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CIK 0001911000 • 7 13F filings • Apr 24, 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 | COM - Class C | $2.4M | 1.1%Prev: 1.6% | 9,670 SH | Decreased+331 SH |
| AMAZON COM INC | COM | $220K | 0.1%Prev: 0.1% | 1,000 SH | Decreased |
| AMERICAN CENTY ETF TR | COM | $7.0M | 3.4%Prev: 3.7% | 81,968 SH | Decreased+5,595 SH |
| AMERICAN EXPRESS CO | COM | $8K | 0.0%Prev: 0.0% | 25 SH | Decreased |
| APPLE INC | COM | $3.1M | 1.5%Prev: 1.6% | 12,162 SH | Decreased+412 SH |
| APPLIED MATLS INC | COM | $71K | 0.0%Prev: 0.1% | 349 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | COM - Class A | $5.3M | 2.6%Prev: 2.5% | 7 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | COM - Class B | $64.7M | 31.5%Prev: 29.0% | 128,780 SH | Increased+8,377 SH |
| CARRIER GLOBAL CORPORATION | COM | $25K | 0.0% | 423 SH | New |
| CHURCH & DWIGHT CO INC | COM | $59K | 0.0% | 670 SH | New |
| CLOROX CO DEL | COM | $32K | 0.0% | 256 SH | New |
| COCA COLA CO | COM | $21K | 0.0%Prev: 0.0% | 314 SH | Decreased-7 SH |
| COLGATE PALMOLIVE CO | COM | $22K | 0.0%Prev: 0.0% | 273 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.5% | 1,156 SH | New |
| CUMMINS INC | COM | $82K | 0.0%Prev: 0.1% | 195 SH | Decreased |
| DIMENSIONAL ETF TRUST | COM | $10.3M | 5.0%Prev: 5.2% | 247,372 SH | Decreased+24,820 SH |
| EXXON MOBIL CORP | COM | $68K | 0.0%Prev: 0.0% | 600 SH | Decreased |
| FASTENAL CO | COM | $70K | 0.0%Prev: 0.0% | 1,427 SH | Increased+16 SH |
| HERSHEY CO | COM | $484K | 0.2%Prev: 0.1% | 2,589 SH | Increased+904 SH |
| IDEXX LABS INC | COM | $32K | 0.0%Prev: 0.0% | 50 SH | Increased |
| ISHARES TR | COM | $5.5M | 2.7%Prev: 3.2% | 20,566 SH | Decreased-6,342 SH |
| JOHNSON & JOHNSON | COM | $173K | 0.1%Prev: 0.1% | 931 SH | Decreased-4 SH |
| MASTERCARD INCORPORATED | COM | $1.9M | 0.9%Prev: 0.8% | 3,270 SH | Increased+100 SH |
| MCCORMICK & CO INC | COM | $85K | 0.0% | 1,270 SH | New |
| MCDONALDS CORP | COM | $449K | 0.2%Prev: 0.1% | 1,478 SH | Increased+788 SH |
| METLIFE INC | COM | $16K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| MICROSOFT CORP | COM | $2.0M | 1.0%Prev: 0.7% | 3,812 SH | Increased+61 SH |
| MONDELEZ INTL INC | COM | $47K | 0.0%Prev: 0.0% | 750 SH | Increased+470 SH |
| NIKE INC | COM | $33K | 0.0% | 471 SH | New |
| OTIS WORLDWIDE CORP | COM | $29K | 0.0% | 316 SH | New |
| PEPSICO INC | COM | $110K | 0.1%Prev: 0.0% | 783 SH | Increased+115 SH |
| PHILIP MORRIS INTL INC | COM | $76K | 0.0%Prev: 0.0% | 470 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $16K | 0.0% | 101 SH | New |
| PROGRESSIVE CORP | COM | $7K | 0.0% | 27 SH | New |
| PRUDENTIAL FINL INC | COM | $10K | 0.0%Prev: 0.0% | 95 SH | Decreased |
| REPUBLIC SVCS INC | COM | $38K | 0.0%Prev: 0.0% | 166 SH | Increased |
| RTX CORPORATION | COM | $106K | 0.1% | 632 SH | New |
| SCHWAB STRATEGIC TR | COM | $46K | 0.0%Prev: 0.0% | 1,226 SH | Increased+775 SH |
| SPDR GOLD TR | COM | $275K | 0.1% | 775 SH | New |
| SPDR S&P 500 ETF TR | COM | $797K | 0.4% | 1,194 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | COM | $2.2M | 1.1% | 3,743 SH | New |
| SPROTT ASSET MANAGEMENT LP | COM | $45K | 0.0%Prev: 0.0% | 1,518 SH | Decreased |
| UNION PAC CORP | COM | $600K | 0.3%Prev: 0.2% | 2,538 SH | Increased+740 SH |
| VANECK ETF TRUST | COM | $22K | 0.0% | 223 SH | New |
| VANGUARD BD INDEX FDS | COM | $9.5M | 4.6%Prev: 4.4% | 127,450 SH | Increased+3,801 SH |
| VANGUARD INDEX FDS | COM | $42.3M | 20.6%Prev: 21.2% | 93,104 SH | Decreased+6,385 SH |
| VANGUARD INTL EQUITY INDEX F | COM | $23.3M | 11.4%Prev: 11.9% | 170,487 SH | Decreased+11,867 SH |
| VANGUARD SCOTTSDALE FDS | COM | $3.3M | 1.6%Prev: 1.5% | 40,986 SH | Increased+1,969 SH |
| VANGUARD SPECIALIZED FUNDS | COM | $4.7M | 2.3%Prev: 2.2% | 21,912 SH | Increased+2,268 SH |
| VANGUARD STAR FDS | COM | $10.3M | 5.0%Prev: 5.7% | 140,106 SH | Decreased+1,599 SH |
| VANGUARD TAX-MANAGED FDS | COM | $280K | 0.1%Prev: 0.2% | 4,681 SH | Decreased-1,490 SH |
| VISA INC | COM | $1.6M | 0.8%Prev: 0.7% | 4,678 SH | Increased+259 SH |
| WALMART INC | COM | $499K | 0.2% | 4,845 SH | New |
| WEC ENERGY GROUP INC | COM | $121K | 0.1% | 1,059 SH | New |
| ZOETIS INC | COM | $19K | 0.0% | 130 SH | New |
| 13F-HR |
| 0001911000-25-000008 |
| $205.4M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001911000-26-000004 | $207.8M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001911000-25-000007 | $188.4M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001911000-26-000002 | $191.9M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001911000-25-000005 | $191.7M | View |