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CIK 0002153211 • 3 13F filings • Sep 11, 2026 – Sep 11, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $3.1M | 1.1%Prev: 1.1% | 12,292 SH | Increased+110 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.1M | 0.4%Prev: 0.7% | 8,648 SH | Decreased+48 SH |
| ADOBE INC | COM | $1.1M | 0.4%Prev: 0.6% | 5,530 SH | Decreased-90 SH |
| ADVANCED MICRO DEVICES INC | COM | $10.3M | 3.5%Prev: 1.5% | 17,645 SH | Increased-127 SH |
| ALPHABET INC | CAP STK CL A | $5.9M | 2.0%Prev: 1.9% | 16,579 SH | Increased+175 SH |
| ALPHABET INC | CAP STK CL C | $8.7M | 3.0%Prev: 2.9% | 24,534 SH | Increased-173 SH |
| AMAZON COM INC | COM | $10.4M | 3.6%Prev: 3.7% | 43,760 SH | Increased+114 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.7M | 0.9%Prev: 1.1% | 30,728 SH | Increased-123 SH |
| AMERICAN EXPRESS CO | COM | $1.4M | 0.5%Prev: 0.5% | 4,123 SH | Increased+6 SH |
| ANALOG DEVICES INC | COM | $4.8M | 1.7%Prev: 1.6% | 12,187 SH | Increased+22 SH |
| APPLE INC | COM | $11.4M | 3.9%Prev: 4.1% | 39,328 SH | Increased+115 SH |
| APPLIED MATLS INC | COM | $12.4M | 4.2%Prev: 2.4% | 17,172 SH | Increased-133 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $5.8M | 2.0%Prev: 1.6% | 2,936 SH | Increased-2 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.3M | 1.1%Prev: 1.3% | 6,531 SH | Increased+47 SH |
| BROADCOM INC | COM | $10.7M | 3.7%Prev: 3.6% | 28,439 SH | Increased+51 SH |
| CADENCE DESIGN SYSTEM INC | COM | $289K | 0.1%Prev: 0.1% | 769 SH | Increased |
| CATERPILLAR INC | COM | $7.5M | 2.6%Prev: 2.1% | 7,050 SH | Increased-25 SH |
| CENCORA INC | COM | $533K | 0.2%Prev: 0.2% | 1,885 SH | Decreased-13 SH |
| CHEVRON CORPORATION | COM | $364K | 0.1%Prev: 0.2% | 2,197 SH | Decreased-27 SH |
| COSTCO WHOLESALE CORPORATION | COM | $5.5M | 1.9%Prev: 2.4% | 5,858 SH | Decreased+67 SH |
| DANAHER CORP DEL | COM | $1.9M | 0.6%Prev: 0.8% | 9,837 SH | Increased+167 SH |
| ELI LILLY & CO | COM | $6.0M | 2.0%Prev: 1.9% | 4,978 SH | Increased+25 SH |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $774K | 0.3%Prev: 0.3% | 12,459 SH | Increased |
| GOLDMAN SACHS GROUP INC | COM | $217K | 0.1% | 215 SH | New |
| HOME DEPOT INC | COM | $2.7M | 0.9%Prev: 1.0% | 7,545 SH | Increased+119 SH |
| HONEYWELL AEROSPACE INC | COM | $1.2M | 0.4% | 5,594 SH | New |
| HONEYWELL INTL INC | COM | $1.3M | 0.4%Prev: 1.0% | 5,594 SH | Decreased-5,585 SH |
| IES HOLDINGS INC | COM | $1.2M | 0.4%Prev: 0.3% | 1,697 SH | Increased-20 SH |
| INVESCO QQQ TR | UNIT SER 1 | $9.0M | 3.1%Prev: 2.9% | 12,234 SH | Increased+156 SH |
| ISHARES TR | CORE S&P500 ETF | $6.3M | 2.2%Prev: 2.0% | 8,418 SH | Increased+942 SH |
| ISHARES TR | ESG MSCI KLD ETF | $756K | 0.3% | 5,307 SH | New |
| ISHARES TR | ULTRA SHORT DUR | $496K | 0.2%Prev: 0.2% | 9,801 SH | Increased+688 SH |
| JOHNSON & JOHNSON | COM | $1.4M | 0.5%Prev: 0.6% | 5,530 SH | Increased+20 SH |
| JPMORGAN CHASE & CO | COM | $4.7M | 1.6%Prev: 1.7% | 14,499 SH | Increased+203 SH |
| LINDE PLC | SHS | $2.5M | 0.9%Prev: 1.0% | 4,843 SH | Increased+43 SH |
| MCDONALDS CORP | COM | $2.8M | 1.0%Prev: 1.3% | 10,510 SH | Decreased+148 SH |
| MERCK & CO INC | COM | $2.7M | 0.9%Prev: 1.0% | 20,801 SH | Increased+205 SH |
| META PLATFORMS INC | CL A | $4.0M | 1.4%Prev: 1.6% | 7,016 SH | Increased+287 SH |
| MICROSOFT CORP | COM | $9.9M | 3.4%Prev: 3.9% | 26,552 SH | Increased+1,081 SH |
