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CIK 0002049176 • 5 13F filings • Apr 28, 2025 – Apr 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $2.4M | 1.7%Prev: 1.8% | 10,407 SH | Increased+404 SH |
| ALPHABET INC | CAP STK CL A | $3.4M | 2.5%Prev: 2.0% | 10,853 SH | Increased+119 SH |
| ALPHABET INC | CAP STK CL C | $427K | 0.3%Prev: 0.3% | 1,361 SH | Increased |
| ALTRIA GROUP INC | COM | $1.8M | 1.3%Prev: 1.5% | 30,496 SH | Decreased+825 SH |
| AMAZON COM INC | COM | $3.5M | 2.5%Prev: 2.5% | 15,163 SH | Increased+169 SH |
| APPLE INC | COM | $5.6M | 4.1%Prev: 4.2% | 20,716 SH | Increased-405 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.3M | 1.6%Prev: 1.8% | 3 SH | Increased |
| BROADCOM INC | COM | $5.5M | 4.0%Prev: 4.3% | 16,013 SH | Decreased-926 SH |
| CHUBB LIMITED | COM | $1.5M | 1.1%Prev: 1.0% | 4,672 SH | Increased+273 SH |
| D R HORTON INC | COM | $1.5M | 1.1%Prev: 1.3% | 10,295 SH | Decreased+246 SH |
| DIGITAL RLTY TR INC | COM | $1.6M | 1.2%Prev: 1.5% | 10,586 SH | Decreased-887 SH |
| ELI LILLY & CO | COM | $2.3M | 1.7%Prev: 1.2% | 2,177 SH | Increased+98 SH |
| EXXON MOBIL CORP | COM | $1.7M | 1.3%Prev: 1.2% | 14,440 SH | Increased+682 SH |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $848K | 0.6%Prev: 0.6% | 11,869 SH | Increased+998 SH |
| GEO GROUP INC NEW | COM | $186K | 0.1%Prev: 0.3% | 11,564 SH | Decreased-10,065 SH |
| GOLDMAN SACHS GROUP INC | COM | $2.6M | 1.9%Prev: 1.7% | 2,914 SH | Increased+84 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $2.7M | 2.0%Prev: 2.0% | 9,243 SH | Increased+201 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.5M | 1.1%Prev: 1.5% | 30,579 SH | Decreased+591 SH |
| ISHARES ETHEREUM TR | SHS | $496K | 0.4%Prev: 0.7% | 22,133 SH | Decreased-5,371 SH |
| ISHARES INC | MSCI JAPAN ETF | $2.2M | 1.6% | 27,273 SH | New |
| ISHARES SILVER TR | ISHARES | $5.9M | 4.3%Prev: 3.0% | 91,373 SH | Increased+1,052 SH |
| ISHARES TR | 1 3 YR TREAS BD | $225K | 0.2% | 2,713 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.5M | 1.1%Prev: 1.1% | 16,955 SH | Increased+633 SH |
| ISHARES TR | CORE S&P MCP ETF | $5.8M | 4.2%Prev: 4.2% | 87,772 SH | Increased+4,173 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.7M | 2.0%Prev: 1.9% | 22,365 SH | Increased+1,725 SH |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 1.3%Prev: 1.2% | 2,665 SH | Increased+397 SH |
| ISHARES TR | ISHARES SEMICDTR | $1.3M | 1.0%Prev: 0.9% | 4,463 SH | Increased+279 SH |
| ISHARES TR | MSCI USA MMENTM | $4.2M | 3.1%Prev: 3.0% | 16,850 SH | Increased+1,979 SH |
| ISHARES TR | RUSSELL 2000 ETF | $552K | 0.4%Prev: 0.4% | 2,242 SH | Decreased-111 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.3M | 0.9%Prev: 1.0% | 22,191 SH | Decreased-288 SH |
| JPMORGAN CHASE & CO. | COM | $2.8M | 2.0%Prev: 2.0% | 8,673 SH | Increased+306 SH |
| META PLATFORMS INC | CL A | $1.8M | 1.3%Prev: 1.4% | 2,690 SH | Decreased+162 SH |
| MICROSOFT CORP | COM | $3.2M | 2.3%Prev: 2.6% | 6,515 SH | Decreased+140 SH |
| NVIDIA CORPORATION | COM | $3.9M | 2.8%Prev: 2.9% | 20,706 SH | Increased+428 SH |
| OCULAR THERAPEUTIX INC | COM | $2.0M | 1.5%Prev: 1.6% | 168,854 SH | Decreased-7,946 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.6M | 1.2%Prev: 1.4% | 8,910 SH | Decreased-901 SH |
| PARKER-HANNIFIN CORP | COM | $418K | 0.3%Prev: 0.3% | 476 SH | Increased |
| PROSHARES TR | S&P 500 DV ARIST | $5.0M | 3.6%Prev: 3.6% | 47,879 SH | Increased+2,799 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1.2M | 0.9% | 15,450 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $1.1M | 0.8% | 19,997 SH | New |
| SPDR GOLD TR | GOLD SHS | $6.4M | 4.7%Prev: 4.3% | 16,227 SH | Increased+507 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.0M | 1.4% | 9,778 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $448K | 0.3%Prev: 0.3% | 5,748 SH | Increased+253 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $519K | 0.4%Prev: 0.4% | 6,587 SH | Increased+389 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $3.0M | 2.2%Prev: 2.1% | 6,206 SH | Increased+649 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.7M | 2.7%Prev: 2.5% | 20,844 SH | Increased+2,333 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.2M | 1.6%Prev: 1.7% | 10,614 SH | Increased+297 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $241K | 0.2%Prev: 0.2% | 934 SH | Decreased-20 SH |
| VANGUARD INDEX FDS | VALUE ETF | $5.7M | 4.1%Prev: 4.0% | 29,777 SH | Increased+2,333 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.2M | 1.6%Prev: 1.7% | 26,829 SH | Increased+1,480 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $4.3M | 3.1%Prev: 3.1% | 71,045 SH | Increased+3,373 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $3.0M | 2.2%Prev: 2.3% | 51,511 SH | Increased+1,356 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.1M | 0.8%Prev: 0.9% | 13,850 SH | Increased+64 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.3M | 0.9%Prev: 1.1% | 30,872 SH | Decreased-2,441 SH |
| VISA INC | COM CL A | $1.9M | 1.4%Prev: 1.4% | 5,466 SH | Increased+322 SH |
| WALMART INC | COM | $3.0M | 2.2%Prev: 2.1% | 26,562 SH | Increased+533 SH |
| WILLIAMS COS INC | COM | $2.2M | 1.6%Prev: 1.8% | 37,113 SH | Decreased+1,382 SH |
| WISDOMTREE TR | INDIA ERNGS FD | $1.8M | 1.3%Prev: 1.3% | 37,848 SH | Increased-722 SH |
| 13F-HR |
| 0001085146-25-004181 |
| $119.7M |
| View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002049176-26-000002 | $133.8M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002374 | $108.9M | View |