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CIK 0002057465 • 7 13F filings • Apr 10, 2025 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $923K | 0.7%Prev: 0.8% | 7,367 SH | Decreased+280 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $793K | 0.6%Prev: 0.6% | 2,954 SH | Increased+54 SH |
| ADOBE INC | COM | $408K | 0.3%Prev: 0.3% | 1,165 SH | Increased+42 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $2.2M | 1.8%Prev: 2.1% | 15,037 SH | Decreased+222 SH |
| ALPHABET INC | CAP STK CL A | $3.3M | 2.7%Prev: 2.1% | 10,661 SH | Increased+210 SH |
| AMAZON COM INC | COM | $3.2M | 2.6%Prev: 2.4% | 13,881 SH | Increased+243 SH |
| AMERICAN EXPRESS CO | COM | $2.2M | 1.7%Prev: 1.6% | 5,891 SH | Increased+101 SH |
| APPLE INC | COM | $3.3M | 2.6%Prev: 2.4% | 12,113 SH | Increased+228 SH |
| AT&T INC | COM | $822K | 0.7%Prev: 0.7% | 33,074 SH | Decreased+1,072 SH |
| BANK AMERICA CORP | COM | $864K | 0.7%Prev: 0.6% | 15,716 SH | Increased+341 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 1.9%Prev: 1.8% | 4,604 SH | Increased+109 SH |
| BLACKSTONE INC | COM | $743K | 0.6%Prev: 0.7% | 4,820 SH | Decreased+102 SH |
| CHEVRON CORP NEW | COM | $818K | 0.7%Prev: 0.7% | 5,370 SH | Increased+128 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $563K | 0.5%Prev: 0.5% | 15,229 SH | Decreased+597 SH |
| COCA COLA CO | COM | $2.0M | 1.6%Prev: 1.5% | 28,506 SH | Increased+1,226 SH |
| COMCAST CORP NEW | CL A | $422K | 0.3%Prev: 0.3% | 14,134 SH | Decreased+498 SH |
| COSTCO WHSL CORP NEW | COM | $2.7M | 2.2%Prev: 2.3% | 3,147 SH | Decreased+55 SH |
| DIGITAL RLTY TR INC | COM | $606K | 0.5%Prev: 0.5% | 3,915 SH | Decreased+80 SH |
| DISNEY WALT CO | COM | $664K | 0.5%Prev: 0.5% | 5,840 SH | Increased+166 SH |
| ELI LILLY & CO | COM | $1.1M | 0.9%Prev: 0.6% | 1,052 SH | Increased+2 SH |
| FIDELITY MERRIMACK STR TR | CORP BOND ETF | $4.5M | 3.6%Prev: 4.0% | 93,586 SH | Decreased-9,167 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $508K | 0.4%Prev: 1.2% | 11,030 SH | Decreased-21,431 SH |
| FORD MTR CO | COM | $134K | 0.1%Prev: 0.1% | 10,242 SH | Increased+115 SH |
| FRANKLIN TEMPLETON ETF TR | US LRG CP MLTFCT | $2.2M | 1.8%Prev: 1.9% | 31,743 SH | Decreased-3,348 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.8M | 1.5%Prev: 1.3% | 2,070 SH | Increased+17 SH |
| HOME DEPOT INC | COM | $657K | 0.5%Prev: 0.6% | 1,909 SH | Decreased+12 SH |
| HONEYWELL INTL INC | COM | $634K | 0.5%Prev: 0.5% | 3,250 SH | Decreased+117 SH |
| INTEL CORP | COM | $780K | 0.6%Prev: 0.6% | 21,142 SH | Increased+236 SH |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $3.1M | 2.5%Prev: 2.6% | 115,451 SH | Decreased-614 SH |
| INVESCO QQQ TR | UNIT SER 1 | $10.6M | 8.5%Prev: 8.2% | 17,220 SH | Increased+287 SH |
| ISHARES TR | CORE HIGH DV ETF | $1.0M | 0.8%Prev: 0.8% | 8,311 SH | Decreased+53 SH |
| ISHARES TR | CORE MSCI EURO | $1.3M | 1.0%Prev: 1.0% | 18,012 SH | Increased-16 SH |
| ISHARES TR | CORE MSCI INTL | $239K | 0.2%Prev: 0.2% | 2,902 SH | Increased+53 SH |
| ISHARES TR | CORE S&P SCP ETF | $227K | 0.2%Prev: 0.2% | 1,890 SH | Increased-4 SH |
| ISHARES TR | CORE S&P500 ETF | $14.6M | 11.7%Prev: 11.8% | 21,297 SH | Decreased-518 SH |
| ISHARES TR | GLB INFRASTR ETF | $590K | 0.5%Prev: 0.5% | 9,613 SH | Increased+28 SH |
| ISHARES TR | MBS ETF | $1.7M | 1.4%Prev: 1.4% | 18,140 SH | Increased+128 SH |
| ISHARES TR | MSCI ACWI EX US | $822K | 0.7%Prev: 0.6% | 12,238 SH | Increased+309 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.5M | 1.2%Prev: 1.2% | 27,514 SH | Increased-17 SH |
