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CIK 0002064225 • 11 13F filings • Apr 17, 2025 – Jul 7, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $1.0M | 0.8% | 2,010 SH | |
| ALPHABET INC | CAP STK CL A | $4.8M | 3.7% | 31,831 SH | |
| ALPHABET INC | CAP STK CL C | $1.4M | 1.1% | 9,065 SH | |
| AMAZON COM INC | COM | $4.8M | 3.6% | 26,379 SH | |
| ANALOG DEVICES INC | COM | $215K | 0.2% | 1,089 SH | |
| APPLE INC | COM | $1.2M | 0.9% | 7,156 SH | |
| AUTOZONE INC | COM | $652K | 0.5% | 207 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 1.7% | 5,237 SH | |
| COSTCO WHSL CORP NEW | COM | $448K | 0.3% | 612 SH | |
| DANAHER CORPORATION | COM | $2.1M | 1.6% | 8,479 SH | |
| GALLAGHER ARTHUR J & CO | COM | $702K | 0.5% | 2,806 SH | |
| HOME DEPOT INC | COM | $1.4M | 1.0% | 3,564 SH | |
| INTUIT | COM | $533K | 0.4% | 821 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.3M | 1.0% | 22,829 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.6M | 1.2% | 3,494 SH | |
| ISHARES GOLD TR | ISHARES NEW | $208K | 0.2% | 4,951 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 1.1% | 22,820 SH | |
| ISHARES TR | CORE S&P SCP ETF | $807K | 0.6% | 7,298 SH | |
| ISHARES TR | CORE S&P500 ETF | $4.8M | 3.6% | 9,059 SH | |
| ISHARES TR | MSCI INTL QUALTY | $2.6M | 2.0% | 66,402 SH | |
| ISHARES TR | U.S. MED DVC ETF | $312K | 0.2% | 5,317 SH | |
| LINDE PLC | SHS | $521K | 0.4% | 1,121 SH | |
| MASTERCARD INCORPORATED | CL A | $2.5M | 1.9% | 5,133 SH | |
| META PLATFORMS INC | CL A | $710K | 0.5% | 1,462 SH | |
| MICROSOFT CORP | COM | $8.0M | 6.1% | 19,000 SH | |
| NEXTERA ENERGY INC | COM | $564K | 0.4% | 8,830 SH | |
| NVIDIA CORPORATION | COM | $1.5M | 1.1% | 1,656 SH | |
| PEPSICO INC | COM | $482K | 0.4% | 2,753 SH | |
| REPUBLIC SVCS INC | COM | $379K | 0.3% | 1,979 SH | |
| S&P GLOBAL INC | COM | $531K | 0.4% | 1,249 SH | |
| SALESFORCE INC | COM | $602K | 0.5% | 2,000 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.5M | 1.9% | 30,801 SH | |
| SERVICENOW INC | COM | $942K | 0.7% | 1,235 SH | |
| SHERWIN WILLIAMS CO | COM | $1.5M | 1.2% | 4,353 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $562K | 0.4% | 1,074 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.0M | 0.8% | 1,866 SH | |
| SPDR SER TR | PORTFOLIO S&P400 | $448K | 0.3% | 8,408 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $942K | 0.7% | 15,304 SH | |
| STRYKER CORPORATION | COM | $1.2M | 1.0% | 3,484 SH | |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $2.7M | 2.0% | 87,784 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $1.7M | 1.3% | 2,945 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 0.9% | 3,338 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $8.9M | 6.8% | 35,670 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $24.7M | 18.9% | 51,391 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.4M | 1.9% | 10,648 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 1.8% | 8,937 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $208K | 0.2% | 1,782 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $274K | 0.2% | 5,406 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $3.1M | 2.3% | 52,310 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $917K | 0.7% | 9,844 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $217K | 0.2% | 413 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $355K | 0.3% | 1,237 SH | |
| VISA INC | COM CL A | $2.0M | 1.5% | 7,027 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $20.4M | 15.6% | 405,497 SH | |
| YUM BRANDS INC | COM | $303K | 0.2% | 2,188 SH |
| 13F-HR |
| 0001085146-25-002153 |
| $141.9M |
| View |
| Apr 17, 2025 | Q4 2023 | 13F-HR | 0001085146-25-002149 | $121.0M | View |
| Oct 15, 2025 | Q3 2025 | 13F-HR | 0002064225-25-000001 | $172.0M | View |
| Apr 17, 2025 | Q3 2024 | 13F-HR | 0001085146-25-002152 | $133.4M | View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0002064225-26-000004 | $195.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003911 | $155.8M | View |
| Apr 17, 2025 | Q2 2024 | 13F-HR | 0001085146-25-002151 | $132.8M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002064225-26-000002 | $165.5M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002154 | $136.0M | View |
| Apr 17, 2025 | Q1 2024 | 13F-HR | 0001085146-25-002150 | $130.9M | View |