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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 | $736K | 0.6% | 1,422 SH | New |
| ALPHABET INC | CAP STK CL A | $3.8M | 2.8%Prev: 3.0% | 22,837 SH | Decreased+6,387 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 1.1%Prev: 1.4% | 8,501 SH | Decreased+930 SH |
| AMAZON COM INC | COM | $5.0M | 3.7%Prev: 3.8% | 26,650 SH | Decreased-4,245 SH |
| ANALOG DEVICES INC | COM | $251K | 0.2%Prev: 0.2% | 1,089 SH | Decreased+9 SH |
| APPLE INC | COM | $1.7M | 1.2%Prev: 1.4% | 7,089 SH | Decreased-2,577 SH |
| AUTOZONE INC | COM | $731K | 0.5%Prev: 0.4% | 232 SH | Decreased-40 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.4M | 1.8%Prev: 1.2% | 5,248 SH | Increased+575 SH |
| COSTCO WHSL CORP NEW | COM | $527K | 0.4% | 594 SH | New |
| DANAHER CORPORATION | COM | $2.4M | 1.8% | 8,670 SH | New |
| GALLAGHER ARTHUR J & CO | COM | $945K | 0.7%Prev: 0.3% | 3,357 SH | Increased+656 SH |
| HOME DEPOT INC | COM | $1.4M | 1.1%Prev: 0.5% | 3,546 SH | Increased+517 SH |
| INTUIT | COM | $468K | 0.4% | 754 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $296K | 0.2%Prev: 1.6% | 1,471 SH | Decreased-8,828 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.3M | 1.0%Prev: 0.6% | 24,413 SH | Increased+6,796 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.0M | 1.5%Prev: 1.3% | 4,068 SH | Decreased+593 SH |
| ISHARES GOLD TR | ISHARES NEW | $246K | 0.2%Prev: 0.2% | 4,951 SH | Decreased+667 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 1.0%Prev: 1.2% | 21,372 SH | Decreased-9,021 SH |
| ISHARES TR | CORE S&P SCP ETF | $744K | 0.6%Prev: 0.4% | 6,363 SH | Decreased+1,284 SH |
| ISHARES TR | CORE S&P500 ETF | $5.1M | 3.8%Prev: 5.5% | 8,844 SH | Decreased-5,452 SH |
| ISHARES TR | MSCI INTL QUALTY | $3.1M | 2.3%Prev: 2.5% | 74,447 SH | Decreased-22,814 SH |
| ISHARES TR | U.S. MED DVC ETF | $257K | 0.2% | 4,333 SH | New |
| LINDE PLC | SHS | $575K | 0.4%Prev: 0.4% | 1,206 SH | Decreased-257 SH |
| MASTERCARD INCORPORATED | CL A | $2.4M | 1.8%Prev: 1.1% | 4,914 SH | Increased+843 SH |
| META PLATFORMS INC | CL A | $863K | 0.6%Prev: 0.9% | 1,508 SH | Decreased-1,728 SH |
| MICROSOFT CORP | COM | $7.9M | 5.9%Prev: 3.2% | 18,446 SH | Increased+1,474 SH |
| NEXTERA ENERGY INC | COM | $743K | 0.6% | 8,791 SH | New |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $213K | 0.2%Prev: 0.2% | 2,577 SH | Decreased-54 SH |
| NVIDIA CORPORATION | COM | $2.0M | 1.5%Prev: 2.5% | 16,856 SH | Decreased-7,887 SH |
| REPUBLIC SVCS INC | COM | $696K | 0.5%Prev: 0.5% | 3,467 SH | Decreased-1,497 SH |
| S&P GLOBAL INC | COM | $658K | 0.5%Prev: 0.3% | 1,275 SH | Increased-11 SH |
| SALESFORCE INC | COM | $559K | 0.4% | 2,042 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.9M | 2.1%Prev: 2.1% | 33,803 SH | Decreased-93,984 SH |
| SERVICENOW INC | COM | $1.1M | 0.8%Prev: 0.1% | 1,261 SH | Increased-832 SH |
| SHERWIN WILLIAMS CO | COM | $1.6M | 1.2%Prev: 0.6% | 4,279 SH | Increased+843 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $797K | 0.6% | 1,389 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.1M | 0.8% | 1,895 SH | New |
| SPDR SER TR | PORTFOLIO S&P400 | $441K | 0.3% | 8,063 SH | New |
| SPDR SER TR | PORTFOLIO S&P500 | $867K | 0.6% | 12,845 SH | New |
| STRYKER CORPORATION | COM | $1.3M | 0.9%Prev: 0.5% | 3,493 SH | Increased+385 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $3.1M | 2.3% | 93,754 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $1.9M | 1.4% | 3,032 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 0.9%Prev: 1.0% | 3,041 SH | Decreased-19,621 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $10.1M | 7.5%Prev: 6.5% | 38,101 SH | Decreased-119,263 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $30.5M | 22.9%Prev: 22.7% | 57,823 SH | Decreased-6,511 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.6M | 1.9%Prev: 1.2% | 10,788 SH | Increased+3,115 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.4M | 1.8%Prev: 1.4% | 8,335 SH | Decreased+1,215 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $276K | 0.2%Prev: 0.1% | 5,406 SH | Increased+980 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.8M | 2.1% | 45,818 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $1.0M | 0.8%Prev: 0.6% | 10,065 SH | Decreased+1,203 SH |
| VANGUARD WORLD FD | INF TECH ETF | $242K | 0.2%Prev: 0.2% | 413 SH | Decreased-2,891 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $398K | 0.3%Prev: 0.8% | 1,237 SH | Decreased-17,208 SH |
| VISA INC | COM CL A | $1.9M | 1.5%Prev: 1.0% | 7,039 SH | Increased+1,530 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $11.9M | 8.9%Prev: 8.3% | 237,486 SH | Decreased-83,506 SH |
| YUM BRANDS INC | COM | $295K | 0.2% | 2,108 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 |