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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 | $766K | 0.3%Prev: 0.3% | 4,128 SH | Increased+727 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.8M | 0.7%Prev: 0.7% | 15,516 SH | Decreased-396 SH |
| ALPHABET INC | CAP STK CL A | $3.4M | 1.4%Prev: 2.4% | 19,049 SH | Decreased-3,806 SH |
| ALPHABET INC | CAP STK CL C | $597K | 0.2%Prev: 0.5% | 3,368 SH | Decreased-1,089 SH |
| AMAZON COM INC | COM | $7.1M | 2.9%Prev: 2.7% | 32,332 SH | Decreased-3,618 SH |
| APPLE INC | COM | $3.6M | 1.5%Prev: 1.7% | 17,674 SH | Decreased-624 SH |
| APPLOVIN CORP | COM CL A | $345K | 0.1%Prev: 0.1% | 986 SH | Increased+220 SH |
| AUTODESK INC | COM | $210K | 0.1% | 679 SH | New |
| AXCELIS TECHNOLOGIES INC | COM NEW | $2.2M | 0.9% | 31,847 SH | New |
| BROADCOM INC | COM | $2.0M | 0.8%Prev: 0.7% | 7,360 SH | Decreased+734 SH |
| CISCO SYS INC | COM | $372K | 0.2%Prev: 0.1% | 5,358 SH | Decreased+328 SH |
| COLUMBIA ETF TR I | DIVERSIFID FXD | $527K | 0.2%Prev: 0.6% | 28,934 SH | Decreased-56,109 SH |
| COLUMBIA ETF TR I | MULTI SEC MUNI | $382K | 0.2% | 18,976 SH | New |
| COSTCO WHSL CORP NEW | COM | $330K | 0.1% | 334 SH | New |
| DOORDASH INC | CL A | $385K | 0.2%Prev: 0.1% | 1,563 SH | Increased+136 SH |
| ELI LILLY & CO | COM | $307K | 0.1%Prev: 0.1% | 394 SH | Decreased+20 SH |
| FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | $602K | 0.2%Prev: 0.8% | 21,497 SH | Decreased-50,303 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $1.1M | 0.4%Prev: 2.8% | 20,598 SH | Decreased-123,022 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $15.5M | 6.4%Prev: 6.5% | 339,668 SH | Decreased-56,117 SH |
| FIRST TR EXCH TRADED FD III | CALIF MUN INCM | $727K | 0.3%Prev: 0.4% | 15,162 SH | Decreased-6,010 SH |
| GLOBAL E ONLINE LTD | SHS | $4.0M | 1.7%Prev: 1.5% | 120,000 SH | Decreased-19,517 SH |
| GOLDMAN SACHS GROUP INC | COM | $2.1M | 0.9%Prev: 0.9% | 3,011 SH | Decreased+69 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | $573K | 0.2%Prev: 0.2% | 17,370 SH | Decreased+13 SH |
| INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | $283K | 0.1%Prev: 0.1% | 2,422 SH | Decreased+74 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | $506K | 0.2%Prev: 0.1% | 11,686 SH | Increased+4,119 SH |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | $2.9M | 1.2%Prev: 0.3% | 140,618 SH | Increased+107,317 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $2.3M | 0.9%Prev: 1.1% | 23,345 SH | Decreased-5,332 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $1.9M | 0.8%Prev: 0.8% | 27,812 SH | Decreased-84 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $11.6M | 4.8%Prev: 3.3% | 63,717 SH | Increased+15,709 SH |
| INVESCO QQQ TR | UNIT SER 1 | $220K | 0.1%Prev: 0.1% | 399 SH | Decreased-16 SH |
| ISHARES INC | JP MRGN EM HI BD | $226K | 0.1% | 5,804 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $3.0M | 1.2%Prev: 0.5% | 36,044 SH | Increased+17,645 SH |
| ISHARES TR | CORE S&P MCP ETF | $667K | 0.3%Prev: 0.3% | 10,753 SH | Decreased+369 SH |
| ISHARES TR | CORE S&P SCP ETF | $250K | 0.1%Prev: 0.1% | 2,286 SH | Decreased-41 SH |
| ISHARES TR | CORE S&P500 ETF | $30.4M | 12.5%Prev: 13.3% | 48,889 SH | Decreased-8,087 SH |
