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CIK 0002010374 • 6 13F filings • May 12, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $379 | 0.2%Prev: 0.2% | 1,660 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $3K | 1.1%Prev: 0.9% | 12,664 SH | Increased-12 SH |
| ALPHABET INC | CAP STK CL A | $11K | 4.4%Prev: 3.5% | 33,857 SH | Increased-585 SH |
| ALPHABET INC | CAP STK CL C | $4K | 1.6%Prev: 1.3% | 12,240 SH | Increased-183 SH |
| AMAZON COM INC | COM | $10K | 4.3%Prev: 4.2% | 44,811 SH | Increased-481 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $8 | 0.0%Prev: 0.0% | 204 SH | Increased+116 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $4K | 1.5%Prev: 1.4% | 61,970 SH | Increased+5,857 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $2K | 0.8%Prev: 0.7% | 26,230 SH | Increased+2,517 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2K | 0.8%Prev: 0.7% | 20,280 SH | Increased+1,747 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $21 | 0.0%Prev: 0.0% | 500 SH | Decreased |
| AMERICAN CENTY ETF TR | US EQT ETF | $16 | 0.0%Prev: 0.0% | 150 SH | Increased+64 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $4K | 1.5%Prev: 1.3% | 48,527 SH | Increased+5,173 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4K | 1.5%Prev: 1.3% | 35,720 SH | Increased+3,961 SH |
| AMERICAN EXPRESS CO | COM | $863 | 0.4%Prev: 0.3% | 2,335 SH | Increased-62 SH |
| AMGEN INC | COM | $2K | 0.7%Prev: 0.6% | 5,204 SH | Increased-90 SH |
| APPLE INC | COM | $25K | 10.3%Prev: 10.0% | 92,299 SH | Increased-1,130 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $2K | 0.9%Prev: 1.2% | 8,437 SH | Decreased-1,108 SH |
| BANK AMERICA CORP | COM | $682 | 0.3%Prev: 0.3% | 12,403 SH | Decreased-1,678 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $754 | 0.3%Prev: 0.3% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $892 | 0.4%Prev: 0.3% | 1,775 SH | Increased+300 SH |
| BLACKROCK INC | COM | $419 | 0.2%Prev: 0.3% | 392 SH | Decreased-200 SH |
| BOEING CO | COM | $269 | 0.1%Prev: 0.1% | 1,239 SH | Decreased-387 SH |
| BROADCOM INC | COM | $1K | 0.6%Prev: 0.6% | 4,262 SH | Increased |
| CATERPILLAR INC | COM | $2K | 0.8%Prev: 0.7% | 3,317 SH | Increased+16 SH |
| CHEVRON CORP NEW | COM | $486 | 0.2%Prev: 0.3% | 3,195 SH | Decreased-1,485 SH |
| CHURCH & DWIGHT CO INC | COM | $3K | 1.3%Prev: 1.6% | 38,788 SH | Decreased-3,549 SH |
| CISCO SYS INC | COM | $2K | 0.8%Prev: 0.7% | 25,450 SH | Increased-129 SH |
| COCA COLA CO | COM | $2K | 0.9%Prev: 0.9% | 30,070 SH | Increased-862 SH |
| COSTCO WHSL CORP NEW | COM | $5K | 2.1%Prev: 2.3% | 5,917 SH | Decreased+53 SH |
| DISNEY WALT CO | COM | $1K | 0.4%Prev: 0.5% | 8,811 SH | Decreased-852 SH |
| EATON CORP PLC | SHS | $1K | 0.4%Prev: 0.5% | 3,296 SH | Decreased+91 SH |
| ELI LILLY & CO | COM | $6K | 2.6%Prev: 1.9% | 5,888 SH | Increased+36 SH |
| EMERSON ELEC CO | COM | $939 | 0.4%Prev: 0.4% | 7,078 SH | Increased-20 SH |
| ENBRIDGE INC | COM | $239 | 0.1%Prev: 0.1% | 5,000 SH | Decreased |
| ENERGY TRANSFER L P | COM UT LTD PTN | $164 | 0.1%Prev: 0.1% | 10,001 SH | Decreased |
| EQUIFAX INC | COM | $507 | 0.2%Prev: 0.3% | 2,337 SH | Decreased-280 SH |
| EXXON MOBIL CORP | COM | $610 | 0.3%Prev: 0.3% | 5,071 SH | Increased-216 SH |
| GE VERNOVA INC | COM | $415 | 0.2%Prev: 0.1% | 635 SH | Increased+101 SH |
| GOLDMAN SACHS GROUP INC | COM | $1K | 0.5%Prev: 0.5% | 1,465 SH | Increased-1 SH |
| HOME DEPOT INC | COM | $6K | 2.4%Prev: 2.9% | 17,101 SH | Decreased+13 SH |
| ILLINOIS TOOL WKS INC | COM | $1K | 0.5%Prev: 0.7% | 5,183 SH | Decreased-867 SH |
| INTUIT | COM | $745 | 0.3%Prev: 0.3% | 1,125 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $5K | 2.1%Prev: 2.2% | 8,166 SH | Decreased-666 SH |
| JOHNSON & JOHNSON | COM | $2K | 0.8%Prev: 0.8% | 9,748 SH | Increased-63 SH |
| JPMORGAN CHASE & CO. | COM | $3K | 1.0%Prev: 1.0% | 7,855 SH | Increased-11 SH |
