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CIK 0001937769 • 6 13F filings • Apr 15, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $487K | 0.2%Prev: 0.4% | 2,108 SH | Decreased-1,062 SH |
| AMPHENOL CORP NEW | CL A | $292K | 0.1%Prev: 0.1% | 2,161 SH | Increased+3 SH |
| APPLE INC | COM | $3.8M | 1.8%Prev: 2.0% | 13,840 SH | Decreased-1,335 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.4%Prev: 0.4% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $343K | 0.2%Prev: 0.2% | 682 SH | Increased+70 SH |
| DISNEY WALT CO | COM | $266K | 0.1%Prev: 0.1% | 2,340 SH | Decreased |
| INTUIT | COM | $399K | 0.2%Prev: 0.2% | 602 SH | Decreased+1 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $26.6M | 13.0%Prev: 13.6% | 105,336 SH | Decreased-3,078 SH |
| INVESCO QQQ TR | UNIT SER 1 | $8.4M | 4.1%Prev: 4.3% | 13,686 SH | Decreased-484 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.3M | 1.1%Prev: 1.0% | 27,518 SH | Increased+3,752 SH |
| ISHARES TR | 3 7 YR TREAS BD | $6.6M | 3.2%Prev: 3.3% | 54,958 SH | Increased+1,200 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.1M | 0.6%Prev: 0.4% | 17,203 SH | Increased+6,409 SH |
| ISHARES TR | CORE S&P SCP ETF | $7.2M | 3.5%Prev: 3.5% | 59,849 SH | Increased+1,116 SH |
| ISHARES TR | CORE S&P500 ETF | $47.8M | 23.4%Prev: 25.2% | 69,808 SH | Decreased-4,476 SH |
| ISHARES TR | RUS 1000 GRW ETF | $564K | 0.3% | 1,191 SH | New |
| MERCK & CO INC | COM | $2.7M | 1.3%Prev: 1.1% | 25,219 SH | Increased-254 SH |
| MICROSOFT CORP | COM | $613K | 0.3%Prev: 0.3% | 1,267 SH | Increased+162 SH |
| NVIDIA CORPORATION | COM | $539K | 0.3%Prev: 0.3% | 2,888 SH | Decreased-639 SH |
| SALESFORCE INC | COM | $547K | 0.3%Prev: 0.2% | 2,065 SH | Increased+3 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $17.0M | 8.3%Prev: 3.8% | 375,490 SH | Increased+199,906 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $9.8M | 4.8%Prev: 6.4% | 358,922 SH | Decreased-100,214 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $6.4M | 3.1%Prev: 2.4% | 196,074 SH | Increased+47,382 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $25.5M | 12.5%Prev: 15.0% | 52,997 SH | Decreased-10,856 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $9.1M | 4.5%Prev: 4.6% | 13,368 SH | Decreased-394 SH |
| TEXAS INSTRS INC | COM | $335K | 0.2%Prev: 0.2% | 1,931 SH | Decreased+16 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $630K | 0.3%Prev: 0.3% | 8,095 SH | Decreased-247 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $3.7M | 1.8%Prev: 2.4% | 7,572 SH | Decreased-2,330 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $6.2M | 3.0%Prev: 3.3% | 21,377 SH | Decreased-533 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.2M | 1.6%Prev: 1.4% | 5,156 SH | Increased+792 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $264K | 0.1%Prev: 0.1% | 3,313 SH | Decreased-269 SH |
| VANGUARD WORLD FD | INF TECH ETF | $3.8M | 1.8%Prev: 1.8% | 5,012 SH | Increased+199 SH |
| WALMART INC | COM | $200K | 0.1% | 1,798 SH | New |
| WISDOMTREE TR | US QTLY DIV GRT | $6.9M | 3.4%Prev: 1.6% | 77,047 SH | Increased+42,594 SH |
| 13F-HR |
| 0001937769-26-000004 |
| $235.6M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001937769-25-000006 | $178K | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001937769-26-000003 | $205.1M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001937769-25-000005 | $154K | View |