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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 | $162K | 0.1% | 15,393 SH | New |
| AUTONATION INC | COM | $603K | 0.5%Prev: 0.4% | 3,034 SH | Increased+148 SH |
| BLACKROCK INC | COM | $670K | 0.5%Prev: 0.5% | 638 SH | Increased+3 SH |
| BROADCOM INC | COM | $694K | 0.6%Prev: 0.5% | 2,518 SH | Increased+2,194 SH |
| CARPENTER TECHNOLOGY CORP | COM | $334K | 0.3%Prev: 0.2% | 1,209 SH | Increased-1,076 SH |
| CLOUDFLARE INC | CL A COM | $253K | 0.2% | 1,290 SH | New |
| COMCAST CORP NEW | CL A | $432K | 0.3%Prev: 0.3% | 12,097 SH | Increased+3,889 SH |
| CROCS INC | COM | $409K | 0.3% | 4,041 SH | New |
| DISNEY WALT CO | COM | $520K | 0.4%Prev: 0.7% | 4,197 SH | Decreased-3,992 SH |
| EAST WEST BANCORP INC | COM | $706K | 0.6%Prev: 0.3% | 6,994 SH | Increased+2,036 SH |
| EATON CORP PLC | SHS | $439K | 0.3%Prev: 0.4% | 1,230 SH | Increased-49 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $244K | 0.2% | 7,878 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $513K | 0.4% | 6,409 SH | New |
| ISHARES INC | MSCI GBL MIN VOL | $233K | 0.2% | 1,968 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $16.9M | 13.4% | 167,525 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $2.0M | 1.6% | 31,779 SH | New |
| ISHARES TR | CORE S&P500 ETF | $5.2M | 4.1%Prev: 4.1% | 8,339 SH | Increased+91 SH |
| ISHARES TR | GLOBAL 100 ETF | $2.0M | 1.6%Prev: 1.6% | 18,502 SH | Increased+68 SH |
| ISHARES TR | MSCI USA MIN VOL | $11.8M | 9.3%Prev: 6.1% | 125,541 SH | Increased+46,504 SH |
| ISHARES TR | MSCI USA QLT FCT | $7.1M | 5.7%Prev: 5.0% | 38,985 SH | Increased+7,016 SH |
| ISHARES TR | RUS TOP 200 ETF | $2.2M | 1.7%Prev: 2.2% | 14,267 SH | Decreased-3,996 SH |
| ISHARES TR | RUS TP200 VL ETF | $5.7M | 4.5%Prev: 4.5% | 67,162 SH | Increased+1,535 SH |
| ISHARES TR | RUSEL 2500 ETF | $464K | 0.4%Prev: 0.5% | 6,846 SH | Decreased-1,831 SH |
| ISHARES TR | RUSSELL 2000 ETF | $3.5M | 2.8% | 16,250 SH | New |
| ISHARES TR | SHORT TREAS BD | $28.7M | 22.7% | 259,486 SH | New |
| MARRIOTT INTL INC NEW | CL A | $276K | 0.2% | 1,009 SH | New |
| MARSH & MCLENNAN COS INC | COM | $296K | 0.2%Prev: 0.3% | 1,356 SH | Increased+20 SH |
| MEDTRONIC PLC | SHS | $524K | 0.4%Prev: 0.3% | 6,016 SH | Increased+1,431 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $324K | 0.3%Prev: 0.3% | 3,410 SH | Increased+242 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $560K | 0.4% | 6,071 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $584K | 0.5% | 5,063 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $580K | 0.5%Prev: 0.8% | 938 SH | Decreased-734 SH |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $225K | 0.2% | 9,093 SH | New |
| SPDR SERIES TRUST | PORT MTG BK ETF | $263K | 0.2% | 11,895 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $2.2M | 1.7% | 29,332 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $18.0M | 14.3% | 248,124 SH | New |
| SPDR SERIES TRUST | SSGA US LRG ETF | $1.9M | 1.5% | 10,813 SH | New |
| T-MOBILE US INC | COM | $573K | 0.5% | 2,406 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $440K | 0.3%Prev: 0.3% | 5,586 SH | Increased+1,854 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $587K | 0.5%Prev: 0.4% | 7,378 SH | Increased+1,339 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $805K | 0.6% | 9,228 SH | New |
| VANGUARD WORLD FD | MEGA CAP INDEX | $4.6M | 3.6%Prev: 5.0% | 20,422 SH | Decreased-7,404 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $584K | 0.5%Prev: 0.6% | 1,595 SH | Decreased-411 SH |
| VISA INC | COM CL A | $653K | 0.5%Prev: 0.5% | 1,841 SH | Increased-280 SH |
| WALMART INC | COM | $552K | 0.4%Prev: 0.5% | 5,648 SH | Increased-1,664 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 |