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CIK 0002065074 • 6 13F filings • May 2, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $391K | 0.3%Prev: 0.3% | 1,556 SH | Decreased-300 SH |
| ALPHABET INC | CAP STK CL A | $920K | 0.6%Prev: 0.5% | 2,761 SH | Increased |
| ALPHABET INC | CAP STK CL C | $929K | 0.6%Prev: 0.4% | 2,784 SH | Increased+266 SH |
| AMAZON COM INC | COM | $1.1M | 0.7%Prev: 0.5% | 4,625 SH | Increased+1,197 SH |
| APPLE INC | COM | $3.9M | 2.6%Prev: 2.9% | 15,371 SH | Decreased-722 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.9%Prev: 0.8% | 2,785 SH | Increased+504 SH |
| BOEING CO | COM | $1.5M | 1.0%Prev: 0.9% | 6,025 SH | Increased |
| CARRIER GLOBAL CORPORATION | COM | $290K | 0.2%Prev: 0.2% | 5,059 SH | Increased |
| CHEVRON CORP NEW | COM | $429K | 0.3%Prev: 0.3% | 2,559 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $537K | 0.4% | 550 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $12.6M | 8.4%Prev: 11.7% | 164,646 SH | Decreased-12,947 SH |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | $5.6M | 3.7%Prev: 3.9% | 34,785 SH | Increased-1,494 SH |
| ISHARES TR | MSCI EAFE MIN VL | $868K | 0.6%Prev: 0.6% | 9,805 SH | Increased+80 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $2.9M | 1.9% | 99,897 SH | New |
| MARATHON PETE CORP | COM | $239K | 0.2%Prev: 0.2% | 1,384 SH | Decreased |
| META PLATFORMS INC | CL A | $280K | 0.2%Prev: 0.2% | 417 SH | Increased+96 SH |
| MICROSOFT CORP | COM | $291K | 0.2%Prev: 0.2% | 619 SH | Increased+67 SH |
| NIKE INC | CL B | $5.4M | 3.6%Prev: 4.0% | 83,764 SH | Decreased+183 SH |
| NORFOLK SOUTHN CORP | COM | $368K | 0.2%Prev: 0.3% | 1,278 SH | Decreased |
| NVIDIA CORPORATION | COM | $2.0M | 1.3%Prev: 1.5% | 10,710 SH | Decreased-1,365 SH |
| OTIS WORLDWIDE CORP | COM | $230K | 0.2%Prev: 0.2% | 2,540 SH | Decreased |
| RTX CORPORATION | COM | $1.1M | 0.7%Prev: 0.7% | 5,542 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $214K | 0.1%Prev: 0.1% | 7,842 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $28.1M | 18.7%Prev: 14.6% | 60,526 SH | Increased+5,134 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $217K | 0.1%Prev: 0.3% | 4,706 SH | Decreased-4,031 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $685K | 0.5%Prev: 0.5% | 989 SH | Increased |
| STARBUCKS CORP | COM | $806K | 0.5%Prev: 0.5% | 8,372 SH | Increased+1 SH |
| STRATEGY INC | CL A NEW | $2.2M | 1.4%Prev: 2.9% | 13,517 SH | Decreased-1,390 SH |
| TJX COS INC NEW | COM | $427K | 0.3%Prev: 0.3% | 2,846 SH | Decreased-650 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.8M | 1.9%Prev: 1.9% | 5,745 SH | Increased+100 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $226K | 0.2%Prev: 0.2% | 355 SH | Increased+1 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.8M | 1.2%Prev: 1.0% | 7,827 SH | Increased+663 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $620K | 0.4%Prev: 0.3% | 10,884 SH | Increased+3,115 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.2M | 0.8%Prev: 0.7% | 14,988 SH | Increased+731 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $678K | 0.5%Prev: 0.4% | 10,266 SH | Increased+1,925 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $4.5M | 3.0%Prev: 2.8% | 30,077 SH | Increased+1,222 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $62.7M | 41.7%Prev: 42.9% | 1,242,649 SH | Increased+24,642 SH |
| 13F-HR |
| 0002065074-26-000003 |
| $139.6M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004842 | $150.5M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0002065074-26-000002 | $139.4M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002544 | $118.1M | View |