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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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $226K | 0.1% | 389 SH | New |
| ALPHABET INC | CAP STK CL A | $5.9M | 3.0%Prev: 2.0% | 16,450 SH | Increased-1,440 SH |
| ALPHABET INC | CAP STK CL C | $2.7M | 1.4%Prev: 1.0% | 7,571 SH | Increased-1,113 SH |
| AMAZON COM INC | COM | $7.4M | 3.8%Prev: 4.4% | 30,895 SH | Increased-324 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $485K | 0.2% | 4,708 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1.9M | 1.0% | 20,816 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $208K | 0.1% | 1,667 SH | New |
| AMPLIFY ETF TR | JR SILV MINE ETF | $221K | 0.1% | 8,517 SH | New |
| ANALOG DEVICES INC | COM | $429K | 0.2%Prev: 0.2% | 1,080 SH | Increased |
| APPLE INC | COM | $2.8M | 1.4%Prev: 1.1% | 9,666 SH | Increased+1,629 SH |
| AUTOZONE INC | COM | $869K | 0.4%Prev: 0.6% | 272 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 1.2%Prev: 1.7% | 4,673 SH | Decreased-899 SH |
| BLUEROCK PVT REAL ESTATE FD | COM | $317K | 0.2% | 24,396 SH | New |
| BROADCOM INC | COM | $373K | 0.2% | 988 SH | New |
| BROWN & BROWN INC | COM | $310K | 0.2%Prev: 0.6% | 4,829 SH | Decreased-3,312 SH |
| COSTCO WHOLESALE CORPORATION | COM | $638K | 0.3% | 682 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $246K | 0.1% | 5,769 SH | New |
| ELI LILLY & CO | COM | $250K | 0.1% | 209 SH | New |
| EXXON MOBIL CORP | COM | $205K | 0.1% | 1,499 SH | New |
| GALLAGHER ARTHUR J & CO | COM | $620K | 0.3%Prev: 0.9% | 2,701 SH | Decreased-1,660 SH |
| GE AEROSPACE | COM NEW | $475K | 0.2%Prev: 0.2% | 1,270 SH | Increased+168 SH |
| GLOBAL X FDS | GLOBAL X SILVER | $234K | 0.1% | 3,027 SH | New |
| HOME DEPOT INC | COM | $1.1M | 0.5%Prev: 0.9% | 3,029 SH | Decreased-684 SH |
| INVESCO EXCH TRADED FD TR II | ESG NASDAQ 100 | $289K | 0.1%Prev: 0.1% | 5,633 SH | Increased-299 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $3.1M | 1.6%Prev: 0.6% | 10,299 SH | Increased+6,149 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.2M | 0.6%Prev: 0.7% | 17,617 SH | Increased-3,886 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $945K | 0.5%Prev: 0.3% | 4,443 SH | Increased+1,813 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.6M | 1.3%Prev: 1.3% | 3,475 SH | Increased-241 SH |
| ISHARES GOLD TR | ISHARES NEW | $323K | 0.2%Prev: 0.2% | 4,284 SH | Increased-753 SH |
| ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | $8.8M | 4.5% | 220,012 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $2.3M | 1.2%Prev: 1.2% | 30,393 SH | Increased-699 SH |
| ISHARES TR | CORE S&P SCP ETF | $753K | 0.4%Prev: 0.4% | 5,079 SH | Increased-1,011 SH |
| ISHARES TR | CORE S&P TTL STK | $2.3M | 1.2% | 14,284 SH | New |
| ISHARES TR | CORE S&P500 ETF | $10.7M | 5.5%Prev: 6.3% | 14,296 SH | Increased-1,409 SH |
| ISHARES TR | EXPANDED TECH | $381K | 0.2% | 4,206 SH | New |
| ISHARES TR | MSCI INTL QUALTY | $4.8M | 2.5%Prev: 2.3% | 97,261 SH | Increased+13,370 SH |
| JPMORGAN CHASE & CO | COM | $213K | 0.1% | 649 SH | New |
| LINDE PLC | SHS | $759K | 0.4%Prev: 0.5% | 1,463 SH | Increased-61 SH |
| MASTERCARD INCORPORATED | CL A | $2.1M | 1.1%Prev: 1.7% | 4,071 SH | Decreased-611 SH |
| META PLATFORMS INC | CL A | $1.8M | 0.9%Prev: 1.7% | 3,236 SH | Decreased-384 SH |
| MICROSOFT CORP | COM | $6.3M | 3.2%Prev: 6.3% | 16,972 SH | Decreased-2,611 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $308K | 0.2%Prev: 0.2% | 2,631 SH | Increased+114 SH |
| NVIDIA CORPORATION | COM | $5.0M | 2.5%Prev: 2.1% | 24,743 SH | Increased+4,022 SH |
| REPUBLIC SVCS INC | COM | $1.1M | 0.5%Prev: 1.0% | 4,964 SH | Decreased-1,194 SH |
| S&P GLOBAL INC | COM | $524K | 0.3%Prev: 0.5% | 1,286 SH | Decreased-281 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.1M | 2.1%Prev: 2.0% | 127,787 SH | Increased+11,530 SH |
| SERVICENOW INC | COM | $208K | 0.1%Prev: 0.9% | 2,093 SH | Decreased+751 SH |
| SHERWIN WILLIAMS CO | COM | $1.2M | 0.6%Prev: 0.9% | 3,436 SH | Decreased-800 SH |
| SPDR SERIES TRUST | ST STR P400MID | $439K | 0.2% | 6,497 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $2.2M | 1.1% | 25,432 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.0M | 0.5% | 1,401 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $1.2M | 0.6% | 1,728 SH | New |
| STRYKER CORPORATION | COM | $978K | 0.5%Prev: 0.9% | 3,108 SH | Decreased-589 SH |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | $2.9M | 1.5% | 69,764 SH | New |
| TESLA INC | COM | $329K | 0.2%Prev: 0.1% | 783 SH | Increased+103 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.0M | 1.0%Prev: 1.1% | 22,662 SH | Increased+18,624 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $12.7M | 6.5%Prev: 6.0% | 157,364 SH | Increased+123,982 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $44.2M | 22.7%Prev: 20.5% | 64,334 SH | Increased+8,203 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.3M | 1.2%Prev: 1.2% | 7,673 SH | Increased-149 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.6M | 1.4%Prev: 1.6% | 7,120 SH | Increased-966 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.2M | 2.1%Prev: 2.2% | 83,134 SH | Increased+13,529 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $224K | 0.1%Prev: 0.2% | 4,426 SH | Decreased-980 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 0.7% | 18,590 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $1.2M | 0.6%Prev: 0.7% | 8,862 SH | Increased-533 SH |
| VANGUARD WORLD FD | INF TECH ETF | $395K | 0.2%Prev: 0.2% | 3,304 SH | Increased+2,891 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $3.0M | 1.5% | 10,870 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.6M | 0.8%Prev: 0.2% | 18,445 SH | Increased+17,386 SH |
| VISA INC | COM CL A | $1.9M | 1.0%Prev: 1.6% | 5,509 SH | Decreased-1,462 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $16.2M | 8.3%Prev: 8.0% | 320,992 SH | Increased+72,313 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 |