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CIK 0001956244 • 6 13F filings • Apr 30, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 2023 ETF SERIES TRUST | EAGLE CAPITAL SE | $10.4M | 3.7%Prev: 4.5% | 320,634 SH | Increased+1,745 SH |
| ALPHABET INC | CAP STK CL A | $722K | 0.3%Prev: 0.3% | 2,307 SH | Increased |
| AMAZON COM INC | COM | $300K | 0.1%Prev: 0.1% | 1,301 SH | Increased |
| AMGEN INC | COM | $336K | 0.1%Prev: 0.1% | 1,028 SH | Increased |
| APPLE INC | COM | $1.4M | 0.5%Prev: 0.6% | 5,073 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $34.7M | 12.2% | 46 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.2M | 1.1%Prev: 1.6% | 6,363 SH | Decreased-481 SH |
| CATERPILLAR INC | COM | $573K | 0.2%Prev: 0.2% | 1,000 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $7.7M | 2.7%Prev: 3.1% | 200,789 SH | Increased+11,476 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $8.2M | 2.9%Prev: 3.5% | 175,613 SH | Increased+7,274 SH |
| GMO ETF TRUST | GMO US QUALITY E | $24.8M | 8.7% | 644,454 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $874K | 0.3% | 17,600 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $407K | 0.1%Prev: 0.2% | 6,161 SH | Decreased-259 SH |
| ISHARES TR | CORE S&P500 ETF | $344K | 0.1%Prev: 0.2% | 502 SH | Increased |
| MICROSOFT CORP | COM | $2.5M | 0.9%Prev: 1.2% | 5,073 SH | Decreased |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | $113.7M | 39.9%Prev: 34.7% | 2,207,463 SH | Increased+711,092 SH |
| ORACLE CORP | COM | $398K | 0.1%Prev: 0.3% | 2,042 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $280K | 0.1%Prev: 0.1% | 411 SH | Increased |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | $29.2M | 10.2%Prev: 12.4% | 681,406 SH | Increased+28,284 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $354K | 0.1%Prev: 0.1% | 564 SH | Increased+58 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.9M | 2.1%Prev: 2.6% | 17,700 SH | Increased+373 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $37.9M | 13.3%Prev: 16.6% | 172,617 SH | Increased+2,663 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $402K | 0.1%Prev: 0.2% | 6,433 SH | Increased |
| VISA INC | COM CL A | $336K | 0.1%Prev: 0.1% | 958 SH | Increased |
| 13F-HR |
| 0001956244-26-000004 |
| $332.1M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001956244-25-000006 | $152.7M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001956244-26-000003 | $299.5M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001956244-25-000005 | $123.8M | View |