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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 | $2.3M | 1.7%Prev: 1.9% | 10,445 SH | Increased+503 SH |
| ALPHABET INC | CAP STK CL A | $3.0M | 2.3%Prev: 1.5% | 10,546 SH | Increased+41 SH |
| ALPHABET INC | CAP STK CL C | $390K | 0.3%Prev: 0.2% | 1,361 SH | Increased-20 SH |
| ALTRIA GROUP INC | COM | $2.1M | 1.6%Prev: 1.6% | 31,641 SH | Increased+2,990 SH |
| AMAZON COM INC | COM | $3.2M | 2.4%Prev: 2.7% | 15,214 SH | Increased+8 SH |
| APPLE INC | COM | $5.2M | 3.9%Prev: 4.3% | 20,466 SH | Increased-701 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.2M | 1.6%Prev: 2.2% | 3 SH | Decreased |
| BROADCOM INC | COM | $4.7M | 3.5%Prev: 2.7% | 15,266 SH | Increased-2,457 SH |
| CHUBB LTD SWITZ | COM | $1.5M | 1.2% | 4,740 SH | New |
| D R HORTON INC | COM | $1.3M | 0.9% | 9,151 SH | New |
| DIGITAL RLTY TR INC | COM | $1.8M | 1.3%Prev: 1.3% | 9,876 SH | Increased-193 SH |
| ELI LILLY & CO | COM | $2.1M | 1.5%Prev: 1.5% | 2,237 SH | Increased+225 SH |
| EXXON MOBIL CORP | COM | $2.5M | 1.8%Prev: 1.5% | 14,453 SH | Increased+853 SH |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $823K | 0.6% | 13,131 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $2.4M | 1.8%Prev: 1.4% | 2,839 SH | Increased+102 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $2.2M | 1.7%Prev: 2.0% | 9,279 SH | Increased+519 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.3M | 0.9%Prev: 1.1% | 32,910 SH | Increased+6,221 SH |
| ISHARES ETHEREUM TR | SHS | $596K | 0.4% | 37,656 SH | New |
| ISHARES INC | MSCI JAPAN ETF | $2.0M | 1.5% | 24,245 SH | New |
| ISHARES SILVER TR | ISHARES | $5.9M | 4.4%Prev: 2.6% | 85,916 SH | Increased-4,835 SH |
| ISHARES TR | 1 3 YR TREAS BD | $219K | 0.2% | 2,653 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.5M | 1.2%Prev: 1.1% | 17,060 SH | Increased+625 SH |
| ISHARES TR | CORE S&P MCP ETF | $5.9M | 4.4%Prev: 4.7% | 87,046 SH | Increased-1,252 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.8M | 2.1%Prev: 2.0% | 22,826 SH | Increased+2,062 SH |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 1.3%Prev: 1.2% | 2,708 SH | Increased+381 SH |
| ISHARES TR | ISHARES SEMICDTR | $1.5M | 1.1%Prev: 0.7% | 4,638 SH | Increased+453 SH |
| ISHARES TR | MSCI USA MMENTM | $4.1M | 3.1%Prev: 2.5% | 17,030 SH | Increased+3,343 SH |
| ISHARES TR | RUSSELL 2000 ETF | $513K | 0.4%Prev: 0.5% | 2,067 SH | Decreased-814 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.1M | 0.9%Prev: 1.2% | 20,163 SH | Decreased-2,365 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $234K | 0.2% | 4,218 SH | New |
| JPMORGAN CHASE & CO | COM | $2.5M | 1.9% | 8,623 SH | New |
| META PLATFORMS INC | CL A | $1.7M | 1.2%Prev: 1.3% | 2,917 SH | Increased+470 SH |
| MICROSOFT CORP | COM | $2.5M | 1.9%Prev: 2.2% | 6,697 SH | Increased+252 SH |
| NVIDIA CORPORATION | COM | $3.5M | 2.6%Prev: 1.9% | 19,795 SH | Increased+705 SH |
| OCULAR THERAPEUTIX INC | COM | $1.4M | 1.1%Prev: 1.3% | 166,484 SH | Decreased-29,391 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.1M | 0.8%Prev: 0.8% | 7,582 SH | Increased-3,290 SH |
| PARKER-HANNIFIN CORP | COM | $396K | 0.3%Prev: 0.3% | 442 SH | Increased-34 SH |
| PROSHARES TR | S&P 500 DV ARIST | $5.1M | 3.8%Prev: 4.2% | 48,283 SH | Increased+3,368 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1.3M | 1.0% | 15,683 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $973K | 0.7% | 19,716 SH | New |
| SPDR GOLD TR | GOLD SHS | $6.7M | 5.0%Prev: 4.1% | 15,488 SH | Increased-166 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.6M | 1.9% | 13,103 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $450K | 0.3%Prev: 0.4% | 5,825 SH | Decreased-86 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $527K | 0.4%Prev: 0.5% | 6,724 SH | Increased+207 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.8M | 2.1%Prev: 1.8% | 6,318 SH | Increased+900 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.9M | 2.9%Prev: 4.1% | 21,162 SH | Decreased-6,398 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.3M | 1.7%Prev: 1.8% | 10,657 SH | Increased+240 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $240K | 0.2%Prev: 0.2% | 916 SH | Increased-129 SH |
| VANGUARD INDEX FDS | VALUE ETF | $5.9M | 4.4%Prev: 4.4% | 29,840 SH | Increased+2,376 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.4M | 1.8%Prev: 1.9% | 28,497 SH | Increased+3,493 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $4.4M | 3.3%Prev: 3.9% | 73,103 SH | Increased+1,857 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $3.1M | 2.3%Prev: 2.8% | 53,041 SH | Increased+585 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.1M | 0.8%Prev: 1.0% | 13,845 SH | Increased+626 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.6M | 1.2%Prev: 1.3% | 32,774 SH | Increased+1,409 SH |
| VISA INC | COM CL A | $1.7M | 1.3%Prev: 1.6% | 5,586 SH | Decreased+530 SH |
| WALMART INC | COM | $3.2M | 2.4%Prev: 2.1% | 25,695 SH | Increased-195 SH |
| WILLIAMS COS INC | COM | $2.6M | 2.0%Prev: 1.9% | 36,014 SH | Increased+531 SH |
| WISDOMTREE TR | INDIA ERNGS FD | $937K | 0.7%Prev: 1.5% | 22,966 SH | Decreased-14,280 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 |