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CIK 0002129795 • 2 13F filings • Apr 21, 2026 – Jul 21, 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 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGILENT TECHNOLOGIES INC | COM | $212K | 0.2% | 1,856 SH | |
| ALPHABET INC | CAP STK CL A | $1.5M | 1.2% | 5,077 SH | |
| AMAZON COM INC | COM | $238K | 0.2% | 1,143 SH | |
| APPLE INC | COM | $1.1M | 0.9% | 4,151 SH | |
| ASML HLDG NV | N Y REGISTRY SHS | $613K | 0.5% | 464 SH | |
| ASTRAZENECA PLC | ORD | $510K | 0.4% | 2,585 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $246K | 0.2% | 514 SH | |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $368K | 0.3% | 11,162 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $939K | 0.8% | 16,135 SH | |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $303K | 0.3% | 8,359 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $461K | 0.4% | 8,872 SH | |
| BROADCOM INC | COM | $1.7M | 1.4% | 5,528 SH | |
| CATERPILLAR INC | COM | $372K | 0.3% | 525 SH | |
| CHEVRON CORPORATION | COM | $265K | 0.2% | 1,282 SH | |
| COCA COLA CO | COM | $327K | 0.3% | 4,297 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $1.3M | 1.1% | 1,295 SH | |
| CUMMINS INC | COM | $336K | 0.3% | 625 SH | |
| ELI LILLY & CO | COM | $746K | 0.6% | 811 SH | |
| EMERSON ELEC CO | COM | $863K | 0.7% | 6,585 SH | |
| ETFS GOLD TR | PHYSCL GOLD SHS | $660K | 0.5% | 14,800 SH | |
| EXXON MOBIL CORP | COM | $234K | 0.2% | 1,377 SH | |
| GE AEROSPACE | COM NEW | $217K | 0.2% | 766 SH | |
| HOME DEPOT INC | COM | $1.0M | 0.8% | 3,094 SH | |
| HONEYWELL INTL INC | COM | $598K | 0.5% | 2,646 SH | |
| ILLINOIS TOOL WKS INC | COM | $246K | 0.2% | 946 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $277K | 0.2% | 479 SH | |
| ISHARES GOLD TR | ISHARES NEW | $725K | 0.6% | 8,226 SH | |
| ISHARES INC | CORE MSCI EMKT | $799K | 0.7% | 11,455 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $7.7M | 6.4% | 76,311 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $417K | 0.3% | 4,035 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $735K | 0.6% | 7,298 SH | |
| ISHARES TR | CORE DIV GRWTH | $8.2M | 6.8% | 116,947 SH | |
| ISHARES TR | CORE INTL AGGR | $346K | 0.3% | 6,906 SH | |
| ISHARES TR | CORE MSCI TOTAL | $2.5M | 2.1% | 29,063 SH | |
| ISHARES TR | CORE S&P MCP ETF | $3.9M | 3.2% | 57,224 SH | |
| ISHARES TR | CORE S&P SCP ETF | $5.0M | 4.1% | 39,851 SH | |
| ISHARES TR | CORE S&P500 ETF | $5.9M | 4.9% | 9,081 SH | |
| ISHARES TR | CORE UNIVRSL USD | $2.3M | 1.9% | 49,442 SH | |
| ISHARES TR | EAFE VALUE ETF | $761K | 0.6% | 10,239 SH | |
| ISHARES TR | ESG MSCI LEADR | $431K | 0.4% | 3,792 SH | |
| ISHARES TR | INVESTMENT GRADE | $660K | 0.5% | 14,658 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $672K | 0.6% | 12,783 SH | |
| ISHARES TR | MBS ETF | $1.3M | 1.1% | 13,386 SH | |
| ISHARES TR | MSCI USA MMENTM | $320K | 0.3% | 1,332 SH | |
| ISHARES TR | MSCI USA QLT FCT | $454K | 0.4% | 2,369 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $687K | 0.6% | 1,610 SH | |
| ISHARES TR | RUS MID CAP ETF | $368K | 0.3% | 3,787 SH | |
| ISHARES TR | S&P 100 ETF | $649K | 0.5% | 2,040 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $732K | 0.6% | 6,467 SH | |
| ISHARES TR | S&P 500 VAL ETF | $1.0M | 0.9% | 4,916 SH | |
| ISHARES TR | TIPS BD ETF | $4.3M | 3.5% | 38,544 SH | |
| ISHARES TR | TRUST ISHARE 0-1 | $2.6M | 2.1% | 23,374 SH | |
| ISHARES TR | U.S. TECH ETF | $402K | 0.3% | 2,218 SH | |
| ISHARES TR | US TREAS BD ETF | $6.9M | 5.8% | 302,104 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $6.9M | 5.7% | 112,144 SH | |
| JOHNSON & JOHNSON | COM | $1.7M | 1.4% | 7,119 SH | |
| KLA CORP | COM NEW | $458K | 0.4% | 311 SH | |
| LAM RESEARCH CORP | COM NEW | $215K | 0.2% | 1,008 SH | |
| MERCK & CO INC | COM | $619K | 0.5% | 5,146 SH | |
| META PLATFORMS INC | CL A | $248K | 0.2% | 434 SH | |
| MICRON TECHNOLOGY INC | COM | $227K | 0.2% | 672 SH | |
| MICROSOFT CORP | COM | $1.4M | 1.1% | 3,701 SH | |
| NETFLIX INC. | COM | $202K | 0.2% | 2,100 SH | |
| NEXTERA ENERGY INC | COM | $231K | 0.2% | 2,484 SH | |
| NOVARTIS AG | SPONSORED ADR | $1.0M | 0.8% | 6,559 SH | |
| NVIDIA CORPORATION | COM | $407K | 0.3% | 2,331 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $323K | 0.3% | 3,211 SH | |
| QUALCOMM INC | COM | $208K | 0.2% | 1,615 SH | |
| ROSS STORES INC | COM | $289K | 0.2% | 1,336 SH | |
| RTX CORPORATION | COM | $265K | 0.2% | 1,372 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $233K | 0.2% | 1,755 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $267K | 0.2% | 411 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $2.1M | 1.8% | 6,334 SH | |
| TEXAS INSTRS INC | COM | $612K | 0.5% | 3,150 SH | |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $378K | 0.3% | 3,816 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $304K | 0.3% | 1,477 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $642K | 0.5% | 1,075 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $2.7M | 2.3% | 32,866 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $3.8M | 3.1% | 38,499 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $8.4M | 7.0% | 39,263 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $8.5M | 7.1% | 96,543 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $320K | 0.3% | 4,468 SH | |
| VISA INC | COM CL A | $701K | 0.6% | 2,320 SH | |
| WELLS FARGO & CO | COM | $296K | 0.2% | 3,718 SH |
| 13F-HR |
| 0002129795-26-000001 |
| $120.3M |
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