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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 | $2.9M | 1.3%Prev: 1.1% | 64,314 SH | Decreased+12,887 SH |
| AFFIRM HLDGS INC | COM CL A | $917K | 0.4%Prev: 0.4% | 12,545 SH | Decreased-1,376 SH |
| ALPHABET INC | CAP STK CL A | $3.1M | 1.4%Prev: 2.1% | 12,944 SH | Decreased-2,292 SH |
| ALPHABET INC | CAP STK CL C | $2.5M | 1.1%Prev: 1.4% | 10,353 SH | Decreased-417 SH |
| AMAZON COM INC | COM | $2.7M | 1.3%Prev: 1.1% | 12,521 SH | Decreased+146 SH |
| APPLE INC | COM | $2.2M | 1.0%Prev: 1.0% | 8,544 SH | Decreased-838 SH |
| ARROWHEAD PHARMACEUTICALS IN | COM | $638K | 0.3%Prev: 0.5% | 18,497 SH | Decreased+1,000 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $561K | 0.3%Prev: 0.2% | 1,116 SH | Increased+50 SH |
| BOX INC | CL A | $590K | 0.3%Prev: 0.2% | 18,279 SH | Increased+2,107 SH |
| EATON VANCE CALIF MUN BD FD | COM | $964K | 0.4% | 101,550 SH | New |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | $202K | 0.1% | 5,900 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $426K | 0.2%Prev: 0.2% | 710 SH | Decreased-2 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.8M | 0.8%Prev: 0.5% | 24,522 SH | Increased+5,457 SH |
| ISHARES TR | CALIF MUN BD ETF | $13.3M | 6.0%Prev: 5.3% | 232,992 SH | Decreased-8,617 SH |
| ISHARES TR | CORE S&P500 ETF | $286K | 0.1%Prev: 0.1% | 428 SH | Decreased |
| ISHARES TR | ESG MSCI KLD 400 | $322K | 0.1% | 2,560 SH | New |
| ISHARES TR | GNMA BOND ETF | $2.4M | 1.1%Prev: 0.8% | 53,473 SH | Increased+8,096 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.4M | 0.6%Prev: 0.4% | 12,753 SH | Increased+1,842 SH |
| ISHARES TR | NEW YORK MUN ETF | $6.8M | 3.1%Prev: 2.3% | 127,590 SH | Increased+14,860 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.7M | 0.8%Prev: 0.8% | 8,475 SH | Decreased+260 SH |
| ISHARES TR | RUSSELL 2000 ETF | $210K | 0.1%Prev: 0.1% | 869 SH | Decreased-76 SH |
| META PLATFORMS INC | CL A | $593K | 0.3%Prev: 0.2% | 808 SH | Increased+39 SH |
| MICROSOFT CORP | COM | $472K | 0.2%Prev: 0.2% | 911 SH | Decreased-388 SH |
| NUVEEN AMT FREE QLTY MUN INC | COM | $606K | 0.3%Prev: 0.2% | 53,200 SH | Increased+3,300 SH |
| NVIDIA CORPORATION | COM | $703K | 0.3%Prev: 0.3% | 3,766 SH | Decreased-53 SH |
| PIMCO ETF TR | INV GRD CRP BD | $6.6M | 3.0%Prev: 3.2% | 66,406 SH | Decreased-22,170 SH |
| PROCTER AND GAMBLE CO | COM | $226K | 0.1% | 1,473 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.7M | 1.7%Prev: 1.5% | 109,909 SH | Decreased+2,148 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $5.1M | 2.3%Prev: 2.4% | 203,248 SH | Decreased-50,013 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $722K | 0.3%Prev: 0.3% | 25,835 SH | Decreased+99 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $14.2M | 6.5%Prev: 6.1% | 610,307 SH | Decreased+25,382 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $3.8M | 1.7%Prev: 1.6% | 149,700 SH | Decreased-17,530 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $276K | 0.1%Prev: 0.1% | 11,323 SH | Decreased-840 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $11.6M | 5.3%Prev: 4.9% | 495,524 SH | Decreased-67,396 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $62.2M | 28.3%Prev: 28.2% | 2,417,553 SH | Decreased-159,502 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.4M | 1.1%Prev: 1.1% | 86,927 SH | Decreased-5,228 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.0M | 0.9%Prev: 1.0% | 69,200 SH | Decreased-7,090 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $965K | 0.4%Prev: 0.5% | 34,581 SH | Decreased-350 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $777K | 0.4%Prev: 0.2% | 28,838 SH | Increased+4,170 SH |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $448K | 0.2% | 5,140 SH | New |
| SPDR INDEX SHS FDS | S&P INTL ETF | $242K | 0.1% | 5,657 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.5% | 1,810 SH | New |
| TESLA INC | COM | $714K | 0.3%Prev: 0.3% | 1,606 SH | Increased-3 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $674K | 0.3%Prev: 0.3% | 9,068 SH | Decreased-617 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $596K | 0.3%Prev: 0.2% | 12,041 SH | Increased+848 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 0.5%Prev: 0.4% | 2,218 SH | Decreased-11,594 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $491K | 0.2%Prev: 0.2% | 1,670 SH | Decreased-4,770 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $639K | 0.3%Prev: 0.3% | 6,987 SH | Decreased-710 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.0M | 1.4%Prev: 1.2% | 4,935 SH | Decreased+300 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.9M | 0.9%Prev: 1.2% | 5,838 SH | Decreased-2,572 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.4M | 1.1%Prev: 1.0% | 33,845 SH | Decreased+1,400 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.8M | 3.1%Prev: 4.1% | 125,738 SH | Decreased-56,882 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $7.5M | 3.4%Prev: 2.5% | 54,564 SH | Increased+11,824 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $482K | 0.2%Prev: 0.2% | 2,232 SH | Decreased-137 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $25.1M | 11.4%Prev: 12.7% | 418,079 SH | Decreased-54,218 SH |
| VANGUARD WORLD FD | ENERGY ETF | $313K | 0.1%Prev: 0.1% | 2,487 SH | Increased+565 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $363K | 0.2%Prev: 0.2% | 5,230 SH | Decreased-1,100 SH |
| VANGUARD WORLD FD | INF TECH ETF | $720K | 0.3%Prev: 0.3% | 965 SH | Decreased-6,619 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $372K | 0.2%Prev: 0.1% | 1,966 SH | Increased+170 SH |
| VOLATILITY SHS TR | 2X BITCOIN STRAT | $207K | 0.1% | 3,751 SH | New |
| WORLD GOLD TR | SPDR GLD MINIS | $1.7M | 0.8%Prev: 0.8% | 22,758 SH | Decreased-3,893 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 |