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CIK 0002011780 • 5 13F filings • Apr 29, 2025 – Aug 26, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $553K | 0.4%Prev: 0.3% | 2,394 SH | Increased+14 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $7.9M | 5.1%Prev: 4.9% | 84,499 SH | Increased+2,027 SH |
| APPLE INC | COM | $898K | 0.6%Prev: 0.6% | 3,303 SH | Increased+17 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $234K | 0.2%Prev: 0.2% | 466 SH | Increased+6 SH |
| COSTCO WHSL CORP NEW | COM | $285K | 0.2%Prev: 0.2% | 331 SH | Decreased |
| CYBERARK SOFTWARE LTD | SHS | $714K | 0.5%Prev: 0.5% | 1,600 SH | Decreased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $3.4M | 2.2%Prev: 2.0% | 80,536 SH | Increased+10,947 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $389K | 0.2%Prev: 0.2% | 11,762 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $35.6M | 22.8%Prev: 22.3% | 899,072 SH | Increased+24,161 SH |
| DUKE ENERGY CORP NEW | COM NEW | $294K | 0.2%Prev: 0.2% | 2,505 SH | Decreased |
| FIRST TR EXCH TRADED FD III | FT VEST SMID | $509K | 0.3%Prev: 0.3% | 23,700 SH | Decreased |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $1.2M | 0.8%Prev: 0.8% | 24,225 SH | Decreased |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $11.4M | 7.3%Prev: 7.9% | 333,817 SH | Decreased-25,088 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $14.8M | 9.5%Prev: 9.3% | 373,609 SH | Increased+9,025 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | $583K | 0.4%Prev: 0.4% | 12,927 SH | Decreased-773 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $7.6M | 4.9%Prev: 5.0% | 148,314 SH | Decreased-7,199 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $28.6M | 18.3%Prev: 19.1% | 643,166 SH | Decreased-17,753 SH |
| INNOVATOR ETFS TRUST | PREM INC 20 BARR | $484K | 0.3%Prev: 0.3% | 19,000 SH | Increased |
| INNOVATOR ETFS TRUST | PREMIUM INC 15 B | $707K | 0.5%Prev: 0.5% | 29,500 SH | Increased |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | $2.2M | 1.4%Prev: 0.9% | 66,782 SH | Increased+23,719 SH |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $607K | 0.4%Prev: 0.4% | 15,515 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $1.8M | 1.1%Prev: 1.1% | 32,130 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | $260K | 0.2%Prev: 0.2% | 5,125 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $953K | 0.6%Prev: 0.6% | 22,035 SH | Decreased-1,030 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $2.7M | 1.7%Prev: 1.9% | 61,295 SH | Decreased-4,559 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $410K | 0.3%Prev: 0.3% | 2,140 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $521K | 0.3%Prev: 0.3% | 1,101 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $227K | 0.1%Prev: 0.1% | 398 SH | Increased |
| MICROSOFT CORP | COM | $317K | 0.2%Prev: 0.2% | 655 SH | Decreased+4 SH |
| REPUBLIC SVCS INC | COM | $278K | 0.2%Prev: 0.2% | 1,310 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $708K | 0.5%Prev: 0.5% | 1,037 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $330K | 0.2% | 4,110 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $890K | 0.6%Prev: 0.3% | 2,925 SH | Increased+1,505 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $8.8M | 5.7%Prev: 5.6% | 177,475 SH | Increased+7,816 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $357K | 0.2%Prev: 0.2% | 732 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $663K | 0.4% | 1,057 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $262K | 0.2%Prev: 0.2% | 780 SH | Decreased-58 SH |
| VANGUARD INDEX FDS | VALUE ETF | $285K | 0.2%Prev: 0.2% | 1,494 SH | Increased+153 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.2M | 0.8%Prev: 0.8% | 20,388 SH | Increased+35 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.8M | 1.8%Prev: 1.9% | 46,843 SH | Decreased-781 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $12.9M | 8.3%Prev: 8.4% | 171,252 SH | Increased-1,478 SH |
| WALMART INC | COM | $469K | 0.3%Prev: 0.3% | 4,209 SH | Increased |
| 13F-HR |
| 0002011780-26-000002 |
| $193.7M |
| View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0002011780-25-000004 | $133.8M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0002011780-25-000002 | $131.1M | View |