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CIK 0001820681 • 7 13F filings • Apr 11, 2025 – Oct 16, 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 | $575K | 0.2% | 3,915 SH | |
| ABBVIE INC | COM | $245K | 0.1% | 1,171 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $211K | 0.1% | 677 SH | |
| AFLAC INC | COM | $208K | 0.1% | 1,867 SH | |
| ALPHABET INC | CAP STK CL A | $1.0M | 0.3% | 6,523 SH | |
| ALPHABET INC | CAP STK CL C | $6.3M | 2.1% | 40,645 SH | |
| AMAZON COM INC | COM | $9.1M | 2.9% | 47,647 SH | |
| APPLE INC | COM | $9.9M | 3.2% | 44,421 SH | |
| AUTODESK INC | COM | $3.5M | 1.1% | 13,370 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $244K | 0.1% | 800 SH | |
| BANCO SANTANDER S.A. | ADR | $166K | 0.1% | 24,789 SH | |
| BANK AMERICA CORP | COM | $1.1M | 0.4% | 26,562 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.6M | 0.5% | 2 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.4M | 0.8% | 4,423 SH | |
| BROADCOM INC | COM | $2.2M | 0.7% | 13,292 SH | |
| COCA COLA CO | COM | $646K | 0.2% | 9,022 SH | |
| COLUMBIA ETF TR II | EM CORE EX ETF | $422K | 0.1% | 14,289 SH | |
| CORTEVA INC | COM | $1.0M | 0.3% | 16,587 SH | |
| COSTCO WHSL CORP NEW | COM | $5.4M | 1.8% | 5,735 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $2.9M | 0.9% | 8,229 SH | |
| CSX CORP | COM | $208K | 0.1% | 7,084 SH | |
| DOW INC | COM | $664K | 0.2% | 19,026 SH | |
| DUPONT DE NEMOURS INC | COM | $1.2M | 0.4% | 16,346 SH | |
| ELI LILLY & CO | COM | $9.8M | 3.2% | 11,816 SH | |
| FIDELITY COVINGTON TRUST | DIVID ETF RISI | $346K | 0.1% | 6,932 SH | |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | $304K | 0.1% | 14,162 SH | |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | $592K | 0.2% | 9,758 SH | |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $442K | 0.1% | 16,087 SH | |
| GE AEROSPACE | COM NEW | $768K | 0.2% | 3,836 SH | |
| GE VERNOVA INC | COM | $269K | 0.1% | 882 SH | |
| HEICO CORP NEW | COM | $3.3M | 1.1% | 12,318 SH | |
| HOME DEPOT INC | COM | $494K | 0.2% | 1,348 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $813K | 0.3% | 17,660 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $4.5M | 1.5% | 49,537 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $623K | 0.2% | 1,329 SH | |
| ISHARES INC | MSCI EMERG MRKT | $413K | 0.1% | 7,086 SH | |
| ISHARES TR | CORE MSCI TOTAL | $725K | 0.2% | 10,385 SH | |
| ISHARES TR | CORE S&P TTL STK | $2.4M | 0.8% | 20,050 SH | |
| ISHARES TR | CORE S&P500 ETF | $32.1M | 10.4% | 57,059 SH | |
| ISHARES TR | CORE TOTAL USD | $297K | 0.1% | 6,443 SH | |
| ISHARES TR | CORE US AGGBD ET | $22.1M | 7.2% | 223,862 SH | |
| ISHARES TR | IBONDS DEC 29 | $1.5M | 0.5% | 64,185 SH | |
| ISHARES TR | ISHARES BIOTECH | $3.1M | 1.0% | 24,000 SH | |
| ISHARES TR | MBS ETF | $6.9M | 2.3% | 74,027 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $205K | 0.1% | 2,871 SH | |
| ISHARES TR | MSCI INTL QUALTY | $768K | 0.2% | 19,341 SH | |
| ISHARES TR | MSCI USA MIN VOL | $909K | 0.3% | 9,705 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $2.5M | 0.8% | 7,004 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.2M | 0.4% | 6,495 SH | |
| ISHARES TR | RUS MD CP GR ETF | $382K | 0.1% | 3,250 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $311K | 0.1% | 2,465 SH | |
| ISHARES TR | U.S. MED DVC ETF | $3.6M | 1.2% | 60,172 SH | |
| ISHARES TR | ULTRA SHORT-TERM | $8.0M | 2.6% | 158,211 SH | |
| ISHARES TR | US TREAS BD ETF | $14.2M | 4.6% | 619,114 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $4.0M | 1.3% | 70,065 SH | |
| JPMORGAN CHASE & CO. | COM | $4.3M | 1.4% | 17,459 SH | |
| META PLATFORMS INC | CL A | $6.7M | 2.2% | 11,645 SH | |
| MICROSOFT CORP | COM | $16.2M | 5.3% | 43,046 SH | |
| NEXTERA ENERGY INC | COM | $284K | 0.1% | 4,003 SH | |
