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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 | $3.2M | 1.1%Prev: 1.1% | 12,217 SH | Increased-75 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.6M | 0.5%Prev: 0.4% | 8,572 SH | Increased-76 SH |
| ADOBE INC | COM | $1.3M | 0.4%Prev: 0.4% | 5,407 SH | Increased-123 SH |
| ADVANCED MICRO DEVICES INC | COM | $10.5M | 3.5%Prev: 3.5% | 17,148 SH | Increased-497 SH |
| ALPHABET INC | CAP STK CL A | $5.7M | 1.9%Prev: 2.0% | 16,597 SH | Decreased+18 SH |
| ALPHABET INC | CAP STK CL C | $8.2M | 2.8%Prev: 3.0% | 24,119 SH | Decreased-415 SH |
| AMAZON COM INC | COM | $10.9M | 3.7%Prev: 3.6% | 43,776 SH | Increased+16 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.8M | 0.9%Prev: 0.9% | 30,812 SH | Increased+84 SH |
| AMERICAN EXPRESS CO | COM | $1.2M | 0.4%Prev: 0.5% | 4,065 SH | Decreased-58 SH |
| ANALOG DEVICES INC | COM | $4.8M | 1.6%Prev: 1.7% | 12,066 SH | Decreased-121 SH |
| APPLE INC | COM | $13.0M | 4.4%Prev: 3.9% | 39,000 SH | Increased-328 SH |
| APPLIED MATLS INC | COM | $8.7M | 2.9%Prev: 4.2% | 16,924 SH | Decreased-248 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $5.3M | 1.8%Prev: 2.0% | 2,898 SH | Decreased-38 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.2M | 1.1%Prev: 1.1% | 6,482 SH | Decreased-49 SH |
| BROADCOM INC | COM | $10.0M | 3.4%Prev: 3.7% | 28,344 SH | Decreased-95 SH |
| CADENCE DESIGN SYSTEM INC | COM | $254K | 0.1%Prev: 0.1% | 769 SH | Decreased |
| CATERPILLAR INC | COM | $5.6M | 1.9%Prev: 2.6% | 6,964 SH | Decreased-86 SH |
| CENCORA INC | COM | $567K | 0.2%Prev: 0.2% | 1,888 SH | Increased+3 SH |
| CHEVRON CORPORATION | COM | $429K | 0.1%Prev: 0.1% | 2,099 SH | Increased-98 SH |
| COSTCO WHOLESALE CORPORATION | COM | $5.5M | 1.8%Prev: 1.9% | 5,996 SH | Decreased+138 SH |
| DANAHER CORP DEL | COM | $2.2M | 0.7%Prev: 0.6% | 9,824 SH | Increased-13 SH |
| ELI LILLY & CO | COM | $5.8M | 1.9%Prev: 2.0% | 4,985 SH | Decreased+7 SH |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $788K | 0.3%Prev: 0.3% | 12,459 SH | Increased |
| HOME DEPOT INC | COM | $2.2M | 0.7%Prev: 0.9% | 7,589 SH | Decreased+44 SH |
| HONEYWELL INTL INC | COM | $1.2M | 0.4%Prev: 0.4% | 5,540 SH | Decreased-54 SH |
| IES HOLDINGS INC | COM | $1.1M | 0.4%Prev: 0.4% | 3,364 SH | Decreased+1,667 SH |
| INVESCO QQQ TR | UNIT SER 1 | $9.4M | 3.2%Prev: 3.1% | 12,660 SH | Increased+426 SH |
| ISHARES TR | CORE S&P500 ETF | $7.1M | 2.4%Prev: 2.2% | 9,244 SH | Increased+826 SH |
| ISHARES TR | ESG MSCI KLD ETF | $777K | 0.3%Prev: 0.3% | 5,313 SH | Increased+6 SH |
| ISHARES TR | ULTRA SHORT DUR | $561K | 0.2%Prev: 0.2% | 11,128 SH | Increased+1,327 SH |
| JOHNSON & JOHNSON | COM | $1.4M | 0.5%Prev: 0.5% | 5,333 SH | Increased-197 SH |
| JPMORGAN CHASE & CO | COM | $4.8M | 1.6%Prev: 1.6% | 14,482 SH | Increased-17 SH |
| LINDE PLC | SHS | $2.3M | 0.8%Prev: 0.9% | 4,793 SH | Decreased-50 SH |
| MCDONALDS CORP | COM | $2.4M | 0.8%Prev: 1.0% | 10,571 SH | Decreased+61 SH |
| MERCK & CO INC | COM | $3.0M | 1.0%Prev: 0.9% | 20,726 SH | Increased-75 SH |
| META PLATFORMS INC | CL A | $5.2M | 1.8%Prev: 1.4% | 7,206 SH | Increased+190 SH |
| MICROSOFT CORP | COM | $13.7M | 4.6%Prev: 3.4% | 26,641 SH | Increased+89 SH |
| NETFLIX INC. | COM | $3.3M | 1.1%Prev: 1.1% | 46,855 SH | Increased+2,586 SH |
