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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 | $479K | 0.1%Prev: 0.0% | 1,941 SH | Increased+1 SH |
| ALPHABET INC | CAP STK CL A | $724K | 0.2%Prev: 0.1% | 2,979 SH | Increased+977 SH |
| ALPHABET INC | CAP STK CL C | $31.2M | 7.5%Prev: 5.9% | 128,026 SH | Decreased+12,922 SH |
| AMAZON COM INC | COM | $321K | 0.1%Prev: 2.4% | 1,462 SH | Decreased-67,528 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.7M | 0.7%Prev: 0.7% | 34,330 SH | Decreased-18,494 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $7.9M | 1.9%Prev: 2.1% | 72,753 SH | Decreased-42,968 SH |
| APPLE INC | COM | $11.8M | 2.8%Prev: 2.6% | 46,199 SH | Decreased-16,248 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $17.4M | 4.2% | 17,998 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $20.6M | 5.0%Prev: 4.1% | 40,965 SH | Decreased-15,908 SH |
| BLACKSTONE INC | COM | $1.4M | 0.3% | 8,036 SH | New |
| CHEVRON CORP NEW | COM | $241K | 0.1% | 1,549 SH | New |
| CONCRETE PUMPING HLDGS INC | COM | $233K | 0.1% | 33,088 SH | New |
| COSTCO WHSL CORP NEW | COM | $1.4M | 0.3% | 1,517 SH | New |
| DBX ETF TR | XTRACKRS S&P 500 | $498K | 0.1%Prev: 0.2% | 8,296 SH | Decreased-8,876 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $45.0M | 10.9%Prev: 1.1% | 1,065,660 SH | Increased+876,886 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $310K | 0.1% | 6,771 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $510K | 0.1%Prev: 0.1% | 16,319 SH | Decreased-4,847 SH |
| EXXON MOBIL CORP | COM | $7.2M | 1.7%Prev: 1.9% | 63,713 SH | Decreased-32,284 SH |
| INTUITIVE SURGICAL INC | COM NEW | $201K | 0.0% | 450 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $8.0M | 1.9% | 122,720 SH | New |
| ISHARES TR | CORE 40/60 MODER | $429K | 0.1% | 9,009 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $531K | 0.1% | 8,244 SH | New |
| LINDE PLC | SHS | $14.1M | 3.4%Prev: 3.8% | 29,735 SH | Decreased-20,644 SH |
| MERCADOLIBRE INC | COM | $14.5M | 3.5% | 6,191 SH | New |
| META PLATFORMS INC | CL A | $14.7M | 3.5%Prev: 3.9% | 19,997 SH | Decreased-27,945 SH |
| MICROSOFT CORP | COM | $28.0M | 6.8%Prev: 4.0% | 54,115 SH | Increased-20,770 SH |
| NOVO-NORDISK A S | ADR | $7.7M | 1.9% | 138,715 SH | New |
| NVIDIA CORPORATION | COM | $29.5M | 7.1%Prev: 4.6% | 158,140 SH | Decreased+832 SH |
| PARKER-HANNIFIN CORP | COM | $12.2M | 2.9%Prev: 2.5% | 16,046 SH | Decreased-1,489 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $45.0M | 10.9%Prev: 15.5% | 482,494 SH | Decreased-673,819 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $8.1M | 2.0%Prev: 1.1% | 80,345 SH | Increased+3,136 SH |
| PIMCO ETF TR | ULTRA SHORT GOVT | $262K | 0.1% | 2,591 SH | New |
| REPUBLIC SVCS INC | COM | $19.5M | 4.7%Prev: 4.2% | 85,168 SH | Decreased-52,261 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $305K | 0.1%Prev: 0.1% | 11,181 SH | Decreased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.0M | 0.7%Prev: 0.7% | 92,452 SH | Decreased-45,517 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $230K | 0.1%Prev: 0.0% | 7,748 SH | Decreased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $273K | 0.1%Prev: 0.0% | 9,778 SH | Decreased+1,851 SH |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $9.8M | 2.4% | 70,549 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $15.4M | 3.7% | 55,047 SH | New |
| TESLA INC | COM | $396K | 0.1%Prev: 0.1% | 891 SH | Decreased-377 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $485K | 0.1%Prev: 0.1% | 1,652 SH | Decreased-5,352 SH |
| VERTEX PHARMACEUTICALS INC | COM | $7.8M | 1.9%Prev: 1.9% | 19,966 SH | Decreased-6,999 SH |
| VISA INC | COM CL A | $23.7M | 5.7%Prev: 5.3% | 69,297 SH | Decreased-37,250 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 |