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CIK 0002044851 • 6 13F filings • Apr 25, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $425K | 0.3%Prev: 0.3% | 1,215 SH | Decreased+6 SH |
| ADVANCED MICRO DEVICES INC | COM | $262K | 0.2% | 1,225 SH | New |
| ALPHABET INC | CAP STK CL A | $2.0M | 1.3%Prev: 1.5% | 6,279 SH | Decreased-2,402 SH |
| ALPHABET INC | CAP STK CL C | $610K | 0.4%Prev: 0.3% | 1,945 SH | Increased |
| AMAZON COM INC | COM | $2.0M | 1.4%Prev: 1.3% | 8,871 SH | Increased+18 SH |
| APPLE INC | COM | $4.5M | 3.1%Prev: 2.9% | 16,576 SH | Increased+31 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.0M | 2.7%Prev: 2.7% | 7,872 SH | Decreased+1 SH |
| BOEING CO | COM | $404K | 0.3%Prev: 0.3% | 1,860 SH | Increased |
| BROADCOM INC | COM | $488K | 0.3%Prev: 0.3% | 1,410 SH | Increased+26 SH |
| CATERPILLAR INC | COM | $1.5M | 1.0%Prev: 1.0% | 2,655 SH | Increased-312 SH |
| CISCO SYS INC | COM | $269K | 0.2%Prev: 0.2% | 3,495 SH | Increased+161 SH |
| COMCAST CORP NEW | CL A | $282K | 0.2%Prev: 0.2% | 9,425 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.7%Prev: 0.8% | 1,231 SH | Decreased-85 SH |
| DISNEY WALT CO | COM | $563K | 0.4%Prev: 0.4% | 4,948 SH | Decreased+24 SH |
| DOMINION ENERGY INC | COM | $221K | 0.1%Prev: 0.2% | 3,766 SH | Decreased |
| ELI LILLY & CO | COM | $1.6M | 1.1%Prev: 0.7% | 1,466 SH | Increased+53 SH |
| EXXON MOBIL CORP | COM | $706K | 0.5%Prev: 0.5% | 5,869 SH | Increased+100 SH |
| GENERAL DYNAMICS CORP | COM | $480K | 0.3%Prev: 0.3% | 1,426 SH | Decreased |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $15.7M | 10.6%Prev: 10.9% | 118,513 SH | Decreased-2,024 SH |
| HOME DEPOT INC | COM | $318K | 0.2%Prev: 0.3% | 924 SH | Decreased+30 SH |
| INVESCO QQQ TR | UNIT SER 1 | $8.5M | 5.8%Prev: 5.7% | 13,846 SH | Increased+112 SH |
| ISHARES TR | CORE S&P MCP ETF | $299K | 0.2%Prev: 0.2% | 4,525 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $526K | 0.4%Prev: 0.4% | 4,380 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $855K | 0.6%Prev: 0.6% | 5,750 SH | Decreased-342 SH |
| ISHARES TR | MSCI EAFE MIN VL | $350K | 0.2%Prev: 0.2% | 4,053 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $914K | 0.6%Prev: 0.6% | 1,931 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $1.6M | 1.1%Prev: 1.1% | 7,818 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | $633K | 0.4%Prev: 0.4% | 5,132 SH | Increased |
| JOHNSON & JOHNSON | COM | $944K | 0.6%Prev: 0.6% | 4,561 SH | Increased+33 SH |
| JPMORGAN CHASE & CO. | COM | $2.1M | 1.4%Prev: 1.6% | 6,392 SH | Decreased-858 SH |
| LINDE PLC | SHS | $342K | 0.2%Prev: 0.3% | 802 SH | Decreased+33 SH |
| MAIN STR CAP CORP | COM | $255K | 0.2%Prev: 0.2% | 4,218 SH | Decreased+145 SH |
| META PLATFORMS INC | CL A | $957K | 0.6%Prev: 0.7% | 1,450 SH | Decreased+29 SH |
| MICROSOFT CORP | COM | $3.3M | 2.2%Prev: 2.4% | 6,815 SH | Decreased+46 SH |
| NEXTERA ENERGY INC | COM | $234K | 0.2%Prev: 0.1% | 2,910 SH | Increased+88 SH |
| NVIDIA CORPORATION | COM | $6.7M | 4.5%Prev: 4.7% | 35,876 SH | Decreased-281 SH |
| PFIZER INC | COM | $202K | 0.1%Prev: 0.1% | 8,115 SH | Decreased+91 SH |
| PROCTER AND GAMBLE CO | COM | $307K | 0.2%Prev: 0.2% | 2,142 SH | Decreased+30 SH |
