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CIK 0002149656 • 1 13F filing • Aug 14, 2026 – Aug 14, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | $423K | 0.1% | 4,656 SH | |
| ABBVIE INC | COM | $980K | 0.3% | 3,893 SH | |
| ADVANCED MICRO DEVICES INC | COM | $1.1M | 0.4% | 1,971 SH | |
| AGILENT TECHNOLOGIES INC | COM | $412K | 0.1% | 3,104 SH | |
| AMAZON COM INC | COM | $3.1M | 1.1% | 13,039 SH | |
| AMERICAN ELEC PWR CO INC | COM | $670K | 0.2% | 4,895 SH | |
| AMERICAN WTR WKS CO INC NEW | COM | $448K | 0.2% | 3,403 SH | |
| AMGEN INC | COM | $390K | 0.1% | 1,076 SH | |
| ANALOG DEVICES INC | COM | $677K | 0.2% | 1,704 SH | |
| APPLE INC | COM | $36.8M | 12.7% | 127,329 SH | |
| APPLIED MATLS INC | COM | $1.6M | 0.5% | 2,145 SH | |
| ARISTA NETWORKS INC | COM SHS | $396K | 0.1% | 2,329 SH | |
| AT&T INC | COM | $2.0M | 0.7% | 96,427 SH | |
| BANK OF AMER CORP | COM | $1.4M | 0.5% | 25,282 SH | |
| BANK OF NY MELLON CORP | COM | $214K | 0.1% | 1,480 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $749K | 0.3% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.1M | 1.1% | 6,144 SH | |
| BLACKROCK INC | COM | $250K | 0.1% | 260 SH | |
| BOEING CO | COM | $332K | 0.1% | 1,536 SH | |
| BROADCOM INC | COM | $328K | 0.1% | 869 SH | |
| CALIFORNIA BANCORP | COM | $3.6M | 1.2% | 170,396 SH | |
| CATERPILLAR INC | COM | $208K | 0.1% | 196 SH | |
| CHEVRON CORPORATION | COM | $2.7M | 0.9% | 16,165 SH | |
| CISCO SYS INC | COM | $2.7M | 0.9% | 22,590 SH | |
| CLOROX CO DEL | COM | $213K | 0.1% | 2,236 SH | |
| CME GROUP INC | COM | $224K | 0.1% | 1,013 SH | |
| COCA COLA CO | COM | $216K | 0.1% | 2,656 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $4.4M | 1.5% | 4,667 SH | |
| DISNEY WALT CO | COM | $651K | 0.2% | 6,764 SH | |
| EDISON INTL | COM | $251K | 0.1% | 3,365 SH | |
| ELI LILLY & CO | COM | $1.1M | 0.4% | 908 SH | |
| EMERSON ELEC CO | COM | $332K | 0.1% | 2,318 SH | |
| EVERUS CONSTR GROUP | COM | $227K | 0.1% | 1,368 SH | |
| EXXON MOBIL CORP | COM | $499K | 0.2% | 3,648 SH | |
| FORD MTR CO | COM | $345K | 0.1% | 24,811 SH | |
| GALLAGHER ARTHUR J & CO | COM | $509K | 0.2% | 2,217 SH | |
| GE AEROSPACE | COM NEW | $284K | 0.1% | 759 SH | |
| GILEAD SCIENCES INC | COM | $361K | 0.1% | 2,859 SH | |
| GOLDMAN SACHS GROUP INC | COM | $268K | 0.1% | 265 SH | |
| HOME DEPOT INC | COM | $995K | 0.3% | 2,820 SH | |
| IDEXX LABS INC | COM | $303K | 0.1% | 576 SH | |
| INTEL CORP | COM | $470K | 0.2% | 3,364 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $547K | 0.2% | 1,944 SH | |
| ISHARES GOLD TR | ISHARES NEW | $294K | 0.1% | 3,890 SH | |
| ISHARES INC | MSCI EMRG CHN | $1.3M | 0.4% | 12,240 SH | |
| ISHARES SILVER TR | ISHARES | $350K | 0.1% | 6,553 SH | |
| ISHARES TR | CALIF MUN BD ETF | $1.6M | 0.5% | 27,501 SH | |
| ISHARES TR | CORE DIV GRWTH | $338K | 0.1% | 4,458 SH | |
| ISHARES TR | CORE MSCI EAFE | $309K | 0.1% | 3,200 SH | |
| ISHARES TR | CORE S&P MCP ETF | $3.1M | 1.1% | 39,661 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.5M | 0.5% | 10,385 SH | |
| ISHARES TR | CORE S&P TTL STK | $266K | 0.1% | 1,618 SH | |
