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CIK 0002098824 • 4 13F filings • Feb 4, 2026 – Aug 28, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $5.2M | 4.5%Prev: 4.2% | 19,040 SH | Decreased+793 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.8M | 8.6%Prev: 8.3% | 19,561 SH | Decreased-1,531 SH |
| CATERPILLAR INC | COM | $230K | 0.2%Prev: 0.3% | 401 SH | Decreased |
| COMMUNITY WEST BANCSHARES NE | COM | $730K | 0.6% | 32,430 SH | New |
| COSTCO WHSL CORP NEW | COM | $456K | 0.4% | 529 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SHS | $5.2M | 4.5%Prev: 5.8% | 31,258 SH | Decreased-6,616 SH |
| JPMORGAN CHASE & CO. | COM | $5.1M | 4.4% | 15,710 SH | New |
| MICROSOFT CORP | COM | $4.5M | 3.9%Prev: 3.1% | 9,270 SH | Increased-1,318 SH |
| NVIDIA CORPORATION | COM | $4.7M | 4.1%Prev: 3.6% | 25,048 SH | Increased+2,442 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.1M | 1.0% | 6,420 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $233K | 0.2%Prev: 0.2% | 2,236 SH | Decreased-2,108 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5.2M | 4.5%Prev: 5.9% | 181,744 SH | Decreased-25,822 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $470K | 0.4% | 10,502 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.4M | 2.1% | 3,546 SH | New |
| THE ALGER ETF TRUST | AI ENABLERS ADOP | $2.6M | 2.2%Prev: 2.8% | 71,219 SH | Decreased-8,047 SH |
| THE ALGER ETF TRUST | RUSSELL INNOVATI | $5.6M | 4.8% | 257,071 SH | New |
| UBER TECHNOLOGIES INC | COM | $2.9M | 2.5% | 35,318 SH | New |
| UNITED PARCEL SERVICE INC | CL B | $1.7M | 1.5% | 17,352 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $12.6M | 11.0%Prev: 12.5% | 112,919 SH | Decreased-8,627 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.7M | 2.4%Prev: 6.2% | 9,458 SH | Decreased-87,569 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $31.9M | 27.8%Prev: 29.2% | 50,860 SH | Decreased-3,131 SH |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $2.3M | 2.0%Prev: 1.8% | 30,695 SH | Decreased+80 SH |
| VANGUARD WORLD FD | INF TECH ETF | $2.8M | 2.4%Prev: 2.9% | 3,677 SH | Decreased-27,473 SH |
| VISA INC | COM CL A | $4.6M | 4.0%Prev: 3.7% | 13,011 SH | Decreased-810 SH |
| 13F-HR |
| 0002098824-26-000002 |
| $109.8M |
| View |