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CIK 0002058915 • 6 13F filings • May 22, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $204K | 0.1% | 1,321 SH | |
| ALPHABET INC | CAP STK CL C | $326K | 0.2% | 2,087 SH | |
| AMAZON COM INC | COM | $876K | 0.6% | 4,606 SH | |
| AMGEN INC | COM | $401K | 0.3% | 1,287 SH | |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | $337K | 0.2% | 4,699 SH | |
| APPLE INC | COM | $1.4M | 0.9% | 6,391 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $613K | 0.4% | 1,151 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $12.6M | 8.2% | 258,824 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $624K | 0.4% | 11,918 SH | |
| COMPASS INC | CL A | $1.3M | 0.9% | 154,084 SH | |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $590K | 0.4% | 5,294 SH | |
| HIMS & HERS HEALTH INC | COM CL A | $1.3M | 0.8% | 43,989 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $1.6M | 1.0% | 6,397 SH | |
| ISHARES GOLD TR | ISHARES NEW | $1.5M | 1.0% | 24,741 SH | |
| ISHARES INC | CORE MSCI EMKT | $4.5M | 3.0% | 84,066 SH | |
| ISHARES INC | MSCI EMRG CHN | $4.7M | 3.0% | 84,466 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $1.5M | 1.0% | 14,885 SH | |
| ISHARES TR | CORE S&P500 ETF | $30.9M | 20.2% | 55,008 SH | |
| ISHARES TR | CORE TOTAL USD | $9.0M | 5.9% | 195,664 SH | |
| ISHARES TR | EAFE GRWTH ETF | $5.8M | 3.8% | 58,151 SH | |
| ISHARES TR | EAFE VALUE ETF | $9.2M | 6.0% | 156,738 SH | |
| ISHARES TR | HDG MSCI EAFE | $2.3M | 1.5% | 62,063 SH | |
| ISHARES TR | JPMORGAN USD EMG | $266K | 0.2% | 2,931 SH | |
| ISHARES TR | MBS ETF | $1.5M | 1.0% | 15,525 SH | |
| ISHARES TR | MSCI USA MMENTM | $3.9M | 2.5% | 19,211 SH | |
| ISHARES TR | MSCI USA QLT FCT | $16.1M | 10.5% | 94,324 SH | |
| ISHARES TR | S&P 100 ETF | $3.9M | 2.5% | 14,409 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $14.8M | 9.7% | 159,753 SH | |
| ISHARES TR | S&P 500 VAL ETF | $10.9M | 7.1% | 57,257 SH | |
| ISHARES TR | U.S. ENERGY ETF | $328K | 0.2% | 6,658 SH | |
| ISHARES TR | U.S. TECH ETF | $4.8M | 3.1% | 33,901 SH | |
| MICROSOFT CORP | COM | $600K | 0.4% | 1,599 SH | |
| NVIDIA CORPORATION | COM | $569K | 0.4% | 5,248 SH | |
| PROCTER AND GAMBLE CO | COM | $226K | 0.1% | 1,328 SH | |
| REDDIT INC | CL A | $596K | 0.4% | 5,683 SH | |
| ROBINHOOD MKTS INC | COM CL A | $268K | 0.2% | 6,446 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $207K | 0.1% | 8,253 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $358K | 0.2% | 24,072 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $320K | 0.2% | 623 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $304K | 0.2% | 1,565 SH | |
| VISA INC | COM CL A | $787K | 0.5% | 2,246 SH | |
| WISDOMTREE TR | US LARGECAP FUND | $414K | 0.3% | 6,984 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $336K | 0.2% | 4,211 SH |
| 13F-HR |
| 0002058915-26-000004 |
| $276.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0002058915-25-000004 | $219.8M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002058915-26-000003 | $232.1M | View |
| May 22, 2025 | Q1 2025 | 13F-HR | 0002058915-25-000003 | $153.1M | View |