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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 | $452K | 0.3%Prev: 0.3% | 1,861 SH | Decreased+419 SH |
| ALTRIA GROUP INC | COM | $225K | 0.1%Prev: 0.2% | 3,400 SH | Decreased-345 SH |
| AMAZON COM INC | COM | $671K | 0.4%Prev: 0.6% | 3,054 SH | Decreased-797 SH |
| APPLE INC | COM | $4.2M | 2.7%Prev: 2.6% | 16,488 SH | Decreased+1,636 SH |
| AT&T INC | COM | $232K | 0.1% | 8,214 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $222K | 0.1% | 755 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $859K | 0.6%Prev: 0.5% | 1,709 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $570K | 0.4% | 615 SH | New |
| DISNEY WALT CO | COM | $227K | 0.1% | 1,981 SH | New |
| GLOBAL X FDS | ARTIFICIAL ETF | $729K | 0.5%Prev: 0.6% | 14,767 SH | Decreased-445 SH |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARES 203 | $343K | 0.2% | 16,312 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $427K | 0.3%Prev: 0.2% | 711 SH | Increased+234 SH |
| ISHARES TR | CORE S&P MCP ETF | $226K | 0.1%Prev: 0.2% | 3,460 SH | Decreased-132 SH |
| ISHARES TR | CORE S&P SCP ETF | $17.1M | 10.9%Prev: 11.8% | 143,540 SH | Decreased+12,483 SH |
| ISHARES TR | HDG MSCI EAFE | $17.1M | 11.0%Prev: 10.9% | 431,635 SH | Decreased+50,670 SH |
| ISHARES TR | IBDS DEC28 ETF | $3.1M | 2.0%Prev: 1.4% | 122,050 SH | Increased+33,101 SH |
| ISHARES TR | IBONDS 27 ETF | $1.6M | 1.1%Prev: 0.7% | 67,607 SH | Increased+23,083 SH |
| ISHARES TR | IBONDS DEC 2029 | $400K | 0.3%Prev: 0.3% | 15,658 SH | Decreased-4,512 SH |
| ISHARES TR | IBONDS DEC 2030 | $2.0M | 1.3%Prev: 1.1% | 88,212 SH | Increased+10,304 SH |
| ISHARES TR | IBONDS DEC 2031 | $1.5M | 1.0%Prev: 1.0% | 70,006 SH | Decreased-7,343 SH |
| ISHARES TR | IBONDS DEC 2032 | $3.7M | 2.3%Prev: 1.8% | 142,530 SH | Increased+26,342 SH |
| ISHARES TR | IBONDS DEC 2033 | $1.3M | 0.8%Prev: 0.8% | 48,396 SH | Increased+84 SH |
| ISHARES TR | IBONDS DEC 2034 | $5.8M | 3.7%Prev: 2.5% | 217,915 SH | Increased+62,238 SH |
| ISHARES TR | IBONDS DEC 2035 | $1.3M | 0.8%Prev: 3.0% | 49,976 SH | Decreased-144,460 SH |
| ISHARES TR | IBONDS DEC 27 | $225K | 0.1% | 8,814 SH | New |
| ISHARES TR | IBONDS DEC 28 | $578K | 0.4%Prev: 0.4% | 22,554 SH | Decreased-1,957 SH |
| ISHARES TR | IBONDS DEC 29 | $1.8M | 1.1%Prev: 0.9% | 75,157 SH | Increased+11,720 SH |
| ISHARES TR | IBONDS DEC2026 | $1.4M | 0.9% | 57,159 SH | New |
| ISHARES TR | RUS 1000 ETF | $584K | 0.4%Prev: 0.4% | 1,598 SH | Decreased+26 SH |
| ISHARES TR | RUS 1000 GRW ETF | $535K | 0.3%Prev: 0.3% | 1,143 SH | Increased-2,749 SH |
| ISHARES TR | S&P 500 GRWT ETF | $330K | 0.2%Prev: 0.2% | 2,735 SH | Decreased+71 SH |
| ISHARES TR | S&P 500 VAL ETF | $326K | 0.2%Prev: 0.2% | 1,580 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.4M | 0.9%Prev: 0.8% | 23,753 SH | Decreased-490 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $777K | 0.5%Prev: 0.9% | 13,517 SH | Decreased-11,530 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $16.1M | 10.3%Prev: 7.5% | 316,839 SH | Increased+71,876 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.8M | 1.1%Prev: 1.0% | 35,015 SH | Increased+3,369 SH |
| MICROVISION INC DEL | COM NEW | $32K | 0.0%Prev: 0.0% | 26,000 SH | Increased |
| NORTHROP GRUMMAN CORP | COM | $210K | 0.1% | 345 SH | New |
| NVIDIA CORPORATION | COM | $561K | 0.4%Prev: 0.4% | 3,007 SH | Decreased-532 SH |
| PROCTER AND GAMBLE CO | COM | $4.1M | 2.6% | 26,812 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $7.5M | 4.8%Prev: 5.2% | 323,978 SH | Decreased+13,698 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $19.4M | 12.4%Prev: 11.8% | 711,786 SH | Increased+101,747 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $22.4M | 14.3%Prev: 13.4% | 701,580 SH | Increased+52,382 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.3M | 2.1%Prev: 2.3% | 112,246 SH | Decreased+9,402 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $848K | 0.5%Prev: 0.6% | 30,408 SH | Decreased+2,168 SH |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $596K | 0.4% | 6,830 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $462K | 0.3% | 996 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $381K | 0.2% | 8,143 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $4.0M | 2.6% | 6,070 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.7M | 1.1% | 2,927 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $243K | 0.2% | 2,737 SH | New |
| UNITEDHEALTH GROUP INC | COM | $302K | 0.2%Prev: 0.2% | 876 SH | Decreased+103 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 |