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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 | $250K | 0.2% | 1,763 SH | New |
| AMAZON COM INC | COM | $2.0M | 1.6%Prev: 1.3% | 9,156 SH | Increased+387 SH |
| APPLE INC | COM | $25.0M | 20.2%Prev: 20.1% | 121,726 SH | Decreased+9,187 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $487K | 0.4%Prev: 0.3% | 1,002 SH | Increased |
| CHEVRON CORP NEW | COM | $207K | 0.2% | 1,447 SH | New |
| CISCO SYS INC | COM | $393K | 0.3%Prev: 0.8% | 5,667 SH | Decreased-9,278 SH |
| COSTCO WHSL CORP NEW | COM | $354K | 0.3% | 358 SH | New |
| EATON VANCE TAX-MANAGED DIVE | COM | $325K | 0.3%Prev: 0.2% | 20,998 SH | Increased-1,255 SH |
| INTUITIVE SURGICAL INC | COM NEW | $774K | 0.6%Prev: 0.5% | 1,424 SH | Increased |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $281K | 0.2% | 13,605 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $331K | 0.3%Prev: 0.3% | 16,963 SH | Decreased-3,797 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $340K | 0.3%Prev: 0.3% | 17,278 SH | Decreased-6,069 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL REL | $214K | 0.2% | 6,123 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $644K | 0.5%Prev: 0.6% | 1,167 SH | Decreased-207 SH |
| ISHARES TR | IBONDS 25 TRM TS | $698K | 0.6% | 29,888 SH | New |
| ISHARES TR | MSCI INTL QUALTY | $217K | 0.2%Prev: 0.1% | 5,028 SH | Increased+427 SH |
| LAM RESEARCH CORP | COM NEW | $910K | 0.7%Prev: 1.4% | 9,346 SH | Decreased+133 SH |
| LUMENTUM HLDGS INC | COM | $445K | 0.4%Prev: 0.4% | 4,677 SH | Decreased+3,777 SH |
| MICROSOFT CORP | COM | $675K | 0.5%Prev: 0.3% | 1,358 SH | Increased+35 SH |
| NETAPP INC | COM | $252K | 0.2%Prev: 0.2% | 2,370 SH | Increased-30 SH |
| NOVA LTD | COM | $813K | 0.7%Prev: 1.1% | 2,955 SH | Decreased-758 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.9%Prev: 0.8% | 6,803 SH | Decreased+201 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $243K | 0.2%Prev: 0.2% | 2,562 SH | Decreased-145 SH |
| PROSHARES TR | PSHS ULTRA QQQ | $275K | 0.2% | 2,333 SH | New |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $813K | 0.7%Prev: 0.6% | 32,755 SH | Decreased-978 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $4.2M | 3.4%Prev: 3.1% | 184,788 SH | Decreased-9,544 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.1M | 2.5%Prev: 2.7% | 103,968 SH | Decreased-14,012 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $236K | 0.2%Prev: 0.2% | 9,419 SH | Decreased-150 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $1.2M | 1.0%Prev: 1.0% | 44,365 SH | Decreased-1,615 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.9M | 4.0%Prev: 4.1% | 222,847 SH | Decreased-14,902 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.1M | 0.9%Prev: 0.8% | 33,532 SH | Decreased-3,675 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.3M | 1.1%Prev: 0.9% | 54,397 SH | Decreased-574 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $540K | 0.4%Prev: 0.4% | 23,241 SH | Increased-12 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.0M | 4.0%Prev: 4.3% | 186,834 SH | Decreased-13,796 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $20.5M | 16.6%Prev: 15.0% | 700,734 SH | Decreased-31,359 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $14.3M | 11.6%Prev: 12.5% | 518,131 SH | Decreased-62,040 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.5M | 1.2%Prev: 1.2% | 53,336 SH | Decreased-823 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.3M | 1.1%Prev: 1.1% | 51,396 SH | Decreased-1,200 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.9M | 1.5% | 3,084 SH | New |
| TESLA INC | COM | $4.2M | 3.4%Prev: 2.3% | 13,289 SH | Increased+4,513 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $310K | 0.3%Prev: 0.2% | 706 SH | Increased+44 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 0.8%Prev: 0.8% | 3,671 SH | Decreased-46 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $4.1M | 3.3%Prev: 3.7% | 21,146 SH | Decreased-2,934 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $639K | 0.5%Prev: 0.5% | 2,698 SH | Decreased+26 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3.9M | 3.1%Prev: 3.4% | 14,016 SH | Decreased-1,957 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $419K | 0.3%Prev: 0.3% | 1,379 SH | Decreased-16 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.7M | 1.4%Prev: 1.3% | 9,865 SH | Decreased+146 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.7M | 2.2%Prev: 2.0% | 58,934 SH | Decreased-1,819 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $599K | 0.5%Prev: 0.4% | 2,928 SH | Increased+505 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.7M | 1.4%Prev: 1.2% | 12,629 SH | Decreased+996 SH |
| VISA INC | COM CL A | $1.0M | 0.8%Prev: 0.6% | 2,850 SH | Increased+1 SH |
| WISDOMTREE TR | DYNAMIC INTL EQT | $350K | 0.3%Prev: 0.3% | 8,820 SH | Decreased+767 SH |
| WISDOMTREE TR | US LARGECAP FUND | $701K | 0.6%Prev: 0.4% | 10,956 SH | Increased+2,181 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $352K | 0.3%Prev: 0.2% | 7,028 SH | Increased+2,049 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $541K | 0.4%Prev: 0.4% | 17,028 SH | Decreased-168 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 |