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CIK 0002044675 • 5 13F filings • Apr 22, 2025 – Jul 22, 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 | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $300K | 0.3% | 2,045 SH | |
| ABBOTT LABS | COM | $1.1M | 1.0% | 8,386 SH | |
| ABBVIE INC | COM | $1.2M | 1.0% | 5,631 SH | |
| ADVANCED MICRO DEVICES INC | COM | $520K | 0.4% | 5,058 SH | |
| ALPHABET INC | CAP STK CL A | $1.3M | 1.2% | 8,718 SH | |
| ALTRIA GROUP INC | COM | $324K | 0.3% | 5,399 SH | |
| AMAZON COM INC | COM | $2.2M | 1.9% | 11,466 SH | |
| AMERICAN EXPRESS CO | COM | $362K | 0.3% | 1,345 SH | |
| AMERICAN TOWER CORP NEW | COM | $913K | 0.8% | 4,196 SH | |
| AMGEN INC | COM | $344K | 0.3% | 1,104 SH | |
| APPLE INC | COM | $7.8M | 6.7% | 34,925 SH | |
| AT&T INC | COM | $404K | 0.3% | 14,298 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $212K | 0.2% | 694 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $682K | 0.6% | 1,280 SH | |
| BLACKROCK INC | COM | $2.1M | 1.8% | 2,173 SH | |
| BLACKSTONE INC | COM | $565K | 0.5% | 4,041 SH | |
| BROADCOM INC | COM | $286K | 0.2% | 1,709 SH | |
| CHEVRON CORP NEW | COM | $724K | 0.6% | 4,326 SH | |
| CISCO SYS INC | COM | $1.0M | 0.9% | 16,857 SH | |
| COMCAST CORP NEW | CL A | $248K | 0.2% | 6,731 SH | |
| COSTCO WHSL CORP NEW | COM | $1.6M | 1.4% | 1,705 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $366K | 0.3% | 1,039 SH | |
| DISNEY WALT CO | COM | $693K | 0.6% | 7,023 SH | |
| ELI LILLY & CO | COM | $1.4M | 1.2% | 1,659 SH | |
| EXXON MOBIL CORP | COM | $905K | 0.8% | 7,612 SH | |
| FEDEX CORP | COM | $704K | 0.6% | 2,889 SH | |
| FS KKR CAP CORP | COM | $211K | 0.2% | 10,078 SH | |
| GE AEROSPACE | COM NEW | $438K | 0.4% | 2,188 SH | |
| HERSHEY CO | COM | $553K | 0.5% | 3,233 SH | |
| HOME DEPOT INC | COM | $2.0M | 1.7% | 5,333 SH | |
| HONEYWELL INTL INC | COM | $373K | 0.3% | 1,760 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $882K | 0.8% | 3,547 SH | |
| ISHARES TR | 10+ YR INVST GRD | $4.9M | 4.3% | 98,524 SH | |
| ISHARES TR | CORE HIGH DV ETF | $398K | 0.3% | 3,286 SH | |
| ISHARES TR | CORE S&P500 ETF | $349K | 0.3% | 621 SH | |
| ISHARES TR | CRE U S REIT ETF | $1.3M | 1.1% | 22,082 SH | |
| ISHARES TR | EAFE GRWTH ETF | $1.6M | 1.4% | 16,136 SH | |
| ISHARES TR | EAFE VALUE ETF | $4.8M | 4.1% | 80,721 SH | |
| ISHARES TR | GLOBAL TECH ETF | $1.4M | 1.3% | 19,102 SH | |
| ISHARES TR | MSCI ACWI ETF | $1.4M | 1.2% | 11,614 SH | |
| ISHARES TR | MSCI INTL QUALTY | $2.6M | 2.2% | 65,240 SH | |
| ISHARES TR | MSCI USA QLT FCT | $5.0M | 4.3% | 29,250 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $351K | 0.3% | 6,891 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $479K | 0.4% | 8,377 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $497K | 0.4% | 9,769 SH | |
| JOHNSON & JOHNSON | COM | $2.4M | 2.1% | 14,304 SH | |
