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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 | $5.6M | 3.3%Prev: 3.1% | 17,853 SH | Increased-5,269 SH |
| ALPHABET INC | CAP STK CL C | $2.7M | 1.6%Prev: 1.1% | 8,652 SH | Increased+260 SH |
| AMAZON COM INC | COM | $7.7M | 4.5%Prev: 4.2% | 33,476 SH | Increased+6,428 SH |
| AMPLIFY ETF TR | AMPLIFY JUNIOR S | $236K | 0.1% | 8,517 SH | New |
| ANALOG DEVICES INC | COM | $293K | 0.2%Prev: 0.2% | 1,080 SH | Increased-9 SH |
| APPLE INC | COM | $2.6M | 1.5%Prev: 1.2% | 9,508 SH | Increased+2,651 SH |
| AUTOZONE INC | COM | $1.1M | 0.6%Prev: 0.5% | 327 SH | Increased+86 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.9M | 1.7%Prev: 1.7% | 5,811 SH | Increased+513 SH |
| BROADCOM INC | COM | $429K | 0.3% | 1,238 SH | New |
| BROWN & BROWN INC | COM | $497K | 0.3% | 6,234 SH | New |
| COSTCO WHSL CORP NEW | COM | $590K | 0.3%Prev: 0.4% | 684 SH | Increased+90 SH |
| ELI LILLY & CO | COM | $229K | 0.1% | 213 SH | New |
| GALLAGHER ARTHUR J & CO | COM | $1.0M | 0.6%Prev: 0.7% | 3,965 SH | Increased+497 SH |
| GE AEROSPACE | COM NEW | $456K | 0.3% | 1,479 SH | New |
| GLOBAL X FDS | GLOBAL X SILVER | $253K | 0.1% | 3,027 SH | New |
| HOME DEPOT INC | COM | $1.2M | 0.7%Prev: 0.9% | 3,591 SH | Decreased+172 SH |
| INTUIT | COM | $500K | 0.3%Prev: 0.3% | 755 SH | Increased+1 SH |
| INVESCO EXCH TRADED FD TR II | ESG NASDAQ 100 | $249K | 0.1% | 5,887 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.3M | 0.8%Prev: 0.3% | 5,154 SH | Increased+2,971 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.2M | 0.7%Prev: 0.9% | 21,075 SH | Decreased-3,331 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $829K | 0.5% | 4,329 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $2.2M | 1.3%Prev: 1.4% | 3,618 SH | Increased-402 SH |
| ISHARES GOLD TR | ISHARES NEW | $350K | 0.2%Prev: 0.2% | 4,309 SH | Increased-2,742 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $9.7M | 5.7%Prev: 0.8% | 224,879 SH | Increased+182,288 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.0M | 1.2%Prev: 0.9% | 30,220 SH | Increased+8,893 SH |
| ISHARES TR | CORE S&P SCP ETF | $660K | 0.4%Prev: 0.5% | 5,491 SH | Decreased-618 SH |
| ISHARES TR | CORE S&P500 ETF | $10.4M | 6.1%Prev: 3.7% | 15,239 SH | Increased+6,331 SH |
| ISHARES TR | MSCI INTL QUALTY | $3.9M | 2.3%Prev: 2.7% | 84,896 SH | Increased-18,183 SH |
| JPMORGAN CHASE & CO. | COM | $444K | 0.3% | 1,378 SH | New |
| LINDE PLC | SHS | $627K | 0.4%Prev: 0.4% | 1,471 SH | Increased+228 SH |
| MASTERCARD INCORPORATED | CL A | $2.7M | 1.6%Prev: 1.8% | 4,770 SH | Increased-122 SH |
| META PLATFORMS INC | CL A | $2.7M | 1.6%Prev: 0.6% | 4,083 SH | Increased+2,525 SH |
| MICROSOFT CORP | COM | $9.9M | 5.8%Prev: 5.5% | 20,422 SH | Increased+1,847 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $258K | 0.2%Prev: 0.2% | 2,636 SH | Increased+59 SH |
| NVIDIA CORPORATION | COM | $4.7M | 2.8%Prev: 1.7% | 25,220 SH | Increased+7,778 SH |
| REPUBLIC SVCS INC | COM | $1.2M | 0.7%Prev: 0.5% | 5,503 SH | Increased+1,912 SH |
| S&P GLOBAL INC | COM | $817K | 0.5%Prev: 0.5% | 1,563 SH | Increased+262 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.7M | 2.2%Prev: 1.9% | 134,468 SH | Increased+33,721 SH |
| SERVICENOW INC | COM | $1.1M | 0.6%Prev: 1.0% | 6,938 SH | Decreased+5,656 SH |
| SHERWIN WILLIAMS CO | COM | $1.4M | 0.8%Prev: 1.0% | 4,274 SH | Decreased-15 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $953K | 0.6%Prev: 0.6% | 1,398 SH | Increased+9 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.1M | 0.6%Prev: 0.8% | 1,765 SH | Decreased-129 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.7M | 1.6% | 36,177 SH | New |
| STRYKER CORPORATION | COM | $1.4M | 0.8%Prev: 0.9% | 3,980 SH | Increased+447 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $3.6M | 2.1%Prev: 2.3% | 94,523 SH | Increased-5,261 SH |
| TESLA INC | COM | $536K | 0.3% | 1,191 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $208K | 0.1% | 2,423 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $2.0M | 1.1%Prev: 1.1% | 4,019 SH | Increased+274 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $9.8M | 5.7%Prev: 7.0% | 33,727 SH | Decreased-3,794 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $36.0M | 21.1%Prev: 23.0% | 57,363 SH | Increased-3,098 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 1.1%Prev: 1.8% | 7,420 SH | Decreased-3,390 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.6M | 1.5%Prev: 1.7% | 7,737 SH | Increased-577 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.6M | 2.1% | 72,981 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $223K | 0.1%Prev: 0.4% | 4,426 SH | Decreased-6,714 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.1M | 0.6%Prev: 0.7% | 8,889 SH | Increased-1,020 SH |
| VANGUARD WORLD FD | INF TECH ETF | $311K | 0.2%Prev: 0.2% | 413 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $437K | 0.3%Prev: 0.3% | 1,059 SH | Increased-178 SH |
| VISA INC | COM CL A | $2.5M | 1.5%Prev: 1.6% | 7,089 SH | Increased-13 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $9.2M | 5.4%Prev: 7.6% | 182,098 SH | Decreased-33,593 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 |