| NETFLIX INC. | COM | $3.2M | 1.1%Prev: 1.7% | 44,269 SH | Decreased+163 SH |
| NEXTERA ENERGY INC | COM | $868K | 0.3%Prev: 0.4% | 9,890 SH | Decreased+46 SH |
| NVIDIA CORPORATION | COM | $20.6M | 7.0%Prev: 7.3% | 102,811 SH | Increased+306 SH |
| PALO ALTO NETWORKS INC | COM | $4.5M | 1.5%Prev: 0.8% | 13,115 SH | Increased+554 SH |
| PROCTER & GAMBLE CO | COM | $653K | 0.2%Prev: 0.3% | 4,456 SH | Increased+19 SH |
| REPUBLIC SVCS INC | COM | $2.9M | 1.0%Prev: 1.2% | 13,508 SH | Decreased+152 SH |
| ROPER TECHNOLOGIES INC | COM | $533K | 0.2%Prev: 0.2% | 1,574 SH | Decreased-116 SH |
| S&P GLOBAL INC | COM | $2.1M | 0.7%Prev: 0.8% | 5,123 SH | Increased+422 SH |
| SALESFORCE INC | COM | $3.3M | 1.1%Prev: 1.6% | 21,267 SH | Decreased+260 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $324K | 0.1% | 2,045 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $2.6M | 0.9% | 13,896 SH | New |
| SERVICENOW INC | COM | $1.7M | 0.6%Prev: 0.7% | 16,901 SH | Decreased+702 SH |
| SPDR GOLD TR | GOLD SHS | $445K | 0.2%Prev: 0.2% | 1,208 SH | Decreased |
| STARBUCKS CORP | COM | $1.3M | 0.5%Prev: 0.5% | 13,128 SH | Increased+246 SH |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $2.3M | 0.8%Prev: 0.9% | 4,464 SH | Increased-289 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $11.6M | 4.0%Prev: 3.4% | 24,293 SH | Increased+38 SH |
| TESLA INC | COM | $3.7M | 1.3%Prev: 1.3% | 8,768 SH | Increased+59 SH |
| TJX COS INC NEW | COM | $6.1M | 2.1%Prev: 2.6% | 40,354 SH | Decreased+374 SH |
| UBER TECHNOLOGIES INC | COM | $2.0M | 0.7%Prev: 0.8% | 28,249 SH | Increased+203 SH |
| UNITEDHEALTH GROUP INC | COM | $3.9M | 1.3%Prev: 1.0% | 9,410 SH | Increased+13 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $504K | 0.2%Prev: 0.1% | 768 SH | Increased+233 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.1M | 0.7%Prev: 0.8% | 27,218 SH | Increased+1,065 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.3M | 2.2%Prev: 2.5% | 86,156 SH | Increased+3,589 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $11.2M | 3.8%Prev: 3.6% | 129,706 SH | Increased+109,776 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $7.4M | 2.5%Prev: 2.7% | 91,722 SH | Increased+68,419 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.1M | 1.4%Prev: 1.5% | 6,016 SH | Increased+17 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $6.5M | 2.2%Prev: 2.3% | 21,296 SH | Increased-18 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $691K | 0.2%Prev: 0.2% | 1,867 SH | Increased+64 SH |
| VANGUARD INDEX FDS | VALUE ETF | $326K | 0.1%Prev: 0.1% | 1,497 SH | Increased+1 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $243K | 0.1% | 4,067 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 0.6%Prev: 0.6% | 7,012 SH | Increased+449 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $248K | 0.1%Prev: 0.1% | 2,905 SH | Increased+12 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $405K | 0.1% | 5,680 SH | New |
| VANGUARD WORLD FD | HEALTH CAR ETF | $805K | 0.3%Prev: 0.3% | 2,691 SH | Increased+5 SH |
| VISA INC | COM CL A | $6.4M | 2.2%Prev: 2.3% | 18,744 SH | Increased+239 SH |
| WALMART INC | COM | $743K | 0.3%Prev: 0.3% | 6,562 SH | Decreased-55 SH |
| ZOETIS INC | CL A | $872K | 0.3%Prev: 0.6% | 12,137 SH | Decreased-561 SH |
| 13F-HR |
| 0001085146-26-000771 |
| $243.8M |
| View |