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CIK 0001803523 • 6 13F filings • Apr 18, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $503K | 0.1%Prev: 0.1% | 1,606 SH | Increased-235 SH |
| AMAZON COM INC | COM | $1.1M | 0.2%Prev: 0.2% | 4,886 SH | Increased-174 SH |
| AMERICAN EXPRESS CO | COM | $418K | 0.1%Prev: 0.1% | 1,129 SH | Increased |
| AMERICAN WTR WKS CO INC NEW | COM | $309K | 0.1%Prev: 0.1% | 2,367 SH | Decreased |
| ANGEL STUDIOS INC | CL A COM | $188K | 0.0%Prev: 0.0% | 40,218 SH | Decreased+1,070 SH |
| APPLE INC | COM | $4.5M | 0.8%Prev: 0.7% | 16,639 SH | Increased-361 SH |
| BROADCOM INC | COM | $220K | 0.0%Prev: 0.0% | 635 SH | Decreased-200 SH |
| CHUBB LIMITED | COM | $375K | 0.1%Prev: 0.1% | 1,202 SH | Increased-23 SH |
| COSTCO WHSL CORP NEW | COM | $854K | 0.1%Prev: 0.2% | 990 SH | Decreased-34 SH |
| ELI LILLY & CO | COM | $477K | 0.1%Prev: 0.1% | 444 SH | Decreased-198 SH |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $4.9M | 0.8%Prev: 0.8% | 53,391 SH | Increased |
| GODADDY INC | CL A | $800K | 0.1%Prev: 0.1% | 6,445 SH | Decreased+542 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $294K | 0.1%Prev: 0.0% | 993 SH | Increased-4 SH |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $313K | 0.1%Prev: 0.1% | 2,000 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.0M | 0.3%Prev: 0.4% | 10,253 SH | Decreased-1,307 SH |
| INVESCO QQQ TR | UNIT SER 1 | $44.0M | 7.5%Prev: 7.2% | 71,544 SH | Increased+1,754 SH |
| ISHARES GOLD TR | ISHARES NEW | $7.0M | 1.2%Prev: 1.2% | 85,672 SH | Increased-9,339 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $10.0M | 1.7%Prev: 1.5% | 99,788 SH | Increased+12,373 SH |
| ISHARES TR | CALIF MUN BD ETF | $565K | 0.1%Prev: 0.1% | 9,828 SH | Increased |
| ISHARES TR | CORE 60/40 BALAN | $345K | 0.1%Prev: 0.1% | 5,303 SH | Increased+1 SH |
| ISHARES TR | CORE MSCI EAFE | $43.5M | 7.5%Prev: 7.3% | 486,488 SH | Increased+4,193 SH |
| ISHARES TR | CORE S&P TTL STK | $1.2M | 0.2%Prev: 0.2% | 8,311 SH | Increased+2,349 SH |
| ISHARES TR | CORE US AGGBD ET | $2.2M | 0.4%Prev: 0.4% | 21,727 SH | Increased+81 SH |
| ISHARES TR | MSCI EAFE ETF | $392K | 0.1%Prev: 0.1% | 4,086 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $7.2M | 1.2%Prev: 1.2% | 19,234 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $1.5M | 0.3%Prev: 0.3% | 3,271 SH | Decreased-71 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.6M | 0.5%Prev: 0.4% | 10,676 SH | Increased-52 SH |
| ISHARES TR | SELECT DIVID ETF | $312K | 0.1%Prev: 0.1% | 2,209 SH | Decreased |
| ISHARES TR | TIPS BD ETF | $223K | 0.0%Prev: 0.0% | 2,026 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $248K | 0.0%Prev: 0.0% | 770 SH | Decreased-57 SH |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $596K | 0.1%Prev: 0.1% | 11,392 SH | Increased+52 SH |
| MASTERCARD INCORPORATED | CL A | $297K | 0.1%Prev: 0.1% | 521 SH | Decreased-47 SH |
| MCDONALDS CORP | COM | $232K | 0.0%Prev: 0.0% | 760 SH | Decreased-9 SH |
| META PLATFORMS INC | CL A | $992K | 0.2%Prev: 0.2% | 1,502 SH | Decreased-40 SH |
| MICROSOFT CORP | COM | $2.0M | 0.3%Prev: 0.4% | 4,104 SH | Decreased-225 SH |
| NVIDIA CORPORATION | COM | $933K | 0.2%Prev: 0.2% | 5,002 SH | Decreased-674 SH |
| PACS GROUP INC | COM SHS | $789K | 0.1%Prev: 0.0% | 20,560 SH | Increased |
| PENNANT GROUP INC | COM | $213K | 0.0% | 7,575 SH | New |
| RTX CORPORATION | COM | $365K | 0.1%Prev: 0.1% | 1,990 SH | Increased-9 SH |
