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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 | $1.0M | 0.9%Prev: 1.8% | 4,056 SH | Decreased-4,646 SH |
| AUTONATION INC | COM | $490K | 0.4%Prev: 0.5% | 2,886 SH | Increased-47 SH |
| BLACKROCK INC | COM | $655K | 0.6%Prev: 0.5% | 637 SH | Increased-4 SH |
| BROADCOM INC | COM | $743K | 0.6%Prev: 0.4% | 3,204 SH | Increased+2,877 SH |
| CARPENTER TECHNOLOGY CORP | COM | $389K | 0.3% | 2,291 SH | New |
| CATERPILLAR INC | COM | $386K | 0.3%Prev: 0.3% | 1,064 SH | Increased-17 SH |
| COMCAST CORP NEW | CL A | $311K | 0.3%Prev: 0.4% | 8,293 SH | Decreased+16 SH |
| DISNEY WALT CO | COM | $895K | 0.8%Prev: 0.9% | 8,038 SH | Increased-1,534 SH |
| EAST WEST BANCORP INC | COM | $475K | 0.4%Prev: 0.4% | 4,958 SH | Increased-366 SH |
| EATON CORP PLC | SHS | $424K | 0.4%Prev: 0.3% | 1,279 SH | Increased-21 SH |
| ELI LILLY & CO | COM | $398K | 0.3% | 515 SH | New |
| ISHARES INC | MSCI GBL MIN VOL | $213K | 0.2% | 1,952 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $11.8M | 10.0%Prev: 9.7% | 134,716 SH | Increased+41,329 SH |
| ISHARES TR | CORE S&P US GWT | $4.3M | 3.6%Prev: 3.4% | 30,628 SH | Increased-236 SH |
| ISHARES TR | CORE S&P500 ETF | $4.2M | 3.6%Prev: 4.2% | 7,081 SH | Increased-1,162 SH |
| ISHARES TR | FUTURE AI & TECH | $538K | 0.5% | 14,506 SH | New |
| ISHARES TR | GLOBAL 100 ETF | $1.9M | 1.6%Prev: 1.1% | 18,972 SH | Increased+5,629 SH |
| ISHARES TR | MORNINGSTAR GRWT | $7.3M | 6.2%Prev: 6.5% | 81,237 SH | Increased-9,215 SH |
| ISHARES TR | MSCI USA MIN VOL | $8.7M | 7.4%Prev: 6.6% | 98,281 SH | Increased+17,739 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.8M | 5.0%Prev: 5.1% | 32,716 SH | Increased-203 SH |
| ISHARES TR | RUS TOP 200 ETF | $2.7M | 2.3%Prev: 2.3% | 18,887 SH | Increased+232 SH |
| ISHARES TR | RUS TP200 VL ETF | $5.3M | 4.6%Prev: 6.0% | 67,539 SH | Decreased-13,073 SH |
| ISHARES TR | RUSEL 2500 ETF | $537K | 0.5%Prev: 0.6% | 7,900 SH | Increased-801 SH |
| ISHARES TR | RUSSELL 2000 ETF | $3.8M | 3.3% | 17,347 SH | New |
| ISHARES TR | S&P 500 GRWT ETF | $4.5M | 3.8%Prev: 3.3% | 43,888 SH | Increased+2,754 SH |
| ISHARES TR | SHORT TREAS BD | $2.4M | 2.0% | 21,761 SH | New |
| KLA CORP | COM NEW | $583K | 0.5%Prev: 0.6% | 926 SH | Increased-16 SH |
| MARSH & MCLENNAN COS INC | COM | $286K | 0.2%Prev: 0.3% | 1,346 SH | Increased+19 SH |
| MEDTRONIC PLC | SHS | $366K | 0.3%Prev: 0.4% | 4,584 SH | Decreased-77 SH |
| MERCK & CO INC | COM | $355K | 0.3%Prev: 0.4% | 3,568 SH | Decreased-60 SH |
| MICROSOFT CORP | COM | $3.0M | 2.6%Prev: 4.1% | 7,110 SH | Decreased-3,270 SH |
| NOVO-NORDISK A S | ADR | $2.1M | 1.8% | 24,835 SH | New |
| PIMCO ETF TR | 0-5 HIGH YIELD | $308K | 0.3%Prev: 0.3% | 3,289 SH | Increased+235 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $249K | 0.2%Prev: 0.4% | 9,115 SH | Decreased+3,964 SH |
| SHOPIFY INC | CL A | $638K | 0.5%Prev: 0.6% | 6,000 SH | Increased-1,152 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $523K | 0.4%Prev: 0.5% | 894 SH | Increased-29 SH |
| SPDR SER TR | NUVEEN BLOOMBERG | $229K | 0.2%Prev: 0.2% | 8,964 SH | Increased+1,016 SH |
| SPDR SER TR | PORT MTG BK ETF | $252K | 0.2%Prev: 0.3% | 11,716 SH | Increased+429 SH |
| SPDR SER TR | PORTFOLI S&P1500 | $2.2M | 1.9%Prev: 2.0% | 31,184 SH | Increased-1,259 SH |
| SPDR SER TR | PORTFOLIO S&P500 | $20.9M | 17.8%Prev: 19.8% | 303,478 SH | Increased-32,669 SH |
| SPDR SER TR | SSGA US LRG ETF | $1.8M | 1.5%Prev: 1.4% | 10,794 SH | Increased+1,363 SH |
| TARGA RES CORP | COM | $783K | 0.7%Prev: 0.4% | 4,387 SH | Increased-177 SH |
| TRACTOR SUPPLY CO | COM | $537K | 0.5%Prev: 0.5% | 10,125 SH | Increased+8,066 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.9M | 1.6%Prev: 1.2% | 7,748 SH | Increased+1,104 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $294K | 0.3%Prev: 0.3% | 3,809 SH | Increased+126 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $528K | 0.5%Prev: 0.5% | 6,766 SH | Increased+817 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $1.0M | 0.9% | 11,506 SH | New |
| VANGUARD WORLD FD | MEGA CAP INDEX | $6.2M | 5.3%Prev: 5.4% | 29,129 SH | Increased-1,116 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $671K | 0.6%Prev: 0.6% | 1,952 SH | Increased-241 SH |
| VISA INC | COM CL A | $672K | 0.6%Prev: 0.6% | 2,123 SH | Increased-28 SH |
| WALMART INC | COM | $645K | 0.5%Prev: 0.4% | 7,138 SH | Increased+4,675 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 |