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CIK 0002060504 • 7 13F filings • May 13, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $262K | 0.2% | 910 SH | New |
| ALPHABET INC | CAP STK CL C | $1.5M | 1.1% | 5,400 SH | New |
| AMAZON COM INC | COM | $1.8M | 1.3%Prev: 1.5% | 8,769 SH | Increased-337 SH |
| APPLE INC | COM | $28.6M | 20.1%Prev: 23.1% | 112,539 SH | Increased-4,804 SH |
| APPLIED MATLS INC | COM | $1.1M | 0.8% | 3,227 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $480K | 0.3%Prev: 0.5% | 1,002 SH | Decreased |
| CHEVRON CORPORATION | COM | $370K | 0.3% | 1,787 SH | New |
| CISCO SYS INC | COM | $1.2M | 0.8%Prev: 0.4% | 14,945 SH | Increased+7,221 SH |
| COSTCO WHOLESALE CORPORATION | COM | $350K | 0.2% | 351 SH | New |
| EATON VANCE TAX-MANAGED DIVE | COM | $307K | 0.2%Prev: 0.2% | 22,253 SH | Increased+5,704 SH |
| EXXON MOBIL CORP | COM | $282K | 0.2% | 1,660 SH | New |
| GILEAD SCIENCES INC | COM | $496K | 0.3% | 3,560 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $656K | 0.5%Prev: 0.6% | 1,424 SH | Decreased |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $405K | 0.3%Prev: 0.2% | 20,760 SH | Increased+9,936 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $458K | 0.3%Prev: 0.2% | 23,347 SH | Increased+12,168 SH |
| INVESCO QQQ TR | UNIT SER 1 | $793K | 0.6%Prev: 0.5% | 1,374 SH | Increased+252 SH |
| ISHARES TR | MSCI INTL QUALTY | $213K | 0.1% | 4,601 SH | New |
| LAM RESEARCH CORP | COM NEW | $2.0M | 1.4%Prev: 0.6% | 9,213 SH | Increased-100 SH |
| LUMENTUM HLDGS INC | COM | $632K | 0.4%Prev: 0.3% | 900 SH | Increased-3,777 SH |
| MICROSOFT CORP | COM | $490K | 0.3%Prev: 0.4% | 1,323 SH | Decreased-15 SH |
| NETAPP INC | COM | $246K | 0.2%Prev: 0.2% | 2,400 SH | Increased+43 SH |
| NOVA LTD | COM | $1.6M | 1.1%Prev: 0.5% | 3,713 SH | Increased+758 SH |
| NVIDIA CORPORATION | COM | $1.2M | 0.8%Prev: 0.7% | 6,602 SH | Increased-175 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $252K | 0.2%Prev: 0.2% | 2,707 SH | Increased+191 SH |
| SANDISK CORP | COM | $206K | 0.1% | 324 SH | New |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $834K | 0.6%Prev: 0.7% | 33,733 SH | Increased+1,336 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $4.4M | 3.1%Prev: 3.3% | 194,332 SH | Increased+27,850 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.9M | 2.7%Prev: 2.4% | 117,980 SH | Increased+20,081 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $238K | 0.2%Prev: 0.2% | 9,569 SH | Increased+239 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $1.5M | 1.0%Prev: 1.0% | 45,980 SH | Increased+2,790 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $5.9M | 4.1%Prev: 4.0% | 237,749 SH | Increased+11,933 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.2M | 0.8%Prev: 1.0% | 37,207 SH | Increased+4,435 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.3M | 0.9%Prev: 1.1% | 54,971 SH | Increased+3,023 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $540K | 0.4%Prev: 0.5% | 23,253 SH | Increased+470 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.2M | 4.3%Prev: 4.4% | 200,630 SH | Increased+22,402 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $21.3M | 15.0%Prev: 14.8% | 732,093 SH | Increased+65,365 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $17.7M | 12.5%Prev: 11.4% | 580,171 SH | Increased+96,233 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.7M | 1.2%Prev: 1.2% | 54,159 SH | Increased+1,015 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.5M | 1.1%Prev: 1.1% | 52,596 SH | Increased+365 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.9M | 1.3% | 2,935 SH | New |
| TESLA INC | COM | $3.3M | 2.3%Prev: 2.9% | 8,776 SH | Decreased-4,038 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $289K | 0.2%Prev: 0.2% | 662 SH | Increased-34 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.8%Prev: 0.8% | 3,717 SH | Increased+95 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $5.2M | 3.7%Prev: 3.4% | 24,080 SH | Increased+3,725 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $700K | 0.5%Prev: 0.6% | 2,672 SH | Increased-383 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.8M | 3.4%Prev: 3.0% | 15,973 SH | Increased+2,745 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $448K | 0.3%Prev: 0.3% | 1,395 SH | Increased+16 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.9M | 1.3%Prev: 1.6% | 9,719 SH | Increased-449 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.9M | 2.0%Prev: 2.2% | 60,753 SH | Increased+6,661 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $521K | 0.4%Prev: 0.5% | 2,423 SH | Decreased-413 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $229K | 0.2% | 3,575 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.7M | 1.2%Prev: 1.4% | 11,633 SH | Increased-875 SH |
| VISA INC | COM CL A | $861K | 0.6%Prev: 0.9% | 2,849 SH | Decreased+17 SH |
| WESTERN DIGITAL CORP | COM | $264K | 0.2% | 976 SH | New |
| WISDOMTREE TR | DYNAMIC INTL EQT | $355K | 0.3% | 8,053 SH | New |
| WISDOMTREE TR | US LARGECAP FUND | $598K | 0.4%Prev: 0.6% | 8,775 SH | Decreased-2,141 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $262K | 0.2%Prev: 0.3% | 4,979 SH | Decreased-2,002 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $618K | 0.4%Prev: 0.5% | 17,196 SH | Increased+384 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 |