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CIK 0002149104 • 2 13F filings • Aug 7, 2026 – Oct 19, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $235K | 0.1% | 1,452 SH | |
| ABBVIE INC | COM | $1.0M | 0.4% | 4,154 SH | |
| ADVANCED MICRO DEVICES INC | COM | $1.4M | 0.6% | 2,381 SH | |
| AFLAC INC | COM | $843K | 0.3% | 7,192 SH | |
| ALPHABET INC | CAP STK CL A | $4.1M | 1.6% | 11,477 SH | |
| ALPHABET INC | CAP STK CL C | $3.9M | 1.6% | 11,149 SH | |
| ALTRIA GROUP INC | COM | $219K | 0.1% | 3,042 SH | |
| AMAZON COM INC | COM | $3.6M | 1.4% | 15,108 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.0M | 0.8% | 15,793 SH | |
| AMERICAN EXPRESS CO | COM | $328K | 0.1% | 971 SH | |
| AMGEN INC | COM | $1.1M | 0.4% | 2,910 SH | |
| AMPHENOL CORP | CL A | $754K | 0.3% | 4,275 SH | |
| APPLE INC | COM | $7.9M | 3.2% | 27,350 SH | |
| APPLIED MATLS INC | COM | $1.5M | 0.6% | 2,009 SH | |
| ARISTA NETWORKS INC | COM SHS | $706K | 0.3% | 4,156 SH | |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | $635K | 0.3% | 14,081 SH | |
| ASML HLDG NV | N Y REGISTRY SHS | $1.4M | 0.5% | 691 SH | |
| ASTRAZENECA PLC | ORD | $451K | 0.2% | 2,376 SH | |
| BANK OF AMER CORP | COM | $504K | 0.2% | 8,843 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 0.8% | 4,220 SH | |
| BHP BILLITON LIMITED | SPONSORED ADS | $271K | 0.1% | 3,258 SH | |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $249K | 0.1% | 4,032 SH | |
| BROADCOM INC | COM | $2.9M | 1.2% | 7,633 SH | |
| CATERPILLAR INC | COM | $766K | 0.3% | 719 SH | |
| CHEVRON CORPORATION | COM | $493K | 0.2% | 2,977 SH | |
| CIA ENERGETICA DE MINAS GERA | SP ADR N-V PFD | $34K | 0.0% | 16,136 SH | |
| CISCO SYS INC | COM | $657K | 0.3% | 5,594 SH | |
| CLOUDFLARE INC | CL A COM | $227K | 0.1% | 927 SH | |
| COCA COLA CO | COM | $62.2M | 24.8% | 765,193 SH | |
| COCA-COLA EUROPACIFIC PARTNE | SHS | $690K | 0.3% | 6,895 SH | |
| CORNING INC | COM | $303K | 0.1% | 1,188 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $1.5M | 0.6% | 1,617 SH | |
| CUMMINS INC | COM | $304K | 0.1% | 426 SH | |
| CVS HEALTH CORP | COM | $392K | 0.2% | 3,792 SH | |
| DEERE & CO | COM | $499K | 0.2% | 786 SH | |
| DR REDDYS LABS LTD | ADR | $268K | 0.1% | 18,505 SH | |
| EATON CORP PLC | SHS | $314K | 0.1% | 736 SH | |
| ELI LILLY & CO | COM | $3.0M | 1.2% | 2,491 SH | |
| EMERSON ELEC CO | COM | $240K | 0.1% | 1,679 SH | |
| EXXON MOBIL CORP | COM | $571K | 0.2% | 4,173 SH | |
| FEDEX CORP | COM | $444K | 0.2% | 1,417 SH | |
| GE AEROSPACE | COM NEW | $650K | 0.3% | 1,740 SH | |
| GE VERNOVA INC | COM | $511K | 0.2% | 435 SH | |
| GLOBAL PMTS INC | COM | $814K | 0.3% | 11,219 SH | |
| GOLDMAN SACHS GROUP INC | COM | $328K | 0.1% | 324 SH | |
| GSK PLC | SPONSORED ADR | $216K | 0.1% | 4,124 SH | |
| HDFC BANK LTD | SPONSORED ADS | $260K | 0.1% | 10,068 SH | |
| HOME DEPOT INC | COM | $1.4M | 0.5% | 3,831 SH | |
