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CIK 0002068847 • 13 13F filings • May 19, 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 | |||||
|---|---|---|---|---|---|
| AES CORP | COM | $191K | 0.2% | 15,393 SH | New |
| APPLE INC | COM | $553K | 0.5%Prev: 1.2% | 2,489 SH | Decreased-5,197 SH |
| AUTONATION INC | COM | $491K | 0.4%Prev: 0.5% | 3,034 SH | Increased+148 SH |
| BLACKROCK INC | COM | $602K | 0.5%Prev: 0.5% | 636 SH | Increased+4 SH |
| BROADCOM INC | COM | $421K | 0.4%Prev: 0.4% | 2,514 SH | Decreased+2,191 SH |
| CARPENTER TECHNOLOGY CORP | COM | $219K | 0.2% | 1,207 SH | New |
| CHART INDS INC | COM | $331K | 0.3% | 2,291 SH | New |
| COMCAST CORP NEW | CL A | $443K | 0.4%Prev: 0.3% | 12,017 SH | Increased+3,849 SH |
| CROCS INC | COM | $429K | 0.4% | 4,041 SH | New |
| DISNEY WALT CO | COM | $415K | 0.4%Prev: 0.9% | 4,206 SH | Decreased-3,983 SH |
| EAST WEST BANCORP INC | COM | $628K | 0.5%Prev: 0.4% | 6,994 SH | Increased+1,758 SH |
| EATON CORP PLC | SHS | $334K | 0.3%Prev: 0.4% | 1,230 SH | Decreased-49 SH |
| ELI LILLY & CO | COM | $444K | 0.4% | 538 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $294K | 0.2% | 8,604 SH | New |
| ISHARES INC | MSCI GBL MIN VOL | $227K | 0.2% | 1,952 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $5.7M | 4.8% | 57,025 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $11.4M | 9.6%Prev: 10.2% | 125,436 SH | Increased+12,121 SH |
| ISHARES TR | CORE 60/40 BALAN | $1.8M | 1.5% | 31,779 SH | New |
| ISHARES TR | CORE S&P500 ETF | $3.9M | 3.3%Prev: 4.1% | 6,967 SH | Decreased-1,290 SH |
| ISHARES TR | FUTURE AI & TECH | $456K | 0.4% | 14,505 SH | New |
| ISHARES TR | GLOBAL 100 ETF | $1.7M | 1.4%Prev: 1.6% | 17,568 SH | Increased-971 SH |
| ISHARES TR | MSCI USA MIN VOL | $10.0M | 8.4%Prev: 7.1% | 106,270 SH | Increased+16,263 SH |
| ISHARES TR | MSCI USA QLT FCT | $6.6M | 5.6%Prev: 5.1% | 38,907 SH | Increased+6,366 SH |
| ISHARES TR | RUS TOP 200 ETF | $2.0M | 1.7%Prev: 2.2% | 14,435 SH | Decreased-4,031 SH |
| ISHARES TR | RUS TP200 VL ETF | $5.7M | 4.8%Prev: 4.8% | 68,771 SH | Increased+2,023 SH |
| ISHARES TR | RUSEL 2500 ETF | $463K | 0.4%Prev: 0.5% | 7,411 SH | Decreased-1,315 SH |
| ISHARES TR | RUSSELL 2000 ETF | $3.6M | 3.0% | 18,106 SH | New |
| ISHARES TR | SHORT TREAS BD | $26.0M | 22.0% | 235,605 SH | New |
| MARSH & MCLENNAN COS INC | COM | $330K | 0.3%Prev: 0.3% | 1,350 SH | Increased+18 SH |
| MEDTRONIC PLC | SHS | $541K | 0.5%Prev: 0.4% | 6,016 SH | Increased+1,431 SH |
| MERCK & CO INC | COM | $403K | 0.3%Prev: 0.4% | 4,494 SH | Decreased+926 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $314K | 0.3%Prev: 0.3% | 3,348 SH | Increased+239 SH |
| PROLOGIS INC. | COM | $209K | 0.2% | 1,870 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $337K | 0.3%Prev: 0.4% | 12,066 SH | Decreased+7,394 SH |
| SHOPIFY INC | CL A | $522K | 0.4%Prev: 0.5% | 5,463 SH | Increased-937 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $524K | 0.4%Prev: 0.5% | 936 SH | Increased-10 SH |
| SPDR SER TR | NUVEEN BLOOMBERG | $227K | 0.2%Prev: 0.2% | 9,013 SH | Increased+1,018 SH |
| SPDR SER TR | PORT MTG BK ETF | $260K | 0.2%Prev: 0.2% | 11,786 SH | Increased+433 SH |
| SPDR SER TR | PORTFOLI S&P1500 | $2.2M | 1.9%Prev: 1.9% | 32,515 SH | Increased+1,157 SH |
| SPDR SER TR | PORTFOLIO S&P500 | $16.6M | 14.1%Prev: 19.3% | 253,044 SH | Decreased-78,014 SH |
| SPDR SER TR | SSGA US LRG ETF | $1.9M | 1.6%Prev: 1.6% | 10,781 SH | Increased-238 SH |
| T-MOBILE US INC | COM | $642K | 0.5% | 2,406 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $204K | 0.2%Prev: 1.8% | 965 SH | Decreased-7,579 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $433K | 0.4%Prev: 0.3% | 5,532 SH | Increased+1,830 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $577K | 0.5%Prev: 0.4% | 7,306 SH | Increased+1,323 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $825K | 0.7% | 10,228 SH | New |
| VANGUARD WORLD FD | MEGA CAP INDEX | $4.3M | 3.6%Prev: 4.9% | 21,179 SH | Decreased-6,502 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $533K | 0.4%Prev: 0.5% | 1,725 SH | Decreased-281 SH |
| VISA INC | COM CL A | $644K | 0.5%Prev: 0.6% | 1,838 SH | Increased-280 SH |
| WALMART INC | COM | $496K | 0.4%Prev: 0.4% | 5,649 SH | Increased-1,632 SH |
| 13F-HR |
| 0001172661-25-004320 |
| $117.3M |
| View |
| Oct 17, 2025 | Q4 2023 | 13F-HR | 0001172661-25-004316 | $94.8M | View |
| Oct 30, 2025 | Q3 2025 | 13F-HR | 0001172661-25-004508 | $132.8M | View |
| Oct 17, 2025 | Q3 2024 | 13F-HR | 0001172661-25-004319 | $116.4M | View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002710 | $142.1M | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003440 | $126.1M | View |
| Oct 30, 2025 | Q2 2024 | 13F-HR/A | 0001172661-25-004507 | $109.3M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001694 | $131.0M | View |
| May 19, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002415 | $118.4M | View |
| Oct 17, 2025 | Q1 2024 | 13F-HR | 0001172661-25-004317 | $105.5M | View |