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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $369K | 0.2% | 1,180 SH | New |
| AMAZON COM INC | COM | $1.8M | 0.8%Prev: 0.5% | 7,880 SH | Increased+3,715 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $837K | 0.4%Prev: 0.4% | 8,203 SH | Increased+25 SH |
| APPLE INC | COM | $3.9M | 1.6%Prev: 1.5% | 14,392 SH | Increased+2,719 SH |
| APPLIED MATLS INC | COM | $234K | 0.1% | 910 SH | New |
| BROOKFIELD CORP | CL A LTD VT SH | $496K | 0.2%Prev: 0.3% | 10,812 SH | Increased+3,604 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $379K | 0.2%Prev: 0.2% | 9,566 SH | Increased+900 SH |
| DISNEY WALT CO | COM | $221K | 0.1%Prev: 0.1% | 1,942 SH | Decreased-79 SH |
| ELI LILLY & CO | COM | $2.5M | 1.0%Prev: 0.9% | 2,317 SH | Increased-10 SH |
| EXXON MOBIL CORP | COM | $411K | 0.2%Prev: 0.2% | 3,416 SH | Increased |
| HCA HEALTHCARE INC | COM | $416K | 0.2%Prev: 0.2% | 891 SH | Increased |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $3.4M | 1.4%Prev: 1.9% | 175,486 SH | Decreased-16,651 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $3.2M | 1.3%Prev: 1.5% | 159,595 SH | Increased+7,873 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $1.6M | 0.7%Prev: 0.3% | 77,675 SH | Increased+47,134 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $689K | 0.3%Prev: 0.4% | 3,598 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $494K | 0.2%Prev: 0.2% | 805 SH | Increased+17 SH |
| ISHARES INC | MSCI EMRG CHN | $218K | 0.1%Prev: 0.2% | 3,002 SH | Decreased-1,447 SH |
| ISHARES TR | CORE MSCI TOTAL | $417K | 0.2%Prev: 0.2% | 4,925 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $246K | 0.1%Prev: 0.1% | 2,050 SH | Increased+10 SH |
| ISHARES TR | CORE S&P TTL STK | $3.4M | 1.4%Prev: 1.7% | 22,540 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.5%Prev: 0.4% | 1,641 SH | Increased+395 SH |
| ISHARES TR | RUS 1000 ETF | $361K | 0.2%Prev: 0.2% | 966 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $397K | 0.2%Prev: 0.2% | 1,614 SH | Increased |
| META PLATFORMS INC | CL A | $505K | 0.2%Prev: 0.2% | 765 SH | Increased+272 SH |
| MICROSOFT CORP | COM | $1.8M | 0.8%Prev: 1.0% | 3,761 SH | Decreased+25 SH |
| NVIDIA CORPORATION | COM | $691K | 0.3%Prev: 0.1% | 3,705 SH | Increased+2,375 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $302K | 0.1% | 1,700 SH | New |
| QXO INC | COM NEW | $307K | 0.1%Prev: 0.2% | 15,930 SH | Increased |
| ROCKET LAB CORP | COM | $279K | 0.1% | 4,000 SH | New |
| S&P GLOBAL INC | COM | $485K | 0.2%Prev: 0.2% | 928 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $208K | 0.1% | 4,608 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $409K | 0.2%Prev: 0.2% | 14,907 SH | Decreased-254 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $355K | 0.1% | 520 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $1.3M | 0.6%Prev: 0.7% | 3,355 SH | Decreased |
| TYLER TECHNOLOGIES INC | COM | $749K | 0.3%Prev: 0.4% | 1,649 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $249K | 0.1%Prev: 0.1% | 3,158 SH | Increased+41 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $31.9M | 13.4%Prev: 12.2% | 430,069 SH | Increased+111,858 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $47.8M | 20.2%Prev: 19.0% | 228,681 SH | Increased+51,451 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 0.5%Prev: 0.6% | 2,256 SH | Decreased-257 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $58.7M | 24.8%Prev: 25.0% | 93,676 SH | Increased+14,125 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.3M | 3.1%Prev: 4.1% | 21,781 SH | Decreased-2,828 SH |
| VANGUARD INDEX FDS | VALUE ETF | $593K | 0.3%Prev: 0.2% | 3,107 SH | Increased+597 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $584K | 0.2%Prev: 0.3% | 10,854 SH | Increased+343 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.5%Prev: 0.6% | 21,763 SH | Increased+117 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.4M | 0.6%Prev: 0.7% | 22,655 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $37.9M | 16.0%Prev: 13.1% | 502,297 SH | Increased+153,525 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $13.0M | 5.5%Prev: 6.9% | 207,832 SH | Decreased-15,958 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $366K | 0.2% | 2,551 SH | New |
| XPO INC | COM | $794K | 0.3%Prev: 0.4% | 5,844 SH | Increased |
| 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 |