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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 | $388K | 0.2%Prev: 0.1% | 1,238 SH | Increased+39 SH |
| ALPHABET INC | CAP STK CL C | $1.0M | 0.5%Prev: 0.4% | 3,231 SH | Increased+31 SH |
| AMAZON COM INC | COM | $752K | 0.4%Prev: 0.3% | 3,259 SH | Increased+108 SH |
| AMERICAN HEALTHCARE REIT INC | COM SHS | $491K | 0.2%Prev: 0.2% | 10,435 SH | Increased-530 SH |
| APPLE INC | COM | $6.4M | 3.1%Prev: 2.9% | 23,697 SH | Increased+23 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.7%Prev: 0.7% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $515K | 0.2%Prev: 0.2% | 1,024 SH | Increased+166 SH |
| BLUEROCK PVT REAL ESTATE FD | COM | $701K | 0.3% | 46,724 SH | New |
| BOEING CO | COM | $1.2M | 0.6%Prev: 0.6% | 5,609 SH | Increased |
| BRIGHTSPIRE CAPITAL INC | COM CL A | $115K | 0.1%Prev: 0.1% | 20,476 SH | Increased-89 SH |
| BROADCOM INC | COM | $458K | 0.2%Prev: 0.2% | 1,322 SH | Increased-6 SH |
| COSTCO WHSL CORP NEW | COM | $603K | 0.3%Prev: 0.3% | 700 SH | Decreased-57 SH |
| EXXON MOBIL CORP | COM | $319K | 0.2%Prev: 0.1% | 2,650 SH | Increased+3 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $578K | 0.3%Prev: 0.3% | 7,787 SH | Increased-7 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $460K | 0.2%Prev: 0.3% | 6,724 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $425K | 0.2%Prev: 0.2% | 3,073 SH | Increased+5 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $401K | 0.2%Prev: 0.2% | 3,918 SH | Decreased+7 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 0.8%Prev: 0.8% | 2,749 SH | Decreased-89 SH |
| ISHARES TR | CORE MSCI EAFE | $472K | 0.2%Prev: 0.2% | 5,274 SH | Increased+169 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.2M | 0.6%Prev: 0.6% | 10,181 SH | Increased+449 SH |
| ISHARES TR | CORE S&P500 ETF | $842K | 0.4%Prev: 0.4% | 1,230 SH | Increased+4 SH |
| ISHARES TR | CORE US AGGBD ET | $873K | 0.4%Prev: 0.4% | 8,741 SH | Decreased-94 SH |
| ISHARES TR | EAFE GRWTH ETF | $725K | 0.3%Prev: 0.3% | 6,364 SH | Increased+226 SH |
| ISHARES TR | MRGSTR MD CP GRW | $930K | 0.4%Prev: 0.5% | 11,642 SH | Decreased+234 SH |
| ISHARES TR | RUS 1000 GRW ETF | $691K | 0.3%Prev: 0.3% | 1,460 SH | Increased+1 SH |
| ISHARES TR | RUS TP200 GR ETF | $637K | 0.3%Prev: 0.3% | 2,301 SH | Increased+2 SH |
| ISHARES TR | S&P 500 GRWT ETF | $211K | 0.1%Prev: 0.1% | 1,714 SH | Increased |
| ISHARES TR | US AER DEF ETF | $634K | 0.3%Prev: 0.3% | 2,951 SH | Increased-43 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $204K | 0.1% | 3,559 SH | New |
| JOHNSON & JOHNSON | COM | $258K | 0.1%Prev: 0.1% | 1,245 SH | Increased-14 SH |
| JPMORGAN CHASE & CO. | COM | $326K | 0.2%Prev: 0.2% | 1,012 SH | Increased+25 SH |
| META PLATFORMS INC | CL A | $298K | 0.1%Prev: 0.1% | 452 SH | Increased+51 SH |
| MICROSOFT CORP | COM | $1.1M | 0.5%Prev: 0.6% | 2,322 SH | Decreased+96 SH |
| NVIDIA CORPORATION | COM | $2.1M | 1.0%Prev: 1.0% | 11,362 SH | Decreased-142 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $869K | 0.4%Prev: 0.4% | 31,953 SH | Increased-53 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.9M | 3.3%Prev: 3.3% | 253,201 SH | Increased+1,908 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $73.3M | 35.1%Prev: 35.3% | 2,248,063 SH | Increased-21,710 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $38.1M | 18.3%Prev: 18.3% | 1,287,146 SH | Increased-3,176 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $33.7M | 16.1%Prev: 16.2% | 1,252,181 SH | Increased-5,257 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $844K | 0.4% | 5,864 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $7.0M | 3.4% | 74,375 SH | New |
| STARBUCKS CORP | COM | $222K | 0.1%Prev: 0.1% | 2,639 SH | Decreased-920 SH |
| TESLA INC | COM | $961K | 0.5%Prev: 0.5% | 2,136 SH | Increased |
| US BANCORP DEL | COM NEW | $475K | 0.2%Prev: 0.2% | 8,910 SH | Increased+62 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $226K | 0.1%Prev: 0.1% | 3,048 SH | Increased+343 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $267K | 0.1%Prev: 0.1% | 547 SH | Increased+83 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $9.2M | 4.4%Prev: 4.7% | 32,991 SH | Decreased+85 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $640K | 0.3%Prev: 0.3% | 1,910 SH | Increased-6 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.3M | 1.1%Prev: 1.1% | 16,295 SH | Increased+423 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.1M | 0.5%Prev: 0.5% | 14,439 SH | Increased+208 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $406K | 0.2%Prev: 0.2% | 2,829 SH | Increased+268 SH |
| VANGUARD WORLD FD | INF TECH ETF | $890K | 0.4%Prev: 0.4% | 1,181 SH | Increased+1 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $855K | 0.4%Prev: 0.4% | 3,403 SH | Increased+16 SH |
| VERIZON COMMUNICATIONS INC | COM | $204K | 0.1%Prev: 0.1% | 4,998 SH | Decreased-160 SH |
| WALMART INC | COM | $246K | 0.1%Prev: 0.1% | 2,209 SH | Increased+94 SH |
| WELLS FARGO CO NEW | COM | $357K | 0.2%Prev: 0.2% | 3,832 SH | Increased+11 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 |