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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 | $3.8M | 1.6%Prev: 1.3% | 56,107 SH | Increased-8,207 SH |
| AFFIRM HLDGS INC | COM CL A | $988K | 0.4%Prev: 0.4% | 13,274 SH | Increased+729 SH |
| ALPHABET INC | CAP STK CL A | $4.8M | 2.0%Prev: 1.4% | 15,284 SH | Increased+2,340 SH |
| ALPHABET INC | CAP STK CL C | $3.3M | 1.4%Prev: 1.1% | 10,423 SH | Increased+70 SH |
| AMAZON COM INC | COM | $2.9M | 1.2%Prev: 1.3% | 12,504 SH | Increased-17 SH |
| APPLE INC | COM | $2.2M | 0.9%Prev: 1.0% | 8,194 SH | Increased-350 SH |
| ARROWHEAD PHARMACEUTICALS IN | COM | $1.2M | 0.5%Prev: 0.3% | 18,497 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $550K | 0.2%Prev: 0.3% | 1,095 SH | Decreased-21 SH |
| BLACKROCK CALIF MUN INCOME T | SH BEN INT | $479K | 0.2% | 44,600 SH | New |
| BOX INC | CL A | $578K | 0.2%Prev: 0.3% | 19,330 SH | Decreased+1,051 SH |
| BROADCOM INC | COM | $1.0M | 0.4% | 2,890 SH | New |
| COLUMBIA ETF TR II | EM CORE EX ETF | $339K | 0.1% | 8,840 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $436K | 0.2%Prev: 0.2% | 710 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $214K | 0.1% | 4,304 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $1.6M | 0.7%Prev: 0.8% | 19,265 SH | Decreased-5,257 SH |
| ISHARES TR | CALIF MUN BD ETF | $14.4M | 6.1%Prev: 6.0% | 251,202 SH | Increased+18,210 SH |
| ISHARES TR | CORE S&P500 ETF | $293K | 0.1%Prev: 0.1% | 428 SH | Increased |
| ISHARES TR | ESG MSCI KLD 400 | $442K | 0.2%Prev: 0.1% | 3,430 SH | Increased+870 SH |
| ISHARES TR | GNMA BOND ETF | $2.0M | 0.9%Prev: 1.1% | 45,945 SH | Decreased-7,528 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.3M | 0.5%Prev: 0.6% | 11,953 SH | Decreased-800 SH |
| ISHARES TR | NEW YORK MUN ETF | $6.7M | 2.8%Prev: 3.1% | 125,290 SH | Decreased-2,300 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.7M | 0.7%Prev: 0.8% | 8,315 SH | Increased-160 SH |
| ISHARES TR | RUSSELL 2000 ETF | $214K | 0.1%Prev: 0.1% | 869 SH | Increased |
| META PLATFORMS INC | CL A | $507K | 0.2%Prev: 0.3% | 768 SH | Decreased-40 SH |
| MICROSOFT CORP | COM | $474K | 0.2%Prev: 0.2% | 981 SH | Increased+70 SH |
| NUVEEN AMT FREE QLTY MUN INC | COM | $619K | 0.3%Prev: 0.3% | 53,200 SH | Increased |
| NVIDIA CORPORATION | COM | $724K | 0.3%Prev: 0.3% | 3,880 SH | Increased+114 SH |
| OPENDOOR TECHNOLOGIES INC | COM | $68K | 0.0% | 11,650 SH | New |
| PIMCO ETF TR | INV GRD CRP BD | $7.5M | 3.2%Prev: 3.0% | 76,271 SH | Increased+9,865 SH |
| PROCTER AND GAMBLE CO | COM | $211K | 0.1%Prev: 0.1% | 1,473 SH | Decreased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.6M | 1.5%Prev: 1.7% | 109,901 SH | Decreased-8 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $5.6M | 2.4%Prev: 2.3% | 222,365 SH | Increased+19,117 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $765K | 0.3%Prev: 0.3% | 25,646 SH | Increased-189 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $14.4M | 6.1%Prev: 6.5% | 598,757 SH | Increased-11,550 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $4.4M | 1.9%Prev: 1.7% | 172,440 SH | Increased+22,740 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $214K | 0.1%Prev: 0.1% | 8,763 SH | Decreased-2,560 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $12.0M | 5.1%Prev: 5.3% | 513,371 SH | Increased+17,847 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $65.1M | 27.6%Prev: 28.3% | 2,481,049 SH | Increased+63,496 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.4M | 1.0%Prev: 1.1% | 89,185 SH | Increased+2,258 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.2M | 0.9%Prev: 0.9% | 72,940 SH | Increased+3,740 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $948K | 0.4%Prev: 0.4% | 33,281 SH | Decreased-1,300 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $675K | 0.3%Prev: 0.4% | 25,488 SH | Decreased-3,350 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $209K | 0.1% | 3,820 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $396K | 0.2% | 9,280 SH | New |
| SPDR INDEX SHS FDS | S&P INTL ETF | $209K | 0.1%Prev: 0.1% | 4,758 SH | Decreased-899 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.5%Prev: 0.5% | 1,812 SH | Increased+2 SH |
| TESLA INC | COM | $726K | 0.3%Prev: 0.3% | 1,615 SH | Increased+9 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $721K | 0.3%Prev: 0.3% | 9,733 SH | Increased+665 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $981K | 0.4%Prev: 0.3% | 20,296 SH | Increased+8,255 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 0.5%Prev: 0.5% | 2,214 SH | Increased-4 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $444K | 0.2%Prev: 0.2% | 1,530 SH | Decreased-140 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $657K | 0.3%Prev: 0.3% | 7,427 SH | Increased+440 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.1M | 1.3%Prev: 1.4% | 4,885 SH | Increased-50 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.1M | 0.9%Prev: 0.9% | 6,242 SH | Increased+404 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.4M | 1.0%Prev: 1.1% | 32,835 SH | Decreased-1,010 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.0M | 3.4%Prev: 3.1% | 148,452 SH | Increased+22,714 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $7.8M | 3.3%Prev: 3.4% | 55,292 SH | Increased+728 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $491K | 0.2%Prev: 0.2% | 2,232 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $27.5M | 11.7%Prev: 11.4% | 439,520 SH | Increased+21,441 SH |
| VANGUARD WORLD FD | ENERGY ETF | $313K | 0.1%Prev: 0.1% | 2,487 SH | Increased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $453K | 0.2%Prev: 0.2% | 6,330 SH | Increased+1,100 SH |
| VANGUARD WORLD FD | INF TECH ETF | $726K | 0.3%Prev: 0.3% | 963 SH | Increased-2 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $327K | 0.1%Prev: 0.2% | 1,766 SH | Decreased-200 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $1.9M | 0.8%Prev: 0.8% | 22,323 SH | Increased-435 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 |