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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 | $521K | 0.1%Prev: 0.1% | 1,940 SH | Increased-1 SH |
| ALPHABET INC | CAP STK CL A | $836K | 0.2%Prev: 0.2% | 2,671 SH | Increased-308 SH |
| ALPHABET INC | CAP STK CL C | $30.8M | 7.1%Prev: 7.5% | 98,069 SH | Decreased-29,957 SH |
| AMAZON COM INC | COM | $376K | 0.1%Prev: 0.1% | 1,628 SH | Increased+166 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $3.1M | 0.7%Prev: 0.7% | 37,061 SH | Increased+2,731 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.0M | 2.1%Prev: 1.9% | 80,347 SH | Increased+7,594 SH |
| APPLE INC | COM | $12.7M | 2.9%Prev: 2.8% | 46,678 SH | Increased+479 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $16.1M | 3.7%Prev: 4.2% | 15,014 SH | Decreased-2,984 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $21.1M | 4.9%Prev: 5.0% | 42,074 SH | Increased+1,109 SH |
| BLACKSTONE INC | COM | $994K | 0.2%Prev: 0.3% | 6,449 SH | Decreased-1,587 SH |
| BROADCOM INC | COM | $221K | 0.1% | 640 SH | New |
| CHEVRON CORP NEW | COM | $241K | 0.1%Prev: 0.1% | 1,580 SH | Increased+31 SH |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.3%Prev: 0.3% | 1,381 SH | Decreased-136 SH |
| DBX ETF TR | XTRACKRS S&P 500 | $829K | 0.2%Prev: 0.1% | 13,271 SH | Increased+4,975 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $45.5M | 10.5%Prev: 10.9% | 1,096,011 SH | Increased+30,351 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $523K | 0.1%Prev: 0.1% | 16,319 SH | Increased |
| EXXON MOBIL CORP | COM | $7.7M | 1.8%Prev: 1.7% | 64,163 SH | Increased+450 SH |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | $3.3M | 0.8% | 76,560 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $9.7M | 2.2%Prev: 0.0% | 17,100 SH | Increased+16,650 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $6.5M | 1.5%Prev: 1.9% | 130,153 SH | Decreased+7,433 SH |
| ISHARES TR | CORE 40/60 MODER | $434K | 0.1%Prev: 0.1% | 9,094 SH | Increased+85 SH |
| ISHARES TR | CORE 60/40 BALAN | $555K | 0.1%Prev: 0.1% | 8,532 SH | Increased+288 SH |
| LINDE PLC | SHS | $16.1M | 3.7%Prev: 3.4% | 37,679 SH | Increased+7,944 SH |
| MERCADOLIBRE INC | COM | $12.7M | 2.9%Prev: 3.5% | 6,303 SH | Decreased+112 SH |
| META PLATFORMS INC | CL A | $18.5M | 4.3%Prev: 3.5% | 27,986 SH | Increased+7,989 SH |
| MICROSOFT CORP | COM | $26.6M | 6.1%Prev: 6.8% | 55,007 SH | Decreased+892 SH |
| NOVO-NORDISK A S | ADR | $10.8M | 2.5%Prev: 1.9% | 211,886 SH | Increased+73,171 SH |
| NVIDIA CORPORATION | COM | $27.1M | 6.3%Prev: 7.1% | 145,111 SH | Decreased-13,029 SH |
| PARKER-HANNIFIN CORP | COM | $14.3M | 3.3%Prev: 2.9% | 16,248 SH | Increased+202 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $45.8M | 10.6%Prev: 10.9% | 491,798 SH | Increased+9,304 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $7.7M | 1.8%Prev: 2.0% | 76,896 SH | Decreased-3,449 SH |
| REPUBLIC SVCS INC | COM | $21.8M | 5.0%Prev: 4.7% | 102,717 SH | Increased+17,549 SH |
| SCHWAB CHARLES CORP | COM | $401K | 0.1% | 4,013 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $307K | 0.1%Prev: 0.1% | 11,181 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.1M | 0.7%Prev: 0.7% | 95,555 SH | Increased+3,103 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $233K | 0.1%Prev: 0.1% | 7,748 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $304K | 0.1%Prev: 0.1% | 10,665 SH | Increased+887 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $16.9M | 3.9%Prev: 3.7% | 55,546 SH | Increased+499 SH |
| TESLA INC | COM | $405K | 0.1%Prev: 0.1% | 901 SH | Increased+10 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $490K | 0.1%Prev: 0.1% | 1,690 SH | Increased+38 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $230K | 0.1% | 686 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $9.2M | 2.1%Prev: 1.9% | 20,199 SH | Increased+233 SH |
| VISA INC | COM CL A | $27.8M | 6.4%Prev: 5.7% | 79,233 SH | Increased+9,936 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 |