| JPMORGAN CHASE & CO. | COM | $2.7M | 2.3% | 10,919 SH | |
| LOCKHEED MARTIN CORP | COM | $607K | 0.5% | 1,358 SH | |
| MCDONALDS CORP | COM | $373K | 0.3% | 1,194 SH | |
| MEDTRONIC PLC | SHS | $734K | 0.6% | 8,164 SH | |
| MERCK & CO INC | COM | $571K | 0.5% | 6,361 SH | |
| META PLATFORMS INC | CL A | $204K | 0.2% | 354 SH | |
| MICROSOFT CORP | COM | $4.1M | 3.5% | 10,881 SH | |
| MONDELEZ INTL INC | CL A | $201K | 0.2% | 2,966 SH | |
| MOODYS CORP | COM | $233K | 0.2% | 500 SH | |
| NETFLIX INC | COM | $844K | 0.7% | 905 SH | |
| NVIDIA CORPORATION | COM | $2.0M | 1.7% | 18,508 SH | |
| ORACLE CORP | COM | $796K | 0.7% | 5,691 SH | |
| PALO ALTO NETWORKS INC | COM | $645K | 0.6% | 3,777 SH | |
| PEPSICO INC | COM | $924K | 0.8% | 6,163 SH | |
| PHILIP MORRIS INTL INC | COM | $918K | 0.8% | 5,783 SH | |
| PPL CORP | COM | $1.1M | 1.0% | 31,463 SH | |
| PROCTER AND GAMBLE CO | COM | $1.2M | 1.0% | 7,005 SH | |
| PROLOGIS INC. | COM | $1.1M | 0.9% | 9,710 SH | |
| PUBLIC STORAGE OPER CO | COM | $625K | 0.5% | 2,089 SH | |
| QUALCOMM INC | COM | $1.1M | 0.9% | 6,978 SH | |
| SALESFORCE INC | COM | $1.1M | 0.9% | 4,031 SH | |
| SCHWAB CHARLES CORP | COM | $260K | 0.2% | 3,316 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $829K | 0.7% | 5,677 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $1.2M | 1.1% | 15,705 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.9M | 2.5% | 74,594 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $476K | 0.4% | 18,639 SH | |
| SPDR SER TR | PORTFOLIO S&P400 | $2.4M | 2.1% | 47,649 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $4.1M | 3.5% | 99,612 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $2.4M | 2.1% | 30,312 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $2.7M | 2.3% | 52,660 SH | |
| SPDR SER TR | S&P 400 MDCP VAL | $1.9M | 1.7% | 24,928 SH | |
| SPDR SER TR | S&P DIVID ETF | $3.5M | 3.0% | 25,705 SH | |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $1.3M | 1.1% | 30,950 SH | |
| SSGA ACTIVE TR | SPDR DBLELN EMRG | $936K | 0.8% | 21,721 SH | |
| STARBUCKS CORP | COM | $357K | 0.3% | 3,642 SH | |
| TARGET CORP | COM | $430K | 0.4% | 4,121 SH | |
| UNITED PARCEL SERVICE INC | CL B | $434K | 0.4% | 3,949 SH | |
| UNITEDHEALTH GROUP INC | COM | $2.3M | 2.0% | 4,471 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $450K | 0.4% | 1,639 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $786K | 0.7% | 9,610 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $321K | 0.3% | 1,657 SH | |
| VISA INC | COM CL A | $1.5M | 1.3% | 4,221 SH | |
| WALMART INC | COM | $1.9M | 1.7% | 21,892 SH |
| 13F-HR |
| 0002044675-25-000010 |
| $134.0M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002044675-26-000006 | $165.9M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002044675-26-000004 | $141.4M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0002044675-25-000002 | $115.6M | View |