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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 | $785K | 0.6% | 1,413 SH | New |
| ALPHABET INC | CAP STK CL A | $4.1M | 3.1%Prev: 3.0% | 22,756 SH | Decreased+5,388 SH |
| ALPHABET INC | CAP STK CL C | $1.6M | 1.2%Prev: 1.3% | 8,639 SH | Decreased+1,028 SH |
| AMAZON COM INC | COM | $5.1M | 3.9%Prev: 4.3% | 26,576 SH | Decreased-7,590 SH |
| ANALOG DEVICES INC | COM | $249K | 0.2%Prev: 0.2% | 1,089 SH | Decreased+9 SH |
| APPLE INC | COM | $1.5M | 1.1%Prev: 1.4% | 7,167 SH | Decreased-2,205 SH |
| AUTOZONE INC | COM | $661K | 0.5%Prev: 0.7% | 223 SH | Decreased-144 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 1.6%Prev: 1.6% | 5,254 SH | Decreased-295 SH |
| COSTCO WHSL CORP NEW | COM | $520K | 0.4% | 612 SH | New |
| DANAHER CORPORATION | COM | $2.2M | 1.6% | 8,688 SH | New |
| GALLAGHER ARTHUR J & CO | COM | $855K | 0.6%Prev: 0.6% | 3,296 SH | Decreased-1,312 SH |
| HOME DEPOT INC | COM | $1.2M | 0.9%Prev: 0.7% | 3,545 SH | Decreased-172 SH |
| INTUIT | COM | $527K | 0.4%Prev: 0.2% | 802 SH | Increased+54 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $209K | 0.2%Prev: 0.8% | 1,060 SH | Decreased-4,515 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.3M | 1.0%Prev: 0.8% | 25,068 SH | Increased+3,773 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 1.3%Prev: 1.2% | 3,512 SH | Decreased+3 SH |
| ISHARES GOLD TR | ISHARES NEW | $217K | 0.2%Prev: 0.2% | 4,951 SH | Decreased+657 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 1.0%Prev: 1.3% | 22,105 SH | Decreased-9,395 SH |
| ISHARES TR | CORE S&P SCP ETF | $759K | 0.6%Prev: 0.4% | 7,112 SH | Increased+1,874 SH |
| ISHARES TR | CORE S&P500 ETF | $4.9M | 3.7%Prev: 5.9% | 8,982 SH | Decreased-5,943 SH |
| ISHARES TR | MSCI INTL QUALTY | $2.9M | 2.2%Prev: 2.5% | 73,366 SH | Decreased-14,343 SH |
| ISHARES TR | U.S. MED DVC ETF | $249K | 0.2% | 4,447 SH | New |
| LINDE PLC | SHS | $509K | 0.4%Prev: 0.5% | 1,159 SH | Decreased-479 SH |
| MASTERCARD INCORPORATED | CL A | $2.2M | 1.6%Prev: 1.4% | 4,906 SH | Decreased+158 SH |
| META PLATFORMS INC | CL A | $752K | 0.6%Prev: 1.6% | 1,491 SH | Decreased-3,118 SH |
| MICROSOFT CORP | COM | $8.3M | 6.2%Prev: 4.6% | 18,519 SH | Increased-2,023 SH |
| NEXTERA ENERGY INC | COM | $631K | 0.5% | 8,917 SH | New |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $209K | 0.2%Prev: 0.1% | 2,577 SH | Decreased-32 SH |
| NVIDIA CORPORATION | COM | $2.1M | 1.6%Prev: 2.8% | 16,670 SH | Decreased-9,587 SH |
| REPUBLIC SVCS INC | COM | $666K | 0.5%Prev: 0.9% | 3,427 SH | Decreased-3,675 SH |
| S&P GLOBAL INC | COM | $567K | 0.4%Prev: 0.4% | 1,271 SH | Decreased-297 SH |
| SALESFORCE INC | COM | $526K | 0.4% | 2,046 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.6M | 2.0%Prev: 2.6% | 33,555 SH | Decreased-108,813 SH |
| SERVICENOW INC | COM | $990K | 0.7%Prev: 0.5% | 1,258 SH | Increased-5,959 SH |
| SHERWIN WILLIAMS CO | COM | $1.3M | 1.0%Prev: 0.8% | 4,284 SH | Decreased+78 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $654K | 0.5% | 1,202 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.0M | 0.8% | 1,897 SH | New |
| SPDR SER TR | PORTFOLIO S&P400 | $423K | 0.3% | 8,250 SH | New |
| SPDR SER TR | PORTFOLIO S&P500 | $831K | 0.6% | 12,984 SH | New |
| STRYKER CORPORATION | COM | $1.2M | 0.9%Prev: 0.8% | 3,482 SH | Decreased-486 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $2.9M | 2.2%Prev: 2.0% | 91,833 SH | Decreased-749 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.7M | 1.3% | 3,041 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 0.9%Prev: 1.1% | 3,041 SH | Decreased-938 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $9.3M | 7.0%Prev: 6.2% | 38,390 SH | Decreased+2,817 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $27.9M | 21.0%Prev: 21.8% | 55,714 SH | Decreased-4,786 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.4M | 1.8%Prev: 1.1% | 11,109 SH | Increased+3,933 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 1.8%Prev: 1.4% | 8,704 SH | Decreased+1,356 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $271K | 0.2%Prev: 0.1% | 5,406 SH | Increased+980 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.9M | 2.2% | 49,066 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $950K | 0.7%Prev: 0.6% | 9,835 SH | Decreased+940 SH |
| VANGUARD WORLD FD | INF TECH ETF | $238K | 0.2%Prev: 0.2% | 413 SH | Decreased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $389K | 0.3%Prev: 0.2% | 1,237 SH | Decreased+178 SH |
| VISA INC | COM CL A | $1.8M | 1.4%Prev: 1.3% | 7,039 SH | Decreased-182 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $18.0M | 13.5%Prev: 5.6% | 357,362 SH | Increased+172,397 SH |
| YUM BRANDS INC | COM | $285K | 0.2% | 2,148 SH | New |
| 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 |