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CIK 0002153211 • 4 13F filings • Sep 11, 2026 – Nov 4, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $2.7M | 1.1%Prev: 1.1% | 11,864 SH | Decreased-353 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $2.2M | 0.9%Prev: 0.5% | 8,035 SH | Increased-537 SH |
| ADOBE INC | COM | $1.9M | 0.8%Prev: 0.4% | 5,433 SH | Increased+26 SH |
| ADVANCED MICRO DEVICES INC | COM | $3.8M | 1.5%Prev: 3.5% | 17,688 SH | Decreased+540 SH |
| ALPHABET INC | CAP STK CL A | $5.1M | 2.0%Prev: 1.9% | 16,147 SH | Decreased-450 SH |
| ALPHABET INC | CAP STK CL C | $7.8M | 3.1%Prev: 2.8% | 24,882 SH | Decreased+763 SH |
| AMAZON COM INC | COM | $9.7M | 3.9%Prev: 3.7% | 42,218 SH | Decreased-1,558 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.5M | 1.0%Prev: 0.9% | 30,950 SH | Decreased+138 SH |
| AMERICAN EXPRESS CO | COM | $1.5M | 0.6%Prev: 0.4% | 4,092 SH | Increased+27 SH |
| ANALOG DEVICES INC | COM | $3.3M | 1.3%Prev: 1.6% | 12,060 SH | Decreased-6 SH |
| APPLE INC | COM | $10.5M | 4.2%Prev: 4.4% | 38,467 SH | Decreased-533 SH |
| APPLIED MATLS INC | COM | $4.4M | 1.8%Prev: 2.9% | 17,249 SH | Decreased+325 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $3.1M | 1.2% | 2,937 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.2M | 1.3%Prev: 1.1% | 6,343 SH | Decreased-139 SH |
| BROADCOM INC | COM | $9.8M | 3.9%Prev: 3.4% | 28,234 SH | Decreased-110 SH |
| CADENCE DESIGN SYSTEM INC | COM | $240K | 0.1%Prev: 0.1% | 769 SH | Decreased |
| CATERPILLAR INC | COM | $4.1M | 1.6%Prev: 1.9% | 7,102 SH | Decreased+138 SH |
| CENCORA INC | COM | $640K | 0.3%Prev: 0.2% | 1,896 SH | Increased+8 SH |
| CHEVRON CORP NEW | COM | $299K | 0.1% | 1,962 SH | New |
| COSTCO WHSL CORP NEW | COM | $4.8M | 1.9% | 5,550 SH | New |
| DANAHER CORPORATION | COM | $2.1M | 0.9% | 9,363 SH | New |
| ELI LILLY & CO | COM | $5.2M | 2.1%Prev: 1.9% | 4,835 SH | Decreased-150 SH |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $683K | 0.3%Prev: 0.3% | 12,459 SH | Decreased |
| HOME DEPOT INC | COM | $2.5M | 1.0%Prev: 0.7% | 7,147 SH | Increased-442 SH |
| HONEYWELL INTL INC | COM | $2.1M | 0.8%Prev: 0.4% | 10,895 SH | Increased+5,355 SH |
| IES HLDGS INC | COM | $676K | 0.3% | 1,737 SH | New |
| INTUIT | COM | $347K | 0.1% | 525 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $7.4M | 2.9%Prev: 3.2% | 12,009 SH | Decreased-651 SH |
| ISHARES TR | CORE S&P500 ETF | $5.7M | 2.2%Prev: 2.4% | 8,257 SH | Decreased-987 SH |
| ISHARES TR | ESG MSCI KLD 400 | $682K | 0.3% | 5,295 SH | New |
| ISHARES TR | ULTRA SHORT DUR | $486K | 0.2%Prev: 0.2% | 9,601 SH | Decreased-1,527 SH |
| JOHNSON & JOHNSON | COM | $1.1M | 0.4%Prev: 0.5% | 5,346 SH | Decreased+13 SH |
| JPMORGAN CHASE & CO. | COM | $4.5M | 1.8% | 13,948 SH | New |
| LINDE PLC | SHS | $2.0M | 0.8%Prev: 0.8% | 4,642 SH | Decreased-151 SH |
| MCDONALDS CORP | COM | $3.0M | 1.2%Prev: 0.8% | 9,929 SH | Increased-642 SH |
| MERCK & CO INC | COM | $2.1M | 0.8%Prev: 1.0% | 20,002 SH | Decreased-724 SH |
| META PLATFORMS INC | CL A | $4.2M | 1.7%Prev: 1.8% | 6,383 SH | Decreased-823 SH |
