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CIK 0002123943 • 3 13F filings • Mar 26, 2026 – Aug 14, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $330K | 0.3% | 1,146 SH | |
| ALPHABET INC | CAP STK CL C | $553K | 0.5% | 1,929 SH | |
| AMAZON COM INC | COM | $266K | 0.2% | 1,277 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $4.1M | 3.4% | 48,752 SH | |
| AMERIPRISE FINL INC | COM | $1.1M | 1.0% | 2,580 SH | |
| APPLE INC | COM | $1.6M | 1.4% | 6,462 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $211K | 0.2% | 3,631 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $978K | 0.8% | 18,835 SH | |
| BNY MELLON ETF TRUST | CORE BOND ETF | $753K | 0.6% | 17,832 SH | |
| CAPITAL GROUP CORE BALANCED | SHS | $5.3M | 4.4% | 155,328 SH | |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $2.5M | 2.1% | 64,624 SH | |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $3.2M | 2.6% | 88,108 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $2.6M | 2.2% | 62,003 SH | |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $1.5M | 1.2% | 50,370 SH | |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $2.4M | 2.0% | 71,025 SH | |
| CAPITAL GROUP GLOBAL EQUITY | SHS | $4.1M | 3.4% | 133,710 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $3.2M | 2.6% | 78,709 SH | |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $1.0M | 0.8% | 32,260 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $2.6M | 2.2% | 99,030 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $1.5M | 1.2% | 66,877 SH | |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $2.0M | 1.7% | 73,970 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $202K | 0.2% | 203 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $600K | 0.5% | 12,516 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.0M | 2.5% | 76,627 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.5M | 2.1% | 35,673 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $456K | 0.4% | 7,295 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.1M | 2.6% | 91,734 SH | |
| ELI LILLY & CO | COM | $832K | 0.7% | 905 SH | |
| ISHARES INC | CORE MSCI EMKT | $232K | 0.2% | 3,329 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $1.9M | 1.6% | 18,872 SH | |
| ISHARES TR | 0-5YR HI YL CP | $399K | 0.3% | 9,433 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $833K | 0.7% | 10,086 SH | |
| ISHARES TR | CORE DIV GRWTH | $787K | 0.7% | 11,219 SH | |
| ISHARES TR | CORE MSCI INTL | $483K | 0.4% | 5,777 SH | |
| ISHARES TR | CORE S&P500 ETF | $10.5M | 8.7% | 16,073 SH | |
| ISHARES TR | CORE UNIVRSL USD | $272K | 0.2% | 5,882 SH | |
| ISHARES TR | CORE US AGGBD ET | $5.9M | 4.9% | 59,742 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $631K | 0.5% | 11,854 SH | |
| ISHARES TR | MORNINGSTAR GRWT | $490K | 0.4% | 5,129 SH | |
| ISHARES TR | MSCI EAFE ETF | $290K | 0.2% | 2,990 SH | |
| ISHARES TR | MSCI USA MMENTM | $413K | 0.3% | 1,721 SH | |
| ISHARES TR | TRUST ISHARE 0-1 | $258K | 0.2% | 2,339 SH | |
| ISHARES TR | US TREAS BD ETF | $443K | 0.4% | 19,326 SH | |
| ISHARES TR | USD INV GRDE ETF | $330K | 0.3% | 6,435 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $2.5M | 2.1% | 29,595 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $2.2M | 1.9% | 31,233 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | $795K | 0.7% | 15,289 SH | |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | $1.4M | 1.1% | 18,588 SH | |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | $360K | 0.3% | 3,319 SH | |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | $2.7M | 2.3% | 23,193 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $5.0M | 4.2% | 107,008 SH | |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $2.8M | 2.3% | 36,709 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $299K | 0.2% | 4,869 SH | |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $276K | 0.2% | 5,653 SH | |
| LENNAR CORP | CL A | $3.0M | 2.5% | 34,900 SH | |
| META PLATFORMS INC | CL A | $257K | 0.2% | 450 SH | |
| MICRON TECHNOLOGY INC | COM | $443K | 0.4% | 1,312 SH | |
| MICROSOFT CORP | COM | $884K | 0.7% | 2,389 SH | |
| MILLROSE PPTYS INC | COM CL A | $552K | 0.5% | 19,722 SH | |
| NVIDIA CORPORATION | COM | $381K | 0.3% | 2,183 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.3M | 1.1% | 12,958 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $713K | 0.6% | 23,241 SH | |
| UNITEDHEALTH GROUP INC | COM | $267K | 0.2% | 987 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $991K | 0.8% | 20,632 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $340K | 0.3% | 1,651 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $742K | 0.6% | 1,699 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.1M | 0.9% | 3,584 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $531K | 0.4% | 2,064 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $617K | 0.5% | 3,349 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $790K | 0.7% | 1,322 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $693K | 0.6% | 3,189 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $324K | 0.3% | 1,071 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $4.9M | 4.1% | 35,672 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $244K | 0.2% | 4,887 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $309K | 0.3% | 6,581 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $678K | 0.6% | 4,580 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $2.0M | 1.6% | 13,612 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.8M | 2.3% | 7,667 SH | |
| WALMART INC | COM | $587K | 0.5% | 4,725 SH |
| 13F-HR |
| 0001214659-26-010438 |
| $141.4M |
| View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005067 | $120.6M | View |