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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 | $285K | 0.2%Prev: 0.2% | 1,763 SH | Decreased+1,174 SH |
| ALPHABET INC | CAP STK CL A | $221K | 0.2%Prev: 0.2% | 908 SH | Decreased-2 SH |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.9%Prev: 1.1% | 5,399 SH | Decreased+367 SH |
| AMAZON COM INC | COM | $1.9M | 1.4%Prev: 1.3% | 8,611 SH | Decreased-47 SH |
| APPLE INC | COM | $29.5M | 21.2%Prev: 15.3% | 116,016 SH | Increased+32,520 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $504K | 0.4%Prev: 0.2% | 1,002 SH | Increased+388 SH |
| CHEVRON CORP NEW | COM | $223K | 0.2% | 1,436 SH | New |
| CISCO SYS INC | COM | $410K | 0.3%Prev: 1.1% | 5,999 SH | Decreased-8,480 SH |
| COSTCO WHSL CORP NEW | COM | $327K | 0.2% | 353 SH | New |
| EATON VANCE TAX-MANAGED DIVE | COM | $340K | 0.2%Prev: 0.2% | 21,395 SH | Increased-864 SH |
| GILEAD SCIENCES INC | COM | $868K | 0.6%Prev: 0.4% | 7,818 SH | Increased+2,959 SH |
| INTUITIVE SURGICAL INC | COM NEW | $637K | 0.5%Prev: 0.3% | 1,424 SH | Increased+266 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $356K | 0.3% | 17,223 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $418K | 0.3%Prev: 0.2% | 21,383 SH | Increased+2,913 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $427K | 0.3%Prev: 0.3% | 21,682 SH | Increased+1,075 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL REL | $218K | 0.2%Prev: 0.1% | 6,159 SH | Increased+319 SH |
| INVESCO QQQ TR | UNIT SER 1 | $733K | 0.5%Prev: 0.6% | 1,221 SH | Decreased-175 SH |
| ISHARES TR | IBONDS 25 TRM TS | $665K | 0.5% | 28,461 SH | New |
| ISHARES TR | MSCI INTL QUALTY | $222K | 0.2%Prev: 0.1% | 5,028 SH | Decreased+358 SH |
| LAM RESEARCH CORP | COM NEW | $1.3M | 0.9%Prev: 2.5% | 9,366 SH | Decreased+144 SH |
| LUMENTUM HLDGS INC | COM | $444K | 0.3%Prev: 0.5% | 2,727 SH | Decreased+1,827 SH |
| MICROSOFT CORP | COM | $695K | 0.5%Prev: 0.3% | 1,342 SH | Increased+9 SH |
| NETAPP INC | COM | $282K | 0.2%Prev: 0.2% | 2,380 SH | Decreased+301 SH |
| NOVA LTD | COM | $945K | 0.7%Prev: 1.1% | 2,955 SH | Decreased-352 SH |
| NVIDIA CORPORATION | COM | $1.3M | 0.9%Prev: 0.8% | 6,827 SH | Decreased+251 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $249K | 0.2%Prev: 0.2% | 2,607 SH | Decreased-148 SH |
| PROSHARES TR | PSHS ULTRA QQQ | $214K | 0.2%Prev: 0.1% | 1,562 SH | Decreased-889 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $826K | 0.6%Prev: 0.5% | 33,123 SH | Decreased-986 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $4.4M | 3.1%Prev: 2.7% | 189,096 SH | Increased+1,990 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.6M | 2.6%Prev: 2.8% | 106,459 SH | Decreased-14,100 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $239K | 0.2%Prev: 0.1% | 9,509 SH | Increased+1,131 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $1.3M | 0.9%Prev: 0.9% | 45,444 SH | Decreased+1,256 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $5.3M | 3.8%Prev: 4.0% | 226,267 SH | Decreased-4,364 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.1M | 0.8%Prev: 0.7% | 33,698 SH | Decreased-1,133 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.3M | 1.0%Prev: 0.8% | 54,331 SH | Increased+1,919 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $555K | 0.4%Prev: 0.3% | 23,647 SH | Increased+1,821 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.3M | 3.8%Prev: 4.1% | 194,663 SH | Decreased-12,413 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $22.3M | 16.0%Prev: 15.6% | 699,012 SH | Decreased-29,140 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $15.5M | 11.2%Prev: 13.0% | 532,904 SH | Decreased-57,043 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.6M | 1.1%Prev: 1.2% | 53,563 SH | Decreased+709 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.4M | 1.0%Prev: 1.2% | 51,960 SH | Decreased+1,498 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.0M | 1.4% | 2,987 SH | New |
| TESLA INC | COM | $6.1M | 4.4%Prev: 2.3% | 13,658 SH | Increased+5,059 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $339K | 0.2%Prev: 0.2% | 707 SH | Increased-3,162 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.8%Prev: 0.7% | 3,685 SH | Decreased-10,651 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $4.5M | 3.2%Prev: 3.8% | 21,370 SH | Decreased-3,250 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $688K | 0.5%Prev: 0.5% | 2,705 SH | Decreased+26 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.2M | 3.0%Prev: 3.7% | 14,214 SH | Decreased-1,870 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $454K | 0.3%Prev: 0.3% | 1,383 SH | Decreased-13 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.8M | 1.3%Prev: 1.2% | 9,880 SH | Decreased+1,160 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.8M | 2.0%Prev: 1.8% | 59,107 SH | Decreased-1,903 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $634K | 0.5%Prev: 0.3% | 2,940 SH | Increased+1,084 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $210K | 0.2%Prev: 0.2% | 3,512 SH | Decreased-82 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.8M | 1.3%Prev: 0.9% | 12,701 SH | Increased+3,266 SH |
| VISA INC | COM CL A | $969K | 0.7%Prev: 0.6% | 2,839 SH | Increased+28 SH |
| WISDOMTREE TR | DYNAMIC INTL EQT | $344K | 0.2%Prev: 0.2% | 8,225 SH | Decreased+56 SH |
| WISDOMTREE TR | US LARGECAP FUND | $676K | 0.5%Prev: 0.4% | 9,810 SH | Decreased+1,009 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $302K | 0.2%Prev: 0.2% | 5,765 SH | Increased+755 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $578K | 0.4%Prev: 0.4% | 17,153 SH | Decreased-41 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 |