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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 | $1.1M | 0.9%Prev: 0.4% | 4,509 SH | Increased+2,676 SH |
| AUTONATION INC | COM | $516K | 0.4%Prev: 0.3% | 2,886 SH | Increased+434 SH |
| BLACKROCK INC | COM | $605K | 0.5% | 637 SH | New |
| BROADCOM INC | COM | $559K | 0.5%Prev: 0.5% | 3,240 SH | Decreased+1,405 SH |
| CARPENTER TECHNOLOGY CORP | COM | $365K | 0.3% | 2,288 SH | New |
| CATERPILLAR INC | COM | $416K | 0.4%Prev: 0.2% | 1,064 SH | Increased+814 SH |
| COMCAST CORP NEW | CL A | $345K | 0.3% | 8,252 SH | New |
| DISNEY WALT CO | COM | $789K | 0.7%Prev: 0.3% | 8,202 SH | Increased+4,098 SH |
| EAST WEST BANCORP INC | COM | $410K | 0.4%Prev: 0.4% | 4,958 SH | Decreased+625 SH |
| EATON CORP PLC | SHS | $424K | 0.4%Prev: 0.4% | 1,279 SH | Decreased+57 SH |
| EDISON INTL | COM | $212K | 0.2% | 2,433 SH | New |
| ELI LILLY & CO | COM | $338K | 0.3%Prev: 0.2% | 381 SH | Increased+188 SH |
| ISHARES TR | 20 YR TR BD ETF | $12.9M | 11.1% | 131,529 SH | New |
| ISHARES TR | CORE S&P US GWT | $4.1M | 3.5% | 31,064 SH | New |
| ISHARES TR | CORE S&P500 ETF | $4.8M | 4.1%Prev: 4.3% | 8,251 SH | Decreased+89 SH |
| ISHARES TR | FUTURE AI & TECH | $497K | 0.4% | 14,506 SH | New |
| ISHARES TR | GLOBAL 100 ETF | $1.9M | 1.6%Prev: 2.3% | 18,923 SH | Decreased-4,927 SH |
| ISHARES TR | MORNINGSTAR GRWT | $7.2M | 6.2% | 85,952 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $7.3M | 6.2% | 79,509 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $5.9M | 5.1%Prev: 7.3% | 32,900 SH | Decreased-14,274 SH |
| ISHARES TR | RUS TOP 200 ETF | $2.7M | 2.3%Prev: 2.0% | 19,156 SH | Decreased+3,835 SH |
| ISHARES TR | RUS TP200 VL ETF | $5.5M | 4.7%Prev: 4.7% | 67,569 SH | Decreased+4,016 SH |
| ISHARES TR | RUSEL 2500 ETF | $573K | 0.5%Prev: 0.5% | 8,457 SH | Decreased+604 SH |
| ISHARES TR | RUSSELL 2000 ETF | $3.5M | 3.0%Prev: 3.6% | 15,810 SH | Decreased-1,339 SH |
| ISHARES TR | S&P 500 GRWT ETF | $4.2M | 3.6% | 43,841 SH | New |
| KLA CORP | COM NEW | $717K | 0.6% | 926 SH | New |
| MARSH & MCLENNAN COS INC | COM | $299K | 0.3%Prev: 0.2% | 1,341 SH | Increased-42 SH |
| MEDTRONIC PLC | SHS | $413K | 0.4%Prev: 0.3% | 4,585 SH | Increased-429 SH |
| MERCK & CO INC | COM | $405K | 0.3%Prev: 0.4% | 3,568 SH | Decreased-529 SH |
| MICROSOFT CORP | COM | $3.9M | 3.4%Prev: 0.6% | 9,095 SH | Increased+6,897 SH |
| NOVO-NORDISK A S | ADR | $2.3M | 2.0% | 19,275 SH | New |
| PIMCO ETF TR | 0-5 HIGH YIELD | $308K | 0.3% | 3,228 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $386K | 0.3%Prev: 0.2% | 4,568 SH | Increased-6,629 SH |
| SHOPIFY INC | CL A | $505K | 0.4% | 6,300 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $557K | 0.5% | 971 SH | New |
| SPDR SER TR | PORT MTG BK ETF | $260K | 0.2% | 11,555 SH | New |
| SPDR SER TR | PORTFOLI S&P1500 | $2.2M | 1.9% | 32,094 SH | New |
| SPDR SER TR | PORTFOLIO S&P500 | $22.4M | 19.3% | 332,201 SH | New |
| SPDR SER TR | SSGA US LRG ETF | $1.8M | 1.6% | 10,736 SH | New |
| TARGA RES CORP | COM | $672K | 0.6% | 4,540 SH | New |
| TRACTOR SUPPLY CO | COM | $589K | 0.5% | 2,025 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.9M | 1.7% | 7,822 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $296K | 0.3% | 3,764 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $484K | 0.4% | 6,097 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $1.0M | 0.9% | 11,532 SH | New |
| VANGUARD WORLD FD | MEGA CAP INDEX | $6.0M | 5.2%Prev: 1.6% | 29,130 SH | Increased+20,635 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $632K | 0.5%Prev: 0.5% | 1,962 SH | Decreased-6,685 SH |
| VISA INC | COM CL A | $584K | 0.5% | 2,123 SH | New |
| WALMART INC | COM | $592K | 0.5%Prev: 0.4% | 7,325 SH | Increased+2,452 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 |