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CIK 0001936845 • 7 13F filings • Apr 23, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $450K | 0.1% | 3,396 SH | |
| ABBVIE INC | COM | $242K | 0.1% | 1,155 SH | |
| ADOBE INC | COM | $4.0M | 0.9% | 10,423 SH | |
| ALLSTATE CORP | COM | $210K | 0.0% | 1,014 SH | |
| ALPHABET INC | CAP STK CL A | $1.7M | 0.4% | 10,707 SH | |
| ALPHABET INC | CAP STK CL C | $1.9M | 0.4% | 12,123 SH | |
| AMAZON COM INC | COM | $12.4M | 2.8% | 65,196 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $361K | 0.1% | 5,179 SH | |
| AMGEN INC | COM | $1.7M | 0.4% | 5,311 SH | |
| APPLE INC | COM | $7.3M | 1.6% | 32,744 SH | |
| APPLIED MATLS INC | COM | $1.3M | 0.3% | 8,867 SH | |
| AT&T INC | COM | $637K | 0.1% | 22,525 SH | |
| BANK AMERICA CORP | COM | $473K | 0.1% | 11,336 SH | |
| BARRICK GOLD CORP | COM | $212K | 0.0% | 10,914 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.8M | 0.4% | 3,412 SH | |
| BITFARMS LTD | COM | $60K | 0.0% | 75,770 SH | |
| BOEING CO | COM | $1.5M | 0.3% | 8,836 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $212K | 0.0% | 3,469 SH | |
| CHEVRON CORP NEW | COM | $1.2M | 0.3% | 7,233 SH | |
| CISCO SYS INC | COM | $1.0M | 0.2% | 16,590 SH | |
| COCA COLA CONS INC | COM | $218K | 0.0% | 161 SH | |
| COLUMBIA ETF TR II | EM CORE EX ETF | $218K | 0.0% | 7,387 SH | |
| COMCAST CORP NEW | CL A | $311K | 0.1% | 8,425 SH | |
| COSTCO WHSL CORP NEW | COM | $6.4M | 1.4% | 6,742 SH | |
| DANAHER CORPORATION | COM | $336K | 0.1% | 1,638 SH | |
| DEERE & CO | COM | $2.0M | 0.4% | 4,194 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $8.2M | 1.8% | 282,190 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.0M | 1.6% | 116,441 SH | |
| DISNEY WALT CO | COM | $492K | 0.1% | 4,984 SH | |
| ELI LILLY & CO | COM | $1.2M | 0.3% | 1,397 SH | |
| EXXON MOBIL CORP | COM | $1.2M | 0.3% | 9,824 SH | |
| F5 INC | COM | $1.9M | 0.4% | 7,265 SH | |
| FEDEX CORP | COM | $282K | 0.1% | 1,156 SH | |
| GAMCO GLOBAL GOLD NAT RES & | COM SH BEN INT | $76K | 0.0% | 17,345 SH | |
| GE AEROSPACE | COM NEW | $236K | 0.1% | 1,179 SH | |
| GLOBAL X FDS | 1-3 MONTH T-BILL | $2.8M | 0.6% | 27,602 SH | |
| GLOBAL X FDS | SHORT-TERM TREAS | $8.5M | 1.9% | 169,503 SH | |
| HOME DEPOT INC | COM | $2.1M | 0.5% | 5,677 SH | |
| HONEYWELL INTL INC | COM | $427K | 0.1% | 2,015 SH | |
| IMPINJ INC | COM | $204K | 0.0% | 2,251 SH | |
| INTEL CORP | COM | $411K | 0.1% | 18,106 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $373K | 0.1% | 1,502 SH | |
| INVESCO CURRENCYSHARES JAPAN | JAPANESE YEN | $313K | 0.1% | 5,088 SH | |
| INVESCO DB MULTI-SECTOR COMM | OIL FD | $176K | 0.0% | 12,315 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $556K | 0.1% | 1,185 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $219K | 0.0% | 4,675 SH | |
| ISHARES INC | MSCI EMRG CHN | $7.5M | 1.7% | 136,109 SH | |
| ISHARES TR | CORE S&P SCP ETF | $238K | 0.1% | 2,274 SH | |
| ISHARES TR | CORE S&P500 ETF | $243K | 0.1% | 433 SH | |
| ISHARES TR | MBS ETF | $7.8M | 1.8% | 83,402 SH | |
| ISHARES TR | MSCI EAFE ETF | $552K | 0.1% | 6,754 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $9.4M | 2.1% | 25,971 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $26.6M | 6.0% | 141,313 SH | |
| ISHARES TR | S&P 100 ETF | $215K | 0.0% | 794 SH | |
| JOHNSON & JOHNSON | COM | $702K | 0.2% | 4,234 SH | |
| JPMORGAN CHASE & CO. | COM | $250K | 0.1% | 1,019 SH | |
| LOWES COS INC | COM | $342K | 0.1% | 1,468 SH | |
| LUMEN TECHNOLOGIES INC | COM | $75K | 0.0% | 19,241 SH | |
