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CIK 0002060504 • 7 13F filings • May 13, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $241K | 0.2%Prev: 0.2% | 1,124 SH | Decreased-639 SH |
| ALPHABET INC | CAP STK CL A | $284K | 0.2%Prev: 0.2% | 909 SH | Increased+1 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 1.2%Prev: 0.9% | 5,399 SH | Increased |
| AMAZON COM INC | COM | $2.0M | 1.4%Prev: 1.4% | 8,616 SH | Increased+5 SH |
| APPLE INC | COM | $31.9M | 22.0%Prev: 21.2% | 117,226 SH | Increased+1,210 SH |
| APPLIED MATLS INC | COM | $859K | 0.6% | 3,343 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $504K | 0.3%Prev: 0.4% | 1,002 SH | Decreased |
| CHEVRON CORP NEW | COM | $219K | 0.2%Prev: 0.2% | 1,439 SH | Decreased+3 SH |
| CISCO SYS INC | COM | $1.2M | 0.8%Prev: 0.3% | 14,990 SH | Increased+8,991 SH |
| CONFLUENT INC | CLASS A COM | $1.8M | 1.2% | 58,473 SH | New |
| COSTCO WHSL CORP NEW | COM | $302K | 0.2%Prev: 0.2% | 351 SH | Decreased-2 SH |
| EATON VANCE TAX-MANAGED DIVE | COM | $334K | 0.2%Prev: 0.2% | 21,804 SH | Decreased+409 SH |
| GILEAD SCIENCES INC | COM | $621K | 0.4%Prev: 0.6% | 5,060 SH | Decreased-2,758 SH |
| INTUITIVE SURGICAL INC | COM NEW | $806K | 0.6%Prev: 0.5% | 1,424 SH | Increased |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $434K | 0.3%Prev: 0.3% | 22,163 SH | Increased+780 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $444K | 0.3%Prev: 0.3% | 22,490 SH | Increased+808 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL REL | $208K | 0.1%Prev: 0.2% | 6,200 SH | Decreased+41 SH |
| INVESCO QQQ TR | UNIT SER 1 | $792K | 0.5%Prev: 0.5% | 1,290 SH | Increased+69 SH |
| ISHARES TR | MSCI INTL QUALTY | $231K | 0.2%Prev: 0.2% | 5,078 SH | Increased+50 SH |
| LAM RESEARCH CORP | COM NEW | $1.6M | 1.1%Prev: 0.9% | 9,201 SH | Increased-165 SH |
| LUMENTUM HLDGS INC | COM | $737K | 0.5%Prev: 0.3% | 2,000 SH | Increased-727 SH |
| MICROSOFT CORP | COM | $638K | 0.4%Prev: 0.5% | 1,320 SH | Decreased-22 SH |
| NETAPP INC | COM | $256K | 0.2%Prev: 0.2% | 2,389 SH | Decreased+9 SH |
| NOVA LTD | COM | $1.2M | 0.8%Prev: 0.7% | 3,713 SH | Increased+758 SH |
| NVIDIA CORPORATION | COM | $1.2M | 0.9%Prev: 0.9% | 6,677 SH | Decreased-150 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $252K | 0.2%Prev: 0.2% | 2,655 SH | Increased+48 SH |
| PROSHARES TR | PSHS ULTRA QQQ | $212K | 0.1%Prev: 0.2% | 3,018 SH | Decreased+1,456 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $839K | 0.6%Prev: 0.6% | 33,676 SH | Increased+553 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $4.4M | 3.1%Prev: 3.1% | 193,224 SH | Increased+4,128 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.6M | 2.5%Prev: 2.6% | 110,931 SH | Increased+4,472 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $241K | 0.2%Prev: 0.2% | 9,626 SH | Increased+117 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $1.4M | 0.9%Prev: 0.9% | 45,874 SH | Increased+430 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $5.6M | 3.9%Prev: 3.8% | 232,695 SH | Increased+6,428 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.1M | 0.8%Prev: 0.8% | 34,539 SH | Increased+841 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.4M | 0.9%Prev: 1.0% | 55,534 SH | Increased+1,203 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $562K | 0.4%Prev: 0.4% | 24,044 SH | Increased+397 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.2M | 3.6%Prev: 3.8% | 187,947 SH | Decreased-6,716 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $23.0M | 15.8%Prev: 16.0% | 703,953 SH | Increased+4,941 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $16.0M | 11.0%Prev: 11.2% | 540,874 SH | Increased+7,970 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.6M | 1.1%Prev: 1.1% | 53,798 SH | Increased+235 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.5M | 1.0%Prev: 1.0% | 52,189 SH | Increased+229 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.0M | 1.4%Prev: 1.4% | 2,928 SH | Increased-59 SH |
| TESLA INC | COM | $4.0M | 2.8%Prev: 4.4% | 9,002 SH | Decreased-4,656 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $346K | 0.2%Prev: 0.2% | 709 SH | Increased+2 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.7%Prev: 0.8% | 3,703 SH | Decreased+18 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $4.6M | 3.2%Prev: 3.2% | 21,713 SH | Increased+343 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $698K | 0.5%Prev: 0.5% | 2,707 SH | Increased+2 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.3M | 3.0%Prev: 3.0% | 14,373 SH | Increased+159 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $466K | 0.3%Prev: 0.3% | 1,391 SH | Increased+8 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.9M | 1.3%Prev: 1.3% | 9,755 SH | Increased-125 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.9M | 2.0%Prev: 2.0% | 60,585 SH | Increased+1,478 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $653K | 0.5%Prev: 0.5% | 2,972 SH | Increased+32 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $223K | 0.2%Prev: 0.2% | 3,569 SH | Increased+57 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.8M | 1.2%Prev: 1.3% | 12,204 SH | Decreased-497 SH |
| VISA INC | COM CL A | $997K | 0.7%Prev: 0.7% | 2,844 SH | Increased+5 SH |
| WISDOMTREE TR | DYNAMIC INTL EQT | $360K | 0.2%Prev: 0.2% | 8,261 SH | Increased+36 SH |
| WISDOMTREE TR | US LARGECAP FUND | $686K | 0.5%Prev: 0.5% | 9,679 SH | Increased-131 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $300K | 0.2%Prev: 0.2% | 5,807 SH | Decreased+42 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $574K | 0.4%Prev: 0.4% | 17,149 SH | Decreased-4 SH |
| 13F-HR |
| 0002085853-26-000888 |
| $158.4M |
| View |
| Jul 14, 2025 | Q2 2025 | 13F-HR/A | 0001667731-25-000795 | $123.4M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000481 | $141.9M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000623 | $112.6M | View |