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CIK 0002017735 • 6 13F filings • Apr 9, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $362K | 0.1%Prev: 0.1% | 1,689 SH | Increased |
| ALPHABET INC | CAP STK CL C | $489K | 0.2%Prev: 0.2% | 1,559 SH | Increased-132 SH |
| AMAZON COM INC | COM | $1.6M | 0.6%Prev: 0.6% | 6,764 SH | Increased-298 SH |
| APPLE INC | COM | $4.5M | 1.7%Prev: 1.6% | 16,620 SH | Increased-210 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $316K | 0.1%Prev: 0.1% | 1,230 SH | Decreased+6 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.4%Prev: 0.4% | 2,024 SH | Decreased-10 SH |
| BROADCOM INC | COM | $525K | 0.2%Prev: 0.2% | 1,516 SH | Decreased-250 SH |
| CHUBB LIMITED | COM | $341K | 0.1%Prev: 0.1% | 1,092 SH | Increased+4 SH |
| COSTCO WHSL CORP NEW | COM | $273K | 0.1%Prev: 0.1% | 317 SH | Decreased+9 SH |
| ELI LILLY & CO | COM | $796K | 0.3%Prev: 0.2% | 740 SH | Increased+1 SH |
| GENERAL DYNAMICS CORP | COM | $265K | 0.1%Prev: 0.1% | 786 SH | Decreased+4 SH |
| HOME DEPOT INC | COM | $204K | 0.1%Prev: 0.1% | 594 SH | Decreased+22 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.1M | 0.4%Prev: 0.4% | 3,837 SH | Increased+1 SH |
| INVESCO QQQ TR | UNIT SER 1 | $340K | 0.1%Prev: 0.1% | 554 SH | Increased-1 SH |
| ISHARES TR | CORE S&P500 ETF | $500K | 0.2%Prev: 0.2% | 730 SH | Increased+17 SH |
| ISHARES TR | U.S. TECH ETF | $263K | 0.1%Prev: 0.2% | 1,317 SH | Decreased-980 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $20.2M | 7.4%Prev: 7.8% | 399,020 SH | Decreased-12,608 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $4.3M | 1.6%Prev: 1.6% | 85,025 SH | Increased+349 SH |
| JOHNSON & JOHNSON | COM | $360K | 0.1%Prev: 0.1% | 1,741 SH | Increased+6 SH |
| JPMORGAN CHASE & CO. | COM | $768K | 0.3%Prev: 0.3% | 2,384 SH | Increased+41 SH |
| LISTED FDS TR | ROUNDHILL MAGNIF | $9.2M | 3.4%Prev: 3.4% | 138,976 SH | Increased-1,545 SH |
| META PLATFORMS INC | CL A | $633K | 0.2%Prev: 0.3% | 959 SH | Decreased+24 SH |
| MICROSOFT CORP | COM | $2.5M | 0.9%Prev: 1.0% | 5,088 SH | Decreased-72 SH |
| NVIDIA CORPORATION | COM | $3.3M | 1.2%Prev: 1.2% | 17,784 SH | Decreased-61 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $24.1M | 8.8% | 204,509 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $33.1M | 12.1% | 320,954 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $5.0M | 1.8% | 112,060 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $29.0M | 10.6% | 530,015 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $20.6M | 7.5% | 133,055 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $17.2M | 6.3% | 110,617 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $434K | 0.2% | 9,580 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $533K | 0.2% | 13,203 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $72.2M | 26.4% | 501,507 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $6.6M | 2.4% | 154,099 SH | New |
| UNITEDHEALTH GROUP INC | COM | $426K | 0.2%Prev: 0.2% | 1,291 SH | Decreased+44 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $9.2M | 3.4%Prev: 3.3% | 115,003 SH | Increased+4,120 SH |
| VANGUARD WORLD FD | INF TECH ETF | $239K | 0.1%Prev: 0.1% | 317 SH | Increased |
| WALMART INC | COM | $424K | 0.2%Prev: 0.1% | 3,806 SH | Increased |
| 13F-HR |
| 0002017735-26-000003 |
| $315.8M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004079 | $249.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002017735-26-000002 | $264.4M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001957 | $220.5M | View |