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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 | $3.2M | 2.0%Prev: 3.1% | 17,890 SH | Decreased-4,866 SH |
| ALPHABET INC | CAP STK CL C | $1.5M | 1.0%Prev: 1.2% | 8,684 SH | Decreased+45 SH |
| AMAZON COM INC | COM | $6.8M | 4.4%Prev: 3.9% | 31,219 SH | Increased+4,643 SH |
| ANALOG DEVICES INC | COM | $257K | 0.2%Prev: 0.2% | 1,080 SH | Increased-9 SH |
| APPLE INC | COM | $1.6M | 1.1%Prev: 1.1% | 8,037 SH | Increased+870 SH |
| AUTOZONE INC | COM | $1.0M | 0.6%Prev: 0.5% | 272 SH | Increased+49 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.7M | 1.7%Prev: 1.6% | 5,572 SH | Increased+318 SH |
| BROWN & BROWN INC | COM | $903K | 0.6% | 8,141 SH | New |
| COSTCO WHSL CORP NEW | COM | $651K | 0.4%Prev: 0.4% | 658 SH | Increased+46 SH |
| DANAHER CORPORATION | COM | $225K | 0.1%Prev: 1.6% | 1,137 SH | Decreased-7,551 SH |
| GALLAGHER ARTHUR J & CO | COM | $1.4M | 0.9%Prev: 0.6% | 4,361 SH | Increased+1,065 SH |
| GE AEROSPACE | COM NEW | $284K | 0.2% | 1,102 SH | New |
| HOME DEPOT INC | COM | $1.4M | 0.9%Prev: 0.9% | 3,713 SH | Increased+168 SH |
| INTUIT | COM | $576K | 0.4%Prev: 0.4% | 731 SH | Increased-71 SH |
| INVESCO EXCH TRADED FD TR II | ESG NASDAQ 100 | $224K | 0.1% | 5,932 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $943K | 0.6%Prev: 0.2% | 4,150 SH | Increased+3,090 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.1M | 0.7%Prev: 1.0% | 21,503 SH | Decreased-3,565 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $478K | 0.3% | 2,630 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $2.1M | 1.3%Prev: 1.3% | 3,716 SH | Increased+204 SH |
| ISHARES GOLD TR | ISHARES NEW | $314K | 0.2%Prev: 0.2% | 5,037 SH | Increased+86 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $7.2M | 4.6% | 218,143 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $1.9M | 1.2%Prev: 1.0% | 31,092 SH | Increased+8,987 SH |
| ISHARES TR | CORE S&P SCP ETF | $666K | 0.4%Prev: 0.6% | 6,090 SH | Decreased-1,022 SH |
| ISHARES TR | CORE S&P500 ETF | $9.8M | 6.3%Prev: 3.7% | 15,705 SH | Increased+6,723 SH |
| ISHARES TR | MSCI INTL QUALTY | $3.6M | 2.3%Prev: 2.2% | 83,891 SH | Increased+10,525 SH |
| JPMORGAN CHASE & CO. | COM | $303K | 0.2% | 1,045 SH | New |
| LINDE PLC | SHS | $715K | 0.5%Prev: 0.4% | 1,524 SH | Increased+365 SH |
| MASTERCARD INCORPORATED | CL A | $2.6M | 1.7%Prev: 1.6% | 4,682 SH | Increased-224 SH |
| META PLATFORMS INC | CL A | $2.7M | 1.7%Prev: 0.6% | 3,620 SH | Increased+2,129 SH |
| MICROSOFT CORP | COM | $9.7M | 6.3%Prev: 6.2% | 19,583 SH | Increased+1,064 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $236K | 0.2%Prev: 0.2% | 2,517 SH | Increased-60 SH |
| NVIDIA CORPORATION | COM | $3.3M | 2.1%Prev: 1.6% | 20,721 SH | Increased+4,051 SH |
| PROGRESSIVE CORP | COM | $261K | 0.2% | 977 SH | New |
| REPUBLIC SVCS INC | COM | $1.5M | 1.0%Prev: 0.5% | 6,158 SH | Increased+2,731 SH |
| S&P GLOBAL INC | COM | $826K | 0.5%Prev: 0.4% | 1,567 SH | Increased+296 SH |
| SALESFORCE INC | COM | $615K | 0.4%Prev: 0.4% | 2,255 SH | Increased+209 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.1M | 2.0%Prev: 2.0% | 116,257 SH | Increased+82,702 SH |
| SERVICENOW INC | COM | $1.4M | 0.9%Prev: 0.7% | 1,342 SH | Increased+84 SH |
| SHERWIN WILLIAMS CO | COM | $1.5M | 0.9%Prev: 1.0% | 4,236 SH | Increased-48 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $860K | 0.6%Prev: 0.5% | 1,391 SH | Increased+189 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.0M | 0.7%Prev: 0.8% | 1,825 SH | Increased-72 SH |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | $410K | 0.3% | 7,540 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $923K | 0.6% | 12,699 SH | New |
| STRYKER CORPORATION | COM | $1.5M | 0.9%Prev: 0.9% | 3,697 SH | Increased+215 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $3.6M | 2.3%Prev: 2.2% | 102,166 SH | Increased+10,333 SH |
| TESLA INC | COM | $216K | 0.1% | 680 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $1.8M | 1.1%Prev: 0.9% | 4,038 SH | Increased+997 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $9.3M | 6.0%Prev: 7.0% | 33,382 SH | Increased-5,008 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $31.9M | 20.5%Prev: 21.0% | 56,131 SH | Increased+417 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 1.2%Prev: 1.8% | 7,822 SH | Decreased-3,287 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.5M | 1.6%Prev: 1.8% | 8,086 SH | Increased-618 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.5M | 2.2% | 69,605 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $265K | 0.2%Prev: 0.2% | 5,406 SH | Decreased |
| VANGUARD WORLD FD | ESG US STK ETF | $1.0M | 0.7%Prev: 0.7% | 9,395 SH | Increased-440 SH |
| VANGUARD WORLD FD | INF TECH ETF | $274K | 0.2%Prev: 0.2% | 413 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $388K | 0.2%Prev: 0.3% | 1,059 SH | Decreased-178 SH |
| VISA INC | COM CL A | $2.5M | 1.6%Prev: 1.4% | 6,971 SH | Increased-68 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $12.5M | 8.0%Prev: 13.5% | 248,679 SH | Decreased-108,683 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 |