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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 | $580K | 0.2%Prev: 0.1% | 1,940 SH | Increased |
| ALPHABET INC | CAP STK CL A | $539K | 0.1%Prev: 0.1% | 3,058 SH | Decreased+560 SH |
| ALPHABET INC | CAP STK CL C | $22.4M | 5.9%Prev: 5.2% | 126,524 SH | Decreased+26,658 SH |
| AMAZON COM INC | COM | $372K | 0.1%Prev: 0.1% | 1,696 SH | Decreased-597 SH |
| APPLE INC | COM | $9.3M | 2.5%Prev: 2.5% | 45,500 SH | Decreased-9,539 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $18.6M | 4.9% | 23,213 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $18.6M | 4.9%Prev: 4.3% | 38,323 SH | Decreased-11,123 SH |
| BLACKSTONE INC | COM | $1.3M | 0.3%Prev: 0.1% | 8,523 SH | Increased+3,670 SH |
| CHEVRON CORP NEW | COM | $221K | 0.1% | 1,545 SH | New |
| CONCRETE PUMPING HLDGS INC | COM | $226K | 0.1% | 36,688 SH | New |
| COSTCO WHSL CORP NEW | COM | $1.5M | 0.4% | 1,560 SH | New |
| DBX ETF TR | XTRACKRS S&P 500 | $456K | 0.1%Prev: 0.2% | 8,238 SH | Decreased-6,839 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $41.1M | 10.9%Prev: 1.4% | 983,348 SH | Increased+791,134 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $6.4M | 1.7% | 151,944 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.1M | 0.3% | 37,776 SH | New |
| ELI LILLY & CO | COM | $7.1M | 1.9% | 9,063 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $506K | 0.1%Prev: 0.2% | 16,319 SH | Decreased-6,793 SH |
| EXXON MOBIL CORP | COM | $6.8M | 1.8%Prev: 2.7% | 62,970 SH | Decreased-25,384 SH |
| INTUITIVE SURGICAL INC | COM NEW | $245K | 0.1%Prev: 1.7% | 450 SH | Decreased-19,892 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $7.0M | 1.9% | 114,578 SH | New |
| ISHARES TR | CORE 40/60 MODER | $439K | 0.1%Prev: 0.1% | 9,528 SH | Decreased-578 SH |
| ISHARES TR | CORE 60/40 BALAN | $625K | 0.2%Prev: 0.1% | 10,145 SH | Increased+1,152 SH |
| LINDE PLC | SHS | $13.8M | 3.6%Prev: 3.9% | 29,345 SH | Decreased-14,543 SH |
| MERCADOLIBRE INC | COM | $15.8M | 4.2% | 6,032 SH | New |
| META PLATFORMS INC | CL A | $14.3M | 3.8%Prev: 4.3% | 19,338 SH | Decreased-22,180 SH |
| MICROSOFT CORP | COM | $26.6M | 7.0%Prev: 4.3% | 53,514 SH | Increased-10,614 SH |
| NOVO-NORDISK A S | ADR | $5.7M | 1.5% | 83,097 SH | New |
| NVIDIA CORPORATION | COM | $30.5M | 8.0%Prev: 5.3% | 192,885 SH | Increased+24,518 SH |
| PARKER-HANNIFIN CORP | COM | $11.0M | 2.9%Prev: 2.5% | 15,800 SH | Decreased+400 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $40.8M | 10.8%Prev: 17.0% | 442,263 SH | Decreased-577,355 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $6.9M | 1.8%Prev: 1.4% | 68,927 SH | Decreased-7,984 SH |
| PIMCO ETF TR | ULTRA SHORT GOVT | $412K | 0.1% | 4,073 SH | New |
| REPUBLIC SVCS INC | COM | $20.8M | 5.5%Prev: 4.7% | 84,366 SH | Decreased-34,953 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $297K | 0.1%Prev: 0.1% | 11,200 SH | Decreased+19 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.3M | 0.9%Prev: 0.7% | 113,543 SH | Decreased-17,320 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $217K | 0.1%Prev: 0.0% | 7,748 SH | Decreased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $247K | 0.1%Prev: 0.0% | 9,778 SH | Increased+1,851 SH |
| SERVICENOW INC | COM | $592K | 0.2% | 576 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $8.0M | 2.1% | 35,537 SH | New |
| TESLA INC | COM | $282K | 0.1%Prev: 0.1% | 889 SH | Decreased-385 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $462K | 0.1%Prev: 0.4% | 1,652 SH | Decreased-5,721 SH |
| VERTEX PHARMACEUTICALS INC | COM | $8.7M | 2.3%Prev: 1.9% | 19,633 SH | Decreased-3,825 SH |
| VISA INC | COM CL A | $24.4M | 6.5%Prev: 5.0% | 68,826 SH | Decreased-23,808 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 |