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CIK 0001802994 • 6 13F filings • May 2, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $215K | 0.1% | 1,004 SH | New |
| ALPHABET INC | CAP STK CL A | $3.7M | 1.4%Prev: 1.2% | 11,685 SH | Increased-515 SH |
| ALPHABET INC | CAP STK CL C | $11.4M | 4.5%Prev: 3.7% | 36,416 SH | Increased-575 SH |
| AMAZON COM INC | COM | $14.7M | 5.8%Prev: 5.7% | 63,896 SH | Increased+20 SH |
| AMERICAN EXPRESS CO | COM | $376K | 0.1%Prev: 0.1% | 1,015 SH | Increased+2 SH |
| AMERICAN TOWER CORP NEW | COM | $332K | 0.1%Prev: 0.2% | 1,893 SH | Decreased-118 SH |
| APPLE INC | COM | $24.3M | 9.5%Prev: 9.2% | 89,461 SH | Increased+470 SH |
| AT&T INC | COM | $237K | 0.1%Prev: 0.1% | 9,542 SH | Decreased |
| BANK AMERICA CORP | COM | $656K | 0.3%Prev: 0.2% | 11,924 SH | Increased+6 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.8M | 0.7%Prev: 0.7% | 3,513 SH | Decreased-113 SH |
| CATERPILLAR INC | COM | $948K | 0.4%Prev: 0.3% | 1,654 SH | Increased-123 SH |
| CISCO SYS INC | COM | $426K | 0.2%Prev: 0.2% | 5,527 SH | Increased+1 SH |
| CLOROX CO DEL | COM | $290K | 0.1%Prev: 0.2% | 2,878 SH | Decreased-467 SH |
| COCA COLA CO | COM | $949K | 0.4%Prev: 0.3% | 13,568 SH | Increased+690 SH |
| COSTCO WHSL CORP NEW | COM | $310K | 0.1%Prev: 0.1% | 360 SH | Increased+120 SH |
| CSX CORP | COM | $233K | 0.1%Prev: 0.1% | 6,427 SH | Increased+3 SH |
| DISNEY WALT CO | COM | $604K | 0.2%Prev: 0.2% | 5,305 SH | Decreased |
| ELI LILLY & CO | COM | $571K | 0.2%Prev: 0.2% | 531 SH | Increased |
| GLOBAL X FDS | US INFR DEV ETF | $737K | 0.3%Prev: 0.3% | 15,417 SH | Decreased-100 SH |
| GOLDMAN SACHS GROUP INC | COM | $409K | 0.2%Prev: 0.2% | 465 SH | Increased+1 SH |
| HUNTINGTON INGALLS INDS INC | COM | $349K | 0.1%Prev: 0.1% | 1,025 SH | Increased |
| INTAPP INC | COM | $614K | 0.2% | 13,397 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $518K | 0.2%Prev: 0.2% | 1,749 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $45.6M | 17.8%Prev: 18.3% | 74,150 SH | Increased-845 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $335K | 0.1%Prev: 0.1% | 3,270 SH | Decreased+30 SH |
| ISHARES TR | CORE 1 5 YR USD | $614K | 0.2%Prev: 0.3% | 12,602 SH | Decreased-1,041 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.7M | 0.7%Prev: 0.7% | 25,994 SH | Increased-162 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.4M | 0.9%Prev: 1.0% | 19,811 SH | Increased+44 SH |
| ISHARES TR | CORE S&P500 ETF | $616K | 0.2%Prev: 0.2% | 900 SH | Increased-3 SH |
| ISHARES TR | DOW JONES US ETF | $1.8M | 0.7%Prev: 0.7% | 10,697 SH | Increased-79 SH |
| ISHARES TR | MSCI EAFE ETF | $769K | 0.3%Prev: 0.3% | 8,011 SH | Increased+108 SH |
| ISHARES TR | RUSSELL 2000 ETF | $313K | 0.1%Prev: 0.1% | 1,270 SH | Increased+3 SH |
| ISHARES TR | S&P MC 400GR ETF | $599K | 0.2%Prev: 0.2% | 6,179 SH | Increased+109 SH |
| ISHARES TR | SELECT DIVID ETF | $4.1M | 1.6%Prev: 1.7% | 28,908 SH | Decreased+161 SH |
| ISHARES TR | SELECT US REIT | $2.4M | 0.9%Prev: 1.0% | 40,243 SH | Decreased+66 SH |
| ISHARES TR | TIPS BD ETF | $599K | 0.2%Prev: 0.2% | 5,454 SH | Decreased+17 SH |
| ISHARES TR | U.S. FIN SVC ETF | $1.1M | 0.4%Prev: 0.4% | 12,014 SH | Increased-36 SH |
| ISHARES TR | US HLTHCARE ETF | $2.8M | 1.1%Prev: 1.0% | 43,423 SH | Increased-127 SH |
