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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 | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.7M | 1.8% | 8,702 SH | New |
| AUTONATION INC | COM | $440K | 0.5%Prev: 0.5% | 2,933 SH | Decreased-101 SH |
| BLACKROCK INC | COM | $520K | 0.5%Prev: 0.6% | 641 SH | Decreased+1 SH |
| BROADCOM INC | COM | $365K | 0.4%Prev: 0.6% | 327 SH | Decreased-2,194 SH |
| CATERPILLAR INC | COM | $320K | 0.3% | 1,081 SH | New |
| COMCAST CORP NEW | CL A | $363K | 0.4%Prev: 0.3% | 8,277 SH | Decreased-3,898 SH |
| DISNEY WALT CO | COM | $864K | 0.9%Prev: 0.4% | 9,572 SH | Increased+5,375 SH |
| EAST WEST BANCORP INC | COM | $383K | 0.4%Prev: 0.6% | 5,324 SH | Decreased-1,670 SH |
| EATON CORP PLC | SHS | $313K | 0.3%Prev: 0.3% | 1,300 SH | Decreased+70 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.5M | 3.7% | 8,619 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $9.2M | 9.7% | 93,387 SH | New |
| ISHARES TR | CORE S&P US GWT | $3.2M | 3.4% | 30,864 SH | New |
| ISHARES TR | CORE S&P500 ETF | $3.9M | 4.2%Prev: 4.2% | 8,243 SH | Decreased-166 SH |
| ISHARES TR | GLOBAL 100 ETF | $1.1M | 1.1%Prev: 1.7% | 13,343 SH | Decreased-5,138 SH |
| ISHARES TR | MORNINGSTAR GRWT | $6.1M | 6.5% | 90,452 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $6.3M | 6.6%Prev: 9.2% | 80,542 SH | Decreased-48,267 SH |
| ISHARES TR | MSCI USA QLT FCT | $4.8M | 5.1%Prev: 5.7% | 32,919 SH | Decreased-6,232 SH |
| ISHARES TR | RUS TOP 200 ETF | $2.1M | 2.3%Prev: 1.8% | 18,655 SH | Decreased+4,368 SH |
| ISHARES TR | RUS TP200 VL ETF | $5.7M | 6.0%Prev: 4.5% | 80,612 SH | Decreased+13,151 SH |
| ISHARES TR | RUSEL 2500 ETF | $536K | 0.6%Prev: 0.4% | 8,701 SH | Increased+1,844 SH |
| ISHARES TR | S&P 500 GRWT ETF | $3.1M | 3.3% | 41,134 SH | New |
| KLA CORP | COM NEW | $548K | 0.6% | 942 SH | New |
| MARSH & MCLENNAN COS INC | COM | $251K | 0.3%Prev: 0.2% | 1,327 SH | Decreased-35 SH |
| MEDTRONIC PLC | SHS | $384K | 0.4%Prev: 0.4% | 4,661 SH | Decreased-1,355 SH |
| MERCK & CO INC | COM | $396K | 0.4% | 3,628 SH | New |
| MICROSOFT CORP | COM | $3.9M | 4.1% | 10,380 SH | New |
| PIMCO ETF TR | 0-5 HIGH YIELD | $284K | 0.3%Prev: 0.2% | 3,054 SH | Decreased-415 SH |
| SCHWAB STRATEGIC TR | ARIEL ESG ETF | $815K | 0.9% | 34,949 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $392K | 0.4% | 5,151 SH | New |
| SHOPIFY INC | CL A | $557K | 0.6% | 7,152 SH | New |
| SOLID POWER INC | CLASS A COM | $29K | 0.0% | 20,000 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $439K | 0.5%Prev: 0.5% | 923 SH | Decreased-17 SH |
| SPDR SER TR | NUVEEN BLOOMBERG | $201K | 0.2% | 7,948 SH | New |
| SPDR SER TR | PORT MTG BK ETF | $249K | 0.3% | 11,287 SH | New |
| SPDR SER TR | PORTFOLI S&P1500 | $1.9M | 2.0% | 32,443 SH | New |
| SPDR SER TR | PORTFOLIO S&P500 | $18.8M | 19.8% | 336,147 SH | New |
| SPDR SER TR | SSGA US LRG ETF | $1.4M | 1.4% | 9,431 SH | New |
| TARGA RES CORP | COM | $396K | 0.4% | 4,564 SH | New |
| TRACTOR SUPPLY CO | COM | $443K | 0.5% | 2,059 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.2M | 1.2% | 6,644 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $284K | 0.3%Prev: 0.3% | 3,683 SH | Decreased-1,957 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $460K | 0.5%Prev: 0.5% | 5,949 SH | Decreased-1,653 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $5.1M | 5.4%Prev: 3.8% | 30,245 SH | Increased+9,579 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $569K | 0.6%Prev: 0.5% | 2,193 SH | Decreased+543 SH |
| VISA INC | COM CL A | $560K | 0.6%Prev: 0.5% | 2,151 SH | Decreased+308 SH |
| WALMART INC | COM | $388K | 0.4%Prev: 0.4% | 2,463 SH | Decreased-3,194 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 |