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CIK 0001986457 • 7 13F filings • Apr 8, 2025 – Oct 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $2.0M | 1.1% | 61,182 SH | |
| AFFIRM HLDGS INC | COM CL A | $554K | 0.3% | 12,264 SH | |
| ALPHABET INC | CAP STK CL A | $1.9M | 1.0% | 12,417 SH | |
| ALPHABET INC | CAP STK CL C | $1.6M | 0.9% | 10,353 SH | |
| AMAZON COM INC | COM | $2.4M | 1.3% | 12,541 SH | |
| APPLE INC | COM | $3.3M | 1.8% | 14,977 SH | |
| ARROWHEAD PHARMACEUTICALS IN | COM | $236K | 0.1% | 18,497 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $607K | 0.3% | 1,140 SH | |
| BOX INC | CL A | $637K | 0.3% | 20,632 SH | |
| EATON VANCE CALIF MUN BD FD | COM | $1.1M | 0.6% | 114,540 SH | |
| FISERV INC | COM | $259K | 0.1% | 1,174 SH | |
| INVESCO CALIF VALUE MUN INCO | COM | $114K | 0.1% | 10,700 SH | |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $200K | 0.1% | 8,400 SH | |
| ISHARES GOLD TR | ISHARES NEW | $1.5M | 0.8% | 25,550 SH | |
| ISHARES TR | CALIF MUN BD ETF | $12.9M | 6.8% | 228,833 SH | |
| ISHARES TR | CORE S&P500 ETF | $240K | 0.1% | 428 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $399K | 0.2% | 3,900 SH | |
| ISHARES TR | GNMA BOND ETF | $2.4M | 1.3% | 55,001 SH | |
| ISHARES TR | NATIONAL MUN ETF | $1.6M | 0.8% | 14,783 SH | |
| ISHARES TR | NEW YORK MUN ETF | $7.1M | 3.8% | 135,030 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.7M | 0.9% | 9,148 SH | |
| META PLATFORMS INC | CL A | $439K | 0.2% | 761 SH | |
| MICROSOFT CORP | COM | $315K | 0.2% | 838 SH | |
| NUVEEN AMT FREE QLTY MUN INC | COM | $588K | 0.3% | 52,500 SH | |
| NUVEEN CALIFORNIA AMT QLT MU | COM | $875K | 0.5% | 69,500 SH | |
| NVIDIA CORPORATION | COM | $355K | 0.2% | 3,276 SH | |
| PIMCO ETF TR | INV GRD CRP BD | $5.3M | 2.8% | 54,521 SH | |
| PROCTER AND GAMBLE CO | COM | $251K | 0.1% | 1,473 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.2M | 1.7% | 115,360 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $4.7M | 2.5% | 187,913 SH | |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $616K | 0.3% | 24,259 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $12.7M | 6.7% | 640,596 SH | |
| SCHWAB STRATEGIC TR | MUN BD ETF | $3.4M | 1.8% | 132,760 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $11.2M | 5.9% | 482,188 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $51.0M | 27.0% | 2,368,235 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.4M | 1.2% | 84,419 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.8M | 1.0% | 68,800 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $893K | 0.5% | 38,131 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $971K | 0.5% | 36,100 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $247K | 0.1% | 4,955 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $524K | 0.3% | 6,640 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.6% | 1,889 SH | |
| TESLA INC | COM | $409K | 0.2% | 1,578 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $694K | 0.4% | 9,444 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $824K | 0.4% | 2,223 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $365K | 0.2% | 1,410 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $611K | 0.3% | 6,747 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.6M | 1.4% | 5,019 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 0.9% | 5,913 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.0M | 1.1% | 33,653 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.0M | 2.7% | 110,790 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $6.3M | 3.3% | 54,055 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $451K | 0.2% | 2,327 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $20.4M | 10.8% | 401,682 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $321K | 0.2% | 2,477 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $339K | 0.2% | 561 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $398K | 0.2% | 2,332 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $1.2M | 0.6% | 19,718 SH |
| 13F-HR |
| 0001941040-25-000543 |
| $219.8M |
| View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0001941040-26-000549 | $265.0M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000348 | $203.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000210 | $239.0M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000190 | $189.0M | View |