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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 | $347K | 0.2% | 1,206 SH | New |
| ALPHABET INC | CAP STK CL C | $930K | 0.4%Prev: 0.3% | 3,241 SH | Increased+89 SH |
| AMAZON COM INC | COM | $735K | 0.3%Prev: 0.4% | 3,529 SH | Increased+401 SH |
| AMERICAN HEALTHCARE REIT INC | COM SHS | $380K | 0.2%Prev: 0.2% | 8,056 SH | Increased-3,086 SH |
| APPLE INC | COM | $6.0M | 2.8%Prev: 3.2% | 23,720 SH | Increased+316 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.4M | 0.7%Prev: 1.0% | 2 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $907K | 0.4%Prev: 0.2% | 1,893 SH | Increased+1,164 SH |
| BLUEROCK PVT REAL ESTATE FD | COM | $555K | 0.3% | 33,388 SH | New |
| BOEING CO | COM | $1.1M | 0.5%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 | $400K | 0.2%Prev: 0.1% | 1,293 SH | Increased-26 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $233K | 0.1% | 5,809 SH | New |
| CHEVRON CORPORATION | COM | $297K | 0.1% | 1,438 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $688K | 0.3% | 691 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $232K | 0.1%Prev: 0.1% | 6,123 SH | Increased+55 SH |
| EXXON MOBIL CORP | COM | $459K | 0.2%Prev: 0.2% | 2,707 SH | Increased+65 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $493K | 0.2%Prev: 0.3% | 7,007 SH | Decreased-713 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $279K | 0.1%Prev: 0.2% | 5,293 SH | Decreased+624 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $648K | 0.3%Prev: 0.2% | 4,470 SH | Increased+1,407 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $596K | 0.3%Prev: 0.2% | 5,767 SH | Increased+1,424 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 0.8%Prev: 0.8% | 2,980 SH | Increased+274 SH |
| ISHARES TR | CORE MSCI EAFE | $929K | 0.4%Prev: 0.2% | 10,265 SH | Increased+5,571 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 0.6%Prev: 0.5% | 10,804 SH | Increased+2,397 SH |
| ISHARES TR | CORE S&P500 ETF | $833K | 0.4%Prev: 0.4% | 1,275 SH | Increased+121 SH |
| ISHARES TR | CORE US AGGBD ET | $1.0M | 0.5%Prev: 0.6% | 10,430 SH | Increased+666 SH |
| ISHARES TR | EAFE GRWTH ETF | $691K | 0.3%Prev: 0.4% | 6,206 SH | Increased+175 SH |
| ISHARES TR | MRGSTR MD CP GRW | $899K | 0.4%Prev: 0.5% | 11,416 SH | Increased-290 SH |
| ISHARES TR | RUS 1000 GRW ETF | $624K | 0.3%Prev: 0.3% | 1,463 SH | Increased+23 SH |
| ISHARES TR | RUS TP200 GR ETF | $576K | 0.3%Prev: 0.3% | 2,316 SH | Increased+50 SH |
| ISHARES TR | US AER DEF ETF | $633K | 0.3%Prev: 0.3% | 2,892 SH | Increased-117 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $263K | 0.1% | 4,631 SH | New |
| JOHNSON & JOHNSON | COM | $302K | 0.1%Prev: 0.1% | 1,236 SH | Increased-37 SH |
| JPMORGAN CHASE & CO | COM | $293K | 0.1% | 996 SH | New |
| META PLATFORMS INC | CL A | $263K | 0.1%Prev: 0.1% | 460 SH | Increased+59 SH |
| MICROSOFT CORP | COM | $855K | 0.4%Prev: 0.5% | 2,309 SH | Increased+275 SH |
| NVIDIA CORPORATION | COM | $2.0M | 1.0%Prev: 0.8% | 11,734 SH | Increased+254 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $895K | 0.4%Prev: 0.5% | 32,132 SH | Increased+578 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $8.4M | 3.9%Prev: 4.3% | 272,414 SH | Increased+25,839 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $65.5M | 31.0%Prev: 33.4% | 2,249,354 SH | Increased+100,604 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $39.9M | 18.9%Prev: 19.8% | 1,308,559 SH | Increased+108,717 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $32.2M | 15.2%Prev: 15.9% | 1,256,740 SH | Increased+93,554 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $838K | 0.4% | 6,302 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $7.4M | 3.5% | 76,120 SH | New |
| STARBUCKS CORP | COM | $236K | 0.1%Prev: 0.2% | 2,639 SH | Decreased-1,175 SH |
| TESLA INC | COM | $794K | 0.4%Prev: 0.3% | 2,136 SH | Increased+46 SH |
| US BANCORP | COM NEW | $466K | 0.2% | 8,969 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $213K | 0.1% | 2,892 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $529K | 0.2% | 1,211 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $16.4M | 7.8%Prev: 3.9% | 63,850 SH | Increased+38,478 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.2M | 0.6%Prev: 0.3% | 3,679 SH | Increased+1,763 SH |
| VANGUARD INDEX FDS | VALUE ETF | $241K | 0.1% | 1,229 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.3M | 1.1%Prev: 1.1% | 16,435 SH | Increased+801 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.1M | 0.5%Prev: 0.6% | 14,047 SH | Increased-262 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $434K | 0.2%Prev: 0.2% | 2,933 SH | Increased+892 SH |
| VANGUARD WORLD FD | INF TECH ETF | $873K | 0.4%Prev: 0.4% | 1,251 SH | Increased+26 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $810K | 0.4%Prev: 0.4% | 3,426 SH | Increased+221 SH |
| VERIZON COMMUNICATIONS INC | COM | $252K | 0.1%Prev: 0.1% | 5,011 SH | Increased+42 SH |
| WALMART INC | COM | $270K | 0.1% | 2,173 SH | New |
| WELLS FARGO & CO | COM | $305K | 0.1% | 3,835 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 |