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CIK 0001859579 • 7 13F filings • May 7, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $288K | 0.2% | 1,861 SH | |
| ALTRIA GROUP INC | COM | $229K | 0.2% | 3,813 SH | |
| AMAZON COM INC | COM | $589K | 0.4% | 3,096 SH | |
| APPLE INC | COM | $3.9M | 2.7% | 17,708 SH | |
| AT&T INC | COM | $229K | 0.2% | 8,095 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $229K | 0.2% | 749 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $910K | 0.6% | 1,709 SH | |
| BIO-TECHNE CORP | COM | $213K | 0.1% | 3,625 SH | |
| COSTCO WHSL CORP NEW | COM | $606K | 0.4% | 641 SH | |
| DISNEY WALT CO | COM | $210K | 0.1% | 2,125 SH | |
| GLOBAL X FDS | ARTIFICIAL ETF | $547K | 0.4% | 15,028 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $248K | 0.2% | 14,958 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $422K | 0.3% | 899 SH | |
| ISHARES TR | CORE S&P MCP ETF | $201K | 0.1% | 3,439 SH | |
| ISHARES TR | CORE S&P SCP ETF | $15.3M | 10.3% | 146,486 SH | |
| ISHARES TR | HDG MSCI EAFE | $15.1M | 10.2% | 416,175 SH | |
| ISHARES TR | IBDS DEC28 ETF | $3.3M | 2.3% | 132,472 SH | |
| ISHARES TR | IBONDS 27 ETF | $1.7M | 1.1% | 69,587 SH | |
| ISHARES TR | IBONDS DEC 2029 | $237K | 0.2% | 9,446 SH | |
| ISHARES TR | IBONDS DEC 2030 | $1.9M | 1.3% | 84,440 SH | |
| ISHARES TR | IBONDS DEC 2031 | $1.4M | 1.0% | 68,246 SH | |
| ISHARES TR | IBONDS DEC 2032 | $3.7M | 2.5% | 148,184 SH | |
| ISHARES TR | IBONDS DEC 2033 | $1.1M | 0.7% | 42,672 SH | |
| ISHARES TR | IBONDS DEC 2034 | $6.0M | 4.0% | 232,921 SH | |
| ISHARES TR | IBONDS DEC 28 | $693K | 0.5% | 27,414 SH | |
| ISHARES TR | IBONDS DEC 29 | $1.8M | 1.2% | 77,765 SH | |
| ISHARES TR | IBONDS DEC2026 | $1.6M | 1.0% | 64,046 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $1.4M | 1.0% | 56,614 SH | |
| ISHARES TR | RUS 1000 ETF | $500K | 0.3% | 1,630 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $413K | 0.3% | 1,143 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $254K | 0.2% | 2,735 SH | |
| ISHARES TR | S&P 500 VAL ETF | $320K | 0.2% | 1,680 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.3M | 0.9% | 23,289 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $1.4M | 0.9% | 26,346 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $17.4M | 11.7% | 343,889 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.8M | 1.2% | 36,225 SH | |
| MICROVISION INC DEL | COM NEW | $32K | 0.0% | 26,000 SH | |
| NVIDIA CORPORATION | COM | $325K | 0.2% | 2,995 SH | |
| PROCTER AND GAMBLE CO | COM | $4.6M | 3.1% | 27,257 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $6.8M | 4.6% | 344,200 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $19.6M | 13.2% | 702,288 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $18.0M | 12.1% | 719,203 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.1M | 2.1% | 118,144 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $752K | 0.5% | 32,083 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $538K | 0.4% | 6,821 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $423K | 0.3% | 1,008 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $321K | 0.2% | 8,143 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $3.5M | 2.4% | 6,334 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.6M | 1.1% | 2,986 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $213K | 0.1% | 2,714 SH | |
| STARBUCKS CORP | COM | $308K | 0.2% | 3,138 SH | |
| UNITEDHEALTH GROUP INC | COM | $586K | 0.4% | 1,118 SH |
| 13F-HR |
| 0001172661-25-004379 |
| $156.1M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002719 | $164.1M | View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002852 | $152.7M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001615 | $147.4M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001600 | $148.4M | View |