 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $43.2M | 12.4% | 1,025,828 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.5M | 1.6% | 143,754 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $991K | 0.3% | 35,195 SH | |
| ELI LILLY & CO | COM | $7.5M | 2.1% | 9,042 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $557K | 0.2% | 16,319 SH | |
| EXXON MOBIL CORP | COM | $7.5M | 2.1% | 62,870 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $230K | 0.1% | 464 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $5.3M | 1.5% | 112,552 SH | |
| ISHARES TR | CORE 40/60 MODER | $375K | 0.1% | 8,547 SH | |
| ISHARES TR | CORE 60/40 BALAN | $536K | 0.2% | 9,305 SH | |
| ISHARES TR | US TREAS BD ETF | $42.2M | 12.1% | 1,836,810 SH | |
| LINDE PLC | SHS | $13.6M | 3.9% | 29,259 SH | |
| MERCADOLIBRE INC | COM | $11.6M | 3.3% | 5,954 SH | |
| META PLATFORMS INC | CL A | $10.9M | 3.1% | 18,952 SH | |
| MICROSOFT CORP | COM | $20.1M | 5.8% | 53,554 SH | |
| NOVO-NORDISK A S | ADR | $5.8M | 1.6% | 82,864 SH | |
| NVIDIA CORPORATION | COM | $20.8M | 6.0% | 191,764 SH | |
| PARKER-HANNIFIN CORP | COM | $9.6M | 2.8% | 15,803 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $6.8M | 2.0% | 67,855 SH | |
| PIMCO ETF TR | ULTRA SHORT GOVT | $257K | 0.1% | 2,542 SH | |
| REPUBLIC SVCS INC | COM | $20.3M | 5.8% | 83,953 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $365K | 0.1% | 13,060 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.8M | 0.8% | 111,025 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $203K | 0.1% | 7,749 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $239K | 0.1% | 10,203 SH | |
| TESLA INC | COM | $233K | 0.1% | 899 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $427K | 0.1% | 1,652 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $9.5M | 2.7% | 19,553 SH | |
| VISA INC | COM CL A | $24.2M | 6.9% | 69,023 SH |
| 13F-HR |
| 0001882903-25-000007 |
| $413.9M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001882903-26-000004 | $690.0M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001882903-25-000004 | $378.8M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001882903-26-000003 | $555.1M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001882903-25-000003 | $348.8M | View |