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CIK 0001964382 • 3 13F filings • May 15, 2025 – Nov 12, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $247K | 0.1% | 1,038 SH | New |
| ALPHABET INC | CAP STK CL A | $55.4M | 16.1%Prev: 13.0% | 190,266 SH | Increased-4,038 SH |
| ALPHABET INC | CAP STK CL C | $117.2M | 34.1%Prev: 29.0% | 401,695 SH | Increased-30,404 SH |
| AMAZON COM INC | COM | $2.9M | 0.8%Prev: 0.8% | 11,478 SH | Increased+1,241 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $510K | 0.1% | 6,525 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS US MID C | $4.8M | 1.4%Prev: 1.3% | 68,650 SH | Increased+15,480 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $684K | 0.2% | 8,490 SH | New |
| APPLE INC | COM | $9.0M | 2.6%Prev: 2.6% | 32,493 SH | Increased-826 SH |
| BANK AMERICA CORP | COM | $244K | 0.1% | 4,553 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $267K | 0.1% | 538 SH | New |
| BLACKROCK ETF TRUST II | ISHARES INTERMED | $211K | 0.1%Prev: 0.1% | 8,725 SH | Increased-147 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | $225K | 0.1%Prev: 0.1% | 4,485 SH | Decreased |
| BROADCOM INC | COM | $1.9M | 0.5%Prev: 0.3% | 5,331 SH | Increased+2,494 SH |
| DOORDASH INC | CL A | $2.4M | 0.7%Prev: 1.1% | 12,073 SH | Decreased+14 SH |
| EBAY INC. | COM | $269K | 0.1%Prev: 0.1% | 3,088 SH | Increased+74 SH |
| ELI LILLY & CO | COM | $717K | 0.2%Prev: 0.2% | 726 SH | Increased+18 SH |
| EXXON MOBIL CORP | COM | $231K | 0.1% | 1,932 SH | New |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $10.1M | 2.9%Prev: 3.1% | 239,540 SH | Increased+31,661 SH |
| GOLDMAN SACHS GROUP INC | COM | $478K | 0.1%Prev: 0.2% | 590 SH | Increased+13 SH |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | $228K | 0.1% | 5,600 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $460K | 0.1%Prev: 0.1% | 741 SH | Increased+167 SH |
| ISHARES TR | CORE S&P MCP ETF | $644K | 0.2% | 9,855 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $798K | 0.2%Prev: 0.1% | 6,676 SH | Increased+4,242 SH |
| ISHARES TR | CORE S&P TTL STK | $201K | 0.1% | 1,349 SH | New |
| ISHARES TR | CORE S&P500 ETF | $849K | 0.2%Prev: 0.2% | 1,237 SH | Increased+573 SH |
| ISHARES TR | ESG AWR MSCI USA | $242K | 0.1%Prev: 0.1% | 1,616 SH | Increased+4 SH |
| ISHARES TR | MSCI INTL QUALTY | $4.4M | 1.3%Prev: 1.6% | 97,842 SH | Increased+2,488 SH |
| ISHARES TR | MSCI USA MIN VOL | $498K | 0.1%Prev: 0.2% | 5,278 SH | Decreased-194 SH |
| ISHARES TR | MSCI USA QLT FCT | $24.7M | 7.2%Prev: 8.3% | 125,685 SH | Increased+5,541 SH |
| ISHARES TR | RUS 1000 ETF | $4.6M | 1.3%Prev: 1.8% | 12,232 SH | Decreased-1,779 SH |
| ISHARES TR | RUSSELL 2000 ETF | $518K | 0.2%Prev: 0.2% | 2,119 SH | Increased+6 SH |
| ISHARES TR | S&P 500 GRWT ETF | $388K | 0.1% | 3,133 SH | New |
| ISHARES TR | TRS FLT RT BD | $5.7M | 1.7%Prev: 1.7% | 112,526 SH | Increased+25,001 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $374K | 0.1%Prev: 0.3% | 7,867 SH | Decreased-7,296 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $7.5M | 2.2%Prev: 2.8% | 115,901 SH | Increased-4,471 SH |
| JOHNSON & JOHNSON | COM | $307K | 0.1%Prev: 0.1% | 1,582 SH | Increased+234 SH |
| JPMORGAN CHASE & CO. | COM | $1.4M | 0.4%Prev: 0.5% | 4,290 SH | Increased+180 SH |
| META PLATFORMS INC | CL A | $905K | 0.3%Prev: 0.4% | 1,443 SH | Decreased+30 SH |
| MICROSOFT CORP | COM | $8.3M | 2.4%Prev: 3.0% | 16,310 SH | Increased+232 SH |
| NETFLIX INC | COM | $284K | 0.1%Prev: 0.1% | 250 SH | Decreased+14 SH |
| NVIDIA CORPORATION | COM | $16.0M | 4.7%Prev: 5.9% | 82,950 SH | Increased-15,389 SH |
| OKTA INC | CL A | $252K | 0.1%Prev: 0.2% | 2,942 SH | Decreased-3,165 SH |
| ORACLE CORP | COM | $293K | 0.1%Prev: 0.1% | 1,241 SH | Increased+20 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.0M | 0.3%Prev: 0.3% | 5,343 SH | Increased-472 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $744K | 0.2%Prev: 0.3% | 14,123 SH | Increased+465 SH |
| PIMCO ETF TR | MULTISECTOR BD | $587K | 0.2%Prev: 0.1% | 21,890 SH | Increased+9,979 SH |
| SERVICENOW INC | COM | $4.5M | 1.3%Prev: 2.1% | 5,280 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 0.5%Prev: 0.6% | 2,705 SH | Increased+20 SH |
| SPDR SERIES TRUST | MSCI USA STRTGIC | $479K | 0.1%Prev: 0.2% | 2,765 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $497K | 0.1%Prev: 0.1% | 1,707 SH | Increased+80 SH |
| TESLA INC | COM | $1.1M | 0.3%Prev: 0.3% | 2,607 SH | Increased+102 SH |
| TWILIO INC | CL A | $1.4M | 0.4%Prev: 0.5% | 10,756 SH | Increased-263 SH |
| UBER TECHNOLOGIES INC | COM | $660K | 0.2%Prev: 0.2% | 7,047 SH | Increased+53 SH |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $384K | 0.1%Prev: 0.2% | 7,541 SH | Decreased-1,794 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $11.6M | 3.4%Prev: 4.5% | 114,061 SH | Decreased-13,469 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $335K | 0.1%Prev: 0.1% | 955 SH | Increased |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $370K | 0.1%Prev: 0.1% | 1,760 SH | Increased+1 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $316K | 0.1%Prev: 0.1% | 503 SH | Increased+27 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $528K | 0.2%Prev: 0.2% | 1,573 SH | Increased+175 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $920K | 0.3%Prev: 0.3% | 4,205 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $424K | 0.1%Prev: 0.1% | 6,866 SH | Increased+1,243 SH |
| VANGUARD WORLD FD | INF TECH ETF | $292K | 0.1%Prev: 0.1% | 377 SH | Increased |
| WISDOMTREE TR | FLOATNG RAT TREA | $6.5M | 1.9%Prev: 2.8% | 128,580 SH | Decreased-18,104 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $21.2M | 6.2%Prev: 7.3% | 236,775 SH | Increased+7,133 SH |
| 13F-HR |
| 0001951757-25-000562 |
| $256.4M |
| View |