| ISHARES TR | EAFE GRWTH ETF | $529K | 0.2% | 4,251 SH | |
| ISHARES TR | EAFE VALUE ETF | $1.4M | 0.5% | 18,151 SH | |
| ISHARES TR | ESG MSCI KLD ETF | $942K | 0.3% | 6,613 SH | |
| ISHARES TR | GLOBAL TECH ETF | $1.7M | 0.6% | 4,589 SH | |
| ISHARES TR | IBOXX INV CP ETF | $237K | 0.1% | 2,174 SH | |
| ISHARES TR | MSCI EAFE ETF | $4.9M | 1.7% | 47,515 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $203K | 0.1% | 888 SH | |
| ISHARES TR | RUS 1000 ETF | $941K | 0.3% | 2,299 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $10.7M | 3.7% | 86,473 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $7.7M | 2.6% | 31,668 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $550K | 0.2% | 1,397 SH | |
| ISHARES TR | RUS MD CP GR ETF | $1.4M | 0.5% | 9,772 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $686K | 0.2% | 4,170 SH | |
| ISHARES TR | RUS MID CAP ETF | $564K | 0.2% | 5,110 SH | |
| ISHARES TR | RUS TP200 GR ETF | $285K | 0.1% | 982 SH | |
| ISHARES TR | RUS TP200 VL ETF | $418K | 0.1% | 3,977 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $402K | 0.1% | 1,338 SH | |
| ISHARES TR | SELECT DIVID ETF | $3.2M | 1.1% | 20,674 SH | |
| ISHARES TR | U.S. TECH ETF | $1.8M | 0.6% | 7,243 SH | |
| ISHARES TR | US AER DEF ETF | $1.2M | 0.4% | 5,029 SH | |
| JOHNSON & JOHNSON | COM | $2.1M | 0.7% | 8,202 SH | |
| JPMORGAN CHASE & CO | COM | $1.9M | 0.7% | 5,870 SH | |
| KEYSIGHT TECHNOLOGIES INC | COM | $537K | 0.2% | 1,533 SH | |
| KLA CORP | COM NEW | $504K | 0.2% | 1,670 SH | |
| LAM RESEARCH CORP | COM NEW | $331K | 0.1% | 764 SH | |
| LOEWS CORP | COM | $226K | 0.1% | 2,000 SH | |
| MCDONALDS CORP | COM | $511K | 0.2% | 1,891 SH | |
| MCKESSON CORP | COM | $455K | 0.2% | 602 SH | |
| MERCK & CO INC | COM | $882K | 0.3% | 6,865 SH | |
| META PLATFORMS INC | CL A | $6.2M | 2.1% | 10,994 SH | |
| METTLER TOLEDO INTERNATIONAL | COM | $234K | 0.1% | 183 SH | |
| MICROSOFT CORP | COM | $6.7M | 2.3% | 17,986 SH | |
| NORFOLK SOUTHN CORP | COM | $321K | 0.1% | 1,021 SH | |
| NORTHROP GRUMMAN CORP | COM | $294K | 0.1% | 578 SH | |
| NUVEEN VA QUALITY MUN INCOM | COM | $213K | 0.1% | 18,393 SH | |
| NVIDIA CORPORATION | COM | $3.1M | 1.1% | 15,470 SH | |
| ORACLE CORP | COM | $7.8M | 2.7% | 53,390 SH | |
| PACCAR INC | COM | $567K | 0.2% | 4,721 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $271K | 0.1% | 2,321 SH | |
| PALO ALTO NETWORKS INC | COM | $457K | 0.2% | 1,341 SH | |
| PEPSICO INC | COM | $392K | 0.1% | 2,896 SH | |
| PFIZER INC | COM | $227K | 0.1% | 9,436 SH | |
| PG&E CORP | COM | $430K | 0.1% | 25,588 SH | |
| PROCTER & GAMBLE CO | COM | $403K | 0.1% | 2,750 SH | |
| QUALCOMM INC | COM | $949K | 0.3% | 5,137 SH | |
| QUANTA SVCS INC | COM | $2.3M | 0.8% | 3,221 SH | |
| RADIAN GROUP INC | COM | $339K | 0.1% | 9,000 SH | |