| REALTY INCOME CORP | COM | $238K | 0.2%Prev: 0.2% | 4,219 SH | Decreased+143 SH |
| SALESFORCE INC | COM | $1.2M | 0.8%Prev: 0.7% | 4,371 SH | Increased+14 SH |
| SCHWAB CHARLES CORP | COM | $1.1M | 0.8%Prev: 0.7% | 11,109 SH | Increased+70 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.6M | 1.1%Prev: 0.7% | 58,685 SH | Increased+22,660 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.9M | 1.9%Prev: 2.3% | 104,369 SH | Decreased-16,854 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $5.2M | 3.5%Prev: 3.6% | 160,081 SH | Increased-925 SH |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $256K | 0.2% | 6,000 SH | New |
| SIMON PPTY GROUP INC NEW | COM | $665K | 0.5%Prev: 0.5% | 3,590 SH | Decreased |
| SPDR SERIES TRUST | STATE STREET SPD | $1.1M | 0.8% | 12,488 SH | New |
| STARBUCKS CORP | COM | $422K | 0.3%Prev: 0.3% | 5,008 SH | Decreased-559 SH |
| TESLA INC | COM | $318K | 0.2%Prev: 0.2% | 708 SH | Increased+31 SH |
| UNION PAC CORP | COM | $591K | 0.4%Prev: 0.4% | 2,554 SH | Decreased+21 SH |
| UNITEDHEALTH GROUP INC | COM | $693K | 0.5%Prev: 0.5% | 2,099 SH | Decreased+14 SH |
| VALMONT INDS INC | COM | $2.1M | 1.4%Prev: 1.4% | 5,096 SH | Increased-155 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.8M | 1.9%Prev: 1.9% | 35,448 SH | Decreased-204 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $334K | 0.2%Prev: 0.2% | 4,238 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $294K | 0.2%Prev: 0.2% | 3,968 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $11.8M | 8.0%Prev: 7.9% | 24,180 SH | Increased+330 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $381K | 0.3%Prev: 0.3% | 608 SH | Decreased-96 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $7.4M | 5.0%Prev: 5.0% | 34,833 SH | Increased+187 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 0.9%Prev: 0.8% | 5,202 SH | Increased+508 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.3M | 2.9%Prev: 2.9% | 14,078 SH | Increased+163 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.6M | 1.7%Prev: 1.8% | 7,672 SH | Decreased-194 SH |
| VANGUARD INDEX FDS | VALUE ETF | $21.2M | 14.3%Prev: 14.2% | 110,891 SH | Increased+1,411 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.8M | 1.2%Prev: 1.3% | 33,673 SH | Decreased-378 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $385K | 0.3%Prev: 0.3% | 7,654 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.3M | 0.9%Prev: 0.9% | 16,659 SH | Increased+606 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $211K | 0.1%Prev: 0.1% | 960 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.1M | 0.8%Prev: 0.7% | 15,240 SH | Increased+1,813 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.5M | 3.0%Prev: 2.9% | 71,290 SH | Increased+2,502 SH |
| VERTEX PHARMACEUTICALS INC | COM | $611K | 0.4%Prev: 0.4% | 1,348 SH | Increased |
| VISA INC | COM CL A | $755K | 0.5%Prev: 0.5% | 2,152 SH | Increased+26 SH |
| 13F-HR |
| 0002044851-26-000003 |
| $163.1M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0002044851-25-000006 | $135.6M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002044851-26-000002 | $144.2M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0002044851-25-000005 | $125.9M | View |