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CIK 0001855967 • 2 13F filings • May 20, 2026 – Aug 25, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $684K | 0.6%Prev: 0.7% | 1,913 SH | Increased |
| ALPHABET INC | CAP STK CL C | $5.3M | 4.4%Prev: 5.8% | 15,019 SH | Increased+20 SH |
| AMAZON COM INC | COM | $509K | 0.4%Prev: 0.6% | 2,135 SH | Increased |
| AMGEN INC | COM | $2.3M | 1.9%Prev: 3.0% | 6,400 SH | Increased-7 SH |
| APPLE INC | COM | $447K | 0.4%Prev: 0.5% | 1,545 SH | Increased-55 SH |
| BANK OF AMER CORP | COM | $337K | 0.3% | 5,915 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $200K | 0.2% | 400 SH | New |
| CAPITAL GROUP CORE BALANCED | SHS | $251K | 0.2%Prev: 0.3% | 6,600 SH | Increased+77 SH |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | $265K | 0.2% | 5,958 SH | New |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $705K | 0.6%Prev: 0.9% | 18,782 SH | Increased+54 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | $911K | 0.8% | 18,487 SH | New |
| CAPITAL GROUP INTERNATIONAL | SHS | $292K | 0.2%Prev: 0.4% | 8,026 SH | Increased+16 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $8.2M | 6.9%Prev: 17.9% | 368,860 SH | Decreased-225,392 SH |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | $771K | 0.6% | 28,076 SH | New |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $315K | 0.3%Prev: 0.4% | 11,539 SH | Increased |
| CHEVRON CORPORATION | COM | $434K | 0.4%Prev: 1.6% | 2,618 SH | Decreased-3,000 SH |
| DOUBLELINE ETF TRUST | OPPO CORE BD ETF | $3.8M | 3.2% | 84,184 SH | New |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $2.2M | 1.8%Prev: 2.9% | 18,709 SH | Increased |
| EA SERIES TRUST | VARI PE CYCL ETF | $9.7M | 8.1% | 326,099 SH | New |
| EBAY INC. | COM | $452K | 0.4%Prev: 0.5% | 4,048 SH | Increased |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $431K | 0.4%Prev: 0.5% | 3,040 SH | Increased-51 SH |
| INVESCO ACTIVELY MANAGED EXC | S&P500 DOWNSID | $964K | 0.8%Prev: 1.3% | 23,544 SH | Increased-1,189 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.8M | 1.5%Prev: 2.9% | 23,536 SH | Decreased-1,099 SH |
| ISHARES TR | CALIF MUN BD ETF | $578K | 0.5%Prev: 0.8% | 10,027 SH | Increased-21 SH |
| ISHARES TR | ESG OPTIMIZED | $302K | 0.3%Prev: 0.3% | 1,960 SH | Increased |
| MICRON TECHNOLOGY INC | COM | $279K | 0.2% | 242 SH | New |
| MICROSOFT CORP | COM | $731K | 0.6%Prev: 1.0% | 1,961 SH | Decreased-22 SH |
| PALO ALTO NETWORKS INC | COM | $205K | 0.2% | 600 SH | New |
| PIMCO ETF TR | MUNI INCOME OPP | $298K | 0.2%Prev: 0.4% | 6,517 SH | Increased+10 SH |
| SANDISK CORP | COM | $2.3M | 1.9%Prev: 0.8% | 1,000 SH | Increased+110 SH |
| SCHWAB STRATEGIC TR | FUND EM EQUI ETF | $8.4M | 7.0% | 212,219 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $8.6M | 7.2%Prev: 2.5% | 162,267 SH | Increased+125,023 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $311K | 0.3%Prev: 0.4% | 12,026 SH | Increased |
| SCHWAB STRATEGIC TR | ULTRA SHORT INCM | $346K | 0.3%Prev: 0.9% | 13,741 SH | Decreased-13,497 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $7.9M | 6.6%Prev: 1.3% | 341,513 SH | Increased+300,572 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $2.5M | 2.1% | 15,937 SH | New |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $2.4M | 2.0% | 20,725 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $7.1M | 5.9% | 133,886 SH | New |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $2.5M | 2.1% | 47,533 SH | New |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $4.2M | 3.5% | 22,556 SH | New |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | $599K | 0.5% | 11,775 SH | New |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $863K | 0.7% | 8,058 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $10.0M | 8.3% | 52,413 SH | New |
| SPDR INDEX SHS FDS | ST STR MSCI EAFE | $453K | 0.4% | 4,719 SH | New |
| SPDR SERIES TRUST | ST STR MSCI USAQ | $491K | 0.4% | 2,630 SH | New |
| SPDR SERIES TRUST | ST STR SP600 SML | $392K | 0.3% | 6,803 SH | New |
| SSGA ACTIVE ETF TR | ST STR UL BD ETF | $273K | 0.2% | 6,754 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $269K | 0.2%Prev: 0.3% | 359 SH | Increased |
| TIDAL TRUST I | UNLIMITED HFND | $403K | 0.3%Prev: 0.5% | 16,423 SH | Increased-63 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $606K | 0.5%Prev: 0.4% | 1,639 SH | Increased+700 SH |
| WALMART INC | COM | $256K | 0.2%Prev: 0.4% | 2,256 SH | Decreased-28 SH |
| WASTE MGMT INC DEL | COM | $1.3M | 1.1%Prev: 1.8% | 5,946 SH | Decreased+14 SH |
| WESTERN DIGITAL CORP | COM | $570K | 0.5%Prev: 0.3% | 892 SH | Increased |
| WISDOMTREE TR | FLOATNG RAT TREA | $219K | 0.2%Prev: 0.3% | 4,350 SH | Increased |
| WORLD GOLD TR | SPDR GLD MINIS | $12.6M | 10.6%Prev: 5.1% | 159,214 SH | Increased+118,217 SH |