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CIK 0002082673 • 10 13F filings • Aug 28, 2025 – Jul 27, 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 C | $421K | 0.2%Prev: 0.5% | 2,372 SH | Decreased-844 SH |
| AMAZON COM INC | COM | $575K | 0.3%Prev: 0.3% | 2,620 SH | Decreased-322 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $665K | 0.4%Prev: 0.4% | 7,300 SH | Decreased |
| APPLE INC | COM | $1.4M | 0.8%Prev: 0.9% | 6,656 SH | Decreased-120 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $314K | 0.2% | 5,074 SH | New |
| CATERPILLAR INC | COM | $213K | 0.1% | 549 SH | New |
| CHEVRON CORP NEW | COM | $387K | 0.2% | 2,705 SH | New |
| EXXON MOBIL CORP | COM | $274K | 0.2%Prev: 0.2% | 2,543 SH | Decreased-336 SH |
| GARMIN LTD | SHS | $266K | 0.1% | 1,274 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $2.7M | 1.5%Prev: 1.4% | 4,884 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $328K | 0.2% | 772 SH | New |
| JPMORGAN CHASE & CO. | COM | $702K | 0.4% | 2,422 SH | New |
| MICROSOFT CORP | COM | $917K | 0.5%Prev: 0.4% | 1,844 SH | Increased-321 SH |
| NEXTERA ENERGY INC | COM | $234K | 0.1%Prev: 0.2% | 3,364 SH | Decreased-65 SH |
| NVIDIA CORPORATION | COM | $3.3M | 1.8%Prev: 1.7% | 20,760 SH | Decreased+1,415 SH |
| OCCIDENTAL PETE CORP | COM | $441K | 0.2% | 10,449 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $774K | 0.4%Prev: 0.2% | 5,680 SH | Increased+2,299 SH |
| SCHWAB CHARLES CORP | COM | $213K | 0.1%Prev: 0.1% | 2,332 SH | Decreased-18 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $668K | 0.4%Prev: 0.4% | 30,206 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $437K | 0.2% | 16,500 SH | New |
| TRI CONTL CORP | COM | $929K | 0.5% | 29,345 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $681K | 0.4%Prev: 0.4% | 8,836 SH | Decreased-275 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $281K | 0.2%Prev: 0.1% | 3,588 SH | Increased+114 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $14.6M | 8.1%Prev: 9.0% | 198,119 SH | Decreased-46,556 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $14.7M | 8.1%Prev: 7.8% | 297,855 SH | Decreased-25,297 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $6.2M | 3.5%Prev: 3.6% | 32,377 SH | Decreased-2,039 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $4.5M | 2.5%Prev: 2.1% | 10,286 SH | Increased+859 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $206K | 0.1% | 723 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $270K | 0.1%Prev: 0.2% | 1,631 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $591K | 0.3%Prev: 0.3% | 2,105 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.9M | 7.2%Prev: 6.5% | 22,710 SH | Decreased+1,055 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $884K | 0.5%Prev: 0.5% | 4,514 SH | Decreased+93 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $485K | 0.3%Prev: 0.3% | 2,038 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $71.1M | 39.3%Prev: 39.0% | 233,128 SH | Decreased-9,280 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.2M | 1.8%Prev: 1.8% | 17,798 SH | Decreased-399 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $3.6M | 2.0%Prev: 2.2% | 53,072 SH | Decreased-5,138 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $268K | 0.1%Prev: 0.2% | 5,409 SH | Decreased-215 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $707K | 0.4%Prev: 0.4% | 9,342 SH | Decreased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.6%Prev: 0.6% | 23,348 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $877K | 0.5%Prev: 0.4% | 4,266 SH | Increased+710 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $24.2M | 13.4%Prev: 13.7% | 350,558 SH | Decreased-2,849 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.9M | 1.6%Prev: 1.7% | 50,701 SH | Decreased-1,172 SH |
| WALMART INC | COM | $277K | 0.2%Prev: 0.2% | 2,833 SH | Decreased-3 SH |
| Q4 2024 |
| 13F-HR/A |
| 0002082673-25-000004 |
| $136.9M |
| View |
| Oct 22, 2025 | Q3 2025 | 13F-HR | 0002082673-25-000007 | $206.8M | View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0002082673-26-000004 | $319.8M | View |
| Sep 5, 2025 | Q2 2025 | 13F-HR/A | 0002082673-25-000006 | $180.6M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002082673-26-000002 | $199.3M | View |
| Sep 5, 2025 | Q1 2025 | 13F-HR/A | 0002082673-25-000005 | $155.1M | View |