| ICICI BANK LIMITED | ADR | $334K | 0.1% | 11,497 SH | |
| INTEL CORP | COM | $235K | 0.1% | 1,682 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $275K | 0.1% | 978 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $262K | 0.1% | 659 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.4M | 0.6% | 4,655 SH | |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $16.6M | 6.6% | 241,529 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $226K | 0.1% | 307 SH | |
| ISHARES INC | CORE MSCI EMKT | $989K | 0.4% | 11,944 SH | |
| ISHARES INC | MSCI EMRG CHN | $2.1M | 0.9% | 20,981 SH | |
| ISHARES TR | 0-3 MTH TREASURY | $1.5M | 0.6% | 15,187 SH | |
| ISHARES TR | CORE MSCI EAFE | $1.5M | 0.6% | 15,793 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.5M | 0.6% | 19,431 SH | |
| ISHARES TR | CORE S&P TTL STK | $308K | 0.1% | 1,873 SH | |
| ISHARES TR | CORE S&P500 ETF | $8.6M | 3.4% | 11,450 SH | |
| ISHARES TR | CORE US AGGBD ET | $2.1M | 0.8% | 21,153 SH | |
| ISHARES TR | MSC GLO FAC ETF | $1.7M | 0.7% | 53,151 SH | |
| ISHARES TR | MSCI USA MMENTM | $520K | 0.2% | 1,516 SH | |
| ISHARES TR | NATIONAL MUN ETF | $423K | 0.2% | 3,932 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $1.6M | 0.6% | 12,710 SH | |
| ISHARES TR | RUS TP200 GR ETF | $266K | 0.1% | 915 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $380K | 0.2% | 1,265 SH | |
| ISHARES TR | S&P 500 VAL ETF | $500K | 0.2% | 2,200 SH | |
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | $12.1M | 4.8% | 2,183,549 SH | |
| JOHNSON & JOHNSON | COM | $1.1M | 0.5% | 4,457 SH | |
| JPMORGAN CHASE & CO | COM | $636K | 0.3% | 1,942 SH | |
| KB FINL GROUP INC | SPONSORED ADR | $336K | 0.1% | 3,198 SH | |
| KLA CORP | COM NEW | $624K | 0.2% | 2,067 SH | |
| LAM RESEARCH CORP | COM NEW | $1.4M | 0.6% | 3,196 SH | |
| LG DISPLAY CO LTD | SPONS ADR REP | $241K | 0.1% | 61,999 SH | |
| LINDE PLC | SHS | $543K | 0.2% | 1,047 SH | |
| MARRIOTT INTL INC NEW | CL A | $253K | 0.1% | 682 SH | |
| MASTERCARD INCORPORATED | CL A | $691K | 0.3% | 1,346 SH | |
| MCDONALDS CORP | COM | $289K | 0.1% | 1,068 SH | |
| MERCK & CO INC | COM | $422K | 0.2% | 3,283 SH | |
| META PLATFORMS INC | CL A | $2.8M | 1.1% | 4,898 SH | |
| MICRON TECHNOLOGY INC | COM | $1.4M | 0.6% | 1,243 SH | |
| MICROSOFT CORP | COM | $7.9M | 3.1% | 21,088 SH | |
| MONSTER BEVERAGE CORP NEW | COM | $255K | 0.1% | 2,651 SH | |
| MORGAN STANLEY | COM NEW | $2.2M | 0.9% | 10,637 SH | |
| NETFLIX INC. | COM | $813K | 0.3% | 11,393 SH | |
| NOVARTIS AG | SPONSORED ADR | $601K | 0.2% | 3,834 SH | |
| NVIDIA CORPORATION | COM | $10.8M | 4.3% | 53,946 SH | |
| ORACLE CORP | COM | $424K | 0.2% | 2,896 SH | |
| OREILLY AUTOMOTIVE INC | COM | $220K | 0.1% | 2,392 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $282K | 0.1% | 2,416 SH | |
| PALO ALTO NETWORKS INC | COM | $500K | 0.2% | 1,465 SH | |
