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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $3.8M | 2.8%Prev: 3.7% | 24,451 SH | Decreased-7,380 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 1.2%Prev: 1.1% | 10,769 SH | Increased+1,704 SH |
| AMAZON COM INC | COM | $5.8M | 4.3%Prev: 3.6% | 30,473 SH | Increased+4,094 SH |
| ANALOG DEVICES INC | COM | $218K | 0.2%Prev: 0.2% | 1,080 SH | Increased-9 SH |
| APPLE INC | COM | $1.8M | 1.4%Prev: 0.9% | 8,317 SH | Increased+1,161 SH |
| AUTOZONE INC | COM | $999K | 0.7%Prev: 0.5% | 262 SH | Increased+55 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.0M | 2.2%Prev: 1.7% | 5,580 SH | Increased+343 SH |
| BROWN & BROWN INC | COM | $224K | 0.2% | 1,797 SH | New |
| COSTCO WHSL CORP NEW | COM | $722K | 0.5%Prev: 0.3% | 763 SH | Increased+151 SH |
| DANAHER CORPORATION | COM | $1.9M | 1.4%Prev: 1.6% | 9,264 SH | Decreased+785 SH |
| GALLAGHER ARTHUR J & CO | COM | $1.4M | 1.0%Prev: 0.5% | 4,023 SH | Increased+1,217 SH |
| HOME DEPOT INC | COM | $1.4M | 1.0%Prev: 1.0% | 3,716 SH | Decreased+152 SH |
| INTUIT | COM | $453K | 0.3%Prev: 0.4% | 738 SH | Decreased-83 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $822K | 0.6% | 4,261 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.1M | 0.8%Prev: 1.0% | 21,744 SH | Decreased-1,085 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 1.2%Prev: 1.2% | 3,565 SH | Increased+71 SH |
| ISHARES GOLD TR | ISHARES NEW | $437K | 0.3%Prev: 0.2% | 7,416 SH | Increased+2,465 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $3.9M | 2.9% | 125,922 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $1.1M | 0.8%Prev: 1.1% | 19,506 SH | Decreased-3,314 SH |
| ISHARES TR | CORE S&P SCP ETF | $549K | 0.4%Prev: 0.6% | 5,249 SH | Decreased-2,049 SH |
| ISHARES TR | CORE S&P500 ETF | $4.9M | 3.6%Prev: 3.6% | 8,747 SH | Increased-312 SH |
| ISHARES TR | MSCI INTL QUALTY | $3.3M | 2.4%Prev: 2.0% | 83,809 SH | Increased+17,407 SH |
| JPMORGAN CHASE & CO. | COM | $238K | 0.2% | 972 SH | New |
| LINDE PLC | SHS | $724K | 0.5%Prev: 0.4% | 1,555 SH | Increased+434 SH |
| MASTERCARD INCORPORATED | CL A | $2.8M | 2.0%Prev: 1.9% | 5,063 SH | Increased-70 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.8%Prev: 0.5% | 1,889 SH | Increased+427 SH |
| MICROSOFT CORP | COM | $7.4M | 5.4%Prev: 6.1% | 19,624 SH | Decreased+624 SH |
| NEXTERA ENERGY INC | COM | $680K | 0.5%Prev: 0.4% | 9,599 SH | Increased+769 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $206K | 0.2% | 2,631 SH | New |
| NVIDIA CORPORATION | COM | $2.1M | 1.5%Prev: 1.1% | 19,396 SH | Increased+17,740 SH |
| ORACLE CORP | COM | $226K | 0.2% | 1,619 SH | New |
| REPUBLIC SVCS INC | COM | $973K | 0.7%Prev: 0.3% | 4,019 SH | Increased+2,040 SH |
| S&P GLOBAL INC | COM | $830K | 0.6%Prev: 0.4% | 1,633 SH | Increased+384 SH |
| SALESFORCE INC | COM | $590K | 0.4%Prev: 0.5% | 2,199 SH | Decreased+199 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.0M | 2.2%Prev: 1.9% | 106,487 SH | Increased+75,686 SH |
| SERVICENOW INC | COM | $1.1M | 0.8%Prev: 0.7% | 1,347 SH | Increased+112 SH |
| SHERWIN WILLIAMS CO | COM | $1.5M | 1.1%Prev: 1.2% | 4,262 SH | Decreased-91 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $778K | 0.6%Prev: 0.4% | 1,391 SH | Increased+317 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $974K | 0.7%Prev: 0.8% | 1,825 SH | Decreased-41 SH |
| SPDR SER TR | PORTFOLIO S&P400 | $386K | 0.3%Prev: 0.3% | 7,540 SH | Decreased-868 SH |
| SPDR SER TR | PORTFOLIO S&P500 | $835K | 0.6%Prev: 0.7% | 12,699 SH | Decreased-2,605 SH |
| STRYKER CORPORATION | COM | $1.4M | 1.0%Prev: 1.0% | 3,663 SH | Increased+179 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $3.3M | 2.4%Prev: 2.0% | 102,080 SH | Increased+14,296 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.5M | 1.1%Prev: 1.3% | 3,049 SH | Decreased+104 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.5M | 1.1%Prev: 0.9% | 4,019 SH | Increased+681 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $9.3M | 6.8%Prev: 6.8% | 36,025 SH | Increased+355 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $31.3M | 23.0%Prev: 18.9% | 60,973 SH | Increased+9,582 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 1.4%Prev: 1.9% | 8,415 SH | Decreased-2,233 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.2M | 1.6%Prev: 1.8% | 8,164 SH | Decreased-773 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $268K | 0.2%Prev: 0.2% | 5,406 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.2M | 1.6%Prev: 2.3% | 36,234 SH | Decreased-16,076 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $895K | 0.7%Prev: 0.7% | 9,140 SH | Decreased-704 SH |
| VANGUARD WORLD FD | INF TECH ETF | $224K | 0.2%Prev: 0.2% | 413 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $327K | 0.2%Prev: 0.3% | 1,059 SH | Decreased-178 SH |
| VISA INC | COM CL A | $2.5M | 1.8%Prev: 1.5% | 7,044 SH | Increased+17 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $9.7M | 7.2%Prev: 15.6% | 193,294 SH | Decreased-212,203 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 |