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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 A | $292K | 0.1%Prev: 0.2% | 1,199 SH | Decreased+22 SH |
| ALPHABET INC | CAP STK CL C | $779K | 0.4%Prev: 0.5% | 3,200 SH | Decreased-61 SH |
| AMAZON COM INC | COM | $692K | 0.3%Prev: 0.3% | 3,151 SH | Decreased-381 SH |
| AMERICAN HEALTHCARE REIT INC | COM SHS | $461K | 0.2%Prev: 0.2% | 10,965 SH | Increased+3,416 SH |
| APPLE INC | COM | $6.0M | 2.9%Prev: 2.8% | 23,674 SH | Decreased-20 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.7%Prev: 0.6% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $431K | 0.2%Prev: 0.4% | 858 SH | Decreased-1,020 SH |
| BOEING CO | COM | $1.2M | 0.6%Prev: 0.5% | 5,609 SH | Increased+128 SH |
| BRIGHTSPIRE CAPITAL INC | COM CL A | $112K | 0.1%Prev: 0.0% | 20,565 SH | Increased+89 SH |
| BROADCOM INC | COM | $438K | 0.2%Prev: 0.2% | 1,328 SH | Decreased+13 SH |
| CHEVRON CORP NEW | COM | $201K | 0.1% | 1,294 SH | New |
| COSTCO WHSL CORP NEW | COM | $701K | 0.3% | 757 SH | New |
| EXXON MOBIL CORP | COM | $298K | 0.1%Prev: 0.1% | 2,647 SH | Decreased+134 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $521K | 0.3%Prev: 0.2% | 7,794 SH | Decreased+1,018 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $604K | 0.3%Prev: 0.1% | 6,724 SH | Increased+1,431 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $415K | 0.2%Prev: 0.4% | 3,068 SH | Decreased-2,002 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $411K | 0.2%Prev: 0.3% | 3,911 SH | Decreased-2,036 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 0.8%Prev: 1.0% | 2,838 SH | Decreased-557 SH |
| ISHARES TR | CORE MSCI EAFE | $446K | 0.2%Prev: 0.4% | 5,105 SH | Decreased-5,157 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.2M | 0.6%Prev: 0.7% | 9,732 SH | Decreased-1,302 SH |
| ISHARES TR | CORE S&P500 ETF | $820K | 0.4%Prev: 0.4% | 1,226 SH | Decreased-53 SH |
| ISHARES TR | CORE US AGGBD ET | $886K | 0.4%Prev: 0.4% | 8,835 SH | Decreased-717 SH |
| ISHARES TR | EAFE GRWTH ETF | $699K | 0.3%Prev: 0.3% | 6,138 SH | Decreased+117 SH |
| ISHARES TR | MRGSTR MD CP GRW | $944K | 0.5%Prev: 0.4% | 11,408 SH | Decreased+1,242 SH |
| ISHARES TR | RUS 1000 GRW ETF | $683K | 0.3%Prev: 0.3% | 1,459 SH | Decreased-4,314 SH |
| ISHARES TR | RUS TP200 GR ETF | $629K | 0.3%Prev: 0.3% | 2,299 SH | Decreased-19 SH |
| ISHARES TR | S&P 500 GRWT ETF | $207K | 0.1%Prev: 0.1% | 1,714 SH | Decreased |
| ISHARES TR | US AER DEF ETF | $627K | 0.3%Prev: 0.3% | 2,994 SH | Decreased+100 SH |
| JOHNSON & JOHNSON | COM | $233K | 0.1%Prev: 0.1% | 1,259 SH | Decreased+20 SH |
| JPMORGAN CHASE & CO. | COM | $311K | 0.2% | 987 SH | New |
| META PLATFORMS INC | CL A | $295K | 0.1%Prev: 0.1% | 401 SH | Increased-60 SH |
| MICROSOFT CORP | COM | $1.2M | 0.6%Prev: 0.3% | 2,226 SH | Increased-40 SH |
| NVIDIA CORPORATION | COM | $2.1M | 1.0%Prev: 1.0% | 11,504 SH | Decreased-323 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $842K | 0.4%Prev: 0.4% | 32,006 SH | Decreased-248 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.9M | 3.3%Prev: 3.6% | 251,293 SH | Decreased-23,317 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $72.4M | 35.3%Prev: 31.0% | 2,269,773 SH | Decreased+31,128 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $37.6M | 18.3%Prev: 18.5% | 1,290,322 SH | Decreased-11,936 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $33.1M | 16.2%Prev: 15.0% | 1,257,438 SH | Decreased+13,837 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $826K | 0.4% | 2,929 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $6.9M | 3.4% | 73,561 SH | New |
| STARBUCKS CORP | COM | $301K | 0.1%Prev: 0.1% | 3,559 SH | Increased+920 SH |
| TESLA INC | COM | $950K | 0.5%Prev: 0.4% | 2,136 SH | Increased+30 SH |
| US BANCORP DEL | COM NEW | $428K | 0.2% | 8,848 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $201K | 0.1% | 2,705 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $222K | 0.1%Prev: 0.3% | 464 SH | Decreased-7,335 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $9.7M | 4.7%Prev: 8.0% | 32,906 SH | Decreased-31,003 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $629K | 0.3%Prev: 0.5% | 1,916 SH | Decreased-1,675 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.2M | 1.1%Prev: 1.0% | 15,872 SH | Decreased-212 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.0M | 0.5%Prev: 0.5% | 14,231 SH | Decreased-337 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $361K | 0.2%Prev: 0.2% | 2,561 SH | Decreased-807 SH |
| VANGUARD WORLD FD | INF TECH ETF | $881K | 0.4%Prev: 0.6% | 1,180 SH | Decreased-10,595 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $827K | 0.4%Prev: 0.4% | 3,387 SH | Decreased-41 SH |
| VERIZON COMMUNICATIONS INC | COM | $227K | 0.1%Prev: 0.1% | 5,158 SH | Increased+147 SH |
| WALMART INC | COM | $218K | 0.1%Prev: 0.1% | 2,115 SH | Decreased-126 SH |
| WELLS FARGO CO NEW | COM | $320K | 0.2% | 3,821 SH | New |
| 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 |