| PHILIP MORRIS INTL INC | COM | $409K | 0.2% | 2,263 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $1.7M | 0.7% | 63,647 SH | |
| PINNACLE FINL PARTNERS INC | COM | $235K | 0.1% | 2,327 SH | |
| POSCO HOLDINGS INC | SPONSORED ADR | $214K | 0.1% | 4,159 SH | |
| PROCTER & GAMBLE CO | COM | $460K | 0.2% | 3,136 SH | |
| PROGRESSIVE CORP | COM | $502K | 0.2% | 2,298 SH | |
| QUANTA SVCS INC | COM | $242K | 0.1% | 336 SH | |
| ROYAL CARIBBEAN GROUP | COM | $201K | 0.1% | 633 SH | |
| RTX CORPORATION | COM | $325K | 0.1% | 1,714 SH | |
| SANDISK CORP | COM | $1.3M | 0.5% | 590 SH | |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $290K | 0.1% | 5,468 SH | |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $225K | 0.1% | 1,179 SH | |
| SHINHAN FINANCIAL GROUP CO L | SPN ADR RESTRD | $356K | 0.1% | 5,622 SH | |
| SOUTHERN COPPER CORP | COM | $319K | 0.1% | 1,831 SH | |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $392K | 0.2% | 2,293 SH | |
| SPDR INDEX SHS FDS | ST STR MSCI GLB | $324K | 0.1% | 3,784 SH | |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $345K | 0.1% | 6,846 SH | |
| SPDR SERIES TRUST | ST STR P500GRW | $609K | 0.2% | 5,122 SH | |
| SPDR SERIES TRUST | ST STR PR SP1500 | $590K | 0.2% | 6,493 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.6M | 1.4% | 4,758 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $3.9M | 1.5% | 8,099 SH | |
| TESLA INC | COM | $1.8M | 0.7% | 4,223 SH | |
| TJX COS INC NEW | COM | $330K | 0.1% | 2,180 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $259K | 0.1% | 528 SH | |
| TRUIST FINL CORP | COM | $605K | 0.2% | 12,135 SH | |
| UNION PAC CORP | COM | $436K | 0.2% | 1,603 SH | |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | $481K | 0.2% | 17,691 SH | |
| UNITEDHEALTH GROUP INC | COM | $271K | 0.1% | 652 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $2.1M | 0.8% | 24,288 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.5M | 3.0% | 10,872 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 0.7% | 4,648 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $3.1M | 1.3% | 14,440 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $542K | 0.2% | 5,098 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.3M | 0.5% | 5,513 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $236K | 0.1% | 3,315 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.8M | 0.7% | 11,462 SH | |
| VERIZON COMMUNICATIONS INC | COM | $330K | 0.1% | 7,794 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $436K | 0.2% | 878 SH | |
| VERTIV HOLDINGS CO | COM CL A | $325K | 0.1% | 970 SH | |
| VISA INC | COM CL A | $1.8M | 0.7% | 5,161 SH | |
| WALMART INC | COM | $1.3M | 0.5% | 11,552 SH | |
| WELLS FARGO & CO | COM | $204K | 0.1% | 2,464 SH | |
| WESTERN DIGITAL CORP | COM | $1.2M | 0.5% | 1,923 SH | |
| WIPRO LTD | SPON ADR 1 SH | $175K | 0.1% | 77,837 SH | |
| WOORI FINL GROUP INC | SPONSORED ADS | $324K | 0.1% | 5,650 SH |