| LINDE PLC | SHS | $981 | 0.4%Prev: 0.5% | 2,303 SH | Decreased-116 SH |
| LOCKHEED MARTIN CORP | COM | $350 | 0.1%Prev: 0.2% | 725 SH | Decreased-250 SH |
| MASTERCARD INCORPORATED | CL A | $1K | 0.4%Prev: 0.4% | 1,774 SH | Increased-3 SH |
| MCDONALDS CORP | COM | $2K | 0.7%Prev: 0.7% | 5,253 SH | Decreased-350 SH |
| META PLATFORMS INC | CL A | $3K | 1.3%Prev: 1.5% | 4,678 SH | Decreased-187 SH |
| MICROSOFT CORP | COM | $22K | 9.2%Prev: 10.4% | 45,943 SH | Decreased-1,905 SH |
| NORFOLK SOUTHN CORP | COM | $449 | 0.2%Prev: 0.2% | 1,558 SH | Decreased-136 SH |
| NUCOR CORP | COM | $475 | 0.2%Prev: 0.2% | 2,918 SH | Increased |
| NVIDIA CORPORATION | COM | $19K | 7.7%Prev: 7.9% | 100,363 SH | Decreased-365 SH |
| ORACLE CORP | COM | $768 | 0.3%Prev: 0.4% | 3,943 SH | Decreased+828 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $535 | 0.2%Prev: 0.2% | 3,013 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $2K | 1.0%Prev: 1.1% | 12,919 SH | Decreased+201 SH |
| PEPSICO INC | COM | $3K | 1.1%Prev: 1.1% | 18,896 SH | Increased-291 SH |
| PROCTER AND GAMBLE CO | COM | $3K | 1.3%Prev: 1.5% | 22,825 SH | Decreased-653 SH |
| QUALCOMM INC | COM | $12K | 4.9%Prev: 5.0% | 70,184 SH | Increased-1,116 SH |
| RTX CORPORATION | COM | $973 | 0.4%Prev: 0.4% | 5,306 SH | Increased-110 SH |
| SALESFORCE INC | COM | $691 | 0.3%Prev: 0.5% | 2,611 SH | Decreased-2,008 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $15 | 0.0% | 479 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $65 | 0.0% | 2,704 SH | New |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $16 | 0.0% | 368 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $139 | 0.1% | 5,309 SH | New |
| SCHWAB STRATEGIC TR | US REIT ETF | $17 | 0.0% | 856 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $10 | 0.0% | 353 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2K | 0.8%Prev: 0.8% | 76,858 SH | Increased+10,372 SH |
| SOUTHERN CO | COM | $309 | 0.1%Prev: 0.1% | 3,550 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $16K | 6.4%Prev: 6.7% | 22,840 SH | Decreased-975 SH |
| STARBUCKS CORP | COM | $952 | 0.4%Prev: 0.4% | 11,312 SH | Decreased-787 SH |
| SYSCO CORP | COM | $206 | 0.1%Prev: 0.1% | 2,800 SH | Decreased |
| T-MOBILE US INC | COM | $203 | 0.1%Prev: 0.1% | 1,000 SH | Decreased |
| TESLA INC | COM | $800 | 0.3%Prev: 0.3% | 1,781 SH | Increased |
| TJX COS INC NEW | COM | $268 | 0.1%Prev: 0.1% | 1,750 SH | Increased |
| UNION PAC CORP | COM | $1K | 0.5%Prev: 0.6% | 5,237 SH | Decreased-386 SH |
| UNITED PARCEL SERVICE INC | CL B | $635 | 0.3%Prev: 0.3% | 6,411 SH | Decreased-1,256 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4K | 1.7%Prev: 1.4% | 56,873 SH | Increased+10,946 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1K | 0.4%Prev: 0.4% | 21,390 SH | Increased+2,545 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7K | 2.9%Prev: 2.6% | 11,159 SH | Increased+1,105 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $406 | 0.2%Prev: 0.3% | 1,211 SH | Decreased-644 SH |
| VANGUARD INDEX FDS | VALUE ETF | $15 | 0.0%Prev: 0.0% | 80 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4K | 1.5%Prev: 1.4% | 65,703 SH | Increased+5,892 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4K | 1.5%Prev: 1.3% | 58,325 SH | Increased+5,674 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $287 | 0.1%Prev: 0.1% | 2,000 SH | Increased |
| VISA INC | COM CL A | $2K | 0.8%Prev: 0.8% | 5,685 SH | Increased+95 SH |
| WALMART INC | COM | $4K | 1.5%Prev: 1.4% | 31,703 SH | Increased-81 SH |
| WELLS FARGO CO NEW | COM | $565 | 0.2%Prev: 0.2% | 6,071 SH | Increased+80 SH |
| 13F-HR |
| 0002010374-26-000004 |
| $260K |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0002010374-25-000005 | $216K | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0002010374-26-000002 | $227K | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0002010374-25-000004 | $198.3M | View |