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CIK 0002109497 • 3 13F filings • Feb 6, 2026 – Aug 3, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $5K | 4.7% | 16,926 SH | |
| AMAZON COM INC | COM | $3K | 3.0% | 14,999 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1K | 1.0% | 12,150 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $7K | 6.3% | 58,868 SH | |
| APPLE INC | COM | $5K | 4.6% | 18,542 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2K | 2.2% | 4,693 SH | |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $644 | 0.6% | 16,783 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $18K | 17.3% | 418,274 SH | |
| CAPITAL GROUP EQUITY ETF TR | US LARGE GROWT | $437 | 0.4% | 17,259 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $1K | 1.3% | 34,091 SH | |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL HIGH I | $5K | 4.8% | 195,259 SH | |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $3K | 3.0% | 112,471 SH | |
| CATERPILLAR INC | COM | $2K | 2.3% | 3,347 SH | |
| COHEN & STEERS LTD DURATION | COM | $1K | 1.5% | 74,866 SH | |
| COSTCO WHSL CORP NEW | COM | $3K | 2.7% | 2,796 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5K | 4.6% | 88,920 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $283 | 0.3% | 7,279 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $492 | 0.5% | 12,665 SH | |
| ELI LILLY & CO | COM | $457 | 0.4% | 497 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $2K | 2.3% | 63,181 SH | |
| FIRST TR EXCHANGE-TRADED FD | SHS | $224 | 0.2% | 4,766 SH | |
| HOME DEPOT INC | COM | $486 | 0.5% | 1,479 SH | |
| ISHARES TR | US AER DEF ETF | $317 | 0.3% | 1,450 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $387 | 0.4% | 7,650 SH | |
| JPMORGAN CHASE & CO. | COM | $5K | 5.3% | 18,435 SH | |
| KAYNE ANDERSON BDC INC | COM SHS | $275 | 0.3% | 20,079 SH | |
| MERCK & CO INC | COM | $398 | 0.4% | 3,317 SH | |
| MFS ACTIVE EXCHANGE TRADED F | INTERMEDITE MUNI | $916 | 0.9% | 36,875 SH | |
| MICROSOFT CORP | COM | $5K | 4.6% | 12,792 SH | |
| MONSTER BEVERAGE CORP NEW | COM | $7K | 6.8% | 96,834 SH | |
| NVIDIA CORPORATION | COM | $3K | 3.0% | 17,502 SH | |
| PHILIP MORRIS INTL INC | COM | $458 | 0.4% | 2,775 SH | |
| QUALCOMM INC | COM | $365 | 0.4% | 2,835 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1K | 1.0% | 36,443 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $915 | 0.9% | 31,426 SH | |
| SHELL PLC | SPON ADS | $232 | 0.2% | 2,500 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $332 | 0.3% | 511 SH | |
| T ROWE PRICE ETF INC | FLOATING RATE | $431 | 0.4% | 8,562 SH | |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | $3K | 2.7% | 67,714 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $337 | 0.3% | 1,000 SH | |
| TESLA INC | COM | $467 | 0.5% | 1,256 SH | |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $1K | 1.2% | 12,140 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $362 | 0.4% | 830 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1K | 1.1% | 1,956 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $470 | 0.5% | 2,400 SH | |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $403 | 0.4% | 5,205 SH | |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $2K | 2.0% | 26,960 SH | |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | $245 | 0.2% | 2,400 SH | |
| VICTORY PORTFOLIOS II | VCSHS US EQ INCM | $212 | 0.2% | 2,968 SH | |
| WALMART INC | COM | $249 | 0.2% | 2,010 SH |
| 13F-HR |
| 0002109497-26-000002 |
| $103K |
| View |