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CIK 0002020781 • 7 13F filings • Apr 17, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $808K | 0.5% | 4,245 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $680K | 0.4% | 7,803 SH | |
| APPLE INC | COM | $2.6M | 1.6% | 11,673 SH | |
| BROOKFIELD CORP | CL A LTD VT SH | $378K | 0.2% | 7,208 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $286K | 0.2% | 8,666 SH | |
| DISNEY WALT CO | COM | $210K | 0.1% | 2,124 SH | |
| ELI LILLY & CO | COM | $1.9M | 1.2% | 2,327 SH | |
| EXXON MOBIL CORP | COM | $410K | 0.3% | 3,448 SH | |
| HCA HEALTHCARE INC | COM | $308K | 0.2% | 891 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $2.6M | 1.6% | 124,400 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $3.3M | 2.1% | 170,927 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $2.6M | 1.6% | 131,177 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $253K | 0.2% | 12,426 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $623K | 0.4% | 3,598 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $368K | 0.2% | 786 SH | |
| ISHARES INC | MSCI EMRG CHN | $244K | 0.2% | 4,437 SH | |
| ISHARES TR | CALIF MUN BD ETF | $720K | 0.4% | 12,798 SH | |
| ISHARES TR | CORE MSCI TOTAL | $344K | 0.2% | 4,925 SH | |
| ISHARES TR | CORE S&P SCP ETF | $213K | 0.1% | 2,040 SH | |
| ISHARES TR | CORE S&P TTL STK | $2.8M | 1.7% | 22,540 SH | |
| ISHARES TR | CORE S&P500 ETF | $700K | 0.4% | 1,245 SH | |
| ISHARES TR | RUS 1000 ETF | $296K | 0.2% | 966 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $322K | 0.2% | 1,614 SH | |
| META PLATFORMS INC | CL A | $284K | 0.2% | 493 SH | |
| MICROSOFT CORP | COM | $1.4M | 0.9% | 3,736 SH | |
| QXO INC | COM NEW | $216K | 0.1% | 15,930 SH | |
| S&P GLOBAL INC | COM | $472K | 0.3% | 928 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $423K | 0.3% | 15,126 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $1.3M | 0.8% | 3,857 SH | |
| TYLER TECHNOLOGIES INC | COM | $959K | 0.6% | 1,649 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $239K | 0.1% | 3,058 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $24.7M | 15.3% | 336,150 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $28.1M | 17.4% | 162,972 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $932K | 0.6% | 2,512 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $37.4M | 23.1% | 72,780 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.8M | 4.2% | 24,600 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $434K | 0.3% | 2,510 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $474K | 0.3% | 10,480 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $252K | 0.2% | 5,055 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.7% | 21,646 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $661K | 0.4% | 11,120 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $244K | 0.2% | 3,087 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $260K | 0.2% | 1,338 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $20.2M | 12.5% | 325,427 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $11.3M | 7.0% | 221,866 SH | |
| XPO INC | COM | $629K | 0.4% | 5,844 SH |
| 13F-HR |
| 0002020781-25-000002 |
| $194.7M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0002020781-26-000006 | $310.9M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003868 | $226.4M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002020781-26-000004 | $254.6M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002133 | $161.6M | View |