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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: 0.4% | 4,790 SH | Increased+2,926 SH |
| AUTONATION INC | COM | $460K | 0.4%Prev: 0.4% | 2,886 SH | Decreased+462 SH |
| BLACKROCK INC | COM | $500K | 0.5% | 635 SH | New |
| BROADCOM INC | COM | $521K | 0.5%Prev: 0.4% | 324 SH | Decreased-1,503 SH |
| CARPENTER TECHNOLOGY CORP | COM | $250K | 0.2% | 2,285 SH | New |
| CATERPILLAR INC | COM | $354K | 0.3% | 1,064 SH | New |
| COMCAST CORP NEW | CL A | $321K | 0.3% | 8,208 SH | New |
| DISNEY WALT CO | COM | $813K | 0.7%Prev: 0.3% | 8,189 SH | Increased+3,990 SH |
| EAST WEST BANCORP INC | COM | $363K | 0.3%Prev: 0.3% | 4,958 SH | Decreased+671 SH |
| EATON CORP PLC | SHS | $401K | 0.4%Prev: 0.3% | 1,279 SH | Decreased+37 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.9M | 3.5% | 8,071 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $11.5M | 10.5% | 125,128 SH | New |
| ISHARES TR | CORE S&P US GWT | $3.8M | 3.5% | 30,111 SH | New |
| ISHARES TR | CORE S&P500 ETF | $4.5M | 4.1%Prev: 4.3% | 8,248 SH | Decreased-398 SH |
| ISHARES TR | GLOBAL 100 ETF | $1.8M | 1.6%Prev: 1.8% | 18,434 SH | Decreased-1,530 SH |
| ISHARES TR | MORNINGSTAR GRWT | $7.0M | 6.4% | 86,165 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $6.6M | 6.1%Prev: 7.8% | 79,037 SH | Decreased-31,510 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.5M | 5.0%Prev: 6.5% | 31,969 SH | Decreased-12,745 SH |
| ISHARES TR | ROBOTICS ARTIF | $481K | 0.4% | 14,506 SH | New |
| ISHARES TR | RUS TOP 200 ETF | $2.4M | 2.2%Prev: 1.8% | 18,263 SH | Increased+3,637 SH |
| ISHARES TR | RUS TP200 VL ETF | $4.9M | 4.5%Prev: 4.4% | 65,627 SH | Decreased+2,736 SH |
| ISHARES TR | RUSEL 2500 ETF | $543K | 0.5%Prev: 0.4% | 8,677 SH | Decreased+1,094 SH |
| ISHARES TR | S&P 500 GRWT ETF | $3.8M | 3.5% | 41,603 SH | New |
| KLA CORP | COM NEW | $763K | 0.7% | 926 SH | New |
| MARSH & MCLENNAN COS INC | COM | $282K | 0.3%Prev: 0.2% | 1,336 SH | Increased-39 SH |
| MEDTRONIC PLC | SHS | $361K | 0.3%Prev: 0.4% | 4,585 SH | Decreased-780 SH |
| MERCK & CO INC | COM | $442K | 0.4%Prev: 0.4% | 3,568 SH | Decreased-788 SH |
| MICROSOFT CORP | COM | $4.2M | 3.9%Prev: 0.3% | 9,425 SH | Increased+8,299 SH |
| NOVO-NORDISK A S | ADR | $2.5M | 2.3% | 17,409 SH | New |
| PIMCO ETF TR | 0-5 HIGH YIELD | $294K | 0.3% | 3,168 SH | New |
| SCHWAB STRATEGIC TR | ARIEL ESG ETF | $854K | 0.8% | 35,955 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $341K | 0.3%Prev: 0.2% | 4,384 SH | Increased-5,774 SH |
| SHOPIFY INC | CL A | $416K | 0.4% | 6,300 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $910K | 0.8% | 1,672 SH | New |
| SPDR SER TR | NUVEEN BLOOMBERG | $205K | 0.2% | 8,066 SH | New |
| SPDR SER TR | PORT MTG BK ETF | $247K | 0.2% | 11,454 SH | New |
| SPDR SER TR | PORTFOLI S&P1500 | $2.1M | 2.0% | 32,173 SH | New |
| SPDR SER TR | PORTFOLIO S&P500 | $21.0M | 19.2% | 328,005 SH | New |
| SPDR SER TR | SSGA US LRG ETF | $1.6M | 1.4% | 10,232 SH | New |
| TARGA RES CORP | COM | $583K | 0.5% | 4,524 SH | New |
| TRACTOR SUPPLY CO | COM | $547K | 0.5% | 2,025 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $2.0M | 1.8% | 7,488 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $286K | 0.3% | 3,732 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $467K | 0.4% | 6,039 SH | New |
| VANGUARD WORLD FD | MEGA CAP INDEX | $5.5M | 5.0%Prev: 1.5% | 27,826 SH | Increased+19,330 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $630K | 0.6%Prev: 0.5% | 2,006 SH | Increased+324 SH |
| VISA INC | COM CL A | $557K | 0.5% | 2,121 SH | New |
| WALMART INC | COM | $495K | 0.5%Prev: 0.4% | 7,312 SH | Decreased+2,631 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 |