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CIK 0002009521 • 7 13F filings • May 13, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $492K | 0.3% | 3,152 SH | |
| AMAZON COM INC | COM | $595K | 0.4% | 3,128 SH | |
| AMERICAN HEALTHCARE REIT INC | COM SHS | $338K | 0.2% | 11,142 SH | |
| APPLE INC | COM | $5.2M | 3.2% | 23,404 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.6M | 1.0% | 2 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $388K | 0.2% | 729 SH | |
| BOEING CO | COM | $957K | 0.6% | 5,609 SH | |
| BRIGHTSPIRE CAPITAL INC | COM CL A | $114K | 0.1% | 20,565 SH | |
| BROADCOM INC | COM | $221K | 0.1% | 1,319 SH | |
| CHEVRON CORP NEW | COM | $216K | 0.1% | 1,292 SH | |
| COSTCO WHSL CORP NEW | COM | $719K | 0.4% | 761 SH | |
| ELI LILLY & CO | COM | $248K | 0.2% | 300 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $207K | 0.1% | 6,068 SH | |
| EXXON MOBIL CORP | COM | $314K | 0.2% | 2,642 SH | |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $527K | 0.3% | 7,720 SH | |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $304K | 0.2% | 4,669 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $348K | 0.2% | 3,063 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $398K | 0.2% | 4,343 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 0.8% | 2,706 SH | |
| ISHARES TR | CORE MSCI EAFE | $355K | 0.2% | 4,694 SH | |
| ISHARES TR | CORE S&P SCP ETF | $879K | 0.5% | 8,407 SH | |
| ISHARES TR | CORE S&P500 ETF | $649K | 0.4% | 1,154 SH | |
| ISHARES TR | CORE US AGGBD ET | $966K | 0.6% | 9,764 SH | |
| ISHARES TR | EAFE GRWTH ETF | $603K | 0.4% | 6,031 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $836K | 0.5% | 11,706 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $520K | 0.3% | 1,440 SH | |
| ISHARES TR | RUS TP200 GR ETF | $478K | 0.3% | 2,266 SH | |
| ISHARES TR | US AER DEF ETF | $461K | 0.3% | 3,009 SH | |
| JOHNSON & JOHNSON | COM | $211K | 0.1% | 1,273 SH | |
| JPMORGAN CHASE & CO. | COM | $242K | 0.2% | 986 SH | |
| META PLATFORMS INC | CL A | $231K | 0.1% | 401 SH | |
| MICROSOFT CORP | COM | $764K | 0.5% | 2,034 SH | |
| NVIDIA CORPORATION | COM | $1.2M | 0.8% | 11,480 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $745K | 0.5% | 31,554 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.9M | 4.3% | 246,575 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $53.8M | 33.4% | 2,148,750 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $31.9M | 19.8% | 1,199,842 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $25.7M | 15.9% | 1,163,186 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $597K | 0.4% | 2,891 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $5.9M | 3.6% | 70,577 SH | |
| STARBUCKS CORP | COM | $374K | 0.2% | 3,814 SH | |
| TESLA INC | COM | $542K | 0.3% | 2,090 SH | |
| US BANCORP DEL | COM NEW | $368K | 0.2% | 8,706 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $6.2M | 3.9% | 25,372 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $526K | 0.3% | 1,916 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.8M | 1.1% | 15,634 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $889K | 0.6% | 14,309 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $263K | 0.2% | 2,041 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $665K | 0.4% | 1,225 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $645K | 0.4% | 3,205 SH | |
| VERIZON COMMUNICATIONS INC | COM | $225K | 0.1% | 4,969 SH | |
| WELLS FARGO CO NEW | COM | $273K | 0.2% | 3,800 SH |
| 13F-HR |
| 0001172661-25-004294 |
| $205.1M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002576 | $244.4M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002668 | $187.6M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001695 | $211.7M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001722 | $161.2M | View |