| ROSS STORES INC | COM | $681K | 0.2% | 3,201 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $1.1M | 0.4% | 21,048 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $211K | 0.1% | 8,537 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $413K | 0.1% | 14,920 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $966K | 0.3% | 30,473 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $317K | 0.1% | 9,359 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $228K | 0.1% | 6,195 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $367K | 0.1% | 10,171 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $438K | 0.2% | 16,530 SH | |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $839K | 0.3% | 15,645 SH | |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $721K | 0.2% | 8,679 SH | |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $19.5M | 6.7% | 102,121 SH | |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $5.4M | 1.9% | 119,514 SH | |
| SPDR SERIES TRUST | ST STR SP AERO | $10.1M | 3.5% | 35,536 SH | |
| SPDR SERIES TRUST | ST STR SP DIV | $814K | 0.3% | 5,351 SH | |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | $420K | 0.1% | 10,449 SH | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $2.2M | 0.7% | 4,146 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $6.7M | 2.3% | 9,032 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $864K | 0.3% | 1,809 SH | |
| TESLA INC | COM | $2.7M | 0.9% | 6,399 SH | |
| UNION PAC CORP | COM | $201K | 0.1% | 741 SH | |
| VANECK ETF TRUST | URANI NUCLE ETF | $1.6M | 0.5% | 13,554 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $869K | 0.3% | 11,324 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $319K | 0.1% | 4,341 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.6M | 0.6% | 18,972 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.7M | 0.6% | 21,032 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.5M | 1.2% | 5,145 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $3.9M | 1.3% | 17,899 SH | |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $14.3M | 4.9% | 189,195 SH | |
| VANGUARD INSTL INDEX FD | ULTR SHOR TR ETF | $1.1M | 0.4% | 15,149 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $206K | 0.1% | 2,455 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $266K | 0.1% | 4,457 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $18.3M | 6.3% | 77,453 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $508K | 0.2% | 5,940 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.8M | 1.7% | 67,778 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $8.2M | 2.8% | 51,857 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $1.5M | 0.5% | 12,505 SH | |
| VANGUARD WORLD FD | MATERIALS ETF | $359K | 0.1% | 4,550 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $271K | 0.1% | 1,656 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $498K | 0.2% | 5,665 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $807K | 0.3% | 4,123 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.3M | 0.4% | 29,758 SH | |
| VISA INC | COM CL A | $2.3M | 0.8% | 6,657 SH | |
| VODAFONE GROUP PLC | SPONSORED ADR | $203K | 0.1% | 15,384 SH | |
| WALMART INC | COM | $607K | 0.2% | 5,362 SH | |
| WARNER BROS DISCOVERY INC | COM SER A | $419K | 0.1% | 15,722 SH | |
| WASTE MGMT INC DEL | COM | $313K | 0.1% | 1,404 SH | |
| WELLS FARGO & CO | COM | $1.7M | 0.6% | 20,909 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0001420506-26-001645 | $291.0M | View |