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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 | $203K | 0.2% | 15,393 SH | New |
| AUTONATION INC | COM | $664K | 0.5%Prev: 0.4% | 3,034 SH | Increased+148 SH |
| BLACKROCK INC | COM | $746K | 0.6%Prev: 0.5% | 640 SH | Increased+3 SH |
| BROADCOM INC | COM | $832K | 0.6%Prev: 0.5% | 2,521 SH | Increased-719 SH |
| CARPENTER TECHNOLOGY CORP | COM | $297K | 0.2%Prev: 0.3% | 1,209 SH | Decreased-1,079 SH |
| CLOUDFLARE INC | CL A COM | $277K | 0.2% | 1,290 SH | New |
| COMCAST CORP NEW | CL A | $383K | 0.3%Prev: 0.3% | 12,175 SH | Increased+3,923 SH |
| CROCS INC | COM | $338K | 0.3% | 4,041 SH | New |
| DISNEY WALT CO | COM | $481K | 0.4%Prev: 0.7% | 4,197 SH | Decreased-4,005 SH |
| EAST WEST BANCORP INC | COM | $745K | 0.6%Prev: 0.4% | 6,994 SH | Increased+2,036 SH |
| EATON CORP PLC | SHS | $460K | 0.3%Prev: 0.4% | 1,230 SH | Increased-49 SH |
| ELI LILLY & CO | COM | $202K | 0.2%Prev: 0.3% | 265 SH | Decreased-116 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $246K | 0.2% | 7,878 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $571K | 0.4% | 6,409 SH | New |
| ISHARES INC | MSCI GBL MIN VOL | $248K | 0.2% | 2,070 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $16.9M | 12.7% | 167,685 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $2.0M | 1.5% | 31,779 SH | New |
| ISHARES TR | CORE S&P500 ETF | $5.6M | 4.2%Prev: 4.1% | 8,409 SH | Increased+158 SH |
| ISHARES TR | FUTURE AI & TECH | $206K | 0.2%Prev: 0.4% | 4,506 SH | Decreased-10,000 SH |
| ISHARES TR | GLOBAL 100 ETF | $2.2M | 1.7%Prev: 1.6% | 18,481 SH | Increased-442 SH |
| ISHARES TR | MSCI USA MIN VOL | $12.3M | 9.2%Prev: 6.2% | 128,809 SH | Increased+49,300 SH |
| ISHARES TR | MSCI USA QLT FCT | $7.6M | 5.7%Prev: 5.1% | 39,151 SH | Increased+6,251 SH |
| ISHARES TR | RUS TOP 200 ETF | $2.4M | 1.8%Prev: 2.3% | 14,287 SH | Decreased-4,869 SH |
| ISHARES TR | RUS TP200 VL ETF | $5.9M | 4.5%Prev: 4.7% | 67,461 SH | Increased-108 SH |
| ISHARES TR | RUSEL 2500 ETF | $506K | 0.4%Prev: 0.5% | 6,857 SH | Decreased-1,600 SH |
| ISHARES TR | RUSSELL 2000 ETF | $4.0M | 3.0%Prev: 3.0% | 16,424 SH | Increased+614 SH |
| ISHARES TR | SHORT TREAS BD | $27.9M | 21.0% | 252,239 SH | New |
| MARRIOTT INTL INC NEW | CL A | $263K | 0.2% | 1,009 SH | New |
| MARSH & MCLENNAN COS INC | COM | $274K | 0.2%Prev: 0.3% | 1,362 SH | Decreased+21 SH |
| MEDTRONIC PLC | SHS | $573K | 0.4%Prev: 0.4% | 6,016 SH | Increased+1,431 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $332K | 0.2%Prev: 0.3% | 3,469 SH | Increased+241 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $567K | 0.4% | 6,078 SH | New |
| PROLOGIS INC. | COM | $200K | 0.2% | 1,748 SH | New |
| REDDIT INC | CL A | $293K | 0.2% | 1,275 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $212K | 0.2% | 751 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $752K | 0.6% | 5,063 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $626K | 0.5%Prev: 0.5% | 940 SH | Increased-31 SH |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $244K | 0.2% | 9,778 SH | New |
| SPDR SERIES TRUST | PORT MTG BK ETF | $269K | 0.2% | 12,007 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $2.5M | 1.9% | 31,197 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $19.9M | 15.0% | 253,706 SH | New |
| SPDR SERIES TRUST | SSGA US LRG ETF | $1.9M | 1.5% | 10,844 SH | New |
| T-MOBILE US INC | COM | $576K | 0.4% | 2,406 SH | New |
| TESLA INC | COM | $267K | 0.2% | 600 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $445K | 0.3%Prev: 0.3% | 5,640 SH | Increased+1,876 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $608K | 0.5%Prev: 0.4% | 7,602 SH | Increased+1,505 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $903K | 0.7%Prev: 0.9% | 9,228 SH | Decreased-2,304 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $5.0M | 3.8%Prev: 5.2% | 20,666 SH | Decreased-8,464 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $664K | 0.5%Prev: 0.5% | 1,650 SH | Increased-312 SH |
| VISA INC | COM CL A | $629K | 0.5%Prev: 0.5% | 1,843 SH | Increased-280 SH |
| WALMART INC | COM | $583K | 0.4%Prev: 0.5% | 5,657 SH | Decreased-1,668 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 |