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CIK 0001843253 • 5 13F filings • Aug 18, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $2.5M | 25.4%Prev: 27.1% | 10,721 SH | Increased-4 SH |
| APPLE INC | COM | $671K | 6.9%Prev: 7.3% | 2,469 SH | Increased-14 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $343K | 3.5%Prev: 4.1% | 682 SH | Decreased-27 SH |
| BOEING CO | COM | $229K | 2.4%Prev: 2.6% | 1,053 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $471K | 4.8%Prev: 6.3% | 547 SH | Decreased-41 SH |
| INTERNATIONAL BUSINESS | COM | $793K | 8.1% | 2,676 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $919K | 9.5%Prev: 6.3% | 9,159 SH | Increased+3,751 SH |
| MICROSOFT CORP | COM | $1.9M | 19.1%Prev: 23.0% | 3,841 SH | Decreased-17 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $203K | 2.1% | 297 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $358K | 3.7% | 3,916 SH | New |
| TESLA INC | COM | $1.0M | 10.6%Prev: 11.7% | 2,299 SH | Increased+13 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $374K | 3.8%Prev: 4.4% | 1,117 SH | Decreased-38 SH |
| 13F-HR |
| 0001214659-26-010084 |
| $5.6M |
| View |
| Aug 18, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012381 | $8.3M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006141 | $6.6M | View |