| NIKE INC | CL B | $210K | 0.1% | 3,311 SH | |
| NORTHROP GRUMMAN CORP | COM | $570K | 0.2% | 1,113 SH | |
| NVIDIA CORPORATION | COM | $3.9M | 1.3% | 35,640 SH | |
| OCCIDENTAL PETE CORP | COM | $400K | 0.1% | 8,098 SH | |
| ORACLE CORP | COM | $442K | 0.1% | 3,164 SH | |
| PALO ALTO NETWORKS INC | COM | $3.0M | 1.0% | 17,729 SH | |
| PFIZER INC | COM | $290K | 0.1% | 11,425 SH | |
| S&P GLOBAL INC | COM | $2.8M | 0.9% | 5,461 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $296K | 0.1% | 10,752 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.6M | 1.2% | 144,051 SH | |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $408K | 0.1% | 9,746 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $261K | 0.1% | 1,788 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $6.2M | 2.0% | 30,112 SH | |
| SPDR GOLD TR | GOLD SHS | $309K | 0.1% | 1,071 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 0.5% | 2,532 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $560K | 0.2% | 21,932 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $271K | 0.1% | 3,375 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $6.2M | 2.0% | 121,015 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $326K | 0.1% | 4,164 SH | |
| STARBUCKS CORP | COM | $1.2M | 0.4% | 11,782 SH | |
| STRYKER CORPORATION | COM | $4.5M | 1.4% | 11,984 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $3.1M | 1.0% | 18,552 SH | |
| TESLA INC | COM | $610K | 0.2% | 2,355 SH | |
| TRANSDIGM GROUP INC | COM | $3.8M | 1.2% | 2,748 SH | |
| UNITEDHEALTH GROUP INC | COM | $3.7M | 1.2% | 7,053 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $1.1M | 0.4% | 39,173 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $6.0M | 1.9% | 67,692 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $713K | 0.2% | 3,371 SH | |
| VANECK ETF TRUST | URANIUM AND NUCL | $1.7M | 0.5% | 22,550 SH | |
| VANECK MERK GOLD ETF | GOLD SHS | $317K | 0.1% | 10,532 SH | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $206K | 0.1% | 2,089 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $346K | 0.1% | 4,125 SH | |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $612K | 0.2% | 6,345 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $400K | 0.1% | 1,080 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $316K | 0.1% | 1,292 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $358K | 0.1% | 2,228 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $295K | 0.1% | 1,141 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 0.4% | 2,346 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $281K | 0.1% | 1,507 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.0M | 0.3% | 5,804 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.0M | 0.7% | 33,482 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.2M | 0.7% | 43,420 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $396K | 0.1% | 6,744 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $345K | 0.1% | 3,723 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.1M | 0.4% | 4,363 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $17.5M | 5.7% | 90,395 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $549K | 0.2% | 10,793 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.8M | 0.6% | 14,261 SH | |
| VEEVA SYS INC | CL A COM | $3.5M | 1.2% | 15,285 SH | |
| VISA INC | COM CL A | $3.5M | 1.1% | 9,844 SH | |
| WALMART INC | COM | $5.1M | 1.6% | 57,803 SH |
| 13F-HR |
| 0001951757-25-001312 |
| $366.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000994 | $392.8M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001029 | $346.7M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000608 | $331.4M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000328 | $307.8M | View |