| MICROSOFT CORP | COM | $11.3M | 4.5%Prev: 4.6% | 23,467 SH | Decreased-3,174 SH |
| NETFLIX INC | COM | $4.0M | 1.6% | 42,683 SH | New |
| NEXTERA ENERGY INC | COM | $775K | 0.3%Prev: 0.2% | 9,658 SH | Increased-85 SH |
| NVIDIA CORPORATION | COM | $18.9M | 7.5%Prev: 7.9% | 101,162 SH | Decreased-1,089 SH |
| PALO ALTO NETWORKS INC | COM | $2.1M | 0.8%Prev: 1.7% | 11,342 SH | Decreased-1,586 SH |
| PROCTER AND GAMBLE CO | COM | $584K | 0.2% | 4,076 SH | New |
| REPUBLIC SVCS INC | COM | $2.7M | 1.1%Prev: 1.0% | 12,607 SH | Decreased-941 SH |
| ROPER TECHNOLOGIES INC | COM | $642K | 0.3%Prev: 0.2% | 1,442 SH | Increased-103 SH |
| S&P GLOBAL INC | COM | $2.4M | 0.9%Prev: 0.7% | 4,547 SH | Increased-601 SH |
| SALESFORCE INC | COM | $5.2M | 2.1%Prev: 1.7% | 19,760 SH | Increased-1,599 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.8M | 0.7% | 54,811 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $316K | 0.1% | 2,038 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.0M | 0.8% | 13,862 SH | New |
| SERVICENOW INC | COM | $2.0M | 0.8%Prev: 0.8% | 13,078 SH | Decreased-4,980 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.4M | 0.9% | 4,899 SH | New |
| SPDR GOLD TR | GOLD SHS | $464K | 0.2%Prev: 0.2% | 1,172 SH | Decreased-530 SH |
| STARBUCKS CORP | COM | $1.2M | 0.5%Prev: 0.4% | 13,823 SH | Decreased+672 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $7.3M | 2.9% | 24,147 SH | New |
| TESLA INC | COM | $3.9M | 1.5%Prev: 1.0% | 8,570 SH | Increased-61 SH |
| TJX COS INC NEW | COM | $6.0M | 2.4%Prev: 1.8% | 39,142 SH | Increased-1,553 SH |
| UBER TECHNOLOGIES INC | COM | $2.2M | 0.9%Prev: 0.6% | 27,215 SH | Increased-906 SH |
| UNITEDHEALTH GROUP INC | COM | $3.0M | 1.2%Prev: 1.2% | 8,942 SH | Decreased-544 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.0M | 0.8%Prev: 0.7% | 25,905 SH | Decreased-2,673 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.0M | 2.4%Prev: 2.1% | 81,010 SH | Decreased-9,631 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $8.9M | 3.5% | 18,202 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $6.7M | 2.7% | 23,000 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.8M | 1.5%Prev: 1.4% | 6,059 SH | Decreased-29 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.4M | 2.1% | 20,921 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $520K | 0.2% | 1,550 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $239K | 0.1% | 1,253 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 0.5%Prev: 0.6% | 5,676 SH | Decreased-2,007 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $218K | 0.1%Prev: 0.1% | 2,890 SH | Decreased-107 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $771K | 0.3%Prev: 0.3% | 2,679 SH | Decreased-33 SH |
| VISA INC | COM CL A | $6.3M | 2.5%Prev: 2.3% | 17,949 SH | Decreased-861 SH |
| WALMART INC | COM | $737K | 0.3%Prev: 0.2% | 6,614 SH | Increased+25 SH |
| ZOETIS INC | CL A | $1.5M | 0.6%Prev: 0.3% | 12,088 SH | Increased+31 SH |
| 13F-HR |
| 0001085146-26-000772 |
| $292.4M |
| View |
| Sep 11, 2026 | Q1 2026 | 13F-HR | 0001085146-26-000771 | $243.8M | View |