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CIK 0002153440 • 1 13F filing • Sep 9, 2026 – Sep 9, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $2.2M | 2.0% | 6,231 SH | |
| AMAZON COM INC | COM | $809K | 0.7% | 3,393 SH | |
| APPLE INC | COM | $20.0M | 17.7% | 69,222 SH | |
| GLOBAL X FDS | ARTIFICIAL ETF | $505K | 0.4% | 7,701 SH | |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $210K | 0.2% | 8,112 SH | |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | $199K | 0.2% | 13,227 SH | |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $210K | 0.2% | 4,974 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $744K | 0.7% | 16,036 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $252K | 0.2% | 898 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $14.7M | 13.0% | 48,587 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.9% | 1,363 SH | |
| ISHARES TR | CORE DIV GRWTH | $2.8M | 2.4% | 36,340 SH | |
| ISHARES TR | CORE S&P500 ETF | $214K | 0.2% | 286 SH | |
| ISHARES TR | FUTU AI TECH ETF | $397K | 0.4% | 5,215 SH | |
| JPMORGAN CHASE & CO | COM | $379K | 0.3% | 1,158 SH | |
| META PLATFORMS INC | CL A | $464K | 0.4% | 824 SH | |
| MICROSOFT CORP | COM | $1.5M | 1.3% | 3,968 SH | |
| NVIDIA CORPORATION | COM | $367K | 0.3% | 1,836 SH | |
| ORACLE CORP | COM | $210K | 0.2% | 1,432 SH | |
| PALO ALTO NETWORKS INC | COM | $206K | 0.2% | 604 SH | |
| ROCKWELL AUTOMATION INC | COM | $243K | 0.2% | 491 SH | |
| RTX CORPORATION | COM | $363K | 0.3% | 1,914 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $446K | 0.4% | 13,170 SH | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $676K | 0.6% | 700 SH | |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $465K | 0.4% | 3,965 SH | |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $903K | 0.8% | 8,429 SH | |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $220K | 0.2% | 1,156 SH | |
| SPDR GOLD TR | GOLD SHS | $638K | 0.6% | 1,731 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $5.2M | 4.6% | 6,912 SH | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $260K | 0.2% | 370 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $990K | 0.9% | 2,074 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $551K | 0.5% | 5,301 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $10.2M | 9.0% | 46,932 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $26.6M | 23.5% | 38,688 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.2M | 1.0% | 5,404 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $2.4M | 2.2% | 7,198 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $8.8M | 7.8% | 37,032 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 0.9% | 14,399 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $402K | 0.4% | 3,365 SH | |
| VISA INC | COM CL A | $204K | 0.2% | 594 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $4.0M | 3.5% | 41,514 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Sep 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-001094 | $113.0M | View |