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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 | $1.4M | 0.7%Prev: 0.5% | 4,800 SH | Increased |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.7%Prev: 0.5% | 4,800 SH | Increased |
| AMAZON COM INC | COM | $971K | 0.5%Prev: 0.6% | 4,660 SH | Increased |
| AMERICAN EXPRESS CO | COM | $847K | 0.5%Prev: 0.5% | 2,800 SH | Increased |
| APPLE INC | COM | $5.3M | 2.8%Prev: 3.0% | 20,743 SH | Increased+15 SH |
| BAKER HUGHES COMPANY | CL A | $229K | 0.1%Prev: 0.2% | 3,750 SH | Decreased-3,750 SH |
| BANK AMERICA CORP | COM | $951K | 0.5%Prev: 0.5% | 19,500 SH | Increased |
| CAPITAL ONE FINL CORP | COM | $396K | 0.2%Prev: 0.3% | 2,170 SH | Increased |
| EQUINIX INC | COM | $331K | 0.2%Prev: 0.2% | 338 SH | Increased-47 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $832K | 0.4% | 18,235 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $846K | 0.5%Prev: 0.4% | 1,000 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.2M | 0.6%Prev: 0.7% | 25,755 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $722K | 0.4%Prev: 0.4% | 5,808 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $395K | 0.2%Prev: 0.2% | 604 SH | Increased-1 SH |
| ISHARES TR | EXPND TEC SC ETF | $975K | 0.5%Prev: 0.5% | 8,226 SH | Increased |
| ISHARES TR | RUSSELL 3000 ETF | $204K | 0.1% | 549 SH | New |
| JOHNSON CONTROLS INTERNATION | SHS | $488K | 0.3% | 3,725 SH | New |
| JPMORGAN CHASE & CO | COM | $579K | 0.3% | 1,967 SH | New |
| MARSH & MCLENNAN COS INC | COM | $372K | 0.2%Prev: 0.5% | 2,145 SH | Decreased-715 SH |
| MICROSOFT CORP | COM | $1.6M | 0.9%Prev: 1.0% | 4,305 SH | Decreased+5 SH |
| MORGAN STANLEY | COM NEW | $247K | 0.1% | 1,500 SH | New |
| OCCIDENTAL PETE CORP | COM | $739K | 0.4%Prev: 0.3% | 11,368 SH | Increased+568 SH |
| QUALCOMM INC | COM | $245K | 0.1%Prev: 0.2% | 1,905 SH | Decreased |
| ROYALTY PHARMA PLC | SHS CLASS A | $2.8M | 1.5%Prev: 1.4% | 58,240 SH | Increased-12,500 SH |
| SCHWAB CHARLES CORP | COM | $846K | 0.5%Prev: 0.5% | 9,000 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $862K | 0.5%Prev: 0.5% | 26,148 SH | Increased+909 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.2M | 1.2%Prev: 1.0% | 90,280 SH | Increased+8,684 SH |
| SPDR GOLD TR | GOLD SHS | $295K | 0.2% | 685 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $6.1M | 3.3% | 9,340 SH | New |
| STRYKER CORPORATION | COM | $237K | 0.1%Prev: 0.2% | 720 SH | Decreased-240 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $465K | 0.3%Prev: 0.4% | 946 SH | Decreased-219 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.9M | 1.0%Prev: 0.9% | 4,267 SH | Increased+397 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $462K | 0.2%Prev: 0.3% | 5,212 SH | Increased+135 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $54.2M | 29.2%Prev: 30.5% | 90,698 SH | Increased-761 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $10.2M | 5.5%Prev: 5.6% | 39,066 SH | Increased+161 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $55.7M | 30.0%Prev: 29.2% | 173,616 SH | Increased+9,852 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.2M | 3.4%Prev: 3.1% | 115,386 SH | Increased+9,404 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $20.8M | 11.2%Prev: 9.8% | 325,021 SH | Increased+26,922 SH |
| VISA INC | COM CL A | $967K | 0.5%Prev: 0.7% | 3,200 SH | Decreased |
| WELLS FARGO & CO | COM | $418K | 0.2% | 5,250 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 |