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CIK 0001965307 • 6 13F filings • May 7, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | EMERGING MKTS OP | $210K | 1.3% | 4,790 SH | New |
| AB ACTIVE ETFS INC | INTL LOW VOLATLT | $242K | 1.5% | 5,684 SH | New |
| ALPHABET INC | CAP STK CL A | $328K | 2.0%Prev: 3.4% | 1,141 SH | Increased-28,147 SH |
| AMAZON COM INC | COM | $298K | 1.8%Prev: 3.5% | 1,430 SH | Increased-23,070 SH |
| APPLE INC | COM | $501K | 3.1%Prev: 5.3% | 1,976 SH | Increased-30,017 SH |
| BANK AMERICA CORP | COM | $226K | 1.4%Prev: 0.3% | 4,635 SH | Increased-4,321 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 12.4%Prev: 1.5% | 4,254 SH | Increased+535 SH |
| BROADCOM INC | COM | $267K | 1.6%Prev: 0.3% | 864 SH | Increased-1,664 SH |
| CINTAS CORP | COM | $543K | 3.3%Prev: 2.3% | 3,210 SH | Increased-11,694 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $991K | 6.0% | 21,554 SH | New |
| ISHARES INC | MSCI EURZONE ETF | $367K | 2.2% | 5,856 SH | New |
| ISHARES TR | CORE S&P500 ETF | $558K | 3.4%Prev: 1.2% | 855 SH | Increased-1,979 SH |
| ISHARES TR | IBOXX HI YD ETF | $1.1M | 6.4% | 13,199 SH | New |
| ISHARES TR | ISHS 5-10YR INVT | $737K | 4.5%Prev: 0.5% | 13,845 SH | Increased-1 SH |
| ISHARES TR | ULTRA SHORT DUR | $573K | 3.5% | 11,329 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $569K | 3.5%Prev: 0.4% | 11,248 SH | Increased |
| JACOBS SOLUTIONS INC | COM | $382K | 2.3% | 3,000 SH | New |
| JOHNSON & JOHNSON | COM | $258K | 1.6%Prev: 0.2% | 1,054 SH | Increased-507 SH |
| JPMORGAN CHASE & CO | COM | $317K | 1.9% | 1,077 SH | New |
| LPL FINL HLDGS INC | COM | $391K | 2.4%Prev: 0.9% | 1,300 SH | Increased-2,485 SH |
| MICROSOFT CORP | COM | $837K | 5.1%Prev: 5.6% | 2,261 SH | Increased-17,643 SH |
| NVIDIA CORPORATION | COM | $1.0M | 6.1%Prev: 3.2% | 5,760 SH | Increased-34,087 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $612K | 3.7%Prev: 0.5% | 23,000 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.1M | 19.1% | 5,255 SH | New |
| 13F-HR |
| 0001965307-26-000003 |
| $17.3M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001965307-25-000004 | $125K | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001965307-26-000002 | $16.4M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001965307-25-000003 | $133K | View |