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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 | $2.2M | 1.1%Prev: 1.5% | 62,602 SH | Decreased+11,145 SH |
| AFFIRM HLDGS INC | COM CL A | $850K | 0.4%Prev: 0.3% | 12,299 SH | Increased-1,622 SH |
| ALPHABET INC | CAP STK CL A | $2.2M | 1.1%Prev: 1.8% | 12,588 SH | Decreased-2,221 SH |
| ALPHABET INC | CAP STK CL C | $1.8M | 0.9%Prev: 1.2% | 10,353 SH | Decreased-17 SH |
| AMAZON COM INC | COM | $2.7M | 1.3%Prev: 1.1% | 12,501 SH | Increased+148 SH |
| APPLE INC | COM | $3.1M | 1.5%Prev: 0.9% | 15,015 SH | Increased+6,518 SH |
| ARROWHEAD PHARMACEUTICALS IN | COM | $292K | 0.1%Prev: 0.5% | 18,497 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $547K | 0.3%Prev: 0.2% | 1,126 SH | Increased+31 SH |
| BOX INC | CL A | $636K | 0.3%Prev: 0.2% | 18,623 SH | Increased+1,670 SH |
| EATON VANCE CALIF MUN BD FD | COM | $950K | 0.5% | 106,450 SH | New |
| FISERV INC | COM | $202K | 0.1% | 1,174 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $392K | 0.2%Prev: 0.2% | 710 SH | Decreased-2 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.6M | 0.8%Prev: 0.7% | 25,256 SH | Decreased+6,191 SH |
| ISHARES TR | CALIF MUN BD ETF | $12.9M | 6.3%Prev: 6.2% | 227,283 SH | Decreased-35,259 SH |
| ISHARES TR | CORE S&P500 ETF | $265K | 0.1%Prev: 0.1% | 428 SH | Decreased |
| ISHARES TR | ESG MSCI KLD 400 | $297K | 0.1%Prev: 0.2% | 2,560 SH | Decreased-940 SH |
| ISHARES TR | GNMA BOND ETF | $2.5M | 1.2%Prev: 0.9% | 56,942 SH | Increased+7,016 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.4M | 0.7%Prev: 0.5% | 13,203 SH | Increased+2,242 SH |
| ISHARES TR | NEW YORK MUN ETF | $6.8M | 3.3%Prev: 2.7% | 130,634 SH | Increased+11,104 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.7M | 0.8%Prev: 0.7% | 8,838 SH | Decreased+623 SH |
| META PLATFORMS INC | CL A | $573K | 0.3%Prev: 0.2% | 776 SH | Increased+7 SH |
| MICROSOFT CORP | COM | $453K | 0.2%Prev: 0.2% | 911 SH | Increased-104 SH |
| NUVEEN AMT FREE QLTY MUN INC | COM | $592K | 0.3%Prev: 0.2% | 54,200 SH | Decreased+1,000 SH |
| NUVEEN CALIFORNIA AMT QLT MU | COM | $177K | 0.1% | 15,000 SH | New |
| NVIDIA CORPORATION | COM | $519K | 0.3%Prev: 0.3% | 3,287 SH | Decreased-579 SH |
| PIMCO ETF TR | INV GRD CRP BD | $5.6M | 2.7%Prev: 3.4% | 57,316 SH | Decreased-25,450 SH |
| PROCTER AND GAMBLE CO | COM | $235K | 0.1%Prev: 0.1% | 1,473 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.4M | 1.7%Prev: 1.5% | 114,430 SH | Decreased+5,729 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $4.9M | 2.4%Prev: 2.5% | 192,887 SH | Decreased-44,791 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $619K | 0.3%Prev: 0.4% | 22,639 SH | Decreased-5,107 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $13.9M | 6.8%Prev: 6.1% | 629,580 SH | Decreased+41,723 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $3.7M | 1.8%Prev: 1.9% | 145,160 SH | Decreased-31,020 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $417K | 0.2%Prev: 0.1% | 17,122 SH | Increased+7,709 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $11.2M | 5.5%Prev: 5.1% | 483,048 SH | Decreased-43,639 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $57.2M | 28.0%Prev: 26.9% | 2,399,036 SH | Decreased-158,687 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.3M | 1.1%Prev: 1.2% | 84,991 SH | Decreased-10,301 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.9M | 0.9%Prev: 1.0% | 69,640 SH | Decreased-5,300 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $939K | 0.5%Prev: 0.4% | 37,131 SH | Decreased+2,950 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $899K | 0.4%Prev: 0.3% | 33,692 SH | Increased+7,204 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $228K | 0.1% | 4,355 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $501K | 0.2% | 6,140 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.6%Prev: 0.5% | 1,889 SH | Increased+125 SH |
| TESLA INC | COM | $506K | 0.2%Prev: 0.3% | 1,594 SH | Decreased-11 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $689K | 0.3%Prev: 0.3% | 9,354 SH | Decreased-331 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $972K | 0.5%Prev: 0.4% | 2,218 SH | Increased+4 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $403K | 0.2%Prev: 0.2% | 1,440 SH | Decreased-170 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $592K | 0.3%Prev: 0.3% | 6,647 SH | Decreased-780 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.8M | 1.4%Prev: 1.2% | 5,001 SH | Increased+381 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.8M | 0.9%Prev: 1.1% | 5,819 SH | Decreased-2,337 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.2M | 1.1%Prev: 1.0% | 32,643 SH | Decreased+148 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.7M | 2.8%Prev: 3.8% | 115,027 SH | Decreased-52,788 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $7.0M | 3.4%Prev: 3.1% | 54,096 SH | Decreased-239 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $476K | 0.2%Prev: 0.2% | 2,327 SH | Increased+113 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $23.2M | 11.4%Prev: 12.2% | 406,528 SH | Decreased-48,646 SH |
| VANGUARD WORLD FD | ENERGY ETF | $295K | 0.1%Prev: 0.2% | 2,477 SH | Decreased-10 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $242K | 0.1%Prev: 0.2% | 3,700 SH | Decreased-2,630 SH |
| VANGUARD WORLD FD | INF TECH ETF | $601K | 0.3%Prev: 0.3% | 906 SH | Decreased-32 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $399K | 0.2%Prev: 0.1% | 2,262 SH | Increased+496 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $1.3M | 0.7%Prev: 0.9% | 20,358 SH | Decreased-3,355 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 |