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CIK 0002052992 • 6 13F filings • Apr 14, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $215K | 0.1%Prev: 0.1% | 943 SH | Decreased+6 SH |
| ADVANCED MICRO DEVICES INC | COM | $243K | 0.1% | 1,136 SH | New |
| ALPHABET INC | CAP STK CL A | $2.3M | 1.4%Prev: 1.1% | 7,337 SH | Increased+121 SH |
| ALPHABET INC | CAP STK CL C | $1.6M | 1.0%Prev: 0.8% | 5,025 SH | Increased-16 SH |
| AMAZON COM INC | COM | $1.9M | 1.1%Prev: 1.2% | 8,078 SH | Increased-120 SH |
| AMGEN INC | COM | $218K | 0.1% | 665 SH | New |
| APPLE INC | COM | $5.7M | 3.5%Prev: 3.2% | 20,849 SH | Increased+1,339 SH |
| BANK AMERICA CORP | COM | $254K | 0.2%Prev: 0.2% | 4,618 SH | Increased+68 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $439K | 0.3%Prev: 0.3% | 874 SH | Decreased-148 SH |
| BROADCOM INC | COM | $728K | 0.4%Prev: 0.4% | 2,104 SH | Increased+74 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $19.9M | 12.2%Prev: 10.9% | 751,213 SH | Increased+115,234 SH |
| CATERPILLAR INC | COM | $337K | 0.2%Prev: 0.2% | 588 SH | Increased+4 SH |
| COPART INC | COM | $398K | 0.2%Prev: 0.2% | 10,173 SH | Increased+1,722 SH |
| COSTCO WHSL CORP NEW | COM | $1.5M | 0.9%Prev: 1.0% | 1,722 SH | Decreased+22 SH |
| ELI LILLY & CO | COM | $600K | 0.4%Prev: 0.3% | 558 SH | Increased+8 SH |
| EXXON MOBIL CORP | COM | $278K | 0.2%Prev: 0.2% | 2,311 SH | Increased+130 SH |
| FASTENAL CO | COM | $204K | 0.1%Prev: 0.2% | 5,084 SH | Decreased-641 SH |
| FEDEX CORP | COM | $255K | 0.2%Prev: 0.1% | 882 SH | Increased+5 SH |
| FERRARI N V | COM | $250K | 0.2%Prev: 0.2% | 677 SH | Decreased+12 SH |
| GE AEROSPACE | COM NEW | $435K | 0.3%Prev: 0.3% | 1,412 SH | Increased+10 SH |
| GE VERNOVA INC | COM | $217K | 0.1%Prev: 0.1% | 332 SH | Increased+5 SH |
| HOME DEPOT INC | COM | $401K | 0.2%Prev: 0.4% | 1,164 SH | Decreased-240 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $3.6M | 2.2%Prev: 2.5% | 35,482 SH | Decreased-3,034 SH |
| ISHARES TR | CORE S&P MCP ETF | $13.3M | 8.1%Prev: 8.2% | 201,082 SH | Increased+5,447 SH |
| ISHARES TR | CORE S&P SCP ETF | $15.0M | 9.2%Prev: 9.4% | 124,407 SH | Increased+1,050 SH |
| ISHARES TR | CORE S&P500 ETF | $39.1M | 24.0%Prev: 24.4% | 57,039 SH | Increased+257 SH |
| ISHARES TR | ISHS 1-5YR INVS | $380K | 0.2%Prev: 0.2% | 7,181 SH | Decreased-114 SH |
| ISHARES TR | ISHS 5-10YR INVT | $886K | 0.5%Prev: 0.6% | 16,435 SH | Decreased-90 SH |
| ISHARES TR | MSCI EAFE ETF | $662K | 0.4%Prev: 0.4% | 6,892 SH | Increased |
| ISHARES TR | S&P 100 ETF | $20.8M | 12.7%Prev: 13.2% | 60,533 SH | Increased-1,367 SH |
| JOHNSON & JOHNSON | COM | $896K | 0.5%Prev: 0.5% | 4,328 SH | Increased+19 SH |
| JPMORGAN CHASE & CO. | COM | $781K | 0.5%Prev: 0.5% | 2,424 SH | Increased+24 SH |
| KLA CORP | COM NEW | $222K | 0.1% | 183 SH | New |
| LAM RESEARCH CORP | COM NEW | $248K | 0.2% | 1,450 SH | New |
| MASTERCARD INCORPORATED | CL A | $429K | 0.3%Prev: 0.3% | 752 SH | Decreased-23 SH |
| META PLATFORMS INC | CL A | $848K | 0.5%Prev: 0.6% | 1,284 SH | Decreased-91 SH |
| MICRON TECHNOLOGY INC | COM | $203K | 0.1% | 710 SH | New |
| MICROSOFT CORP | COM | $8.4M | 5.2%Prev: 5.8% | 17,425 SH | Decreased+70 SH |
| MOODYS CORP | COM | $281K | 0.2%Prev: 0.2% | 551 SH | Increased-37 SH |
| NETFLIX INC | COM | $237K | 0.1%Prev: 0.2% | 2,531 SH | Decreased+2,281 SH |
| NIKE INC | CL B | $291K | 0.2%Prev: 0.2% | 4,560 SH | Decreased-7 SH |
| NORTHROP GRUMMAN CORP | COM | $400K | 0.2%Prev: 0.3% | 702 SH | Decreased+2 SH |
| NVIDIA CORPORATION | COM | $4.8M | 3.0%Prev: 3.1% | 25,982 SH | Increased+242 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $733K | 0.4% | 4,126 SH | New |
| RTX CORPORATION | COM | $417K | 0.3%Prev: 0.2% | 2,276 SH | Increased+6 SH |
| SALESFORCE INC | COM | $212K | 0.1% | 801 SH | New |
| SERVICENOW INC | COM | $238K | 0.1%Prev: 0.2% | 1,552 SH | Decreased+1,225 SH |
| SHERWIN WILLIAMS CO | COM | $337K | 0.2%Prev: 0.2% | 1,039 SH | Decreased-20 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.7M | 1.6%Prev: 1.7% | 3,909 SH | Increased-29 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $862K | 0.5%Prev: 0.5% | 1,429 SH | Increased |
| STARBUCKS CORP | COM | $217K | 0.1%Prev: 0.2% | 2,572 SH | Decreased-1,473 SH |
| SYSCO CORP | COM | $579K | 0.4%Prev: 0.4% | 7,856 SH | Decreased+6 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $319K | 0.2%Prev: 0.2% | 1,050 SH | Increased |
| TESLA INC | COM | $1.8M | 1.1%Prev: 0.6% | 3,942 SH | Increased+2,003 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 0.9%Prev: 1.0% | 4,522 SH | Increased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $218K | 0.1% | 3,050 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $411K | 0.3%Prev: 0.2% | 3,397 SH | Increased+136 SH |
| VISA INC | COM CL A | $970K | 0.6%Prev: 0.7% | 2,765 SH | Decreased-336 SH |
| WALMART INC | COM | $500K | 0.3%Prev: 0.3% | 4,485 SH | Increased-38 SH |
| WELLS FARGO CO NEW | COM | $282K | 0.2%Prev: 0.2% | 3,031 SH | Increased+70 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $248K | 0.2%Prev: 0.2% | 4,800 SH | Decreased |
| WOODWARD INC | COM | $620K | 0.4%Prev: 0.3% | 2,052 SH | Increased |
| 13F-HR |
| 0001951757-26-001192 |
| $211.5M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000893 | $144.2M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000534 | $162.3M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000359 | $97.0M | View |