| MCDONALDS CORP | COM | $498K | 0.1% | 1,593 SH | |
| MCKESSON CORP | COM | $579K | 0.1% | 860 SH | |
| META PLATFORMS INC | CL A | $1.0M | 0.2% | 1,747 SH | |
| MICROSOFT CORP | COM | $72.5M | 16.3% | 193,092 SH | |
| NETFLIX INC | COM | $1.4M | 0.3% | 1,487 SH | |
| NEWMONT CORP | COM | $224K | 0.1% | 4,640 SH | |
| NIKE INC | CL B | $234K | 0.1% | 3,687 SH | |
| NORDSTROM INC | COM | $239K | 0.1% | 9,783 SH | |
| NVIDIA CORPORATION | COM | $2.6M | 0.6% | 23,750 SH | |
| ONEOK INC NEW | COM | $256K | 0.1% | 2,577 SH | |
| ORACLE CORP | COM | $2.5M | 0.6% | 17,977 SH | |
| PACCAR INC | COM | $1.4M | 0.3% | 14,162 SH | |
| PALO ALTO NETWORKS INC | COM | $2.2M | 0.5% | 12,666 SH | |
| PHILIP MORRIS INTL INC | COM | $226K | 0.1% | 1,423 SH | |
| PLUG POWER INC | COM NEW | $16K | 0.0% | 11,720 SH | |
| PROCTER AND GAMBLE CO | COM | $649K | 0.1% | 3,809 SH | |
| PROGRESSIVE CORP | COM | $2.1M | 0.5% | 7,266 SH | |
| SALESFORCE INC | COM | $476K | 0.1% | 1,773 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $67.4M | 15.2% | 2,712,748 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $34.3M | 7.7% | 1,734,788 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $245K | 0.1% | 8,756 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $12.1M | 2.7% | 461,067 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $480K | 0.1% | 20,508 SH | |
| SEMPRA | COM | $205K | 0.0% | 2,866 SH | |
| SOUND FINL BANCORP INC | COM | $269K | 0.1% | 5,371 SH | |
| SPDR GOLD TR | GOLD SHS | $1.1M | 0.3% | 3,919 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $467K | 0.1% | 834 SH | |
| SPDR SER TR | BLOOMBERG 3-12 M | $3.2M | 0.7% | 32,366 SH | |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | $8.3M | 1.9% | 293,105 SH | |
| SPROTT PHYSICAL GOLD TR | UNIT | $7.9M | 1.8% | 326,985 SH | |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $4.9M | 1.1% | 420,225 SH | |
| STARBUCKS CORP | COM | $3.4M | 0.8% | 34,211 SH | |
| STRATEGY SHS | DAY HAGAN NED | $15.8M | 3.6% | 389,322 SH | |
| T-MOBILE US INC | COM | $437K | 0.1% | 1,638 SH | |
| TESLA INC | COM | $2.0M | 0.5% | 7,895 SH | |
| THE CIGNA GROUP | COM | $912K | 0.2% | 2,773 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $375K | 0.1% | 753 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $452K | 0.1% | 1,341 SH | |
| UNION PAC CORP | COM | $316K | 0.1% | 1,337 SH | |
| UNITED AIRLS HLDGS INC | COM | $211K | 0.0% | 3,058 SH | |
| UNITED PARCEL SERVICE INC | CL B | $206K | 0.0% | 1,873 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $370K | 0.1% | 998 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $395K | 0.1% | 1,527 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $361K | 0.1% | 1,629 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $241K | 0.1% | 876 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $535K | 0.1% | 3,094 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $46.1M | 10.4% | 785,965 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $403K | 0.1% | 7,920 SH | |
| VERIZON COMMUNICATIONS INC | COM | $447K | 0.1% | 9,857 SH | |
| VISA INC | COM CL A | $1.6M | 0.4% | 4,629 SH | |
| WALMART INC | COM | $1.0M | 0.2% | 11,432 SH | |
| WELLS FARGO CO NEW | COM | $235K | 0.1% | 3,271 SH |
| 13F-HR |
| 0001951757-25-001304 |
| $598.0M |
| View |
| Aug 6, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001118 | $704.6M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000868 | $503.4M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000671 | $635.6M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000430 | $444.2M | View |