| JOHNSON & JOHNSON | COM | $490K | 0.2%Prev: 0.2% | 2,370 SH | Increased+9 SH |
| JPMORGAN CHASE & CO. | COM | $8.0M | 3.1%Prev: 3.2% | 24,940 SH | Increased+281 SH |
| LAM RESEARCH CORP | COM NEW | $858K | 0.3%Prev: 0.3% | 5,010 SH | Increased+10 SH |
| LOCKHEED MARTIN CORP | COM | $231K | 0.1%Prev: 0.1% | 478 SH | Decreased |
| MARRIOTT INTL INC NEW | CL A | $342K | 0.1%Prev: 0.1% | 1,101 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $1.4M | 0.6%Prev: 0.6% | 2,477 SH | Increased+3 SH |
| MERCK & CO INC | COM | $929K | 0.4%Prev: 0.3% | 8,828 SH | Increased+31 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.4%Prev: 0.5% | 1,718 SH | Decreased |
| MICRON TECHNOLOGY INC | COM | $285K | 0.1% | 1,000 SH | New |
| MICROSOFT CORP | COM | $2.4M | 0.9%Prev: 1.0% | 4,994 SH | Decreased+31 SH |
| NETFLIX INC | COM | $924K | 0.4%Prev: 0.5% | 9,860 SH | Decreased+8,875 SH |
| NORFOLK SOUTHN CORP | COM | $708K | 0.3%Prev: 0.3% | 2,452 SH | Decreased+9 SH |
| NORTHROP GRUMMAN CORP | COM | $1.0M | 0.4%Prev: 0.4% | 1,800 SH | Decreased |
| NVIDIA CORPORATION | COM | $16.2M | 6.3%Prev: 6.7% | 86,804 SH | Decreased-1,258 SH |
| ORACLE CORP | COM | $1.0M | 0.4%Prev: 0.6% | 5,298 SH | Decreased+17 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $375K | 0.1%Prev: 0.2% | 2,111 SH | Decreased |
| PFIZER INC | COM | $220K | 0.1%Prev: 0.1% | 8,845 SH | Decreased+94 SH |
| PROCTER AND GAMBLE CO | COM | $970K | 0.4%Prev: 0.4% | 6,766 SH | Decreased-118 SH |
| PROSHARES TR | S&P 500 DV ARIST | $570K | 0.2%Prev: 0.2% | 5,480 SH | Increased+25 SH |
| SALESFORCE INC | COM | $303K | 0.1%Prev: 0.1% | 1,144 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $501K | 0.2% | 6,447 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $563K | 0.2% | 3,908 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $25.6M | 10.0%Prev: 10.0% | 53,189 SH | Increased+272 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $39.0M | 15.3%Prev: 15.5% | 57,232 SH | Increased+33 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $6.6M | 2.6% | 56,476 SH | New |
| STARBUCKS CORP | COM | $242K | 0.1%Prev: 0.1% | 2,874 SH | Decreased-138 SH |
| TESLA INC | COM | $654K | 0.3%Prev: 0.3% | 1,454 SH | Increased |
| THERMO FISHER SCIENTIFIC INC | COM | $240K | 0.1%Prev: 0.1% | 414 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $277K | 0.1%Prev: 0.1% | 3,553 SH | Increased+13 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $313K | 0.1%Prev: 0.1% | 4,229 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.3M | 0.9%Prev: 0.9% | 31,342 SH | Increased+318 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $407K | 0.2%Prev: 0.2% | 6,517 SH | Increased+40 SH |
| VERIZON COMMUNICATIONS INC | COM | $338K | 0.1%Prev: 0.1% | 8,306 SH | Decreased+69 SH |
| VISA INC | COM CL A | $5.3M | 2.1%Prev: 2.1% | 15,119 SH | Increased+277 SH |
| WALMART INC | COM | $216K | 0.1%Prev: 0.1% | 1,941 SH | Increased |
| WASTE MGMT INC DEL | COM | $1.1M | 0.4%Prev: 0.4% | 5,029 SH | Increased+710 SH |
| WELLS FARGO CO NEW | COM | $3.0M | 1.2%Prev: 1.1% | 32,410 SH | Increased+122 SH |
| 13F-HR |
| 0002085853-26-000829 |
| $275.9M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000998 | $224.0M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000537 | $238.3M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000575 | $205.1M | View |