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CIK 0002060504 • 7 13F filings • May 13, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $1.7M | 1.5% | 9,106 SH | |
| APPLE INC | COM | $26.1M | 23.1% | 117,343 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $534K | 0.5% | 1,002 SH | |
| CHEVRON CORP NEW | COM | $239K | 0.2% | 1,431 SH | |
| CISCO SYS INC | COM | $477K | 0.4% | 7,724 SH | |
| COSTCO WHSL CORP NEW | COM | $330K | 0.3% | 349 SH | |
| EATON VANCE TAX-MANAGED DIVE | COM | $236K | 0.2% | 16,549 SH | |
| INTUIT | COM | $256K | 0.2% | 417 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $705K | 0.6% | 1,424 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $211K | 0.2% | 10,824 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $219K | 0.2% | 11,179 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL REL | $217K | 0.2% | 6,087 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $526K | 0.5% | 1,122 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $691K | 0.6% | 29,572 SH | |
| LAM RESEARCH CORP | COM NEW | $677K | 0.6% | 9,313 SH | |
| LUMENTUM HLDGS INC | COM | $292K | 0.3% | 4,677 SH | |
| MICROSOFT CORP | COM | $502K | 0.4% | 1,338 SH | |
| NETAPP INC | COM | $207K | 0.2% | 2,357 SH | |
| NOVA LTD | COM | $545K | 0.5% | 2,955 SH | |
| NVIDIA CORPORATION | COM | $735K | 0.7% | 6,777 SH | |
| PIMCO ETF TR | 0-5 HIGH YIELD | $236K | 0.2% | 2,516 SH | |
| PROSHARES TR | PSHS ULTRA QQQ | $203K | 0.2% | 2,285 SH | |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $798K | 0.7% | 32,397 SH | |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $3.7M | 3.3% | 166,482 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $2.7M | 2.4% | 97,899 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $232K | 0.2% | 9,330 SH | |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $1.1M | 1.0% | 43,190 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.5M | 4.0% | 225,816 SH | |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.1M | 1.0% | 32,772 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.3M | 1.1% | 51,948 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $528K | 0.5% | 22,783 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.0M | 4.4% | 178,228 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $16.7M | 14.8% | 666,728 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $12.9M | 11.4% | 483,938 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.4M | 1.2% | 53,144 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.2M | 1.1% | 52,231 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 1.6% | 3,135 SH | |
| TESLA INC | COM | $3.3M | 2.9% | 12,814 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $258K | 0.2% | 696 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $937K | 0.8% | 3,622 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.8M | 3.4% | 20,355 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $677K | 0.6% | 3,055 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3.3M | 3.0% | 13,228 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $379K | 0.3% | 1,379 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.8M | 1.6% | 10,168 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.5M | 2.2% | 54,092 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $550K | 0.5% | 2,836 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.6M | 1.4% | 12,508 SH | |
| VISA INC | COM CL A | $992K | 0.9% | 2,832 SH | |
| WISDOMTREE TR | CURRNCY INT EQ | $324K | 0.3% | 8,799 SH | |
| WISDOMTREE TR | US LARGECAP FUND | $647K | 0.6% | 10,916 SH | |
| WISDOMTREE TR | US MIDCAP DIVID | $346K | 0.3% | 6,981 SH | |
| WISDOMTREE TR | US SMALLCAP DIVD | $537K | 0.5% | 16,812 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 |