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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 | $3.7M | 1.5%Prev: 1.1% | 51,457 SH | Increased-9,725 SH |
| AFFIRM HLDGS INC | COM CL A | $638K | 0.3%Prev: 0.3% | 13,921 SH | Increased+1,657 SH |
| ALPHABET INC | CAP STK CL A | $4.3M | 1.8%Prev: 1.0% | 14,809 SH | Increased+2,392 SH |
| ALPHABET INC | CAP STK CL C | $3.0M | 1.2%Prev: 0.9% | 10,370 SH | Increased+17 SH |
| AMAZON COM INC | COM | $2.6M | 1.1%Prev: 1.3% | 12,353 SH | Increased-188 SH |
| APPLE INC | COM | $2.2M | 0.9%Prev: 1.8% | 8,497 SH | Decreased-6,480 SH |
| ARROWHEAD PHARMACEUTICALS IN | COM | $1.2M | 0.5%Prev: 0.1% | 18,497 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $525K | 0.2%Prev: 0.3% | 1,095 SH | Decreased-45 SH |
| BLACKROCK MUNIHLDNGS CALI QL | COM | $667K | 0.3% | 64,170 SH | New |
| BOX INC | CL A | $401K | 0.2%Prev: 0.3% | 16,953 SH | Decreased-3,679 SH |
| BROADCOM INC | COM | $921K | 0.4% | 2,975 SH | New |
| COLUMBIA ETF TR II | EM CORE EX ETF | $432K | 0.2% | 10,590 SH | New |
| EXXON MOBIL CORP | COM | $281K | 0.1% | 1,654 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $411K | 0.2% | 712 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $1.7M | 0.7%Prev: 0.8% | 19,065 SH | Increased-6,485 SH |
| ISHARES INC | MSCI AUST ETF | $383K | 0.2% | 13,810 SH | New |
| ISHARES TR | CALIF MUN BD ETF | $14.9M | 6.2%Prev: 6.8% | 262,542 SH | Increased+33,709 SH |
| ISHARES TR | CORE S&P TTL STK | $289K | 0.1% | 2,030 SH | New |
| ISHARES TR | CORE S&P500 ETF | $279K | 0.1%Prev: 0.1% | 428 SH | Increased |
| ISHARES TR | ESG MSCI KLD 400 | $424K | 0.2%Prev: 0.2% | 3,500 SH | Increased-400 SH |
| ISHARES TR | GNMA BOND ETF | $2.2M | 0.9%Prev: 1.3% | 49,926 SH | Decreased-5,075 SH |
| ISHARES TR | INTL TREA BD ETF | $507K | 0.2% | 12,350 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $1.2M | 0.5%Prev: 0.8% | 10,961 SH | Decreased-3,822 SH |
| ISHARES TR | NEW YORK MUN ETF | $6.3M | 2.7%Prev: 3.8% | 119,530 SH | Decreased-15,500 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.8M | 0.7%Prev: 0.9% | 8,215 SH | Increased-933 SH |
| ISHARES TR | RUSSELL 2000 ETF | $234K | 0.1% | 945 SH | New |
| META PLATFORMS INC | CL A | $450K | 0.2%Prev: 0.2% | 769 SH | Increased+8 SH |
| MICROSOFT CORP | COM | $386K | 0.2%Prev: 0.2% | 1,015 SH | Increased+177 SH |
| NUVEEN AMT FREE QLTY MUN INC | COM | $597K | 0.2%Prev: 0.3% | 53,200 SH | Increased+700 SH |
| NVIDIA CORPORATION | COM | $685K | 0.3%Prev: 0.2% | 3,866 SH | Increased+590 SH |
| OPENDOOR TECHNOLOGIES INC | COM | $55K | 0.0% | 11,650 SH | New |
| PIMCO ETF TR | INV GRD CRP BD | $8.0M | 3.4%Prev: 2.8% | 82,766 SH | Increased+28,245 SH |
| PROCTER AND GAMBLE CO | COM | $213K | 0.1%Prev: 0.1% | 1,473 SH | Decreased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.6M | 1.5%Prev: 1.7% | 108,701 SH | Increased-6,659 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $5.9M | 2.5%Prev: 2.5% | 237,678 SH | Increased+49,765 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $878K | 0.4%Prev: 0.3% | 27,746 SH | Increased+3,487 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $14.5M | 6.1%Prev: 6.7% | 587,857 SH | Increased-52,739 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $4.5M | 1.9%Prev: 1.8% | 176,180 SH | Increased+43,420 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $228K | 0.1% | 9,413 SH | New |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $12.2M | 5.1%Prev: 5.9% | 526,687 SH | Increased+44,499 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $64.2M | 26.9%Prev: 27.0% | 2,557,723 SH | Increased+189,488 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.9M | 1.2%Prev: 1.2% | 95,292 SH | Increased+10,873 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.3M | 1.0%Prev: 1.0% | 74,940 SH | Increased+6,140 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $994K | 0.4%Prev: 0.5% | 34,181 SH | Increased-3,950 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $705K | 0.3%Prev: 0.5% | 26,488 SH | Decreased-9,612 SH |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $426K | 0.2% | 9,280 SH | New |
| SPDR INDEX SHS FDS | S&P INTL ETF | $217K | 0.1% | 4,758 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.5%Prev: 0.6% | 1,764 SH | Increased-125 SH |
| TESLA INC | COM | $607K | 0.3%Prev: 0.2% | 1,605 SH | Increased+27 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $713K | 0.3%Prev: 0.4% | 9,685 SH | Increased+241 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $979K | 0.4% | 20,366 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $967K | 0.4%Prev: 0.4% | 2,214 SH | Increased-9 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $462K | 0.2%Prev: 0.2% | 1,610 SH | Increased+200 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $659K | 0.3%Prev: 0.3% | 7,427 SH | Increased+680 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.8M | 1.2%Prev: 1.4% | 4,620 SH | Increased-399 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.6M | 1.1%Prev: 0.9% | 8,156 SH | Increased+2,243 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.4M | 1.0%Prev: 1.1% | 32,495 SH | Increased-1,158 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.1M | 3.8%Prev: 2.7% | 167,815 SH | Increased+57,025 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $7.5M | 3.1%Prev: 3.3% | 54,335 SH | Increased+280 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $476K | 0.2%Prev: 0.2% | 2,214 SH | Increased-113 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $29.2M | 12.2%Prev: 10.8% | 455,174 SH | Increased+53,492 SH |
| VANGUARD WORLD FD | ENERGY ETF | $430K | 0.2%Prev: 0.2% | 2,487 SH | Increased+10 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $454K | 0.2% | 6,330 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $654K | 0.3%Prev: 0.2% | 938 SH | Increased+377 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $350K | 0.1%Prev: 0.2% | 1,766 SH | Decreased-566 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $2.2M | 0.9%Prev: 0.6% | 23,713 SH | Increased+3,995 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 |