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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 | EMER MKTS OP ETF | $266K | 1.5% | 5,097 SH | New |
| AB ACTIVE ETFS INC | INTL LOW VOLATLT | $258K | 1.5% | 5,684 SH | New |
| ALPHABET INC | CAP STK CL A | $424K | 2.4%Prev: 4.2% | 1,186 SH | Increased-28,497 SH |
| AMAZON COM INC | COM | $356K | 2.1%Prev: 4.3% | 1,492 SH | Increased-23,141 SH |
| APPLE INC | COM | $597K | 3.4%Prev: 5.3% | 2,064 SH | Increased-30,420 SH |
| BANK OF AMER CORP | COM | $244K | 1.4% | 4,287 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 12.3%Prev: 1.4% | 4,264 SH | Increased+633 SH |
| BROADCOM INC | COM | $364K | 2.1%Prev: 0.7% | 963 SH | Increased-2,279 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.1M | 6.1% | 21,554 SH | New |
| ISHARES INC | MSCI EURZONE ETF | $457K | 2.6% | 6,574 SH | New |
| ISHARES INC | MSCI JAPAN ETF | $217K | 1.2% | 2,322 SH | New |
| ISHARES TR | CORE S&P500 ETF | $449K | 2.6% | 600 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $1.1M | 6.1%Prev: 0.8% | 13,224 SH | Increased+650 SH |
| ISHARES TR | ISHS 5-10YR INVT | $759K | 4.4%Prev: 0.5% | 14,272 SH | Increased+2,373 SH |
| ISHARES TR | ULTRA SHORT DUR | $573K | 3.3%Prev: 0.5% | 11,329 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $569K | 3.3%Prev: 0.5% | 11,248 SH | Increased |
| JACOBS SOLUTIONS INC | COM | $378K | 2.2% | 3,000 SH | New |
| JOHNSON & JOHNSON | COM | $268K | 1.5% | 1,054 SH | New |
| JPMORGAN CHASE & CO | COM | $353K | 2.0% | 1,077 SH | New |
| KLA CORP | COM NEW | $257K | 1.5%Prev: 0.2% | 853 SH | Increased+515 SH |
| MICROSOFT CORP | COM | $858K | 4.9%Prev: 7.9% | 2,299 SH | Increased-17,605 SH |
| NVIDIA CORPORATION | COM | $1.2M | 7.1%Prev: 5.1% | 6,124 SH | Increased-33,968 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $610K | 3.5%Prev: 0.5% | 23,000 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.6M | 20.8% | 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 |