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CIK 0002109497 • 3 13F filings • Feb 6, 2026 – Aug 3, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $306 | 0.2% | 527 SH | New |
| ALPHABET INC | CAP STK CL A | $6K | 4.9%Prev: 4.7% | 17,058 SH | Increased+132 SH |
| ALPHABET INC | CAP STK CL C | $272 | 0.2% | 771 SH | New |
| AMAZON COM INC | COM | $4K | 3.0%Prev: 3.0% | 15,531 SH | Increased+532 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $211 | 0.2% | 2,355 SH | New |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $399 | 0.3%Prev: 1.0% | 4,477 SH | Decreased-7,673 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1K | 0.8% | 11,270 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $7K | 6.0%Prev: 6.3% | 59,705 SH | Increased+837 SH |
| APPLE INC | COM | $6K | 4.4%Prev: 4.6% | 19,061 SH | Increased+519 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2K | 1.9%Prev: 2.2% | 4,790 SH | Increased+97 SH |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $484 | 0.4%Prev: 0.6% | 10,884 SH | Decreased-5,899 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $21K | 17.0%Prev: 17.3% | 427,896 SH | Increased+9,622 SH |
| CAPITAL GROUP EQUITY ETF TR | US LARGE GROWT | $1K | 0.9%Prev: 0.4% | 37,346 SH | Increased+20,087 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $2K | 1.6%Prev: 1.3% | 41,221 SH | Increased+7,130 SH |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL HIGH I | $5K | 4.4%Prev: 4.8% | 212,617 SH | Increased+17,358 SH |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $3K | 2.6%Prev: 3.0% | 117,391 SH | Increased+4,920 SH |
| CATERPILLAR INC | COM | $4K | 2.9%Prev: 2.3% | 3,348 SH | Increased+1 SH |
| COHEN & STEERS LTD DURATION | COM | $2K | 1.3%Prev: 1.5% | 74,662 SH | Increased-204 SH |
| COSTCO WHOLESALE CORPORATION | COM | $2K | 1.2% | 1,650 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $7K | 5.3%Prev: 4.6% | 121,778 SH | Increased+32,858 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $296 | 0.2%Prev: 0.3% | 7,187 SH | Increased-92 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $561 | 0.5%Prev: 0.5% | 12,665 SH | Increased |
| ELI LILLY & CO | COM | $633 | 0.5%Prev: 0.4% | 528 SH | Increased+31 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $3K | 2.1%Prev: 2.3% | 64,944 SH | Increased+1,763 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $229 | 0.2%Prev: 0.2% | 4,766 SH | Increased |
| HOME DEPOT INC | COM | $474 | 0.4%Prev: 0.5% | 1,344 SH | Decreased-135 SH |
| INVESCO QQQ TR | UNIT SER 1 | $276 | 0.2% | 375 SH | New |
| ISHARES TR | US AER DEF ETF | $351 | 0.3%Prev: 0.3% | 1,450 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $383 | 0.3%Prev: 0.4% | 7,592 SH | Decreased-58 SH |
| JPMORGAN CHASE & CO | COM | $6K | 4.9% | 18,567 SH | New |
| KAYNE ANDERSON BDC INC | COM SHS | $271 | 0.2%Prev: 0.3% | 20,079 SH | Decreased |
| MERCK & CO INC | COM | $426 | 0.3%Prev: 0.4% | 3,317 SH | Increased |
| MFS ACTIVE EXCHANGE TRADED F | INTERMEDITE MUNI | $1K | 0.8%Prev: 0.9% | 40,475 SH | Increased+3,600 SH |
| MICROSOFT CORP | COM | $5K | 3.9%Prev: 4.6% | 13,032 SH | Increased+240 SH |
| MONSTER BEVERAGE CORP NEW | COM | $9K | 7.5%Prev: 6.8% | 96,834 SH | Increased |
| NVIDIA CORPORATION | COM | $4K | 3.6%Prev: 3.0% | 22,426 SH | Increased+4,924 SH |
| PHILIP MORRIS INTL INC | COM | $512 | 0.4%Prev: 0.4% | 2,833 SH | Increased+58 SH |
| QUALCOMM INC | COM | $548 | 0.4%Prev: 0.4% | 2,970 SH | Increased+135 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1K | 0.9%Prev: 1.0% | 34,913 SH | Increased-1,530 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1K | 0.9%Prev: 0.9% | 33,128 SH | Increased+1,702 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $422 | 0.3% | 566 SH | New |
| T ROWE PRICE ETF INC | FLOATING RATE | $561 | 0.5%Prev: 0.4% | 11,133 SH | Increased+2,571 SH |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | $3K | 2.6%Prev: 2.7% | 69,042 SH | Increased+1,328 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $477 | 0.4% | 1,000 SH | New |
| TESLA INC | COM | $561 | 0.5%Prev: 0.5% | 1,335 SH | Increased+79 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $2K | 1.5%Prev: 1.2% | 19,021 SH | Increased+6,881 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $428 | 0.3%Prev: 0.4% | 4,980 SH | Increased+4,150 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1K | 1.2%Prev: 1.1% | 2,095 SH | Increased+139 SH |
| VANGUARD INDEX FDS | VALUE ETF | $523 | 0.4%Prev: 0.5% | 2,400 SH | Increased |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $533 | 0.4%Prev: 0.4% | 6,882 SH | Increased+1,677 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $3K | 2.3%Prev: 2.0% | 36,742 SH | Increased+9,782 SH |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | $249 | 0.2%Prev: 0.2% | 2,400 SH | Increased |
| VANGUARD WELLESLEY INCOME FD | TARGET MATURITY | $953 | 0.8% | 12,607 SH | New |
| VANGUARD WELLESLEY INCOME FD | TRGT MTRTY 2034 | $313 | 0.3% | 4,141 SH | New |
| VICTORY PORTFOLIOS II | VCSHS US EQ INCM | $220 | 0.2%Prev: 0.2% | 2,968 SH | Increased |
| WALMART INC | COM | $227 | 0.2%Prev: 0.2% | 2,010 SH | Decreased |
| 13F-HR |
| 0002109497-26-000002 |
| $103K |
| View |