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CIK 0001998000 • 6 13F filings • Apr 22, 2025 – Jul 13, 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 | $919K | 1.1% | 5,940 SH | |
| ALPHABET INC | CAP STK CL C | $482K | 0.6% | 3,085 SH | |
| AMAZON COM INC | COM | $804K | 0.9% | 4,226 SH | |
| AMERICAN EXPRESS CO | COM | $276K | 0.3% | 1,027 SH | |
| AMGEN INC | COM | $342K | 0.4% | 1,099 SH | |
| APPLE INC | COM | $5.8M | 6.7% | 25,998 SH | |
| ARISTA NETWORKS INC | COM SHS | $482K | 0.6% | 6,222 SH | |
| BADGER METER INC | COM | $251K | 0.3% | 1,319 SH | |
| BANCO SANTANDER S.A. | ADR | $71K | 0.1% | 10,551 SH | |
| BANK AMERICA CORP | COM | $483K | 0.6% | 11,563 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.6M | 3.1% | 4,949 SH | |
| BLACKROCK INC | COM | $277K | 0.3% | 293 SH | |
| BROADCOM INC | COM | $383K | 0.4% | 2,288 SH | |
| COSTCO WHSL CORP NEW | COM | $251K | 0.3% | 265 SH | |
| DIREXION SHS ETF TR | DRX S&P500BULL | $350K | 0.4% | 2,490 SH | |
| ELI LILLY & CO | COM | $379K | 0.4% | 459 SH | |
| EXXON MOBIL CORP | COM | $283K | 0.3% | 2,376 SH | |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | $29.1M | 34.0% | 860,142 SH | |
| HOME DEPOT INC | COM | $1.1M | 1.2% | 2,882 SH | |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $368K | 0.4% | 2,223 SH | |
| INTUIT | COM | $796K | 0.9% | 1,296 SH | |
| ISHARES TR | CORE S&P MCP ETF | $242K | 0.3% | 4,140 SH | |
| ISHARES TR | CORE S&P SCP ETF | $6.0M | 7.0% | 57,202 SH | |
| ISHARES TR | CORE S&P500 ETF | $3.0M | 3.5% | 5,265 SH | |
| ISHARES TR | MSCI EAFE ETF | $792K | 0.9% | 9,689 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $258K | 0.3% | 1,294 SH | |
| ISHARES TR | S&P MC 400GR ETF | $311K | 0.4% | 3,736 SH | |
| JOHNSON & JOHNSON | COM | $1.1M | 1.2% | 6,365 SH | |
| JPMORGAN CHASE & CO. | COM | $1.4M | 1.6% | 5,727 SH | |
| KROGER CO | COM | $1.1M | 1.3% | 16,821 SH | |
| MASTERCARD INCORPORATED | CL A | $942K | 1.1% | 1,719 SH | |
| MCDONALDS CORP | COM | $263K | 0.3% | 843 SH | |
| META PLATFORMS INC | CL A | $617K | 0.7% | 1,070 SH | |
| MGE ENERGY INC | COM | $1.2M | 1.5% | 13,421 SH | |
| MICROSOFT CORP | COM | $2.6M | 3.1% | 6,982 SH | |
| NETFLIX INC | COM | $645K | 0.8% | 692 SH | |
| NIKE INC | CL B | $432K | 0.5% | 6,813 SH | |
| NVIDIA CORPORATION | COM | $7.2M | 8.4% | 66,449 SH | |
| ORACLE CORP | COM | $259K | 0.3% | 1,850 SH | |
| OWENS CORNING NEW | COM | $318K | 0.4% | 2,229 SH | |
| PROCTER AND GAMBLE CO | COM | $430K | 0.5% | 2,526 SH | |
| PROSHARES TR | ULTRAPRO QQQ | $381K | 0.4% | 6,642 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $909K | 1.1% | 41,152 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $404K | 0.5% | 15,433 SH | |
| SHELL PLC | SPON ADS | $324K | 0.4% | 4,428 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $316K | 0.4% | 565 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $2.0M | 2.3% | 3,701 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $350K | 0.4% | 2,107 SH | |
| TARGET CORP | COM | $745K | 0.9% | 7,140 SH | |
| TESLA INC | COM | $628K | 0.7% | 2,423 SH | |
| TRAVELERS COMPANIES INC | COM | $239K | 0.3% | 905 SH | |
| ULTA BEAUTY INC | COM | $291K | 0.3% | 795 SH | |
| VALERO ENERGY CORP | COM | $602K | 0.7% | 4,556 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $230K | 0.3% | 620 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $540K | 0.6% | 2,102 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $506K | 0.6% | 1,955 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $316K | 0.4% | 1,423 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $315K | 0.4% | 3,400 SH | |
| VISA INC | COM CL A | $606K | 0.7% | 1,730 SH | |
| WALMART INC | COM | $980K | 1.1% | 11,166 SH |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000100 |
| $125.0M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000689 | $169.9M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000768 | $108.0M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000376 | $102.7M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000475 | $85.6M | View |