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CIK 0002149018 • 1 13F filing • Aug 7, 2026 – Aug 7, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC COM | Stock | $527K | 0.1% | 2,094 SH | |
| ALLSTATE CORP COM | Stock | $888K | 0.2% | 3,731 SH | |
| ALPHABET INC CAP STK CL C | Stock | $275K | 0.1% | 777 SH | |
| ALTRIA GROUP INC COM | Stock | $1.2M | 0.3% | 16,800 SH | |
| AMAZON COM INC COM | Stock | $2.1M | 0.5% | 8,930 SH | |
| AMERICAN ELEC PWR CO INC COM | Stock | $639K | 0.1% | 4,669 SH | |
| AMERICAN WTR WKS CO INC NEW COM | Stock | $715K | 0.2% | 5,431 SH | |
| APPLE INC COM | Stock | $5.7M | 1.3% | 19,764 SH | |
| AT&T INC COM | Stock | $1.1M | 0.2% | 52,091 SH | |
| ATMOS ENERGY CORP COM | Stock | $327K | 0.1% | 1,899 SH | |
| AURORA INNOVATION INC CLASS A COM | Stock | $8.0M | 1.9% | 1,178,653 SH | |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | $4.4M | 1.0% | 8,758 SH | |
| BLOOM ENERGY CORP COM CL A | Stock | $4.8M | 1.1% | 15,992 SH | |
| BP PLC SPONSORED ADR | ADR | $289K | 0.1% | 7,832 SH | |
| CENTERPOINT ENERGY INC COM | Stock | $470K | 0.1% | 10,676 SH | |
| CHEVRON CORPORATION COM | Stock | $661K | 0.2% | 3,985 SH | |
| CINCINNATI FINL CORP COM | Stock | $458K | 0.1% | 2,473 SH | |
| COCA COLA CO COM | Stock | $714K | 0.2% | 8,787 SH | |
| CRISPR THERAPEUTICS AG NAMEN AKT | Stock | $3.8M | 0.9% | 69,060 SH | |
| CVS HEALTH CORP COM | Stock | $514K | 0.1% | 4,967 SH | |
| DEVON ENERGY CORP NEW COM | Stock | $385K | 0.1% | 9,313 SH | |
| DIAMONDBACK ENERGY INC COM | Stock | $291K | 0.1% | 1,658 SH | |
| DUKE ENERGY CORP NEW COM NEW | Stock | $426K | 0.1% | 3,367 SH | |
| EXELON CORP COM | Stock | $555K | 0.1% | 11,899 SH | |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | $1.5M | 0.3% | 10,729 SH | |
| GE AEROSPACE COM NEW | Stock | $1.3M | 0.3% | 3,429 SH | |
| GE VERNOVA INC COM | Stock | $995K | 0.2% | 847 SH | |
| GQG US EQUITY ETF | ETF | $275K | 0.1% | 10,813 SH | |
| HDFC BANK LTD SPONSORED ADS | ADR | $9.1M | 2.1% | 351,228 SH | |
| HERSHEY CO COM | Stock | $348K | 0.1% | 1,982 SH | |
| ICICI BANK LIMITED ADR | ADR | $330K | 0.1% | 11,381 SH | |
| INTUITIVE SURGICAL INC COM NEW | Stock | $233K | 0.1% | 586 SH | |
| INVESCO QQQ TRUST SERIES I | ETF | $745K | 0.2% | 1,012 SH | |
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | $1.4M | 0.3% | 14,281 SH | |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | ETF | $20.6M | 4.8% | 391,169 SH | |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | $18.6M | 4.3% | 223,937 SH | |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | ETF | $26.6M | 6.1% | 508,683 SH | |
| ISHARES GOLD TRUST | ETF | $26.8M | 6.2% | 355,328 SH | |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | ETF | $26.8M | 6.2% | 654,401 SH | |
| ISHARES MSCI INDIA ETF | ETF | $13.4M | 3.1% | 271,062 SH | |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | $16.7M | 3.9% | 48,732 SH | |
| ISHARES SHORT DURATION BOND ACTIVE ETF | ETF | $917K | 0.2% | 18,091 SH | |
| ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | ETF | $322K | 0.1% | 6,380 SH | |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | $67.6M | 15.6% | 993,630 SH | |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | $3.9M | 0.9% | 77,195 SH | |
| MCDONALDS CORP COM | Stock | $398K | 0.1% | 1,471 SH | |
| MCKESSON CORP COM | Stock | $206K | 0.0% | 273 SH | |
| META PLATFORMS INC CL A | Stock | $2.0M | 0.5% | 3,611 SH | |
| MICROSOFT CORP COM | Stock | $1.4M | 0.3% | 3,692 SH | |
| NEXTERA ENERGY INC COM | Stock | $388K | 0.1% | 4,417 SH | |
| NOVARTIS AG SPONSORED ADR | ADR | $681K | 0.2% | 4,346 SH | |
| NVIDIA CORPORATION COM | Stock | $20.0M | 4.6% | 99,777 SH | |
| ORACLE CORP COM | Stock | $679K | 0.2% | 4,634 SH | |
| PEPSICO INC COM | Stock | $555K | 0.1% | 4,096 SH | |
| PHILIP MORRIS INTL INC COM | Stock | $1.3M | 0.3% | 7,000 SH | |
| PROGRESSIVE CORP COM | Stock | $795K | 0.2% | 3,641 SH | |
| QUANTUMSCAPE CORP COM CL A | Stock | $310K | 0.1% | 41,041 SH | |
| REDDIT INC CL A | Stock | $319K | 0.1% | 1,838 SH | |
| RENAISSANCERE HLDGS LTD COM | Stock | $363K | 0.1% | 1,145 SH | |
| ROCKET LAB CORP COM | Stock | $3.2M | 0.7% | 31,002 SH | |
| SERVICETITAN INC SHS CL A | Stock | $1.2M | 0.3% | 16,776 SH | |
| STATE STR CORP COM | Stock | $241K | 0.1% | 1,421 SH | |
| STATE STREET SPDR S&P METALS & MINING ETF | ETF | $7.8M | 1.8% | 72,892 SH | |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | ETF | $354K | 0.1% | 7,803 SH | |
| TESLA INC COM | Stock | $12.7M | 2.9% | 30,288 SH | |
| THE CIGNA GROUP COM | Stock | $819K | 0.2% | 2,972 SH | |
| TRAVELERS COMPANIES INC COM | Stock | $308K | 0.1% | 933 SH | |
| UBER TECHNOLOGIES INC COM | Stock | $1.3M | 0.3% | 18,360 SH | |
| VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | ETF | $16.6M | 3.8% | 650,752 SH | |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | $33.2M | 7.7% | 277,415 SH | |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF | ETF | $27.1M | 6.2% | 136,988 SH | |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | ETF | $858K | 0.2% | 2,317 SH | |
| VANGUARD S&P 500 ETF | ETF | $211K | 0.0% | 307 SH | |
| VANGUARD SHORT-TERM BOND ETF | ETF | $7.3M | 1.7% | 93,651 SH | |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | $311K | 0.1% | 6,151 SH | |
| VANGUARD TOTAL BOND MARKET ETF | ETF | $9.9M | 2.3% | 134,952 SH | |
| VANGUARD TOTAL WORLD STOCK ETF | ETF | $1.3M | 0.3% | 8,190 SH | |
| VERIZON COMMUNICATIONS INC COM | Stock | $1.1M | 0.3% | 26,555 SH | |
| XCEL ENERGY INC COM | Stock | $466K | 0.1% | 5,804 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001765380-26-000310 | $433.3M | View |