| ISHARES TR | CORE US AGGBD ET | $266K | 0.1% | 2,686 SH | New |
| ISHARES TR | FLTG RATE NT ETF | $650K | 0.3%Prev: 0.1% | 12,737 SH | Increased+7,332 SH |
| ISHARES TR | GLOB HLTHCRE ETF | $300K | 0.1% | 3,484 SH | New |
| ISHARES TR | GLOBAL TECH ETF | $8.0M | 3.3%Prev: 3.2% | 87,066 SH | Decreased-1,632 SH |
| ISHARES TR | INTL EQTY FACTOR | $684K | 0.3%Prev: 1.9% | 19,982 SH | Decreased-117,781 SH |
| ISHARES TR | MORNINGSTAR GRWT | $517K | 0.2%Prev: 0.1% | 5,339 SH | Increased+1,437 SH |
| ISHARES TR | MRGSTR MD CP VAL | $258K | 0.1%Prev: 0.1% | 3,392 SH | Decreased |
| ISHARES TR | MRGSTR SM CP ETF | $414K | 0.2%Prev: 0.1% | 7,105 SH | Increased+1,562 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.3M | 0.5%Prev: 0.5% | 14,213 SH | Decreased-1,344 SH |
| ISHARES TR | NATIONAL MUN ETF | $716K | 0.3%Prev: 0.5% | 6,855 SH | Decreased-7,292 SH |
| ISHARES TR | PFD AND INCM SEC | $269K | 0.1% | 8,765 SH | New |
| ISHARES TR | S&P MC 400GR ETF | $210K | 0.1%Prev: 0.1% | 2,311 SH | Decreased-44 SH |
| ISHARES TR | U.S. FIN SVC ETF | $598K | 0.2%Prev: 0.2% | 6,985 SH | Increased+1,151 SH |
| ISHARES TR | U.S. TECH ETF | $388K | 0.2%Prev: 0.1% | 2,237 SH | Decreased |
| ISHARES TR | US CONSM STAPLES | $757K | 0.3%Prev: 0.2% | 10,747 SH | Increased+1,602 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $260K | 0.1%Prev: 0.4% | 4,567 SH | Decreased-15,094 SH |
| JPMORGAN CHASE & CO. | COM | $809K | 0.3% | 2,790 SH | New |
| MARVELL TECHNOLOGY INC | COM | $833K | 0.3%Prev: 0.6% | 10,760 SH | Decreased-5,302 SH |
| MATTHEWS ASIA FDS | ASIA INNOV ACTIV | $1.4M | 0.6%Prev: 0.6% | 43,804 SH | Decreased+1,340 SH |
| META PLATFORMS INC | CL A | $4.2M | 1.7%Prev: 1.4% | 5,668 SH | Increased-976 SH |
| MICROSOFT CORP | COM | $5.3M | 2.2%Prev: 1.8% | 10,721 SH | Increased-3,093 SH |
| MICROSTRATEGY INC | CL A NEW | $209K | 0.1% | 518 SH | New |
| MODERNA INC | COM | $271K | 0.1%Prev: 0.1% | 9,813 SH | Decreased+2,036 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $394K | 0.2%Prev: 0.1% | 9,678 SH | Increased+2,022 SH |
| NUVEEN CA QUALTY MUN INCOME | COM | $459K | 0.2% | 41,135 SH | New |
| NVIDIA CORPORATION | COM | $2.7M | 1.1%Prev: 1.1% | 16,931 SH | Decreased-443 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $377K | 0.2%Prev: 0.1% | 2,769 SH | Increased+984 SH |
| PFIZER INC | COM | $4.1M | 1.7%Prev: 1.5% | 167,834 SH | Decreased+21,893 SH |
| PINTEREST INC | CL A | $760K | 0.3%Prev: 0.1% | 21,193 SH | Increased+718 SH |
| QUALCOMM INC | COM | $226K | 0.1% | 1,422 SH | New |
| RAMBUS INC DEL | COM | $207K | 0.1% | 3,236 SH | New |
| REALTY INCOME CORP | COM | $829K | 0.3%Prev: 0.8% | 14,389 SH | Decreased-20,167 SH |
| RIVIAN AUTOMOTIVE INC | COM CL A | $1.2M | 0.5%Prev: 0.8% | 85,334 SH | Decreased-61,230 SH |
| ROBLOX CORP | CL A | $375K | 0.2% | 3,563 SH | New |
| ROSS STORES INC | COM | $1.2M | 0.5%Prev: 0.8% | 9,773 SH | Decreased |
| SALESFORCE INC | COM | $984K | 0.4%Prev: 0.1% | 3,607 SH | Increased+1,438 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $15.4M | 6.3%Prev: 3.0% | 580,869 SH | Increased+307,740 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $635K | 0.3%Prev: 0.2% | 21,727 SH | Increased+609 SH |
