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CIK 0001908695 • 6 13F filings • May 15, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.5M | 0.8%Prev: 0.8% | 4,800 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $1.5M | 0.8%Prev: 0.8% | 4,800 SH | Decreased |
| AMAZON COM INC | COM | $1.1M | 0.6%Prev: 0.5% | 4,660 SH | Decreased |
| AMERICAN EXPRESS CO | COM | $1.0M | 0.5%Prev: 0.4% | 2,800 SH | Increased |
| APPLE INC | COM | $5.6M | 2.9%Prev: 3.2% | 20,743 SH | Decreased |
| BANK AMERICA CORP | COM | $1.1M | 0.6% | 19,500 SH | New |
| CAPITAL ONE FINL CORP | COM | $526K | 0.3%Prev: 0.1% | 2,170 SH | Increased+1,085 SH |
| EQUINIX INC | COM | $295K | 0.2%Prev: 0.2% | 385 SH | Decreased+47 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $830K | 0.4%Prev: 1.4% | 18,035 SH | Decreased-50,000 SH |
| GOLDMAN SACHS GROUP INC | COM | $879K | 0.5%Prev: 0.4% | 1,000 SH | Decreased |
| HERBALIFE LTD | COM SHS | $733K | 0.4% | 56,900 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.2M | 0.6%Prev: 0.6% | 25,755 SH | Decreased |
| ISHARES TR | CORE S&P SCP ETF | $698K | 0.4%Prev: 0.4% | 5,808 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $414K | 0.2%Prev: 0.2% | 604 SH | Decreased |
| ISHARES TR | EXPND TEC SC ETF | $1.1M | 0.5%Prev: 0.6% | 8,226 SH | Decreased |
| ISHARES TR | RUSSELL 3000 ETF | $212K | 0.1%Prev: 0.1% | 549 SH | Decreased |
| JOHNSON CTLS INTL PLC | SHS | $539K | 0.3% | 4,500 SH | New |
| JPMORGAN CHASE & CO. | COM | $634K | 0.3% | 1,967 SH | New |
| MARSH & MCLENNAN COS INC | COM | $531K | 0.3% | 2,860 SH | New |
| MICROSOFT CORP | COM | $2.1M | 1.1%Prev: 1.0% | 4,305 SH | Decreased |
| MORGAN STANLEY | COM NEW | $266K | 0.1%Prev: 0.1% | 1,500 SH | Increased+375 SH |
| OCCIDENTAL PETE CORP | COM | $474K | 0.2%Prev: 0.3% | 11,518 SH | Decreased+150 SH |
| QUALCOMM INC | COM | $326K | 0.2%Prev: 0.2% | 1,905 SH | Decreased |
| ROYALTY PHARMA PLC | SHS CLASS A | $2.7M | 1.4%Prev: 1.6% | 70,740 SH | Decreased+12,500 SH |
| SCHWAB CHARLES CORP | COM | $899K | 0.5% | 9,000 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $847K | 0.4%Prev: 0.4% | 25,848 SH | Decreased-800 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.1M | 1.1%Prev: 1.2% | 88,010 SH | Decreased-7,760 SH |
| SPDR GOLD TR | GOLD SHS | $271K | 0.1%Prev: 0.1% | 685 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $6.4M | 3.3% | 9,340 SH | New |
| STRYKER CORPORATION | COM | $320K | 0.2% | 910 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $548K | 0.3%Prev: 0.3% | 946 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $2.1M | 1.1% | 4,267 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $460K | 0.2%Prev: 0.2% | 5,203 SH | Decreased-48 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $57.0M | 29.5%Prev: 29.0% | 90,937 SH | Decreased+858 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $10.1M | 5.2% | 39,028 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $58.6M | 30.3% | 174,771 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.0M | 3.1%Prev: 3.5% | 112,346 SH | Decreased-14,827 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $19.9M | 10.3%Prev: 10.7% | 318,398 SH | Decreased-10,379 SH |
| VISA INC | COM CL A | $1.1M | 0.6%Prev: 0.5% | 3,200 SH | Decreased |
| WELLS FARGO CO NEW | COM | $652K | 0.3% | 7,000 SH | New |
| 13F-HR |
| 0001172661-25-004360 |
| $188.4M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002764 | $214.2M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002514 | $174.4M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001516 | $185.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002020 | $154.2M | View |