| SAP SE | SPON ADR | $242K | 0.0%Prev: 0.0% | 996 SH | Decreased-71 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $563K | 0.1%Prev: 0.1% | 24,490 SH | Decreased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $1.3M | 0.2%Prev: 0.2% | 28,136 SH | Increased-538 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $451K | 0.1%Prev: 0.1% | 17,969 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.6M | 0.8%Prev: 0.7% | 190,864 SH | Increased+7,466 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.1M | 0.2%Prev: 0.2% | 43,961 SH | Increased+329 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $708K | 0.1%Prev: 0.1% | 27,000 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $13.7M | 2.3%Prev: 2.4% | 498,098 SH | Decreased-13,520 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.0M | 0.5%Prev: 0.5% | 92,208 SH | Increased+13 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $880K | 0.2%Prev: 0.1% | 29,725 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3.9M | 0.7%Prev: 0.7% | 144,753 SH | Increased-1,950 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $2.1M | 0.4%Prev: 0.4% | 99,916 SH | Decreased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.4M | 0.2%Prev: 0.2% | 51,343 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $660K | 0.1% | 8,498 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $321K | 0.1% | 2,073 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $217K | 0.0% | 5,388 SH | New |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $242K | 0.0%Prev: 0.0% | 5,372 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $186.8M | 32.0%Prev: 31.8% | 273,889 SH | Increased-2,436 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $22.8M | 3.9% | 425,911 SH | New |
| STRATEGY INC | CL A NEW | $4.4M | 0.8%Prev: 1.6% | 29,089 SH | Decreased-6 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $625K | 0.1%Prev: 0.1% | 2,443 SH | Decreased |
| TESLA INC | COM | $1.8M | 0.3%Prev: 0.2% | 4,091 SH | Increased+906 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $14.6M | 2.5%Prev: 2.5% | 187,244 SH | Decreased-103 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $76.4M | 13.1%Prev: 13.0% | 1,031,913 SH | Increased+19,592 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $15.3M | 2.6%Prev: 2.8% | 173,384 SH | Decreased-6,311 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.0M | 0.3%Prev: 0.3% | 3,148 SH | Increased-54 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.3M | 2.6%Prev: 2.6% | 45,783 SH | Increased+102 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.3M | 0.2%Prev: 0.1% | 6,637 SH | Increased+4,472 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $27.1M | 4.6%Prev: 4.7% | 323,341 SH | Decreased+1,330 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $620K | 0.1%Prev: 0.1% | 10,350 SH | Decreased-759 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.3M | 0.4%Prev: 0.3% | 29,076 SH | Increased+5,012 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.7M | 0.3%Prev: 0.3% | 13,610 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $27.5M | 4.7%Prev: 4.7% | 191,421 SH | Increased-1,524 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $296K | 0.1%Prev: 0.1% | 2,099 SH | Increased |
| VISA INC | COM CL A | $1.1M | 0.2%Prev: 0.2% | 3,022 SH | Increased-66 SH |
| WALMART INC | COM | $594K | 0.1%Prev: 0.1% | 5,328 SH | Increased-21 SH |
| WEC ENERGY GROUP INC | COM | $201K | 0.0%Prev: 0.0% | 1,905 SH | Decreased-35 SH |
| WELLS FARGO CO NEW | COM | $209K | 0.0% | 2,245 SH | New |
| WORLD GOLD TR | SPDR GLD MINIS | $420K | 0.1%Prev: 0.0% | 4,919 SH | Increased+1,789 SH |
| 13F-HR |
| 0001803523-26-000003 |
| $663.4M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001062993-25-012646 | $545.0M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001803523-26-000002 | $595.4M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001062993-25-007662 | $578.4M | View |