| NEXTERA ENERGY INC | COM | $738K | 0.2%Prev: 0.3% | 9,743 SH | Decreased-147 SH |
| NVIDIA CORPORATION | COM | $23.4M | 7.9%Prev: 7.0% | 102,251 SH | Increased-560 SH |
| PALO ALTO NETWORKS INC | COM | $5.1M | 1.7%Prev: 1.5% | 12,928 SH | Increased-187 SH |
| PROCTER & GAMBLE CO | COM | $639K | 0.2%Prev: 0.2% | 4,401 SH | Decreased-55 SH |
| REPUBLIC SVCS INC | COM | $2.8M | 1.0%Prev: 1.0% | 13,548 SH | Decreased+40 SH |
| ROPER TECHNOLOGIES INC | COM | $540K | 0.2%Prev: 0.2% | 1,545 SH | Increased-29 SH |
| S&P GLOBAL INC | COM | $2.0M | 0.7%Prev: 0.7% | 5,148 SH | Decreased+25 SH |
| SALESFORCE INC | COM | $4.9M | 1.7%Prev: 1.1% | 21,359 SH | Increased+92 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $345K | 0.1%Prev: 0.1% | 2,048 SH | Increased+3 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $2.7M | 0.9%Prev: 0.9% | 13,912 SH | Increased+16 SH |
| SERVICENOW INC | COM | $2.4M | 0.8%Prev: 0.6% | 18,058 SH | Increased+1,157 SH |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $231K | 0.1% | 1,533 SH | New |
| SPDR GOLD TR | GOLD SHS | $648K | 0.2%Prev: 0.2% | 1,702 SH | Increased+494 SH |
| STARBUCKS CORP | COM | $1.2M | 0.4%Prev: 0.5% | 13,151 SH | Decreased+23 SH |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $2.3M | 0.8%Prev: 0.8% | 4,444 SH | Decreased-20 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $11.0M | 3.7%Prev: 4.0% | 24,122 SH | Decreased-171 SH |
| TESLA INC | COM | $3.1M | 1.0%Prev: 1.3% | 8,631 SH | Decreased-137 SH |
| TJX COS INC NEW | COM | $5.4M | 1.8%Prev: 2.1% | 40,695 SH | Decreased+341 SH |
| UBER TECHNOLOGIES INC | COM | $1.9M | 0.6%Prev: 0.7% | 28,121 SH | Decreased-128 SH |
| UNITEDHEALTH GROUP INC | COM | $3.5M | 1.2%Prev: 1.3% | 9,486 SH | Decreased+76 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $580K | 0.2%Prev: 0.2% | 952 SH | Increased+184 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.2M | 0.7%Prev: 0.7% | 28,578 SH | Increased+1,360 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.4M | 2.1%Prev: 2.2% | 90,641 SH | Increased+4,485 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $12.8M | 4.3% | 141,857 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $7.1M | 2.4% | 90,477 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $6.1M | 2.0% | 21,315 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $712K | 0.2% | 1,902 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $320K | 0.1% | 1,480 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.3M | 1.4%Prev: 1.4% | 6,088 SH | Increased+72 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $244K | 0.1%Prev: 0.1% | 4,121 SH | Increased+54 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.8M | 0.6%Prev: 0.6% | 7,683 SH | Increased+671 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $255K | 0.1%Prev: 0.1% | 2,997 SH | Increased+92 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $411K | 0.1%Prev: 0.1% | 5,820 SH | Increased+140 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $857K | 0.3%Prev: 0.3% | 2,712 SH | Increased+21 SH |
| VISA INC | COM CL A | $6.8M | 2.3%Prev: 2.2% | 18,810 SH | Increased+66 SH |
| WALMART INC | COM | $685K | 0.2%Prev: 0.3% | 6,589 SH | Decreased+27 SH |
| ZOETIS INC | CL A | $842K | 0.3%Prev: 0.3% | 12,057 SH | Decreased-80 SH |
| 13F-HR |
| 0001085146-26-000772 |
| $292.4M |
| View |
| Sep 11, 2026 | Q1 2026 | 13F-HR | 0001085146-26-000771 | $243.8M | View |