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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 | $1.7M | 0.8%Prev: 0.5% | 4,800 SH | Increased |
| ALPHABET INC | CAP STK CL C | $1.7M | 0.8%Prev: 0.5% | 4,800 SH | Increased |
| AMAZON COM INC | COM | $1.1M | 0.5%Prev: 0.6% | 4,660 SH | Increased |
| AMERICAN EXPRESS CO | COM | $947K | 0.4%Prev: 0.5% | 2,800 SH | Increased |
| APPLE INC | COM | $6.0M | 2.8%Prev: 2.4% | 20,743 SH | Increased+15 SH |
| BAKER HUGHES COMPANY | CL A | $208K | 0.1%Prev: 0.2% | 3,750 SH | Decreased-3,750 SH |
| BANK OF AMER CORP | COM | $1.1M | 0.5% | 19,500 SH | New |
| BROADCOM INC | COM | $378K | 0.2% | 1,000 SH | New |
| CAPITAL ONE FINL CORP | COM | $218K | 0.1%Prev: 0.3% | 1,085 SH | Decreased-1,085 SH |
| EQUINIX INC | COM | $352K | 0.2%Prev: 0.2% | 338 SH | Increased-47 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $1.6M | 0.8%Prev: 0.4% | 35,785 SH | Increased+20,270 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.0M | 0.5%Prev: 0.4% | 1,000 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.3M | 0.6%Prev: 0.6% | 25,755 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $861K | 0.4%Prev: 0.4% | 5,808 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $453K | 0.2%Prev: 0.2% | 605 SH | Increased |
| ISHARES TR | EXPND TEC SC ETF | $1.3M | 0.6%Prev: 0.5% | 8,226 SH | Increased |
| ISHARES TR | RUSSELL 3000 ETF | $234K | 0.1% | 549 SH | New |
| JOHNSON CONTROLS INTERNATION | SHS | $493K | 0.2% | 3,375 SH | New |
| JPMORGAN CHASE & CO | COM | $644K | 0.3% | 1,967 SH | New |
| MICROSOFT CORP | COM | $1.6M | 0.7%Prev: 1.2% | 4,305 SH | Decreased+5 SH |
| MORGAN STANLEY | COM NEW | $314K | 0.1%Prev: 0.1% | 1,500 SH | Increased |
| OCCIDENTAL PETE CORP | COM | $552K | 0.3%Prev: 0.3% | 11,368 SH | Increased-150 SH |
| QUALCOMM INC | COM | $352K | 0.2%Prev: 0.2% | 1,905 SH | Increased |
| ROYALTY PHARMA PLC | SHS CLASS A | $3.3M | 1.5%Prev: 1.5% | 58,240 SH | Increased-12,500 SH |
| SCHWAB CHARLES CORP | COM | $830K | 0.4%Prev: 0.5% | 9,000 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $966K | 0.5%Prev: 0.4% | 26,649 SH | Increased+1,410 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.6M | 1.2%Prev: 1.1% | 93,781 SH | Increased+9,810 SH |
| SPDR GOLD TR | GOLD SHS | $252K | 0.1%Prev: 0.1% | 685 SH | Increased |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $6.7M | 3.1% | 9,029 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $211K | 0.1% | 300 SH | New |
| STRYKER CORPORATION | COM | $227K | 0.1%Prev: 0.2% | 720 SH | Decreased-240 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $474K | 0.2%Prev: 0.3% | 946 SH | Increased-187 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.2M | 1.0%Prev: 1.0% | 25,611 SH | Increased+21,671 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $506K | 0.2%Prev: 0.3% | 5,245 SH | Increased+232 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $62.0M | 28.9%Prev: 29.8% | 90,226 SH | Increased-1,233 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.9M | 5.6%Prev: 5.3% | 39,367 SH | Increased+413 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $65.3M | 30.5%Prev: 30.3% | 176,416 SH | Increased+2,575 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.5M | 3.5%Prev: 3.0% | 125,038 SH | Increased+18,338 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $23.4M | 10.9%Prev: 10.1% | 328,694 SH | Increased+18,977 SH |
| VISA INC | COM CL A | $1.1M | 0.5%Prev: 0.7% | 3,200 SH | Decreased |
| WELLS FARGO & CO | COM | $264K | 0.1% | 3,200 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 |