| ISHARES TR | MSCI USA QUALITY | $7.2M | 5.7%Prev: 5.4% | 105,324 SH | Increased+3,634 SH |
| ISHARES TR | NATIONAL MUN ETF | $363K | 0.3%Prev: 0.3% | 3,391 SH | Decreased-390 SH |
| ISHARES TR | RUSSELL 2000 ETF | $878K | 0.7%Prev: 0.7% | 3,569 SH | Increased-11 SH |
| ISHARES TR | U.S. BAS MTL ETF | $348K | 0.3%Prev: 0.3% | 2,257 SH | Increased-22 SH |
| ISHARES TR | U.S. ENERGY ETF | $329K | 0.3%Prev: 0.3% | 6,920 SH | Decreased-43 SH |
| ISHARES TR | U.S. FIN SVC ETF | $643K | 0.5%Prev: 0.5% | 6,976 SH | Increased-67 SH |
| ISHARES TR | U.S. REAL ES ETF | $322K | 0.3%Prev: 0.3% | 3,430 SH | Decreased-8 SH |
| ISHARES TR | U.S. TECH ETF | $2.8M | 2.2%Prev: 2.2% | 13,880 SH | Increased-196 SH |
| ISHARES TR | US CONSM STAPLES | $751K | 0.6%Prev: 0.6% | 11,219 SH | Decreased-14 SH |
| ISHARES TR | US CONSUM DISCRE | $1.2M | 0.9%Prev: 1.0% | 11,387 SH | Decreased-131 SH |
| ISHARES TR | US HLTHCARE ETF | $1.2M | 1.0%Prev: 0.9% | 18,367 SH | Increased-161 SH |
| ISHARES TR | US INDUSTRIALS | $576K | 0.5%Prev: 0.5% | 3,887 SH | Increased-44 SH |
| ISHARES TR | US TELECOM ETF | $1.0M | 0.8%Prev: 0.8% | 30,903 SH | Increased-252 SH |
| JD.COM INC | SPON ADS CL A | $471K | 0.4%Prev: 0.4% | 16,401 SH | Decreased+515 SH |
| JOHNSON & JOHNSON | COM | $1.9M | 1.5%Prev: 1.3% | 9,259 SH | Increased+251 SH |
| JPMORGAN CHASE & CO. | COM | $1.4M | 1.2%Prev: 1.1% | 4,495 SH | Increased+114 SH |
| KRAFT HEINZ CO | COM | $937K | 0.7%Prev: 0.8% | 38,636 SH | Decreased+1,556 SH |
| MASTERCARD INCORPORATED | CL A | $668K | 0.5%Prev: 0.5% | 1,170 SH | Decreased-25 SH |
| MCDONALDS CORP | COM | $495K | 0.4%Prev: 0.4% | 1,621 SH | Increased+51 SH |
| MERCK & CO INC | COM | $893K | 0.7%Prev: 0.6% | 8,485 SH | Increased+249 SH |
| META PLATFORMS INC | CL A | $1.5M | 1.2%Prev: 1.3% | 2,271 SH | Decreased+12 SH |
| MICROSOFT CORP | COM | $2.1M | 1.7%Prev: 1.8% | 4,275 SH | Decreased-13 SH |
| NETFLIX INC | COM | $1.1M | 0.9%Prev: 1.1% | 11,747 SH | Decreased+10,567 SH |
| NIKE INC | CL B | $374K | 0.3%Prev: 0.3% | 5,868 SH | Decreased+165 SH |
| NVIDIA CORPORATION | COM | $1.2M | 1.0%Prev: 0.9% | 6,381 SH | Increased+153 SH |
| PROCTER AND GAMBLE CO | COM | $1.6M | 1.3%Prev: 1.4% | 11,407 SH | Decreased+467 SH |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $3.1M | 2.5% | 71,732 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $366K | 0.3%Prev: 0.3% | 761 SH | Increased+2 SH |
| STARBUCKS CORP | COM | $656K | 0.5%Prev: 0.5% | 7,791 SH | Increased+234 SH |
| STRYKER CORPORATION | COM | $871K | 0.7%Prev: 0.7% | 2,479 SH | Decreased+49 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $3.1M | 2.5%Prev: 2.3% | 10,196 SH | Increased+47 SH |
| TESLA INC | COM | $1.7M | 1.3%Prev: 1.3% | 3,746 SH | Increased+46 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $801K | 0.6%Prev: 0.5% | 1,382 SH | Increased+30 SH |
| UNITEDHEALTH GROUP INC | COM | $784K | 0.6%Prev: 0.6% | 2,376 SH | Decreased+79 SH |
| VERIZON COMMUNICATIONS INC | COM | $979K | 0.8%Prev: 0.8% | 24,025 SH | Decreased+771 SH |
| VISA INC | COM CL A | $1.3M | 1.0%Prev: 1.0% | 3,622 SH | Increased+77 SH |
| WALMART INC | COM | $1.6M | 1.3%Prev: 1.1% | 14,132 SH | Increased+315 SH |
| YUM BRANDS INC | COM | $636K | 0.5%Prev: 0.5% | 4,206 SH | Increased+121 SH |
| 13F-HR |
| 0002057465-25-000002 |
| $123.9M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0002057465-26-000003 | $135.1M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004056 | $112.7M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002057465-26-000002 | $122.5M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001998 | $103.7M | View |