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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 | $4.3M | 2.5%Prev: 2.8% | 17,853 SH | Increased-4,984 SH |
| ALPHABET INC | CAP STK CL C | $2.1M | 1.2%Prev: 1.1% | 8,657 SH | Increased+156 SH |
| AMAZON COM INC | COM | $7.1M | 4.1%Prev: 3.7% | 32,500 SH | Increased+5,850 SH |
| ANALOG DEVICES INC | COM | $265K | 0.2%Prev: 0.2% | 1,080 SH | Increased-9 SH |
| APPLE INC | COM | $2.3M | 1.3%Prev: 1.2% | 9,051 SH | Increased+1,962 SH |
| AUTOZONE INC | COM | $1.3M | 0.8%Prev: 0.5% | 308 SH | Increased+76 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.9M | 1.7%Prev: 1.8% | 5,690 SH | Increased+442 SH |
| BROADCOM INC | COM | $253K | 0.1% | 766 SH | New |
| BROWN & BROWN INC | COM | $864K | 0.5% | 9,210 SH | New |
| COSTCO WHSL CORP NEW | COM | $625K | 0.4%Prev: 0.4% | 675 SH | Increased+81 SH |
| DANAHER CORPORATION | COM | $232K | 0.1%Prev: 1.8% | 1,169 SH | Decreased-7,501 SH |
| GALLAGHER ARTHUR J & CO | COM | $1.4M | 0.8%Prev: 0.7% | 4,548 SH | Increased+1,191 SH |
| GE AEROSPACE | COM NEW | $365K | 0.2% | 1,213 SH | New |
| GLOBAL X FDS | GLOBAL X SILVER | $217K | 0.1% | 3,027 SH | New |
| HOME DEPOT INC | COM | $1.6M | 0.9%Prev: 1.1% | 3,842 SH | Increased+296 SH |
| INTUIT | COM | $494K | 0.3%Prev: 0.4% | 724 SH | Increased-30 SH |
| INVESCO EXCH TRADED FD TR II | ESG NASDAQ 100 | $245K | 0.1% | 5,932 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.1M | 0.7%Prev: 0.2% | 4,607 SH | Increased+3,136 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.2M | 0.7%Prev: 1.0% | 21,349 SH | Decreased-3,064 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $625K | 0.4% | 3,295 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $2.2M | 1.3%Prev: 1.5% | 3,641 SH | Increased-427 SH |
| ISHARES GOLD TR | ISHARES NEW | $322K | 0.2%Prev: 0.2% | 4,419 SH | Increased-532 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $8.7M | 5.1% | 226,491 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $2.0M | 1.2%Prev: 1.0% | 31,413 SH | Increased+10,041 SH |
| ISHARES TR | CORE S&P SCP ETF | $671K | 0.4%Prev: 0.6% | 5,645 SH | Decreased-718 SH |
| ISHARES TR | CORE S&P500 ETF | $10.3M | 6.0%Prev: 3.8% | 15,401 SH | Increased+6,557 SH |
| ISHARES TR | MSCI INTL QUALTY | $3.7M | 2.1%Prev: 2.3% | 83,385 SH | Increased+8,938 SH |
| JPMORGAN CHASE & CO. | COM | $360K | 0.2% | 1,140 SH | New |
| LINDE PLC | SHS | $738K | 0.4%Prev: 0.4% | 1,553 SH | Increased+347 SH |
| MASTERCARD INCORPORATED | CL A | $2.7M | 1.5%Prev: 1.8% | 4,673 SH | Increased-241 SH |
| META PLATFORMS INC | CL A | $3.0M | 1.7%Prev: 0.6% | 4,050 SH | Increased+2,542 SH |
| MICROSOFT CORP | COM | $10.2M | 5.9%Prev: 5.9% | 19,738 SH | Increased+1,292 SH |
| NETFLIX INC | COM | $204K | 0.1% | 170 SH | New |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $243K | 0.1%Prev: 0.2% | 2,441 SH | Increased-136 SH |
| NVIDIA CORPORATION | COM | $4.0M | 2.3%Prev: 1.5% | 21,281 SH | Increased+4,425 SH |
| ORACLE CORP | COM | $204K | 0.1% | 726 SH | New |
| PROGRESSIVE CORP | COM | $267K | 0.2% | 1,083 SH | New |
| REPUBLIC SVCS INC | COM | $1.5M | 0.9%Prev: 0.5% | 6,639 SH | Increased+3,172 SH |
| S&P GLOBAL INC | COM | $757K | 0.4%Prev: 0.5% | 1,555 SH | Increased+280 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.5M | 2.0%Prev: 2.1% | 126,925 SH | Increased+93,122 SH |
| SERVICENOW INC | COM | $1.2M | 0.7%Prev: 0.8% | 1,341 SH | Increased+80 SH |
| SHERWIN WILLIAMS CO | COM | $1.5M | 0.9%Prev: 1.2% | 4,239 SH | Decreased-40 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $927K | 0.5%Prev: 0.6% | 1,392 SH | Increased+3 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.1M | 0.6%Prev: 0.8% | 1,767 SH | Decreased-128 SH |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | $431K | 0.3% | 7,540 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $975K | 0.6% | 12,444 SH | New |
| STRYKER CORPORATION | COM | $1.4M | 0.8%Prev: 0.9% | 3,783 SH | Increased+290 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $3.7M | 2.2%Prev: 2.3% | 99,322 SH | Increased+5,568 SH |
| TESLA INC | COM | $351K | 0.2% | 790 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $1.9M | 1.1%Prev: 0.9% | 4,019 SH | Increased+978 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $9.8M | 5.7%Prev: 7.5% | 33,366 SH | Decreased-4,735 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $34.7M | 20.2%Prev: 22.9% | 56,660 SH | Increased-1,163 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.0M | 1.1%Prev: 1.9% | 7,698 SH | Decreased-3,090 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.6M | 1.5%Prev: 1.8% | 8,061 SH | Increased-274 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.5M | 2.0% | 69,228 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $222K | 0.1%Prev: 0.2% | 4,426 SH | Decreased-980 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.0M | 0.6%Prev: 0.8% | 8,537 SH | Decreased-1,528 SH |
| VANGUARD WORLD FD | INF TECH ETF | $308K | 0.2%Prev: 0.2% | 413 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $426K | 0.2%Prev: 0.3% | 1,059 SH | Increased-178 SH |
| VISA INC | COM CL A | $2.5M | 1.4%Prev: 1.5% | 7,213 SH | Increased+174 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $16.3M | 9.5%Prev: 8.9% | 324,826 SH | Increased+87,340 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 |