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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: 0.6% | 4,800 SH | Increased |
| ALPHABET INC | CAP STK CL C | $1.6M | 0.8%Prev: 0.6% | 4,800 SH | Increased |
| AMAZON COM INC | COM | $1.2M | 0.5%Prev: 0.5% | 4,660 SH | Increased |
| AMERICAN EXPRESS CO | COM | $851K | 0.4%Prev: 0.5% | 2,800 SH | Decreased |
| APPLE INC | COM | $6.9M | 3.2%Prev: 2.8% | 20,743 SH | Increased |
| BAKER HUGHES COMPANY | CL A | $206K | 0.1% | 3,750 SH | New |
| BANK OF AMER CORP | COM | $1.1M | 0.5% | 19,500 SH | New |
| CAPITAL ONE FINL CORP | COM | $209K | 0.1%Prev: 0.2% | 1,085 SH | Decreased-1,085 SH |
| CHARLES SCHWAB CORP (THE) | COM | $850K | 0.4% | 8,700 SH | New |
| EQUINIX INC | COM | $342K | 0.2%Prev: 0.2% | 338 SH | Increased-47 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.9M | 1.4%Prev: 0.4% | 68,035 SH | Increased+50,000 SH |
| GOLDMAN SACHS GROUP INC | COM | $900K | 0.4%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 | $790K | 0.4%Prev: 0.4% | 5,808 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $463K | 0.2%Prev: 0.2% | 604 SH | Increased-1 SH |
| ISHARES TR | EXPND TEC SC ETF | $1.4M | 0.6%Prev: 0.5% | 8,226 SH | Increased |
| ISHARES TR | RUSSELL 3000 ETF | $237K | 0.1%Prev: 0.1% | 549 SH | Increased |
| JOHNSON CONTROLS INTERNATION | SHS | $502K | 0.2% | 3,375 SH | New |
| JPMORGAN CHASE & CO | COM | $651K | 0.3% | 1,967 SH | New |
| MICROSOFT CORP | COM | $2.2M | 1.0%Prev: 1.2% | 4,305 SH | Decreased |
| MORGAN STANLEY | COM NEW | $212K | 0.1%Prev: 0.1% | 1,125 SH | Decreased-375 SH |
| OCCIDENTAL PETE CORP | COM | $629K | 0.3%Prev: 0.3% | 11,368 SH | Increased-150 SH |
| QUALCOMM INC | COM | $351K | 0.2%Prev: 0.2% | 1,905 SH | Increased |
| ROYALTY PHARMA PLC | SHS CLASS A | $3.4M | 1.6%Prev: 1.3% | 58,240 SH | Increased-12,500 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $971K | 0.4%Prev: 0.4% | 26,648 SH | Increased+1,410 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.6M | 1.2%Prev: 1.1% | 95,770 SH | Increased+9,010 SH |
| SPDR GOLD TR | GOLD SHS | $261K | 0.1%Prev: 0.1% | 685 SH | Increased |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $6.9M | 3.2% | 9,029 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $639K | 0.3%Prev: 0.3% | 946 SH | Increased-72 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $2.3M | 1.1% | 25,614 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $11.2M | 5.1% | 39,327 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $65.9M | 30.3% | 175,988 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $472K | 0.2%Prev: 0.3% | 5,251 SH | Decreased+54 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $63.1M | 29.0%Prev: 29.7% | 90,079 SH | Increased-1,178 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.5M | 3.5%Prev: 3.2% | 127,173 SH | Increased+17,083 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $281K | 0.1% | 3,308 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $23.2M | 10.7%Prev: 10.1% | 328,777 SH | Increased+12,648 SH |
| VISA INC | COM CL A | $1.1M | 0.5%Prev: 0.6% | 3,200 SH | Increased |
| WELLS FARGO & CO | COM | $256K | 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 |