| SERVICENOW INC | COM | $581K | 0.2%Prev: 0.2% | 565 SH | Increased-3,935 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $469K | 0.2%Prev: 0.1% | 4,062 SH | Increased+863 SH |
| SIMON PPTY GROUP INC NEW | COM | $4.8M | 2.0%Prev: 1.2% | 29,558 SH | Increased+11,790 SH |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $225K | 0.1% | 9,071 SH | New |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | $994K | 0.4% | 41,765 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $1.7M | 0.7% | 23,970 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.2M | 0.9% | 9,852 SH | New |
| TESLA INC | COM | $6.7M | 2.7%Prev: 2.1% | 20,997 SH | Increased+4,977 SH |
| UBER TECHNOLOGIES INC | COM | $730K | 0.3%Prev: 0.1% | 7,820 SH | Increased+2,178 SH |
| UNDER ARMOUR INC | CL C | $155K | 0.1%Prev: 0.0% | 23,857 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $254K | 0.1%Prev: 0.6% | 814 SH | Decreased-5,430 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $345K | 0.1%Prev: 0.1% | 3,680 SH | Increased+1,045 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.5M | 0.6%Prev: 0.7% | 5,401 SH | Decreased+547 SH |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $10.8M | 4.4%Prev: 3.2% | 106,209 SH | Increased+29,301 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $360K | 0.1%Prev: 0.1% | 4,891 SH | Increased+1,050 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $788K | 0.3%Prev: 0.7% | 15,922 SH | Decreased-22,682 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $304K | 0.1%Prev: 0.1% | 1,069 SH | Increased+271 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $13.5M | 5.6%Prev: 5.5% | 48,282 SH | Decreased-4,860 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $400K | 0.2%Prev: 0.2% | 704 SH | Decreased-88 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $341K | 0.1%Prev: 0.1% | 1,437 SH | Decreased-142 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $579K | 0.2%Prev: 0.2% | 1,904 SH | Decreased-8 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $579K | 0.2% | 7,663 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $283K | 0.1%Prev: 0.2% | 5,773 SH | Decreased-4,370 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.1M | 0.5%Prev: 0.4% | 14,265 SH | Decreased-165 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.2M | 2.1%Prev: 1.8% | 25,337 SH | Increased+2,574 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.0M | 0.8%Prev: 0.6% | 15,168 SH | Increased+3,207 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $5.0M | 2.1%Prev: 0.9% | 56,033 SH | Increased+28,435 SH |
| VANGUARD WORLD FD | INF TECH ETF | $9.8M | 4.0%Prev: 3.8% | 14,738 SH | Decreased-562 SH |
| VIRTUS ETF TR II | KAR MID-CAP ETF | $5.7M | 2.3%Prev: 2.1% | 227,144 SH | Decreased-13,343 SH |
| VISA INC | COM CL A | $675K | 0.3%Prev: 0.2% | 1,901 SH | Increased-5 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $608K | 0.3%Prev: 0.2% | 12,140 SH | Decreased+237 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $370K | 0.2%Prev: 0.1% | 11,644 SH | Increased+2,886 SH |
| WP CAREY INC | COM | $2.4M | 1.0%Prev: 0.5% | 38,295 SH | Increased+16,428 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 |