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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 | $433K | 0.2% | 1,507 SH | New |
| ALPHABET INC | CAP STK CL C | $260K | 0.1% | 905 SH | New |
| AMAZON COM INC | COM | $1.7M | 0.7%Prev: 0.5% | 8,244 SH | Increased+3,999 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $908K | 0.4%Prev: 0.4% | 8,221 SH | Increased+418 SH |
| APPLE INC | COM | $3.8M | 1.5%Prev: 1.6% | 15,058 SH | Increased+3,385 SH |
| APPLIED MATLS INC | COM | $311K | 0.1% | 910 SH | New |
| BROOKFIELD CORP | CL A LTD VT SH | $438K | 0.2%Prev: 0.2% | 10,812 SH | Increased+3,604 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $372K | 0.1%Prev: 0.2% | 9,566 SH | Increased+900 SH |
| ELI LILLY & CO | COM | $2.1M | 0.8%Prev: 1.2% | 2,331 SH | Increased+4 SH |
| EXXON MOBIL CORP | COM | $598K | 0.2%Prev: 0.3% | 3,524 SH | Increased+76 SH |
| HCA HEALTHCARE INC | COM | $422K | 0.2%Prev: 0.2% | 891 SH | Increased |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $3.8M | 1.5%Prev: 2.1% | 194,906 SH | Increased+23,979 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $3.5M | 1.4%Prev: 1.6% | 178,875 SH | Increased+47,698 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $2.0M | 0.8%Prev: 0.2% | 97,203 SH | Increased+84,777 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $691K | 0.3%Prev: 0.4% | 3,598 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $651K | 0.3%Prev: 0.2% | 1,129 SH | Increased+343 SH |
| ISHARES INC | MSCI EMRG CHN | $236K | 0.1%Prev: 0.2% | 3,002 SH | Decreased-1,435 SH |
| ISHARES TR | CORE MSCI EAFE | $218K | 0.1% | 2,412 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $427K | 0.2%Prev: 0.2% | 4,925 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $255K | 0.1%Prev: 0.1% | 2,050 SH | Increased+10 SH |
| ISHARES TR | CORE S&P TTL STK | $3.2M | 1.3%Prev: 1.7% | 22,540 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $866K | 0.3%Prev: 0.4% | 1,325 SH | Increased+80 SH |
| ISHARES TR | RUS 1000 ETF | $344K | 0.1%Prev: 0.2% | 966 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $400K | 0.2%Prev: 0.2% | 1,614 SH | Increased |
| META PLATFORMS INC | CL A | $466K | 0.2%Prev: 0.2% | 814 SH | Increased+321 SH |
| MICROSOFT CORP | COM | $1.5M | 0.6%Prev: 0.9% | 4,137 SH | Increased+401 SH |
| NVIDIA CORPORATION | COM | $1.0M | 0.4% | 6,014 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $249K | 0.1% | 1,705 SH | New |
| QXO INC | COM NEW | $309K | 0.1%Prev: 0.1% | 15,930 SH | Increased |
| ROCKET LAB CORP | COM | $259K | 0.1% | 4,033 SH | New |
| S&P GLOBAL INC | COM | $227K | 0.1%Prev: 0.3% | 534 SH | Decreased-394 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $250K | 0.1% | 5,117 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $457K | 0.2%Prev: 0.3% | 14,907 SH | Increased-219 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $251K | 0.1% | 1,887 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $339K | 0.1% | 521 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $1.4M | 0.5%Prev: 0.8% | 3,355 SH | Increased-502 SH |
| TYLER TECHNOLOGIES INC | COM | $511K | 0.2%Prev: 0.6% | 1,492 SH | Decreased-157 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $249K | 0.1%Prev: 0.1% | 3,176 SH | Increased+118 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $35.4M | 13.9%Prev: 15.3% | 480,853 SH | Increased+144,703 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $408K | 0.2% | 8,498 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $51.7M | 20.3%Prev: 17.4% | 251,213 SH | Increased+88,241 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $975K | 0.4%Prev: 0.6% | 2,232 SH | Increased-280 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $243K | 0.1% | 845 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $59.4M | 23.3%Prev: 23.1% | 99,412 SH | Increased+26,632 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $236K | 0.1% | 1,085 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.6M | 3.4%Prev: 4.2% | 26,751 SH | Increased+2,151 SH |
| VANGUARD INDEX FDS | VALUE ETF | $643K | 0.3%Prev: 0.3% | 3,277 SH | Increased+767 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $604K | 0.2%Prev: 0.3% | 11,171 SH | Increased+691 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.4%Prev: 0.7% | 21,763 SH | Increased+117 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.3M | 0.5%Prev: 0.4% | 22,655 SH | Increased+11,535 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $43.7M | 17.1%Prev: 12.5% | 566,090 SH | Increased+240,663 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $13.2M | 5.2%Prev: 7.0% | 205,679 SH | Increased-16,187 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $378K | 0.1% | 2,551 SH | New |
| XPO INC | COM | $1.1M | 0.4%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 |