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CIK 0002022328 • 6 13F filings • Apr 30, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $868K | 0.4% | 4,144 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $2.0M | 0.9% | 15,260 SH | |
| ALPHABET INC | CAP STK CL A | $3.2M | 1.4% | 20,588 SH | |
| ALPHABET INC | CAP STK CL C | $525K | 0.2% | 3,361 SH | |
| AMAZON COM INC | COM | $6.0M | 2.7% | 31,771 SH | |
| APPLE INC | COM | $4.0M | 1.8% | 18,230 SH | |
| APPLOVIN CORP | COM CL A | $231K | 0.1% | 873 SH | |
| AXCELIS TECHNOLOGIES INC | COM NEW | $1.6M | 0.7% | 31,847 SH | |
| BROADCOM INC | COM | $1.4M | 0.7% | 8,559 SH | |
| CISCO SYS INC | COM | $385K | 0.2% | 6,233 SH | |
| COLUMBIA ETF TR I | DIVERSIFID FXD | $682K | 0.3% | 38,137 SH | |
| COLUMBIA ETF TR I | MULTI SEC MUNI | $444K | 0.2% | 22,056 SH | |
| COSTCO WHSL CORP NEW | COM | $319K | 0.1% | 338 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $213K | 0.1% | 605 SH | |
| DOORDASH INC | CL A | $298K | 0.1% | 1,628 SH | |
| ELI LILLY & CO | COM | $315K | 0.1% | 381 SH | |
| FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | $502K | 0.2% | 19,649 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $14.6M | 6.6% | 319,824 SH | |
| FIRST TR EXCH TRADED FD III | CALIF MUN INCM | $1.5M | 0.7% | 30,202 SH | |
| GLOBAL E ONLINE LTD | SHS | $4.3M | 1.9% | 120,000 SH | |
| GOLDMAN SACHS GROUP INC | COM | $1.3M | 0.6% | 2,365 SH | |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | $523K | 0.2% | 17,470 SH | |
| INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | $303K | 0.1% | 2,809 SH | |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | $558K | 0.3% | 13,708 SH | |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | $3.7M | 1.7% | 170,189 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $2.1M | 0.9% | 22,850 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $1.8M | 0.8% | 28,030 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $11.6M | 5.3% | 66,972 SH | |
| ISHARES INC | JP MRGN EM HI BD | $247K | 0.1% | 6,462 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $2.8M | 1.3% | 33,345 SH | |
| ISHARES TR | CORE S&P MCP ETF | $638K | 0.3% | 10,930 SH | |
| ISHARES TR | CORE S&P SCP ETF | $253K | 0.1% | 2,419 SH | |
| ISHARES TR | CORE S&P500 ETF | $28.2M | 12.8% | 50,152 SH | |
| ISHARES TR | CORE US AGGBD ET | $266K | 0.1% | 2,686 SH | |
| ISHARES TR | GLOB HLTHCRE ETF | $664K | 0.3% | 7,278 SH | |
| ISHARES TR | GLOBAL TECH ETF | $6.7M | 3.0% | 88,545 SH | |
| ISHARES TR | INTL EQTY FACTOR | $434K | 0.2% | 14,079 SH | |
| ISHARES TR | MORNINGSTAR GRWT | $444K | 0.2% | 5,479 SH | |
| ISHARES TR | MRGSTR MD CP VAL | $252K | 0.1% | 3,392 SH | |
| ISHARES TR | MRGSTR SM CP ETF | $411K | 0.2% | 7,594 SH | |
| ISHARES TR | MSCI USA MIN VOL | $1.3M | 0.6% | 14,320 SH | |
| ISHARES TR | NATIONAL MUN ETF | $204K | 0.1% | 1,931 SH | |
| ISHARES TR | PFD AND INCM SEC | $228K | 0.1% | 7,406 SH | |
| ISHARES TR | U.S. FIN SVC ETF | $552K | 0.3% | 7,023 SH | |
| ISHARES TR | US CONSM STAPLES | $759K | 0.3% | 10,609 SH | |
| JPMORGAN CHASE & CO. | COM | $684K | 0.3% | 2,790 SH | |
| MATTHEWS ASIA FDS | ASIA INNOV ACTIV | $1.2M | 0.6% | 44,201 SH | |
| META PLATFORMS INC | CL A | $3.0M | 1.4% | 5,197 SH | |
| MICROSOFT CORP | COM | $4.0M | 1.8% | 10,558 SH | |
| MODERNA INC | COM | $284K | 0.1% | 10,023 SH | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $395K | 0.2% | 10,302 SH | |
| NUVEEN CA QUALTY MUN INCOME | COM | $673K | 0.3% | 59,910 SH | |
| NVIDIA CORPORATION | COM | $2.0M | 0.9% | 18,668 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $271K | 0.1% | 3,211 SH | |
| PFIZER INC | COM | $3.4M | 1.6% | 136,138 SH | |
| PINTEREST INC | CL A | $657K | 0.3% | 21,193 SH | |
| QUALCOMM INC | COM | $277K | 0.1% | 1,806 SH | |
| REALTY INCOME CORP | COM | $521K | 0.2% | 8,974 SH | |
| RIVIAN AUTOMOTIVE INC | COM CL A | $1.1M | 0.5% | 88,236 SH | |
| ROSS STORES INC | COM | $1.3M | 0.6% | 9,842 SH | |
| SALESFORCE INC | COM | $1.0M | 0.5% | 3,729 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $16.8M | 7.6% | 599,461 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $544K | 0.2% | 21,727 SH | |
| SERVICENOW INC | COM | $325K | 0.1% | 408 SH | |
| SHOPIFY INC | CL A | $397K | 0.2% | 4,156 SH | |
| SIMON PPTY GROUP INC NEW | COM | $5.6M | 2.5% | 33,550 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $269K | 0.1% | 10,659 SH | |
| SPDR SER TR | PORTFLI HIGH YLD | $1.1M | 0.5% | 46,278 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $1.5M | 0.7% | 23,024 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.3M | 0.6% | 7,751 SH | |
| TESLA INC | COM | $5.9M | 2.7% | 22,721 SH | |
| UBER TECHNOLOGIES INC | COM | $631K | 0.3% | 8,657 SH | |
| UNDER ARMOUR INC | CL C | $62K | 0.0% | 10,448 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $466K | 0.2% | 5,290 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.5M | 0.7% | 6,959 SH | |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $10.9M | 5.0% | 113,291 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $359K | 0.2% | 4,891 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $212K | 0.1% | 573 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $294K | 0.1% | 1,202 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $12.1M | 5.5% | 46,631 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $384K | 0.2% | 748 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $473K | 0.2% | 2,131 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $336K | 0.2% | 1,336 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $523K | 0.2% | 1,902 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $317K | 0.1% | 4,013 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.8M | 2.2% | 24,718 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.0M | 0.9% | 15,538 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $4.7M | 2.2% | 57,191 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $8.2M | 3.7% | 15,058 SH | |
| VIRTUS ETF TR II | KAR MID-CAP ETF | $3.7M | 1.7% | 156,332 SH | |
| VISA INC | COM CL A | $659K | 0.3% | 1,880 SH | |
| WISDOMTREE TR | US MIDCAP DIVID | $629K | 0.3% | 12,710 SH | |
| WISDOMTREE TR | US SMALLCAP DIVD | $502K | 0.2% | 15,701 SH | |
| WP CAREY INC | COM | $2.5M | 1.1% | 39,750 SH |
| 13F-HR |
| 0002022328-26-000003 |
| $339.2M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000846 | $243.0M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0002022328-26-000002 | $278.9M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000559 | $220.2M | View |