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CIK 0002126814 • 3 13F filings • Apr 8, 2026 – Jul 21, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $327K | 0.3%Prev: 0.8% | 1,525 SH | Decreased+15 SH |
| AFLAC INC | COM | $209K | 0.2%Prev: 0.2% | 1,891 SH | Decreased+86 SH |
| ALBEMARLE CORP | 7.25% DEP SHS A | $286K | 0.3% | 4,820 SH | New |
| ALBEMARLE CORP | COM | $496K | 0.5%Prev: 0.3% | 3,508 SH | Increased+794 SH |
| ALPHABET INC | CAP STK CL A | $1.3M | 1.4%Prev: 1.4% | 4,311 SH | Decreased+56 SH |
| ALPHABET INC | CAP STK CL C | $527K | 0.5%Prev: 0.5% | 1,680 SH | Decreased+45 SH |
| AMAZON COM INC | COM | $1.5M | 1.6%Prev: 1.5% | 6,481 SH | Decreased-335 SH |
| AMERICAN TOWER CORP NEW | COM | $319K | 0.3% | 1,818 SH | New |
| AMGEN INC | COM | $266K | 0.3%Prev: 0.3% | 814 SH | Decreased |
| AMRIZE LTD | SHS | $415K | 0.4%Prev: 0.4% | 7,668 SH | Decreased-679 SH |
| APPLE INC | COM | $1.7M | 1.8%Prev: 1.7% | 6,301 SH | Decreased+38 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $925K | 1.0% | 27,771 SH | New |
| BROADCOM INC | COM | $201K | 0.2%Prev: 0.2% | 582 SH | Decreased |
| CELSIUS HLDGS INC | COM NEW | $349K | 0.4%Prev: 0.3% | 7,639 SH | Increased-2,894 SH |
| CHEVRON CORP NEW | COM | $244K | 0.3% | 1,600 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $248K | 0.3%Prev: 0.2% | 6,690 SH | Increased+250 SH |
| CONSTELLATION ENERGY CORP | COM | $786K | 0.8%Prev: 0.7% | 2,224 SH | Increased-659 SH |
| COSTCO WHSL CORP NEW | COM | $1.1M | 1.2% | 1,287 SH | New |
| DELL TECHNOLOGIES INC | CL C | $728K | 0.8%Prev: 1.9% | 5,780 SH | Decreased+1,013 SH |
| DELTA AIR LINES INC DEL | COM NEW | $503K | 0.5% | 7,254 SH | New |
| ELEVANCE HEALTH INC FORMERLY | COM | $479K | 0.5% | 1,366 SH | New |
| ELI LILLY & CO | COM | $229K | 0.2%Prev: 0.2% | 213 SH | Decreased+4 SH |
| EXXON MOBIL CORP | COM | $574K | 0.6% | 4,768 SH | New |
| GENERAL DYNAMICS CORP | COM | $213K | 0.2%Prev: 0.2% | 632 SH | Decreased-18 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $203K | 0.2% | 2,970 SH | New |
| HOME DEPOT INC | COM | $252K | 0.3%Prev: 0.2% | 731 SH | Increased+33 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $204K | 0.2% | 689 SH | New |
| INTUIT | COM | $536K | 0.6% | 809 SH | New |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $335K | 0.3%Prev: 0.3% | 14,440 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $241K | 0.3%Prev: 0.3% | 1,260 SH | Decreased-175 SH |
| ISHARES GOLD TR | ISHARES NEW | $297K | 0.3% | 3,664 SH | New |
| ISHARES INC | CORE MSCI EMKT | $1.7M | 1.8%Prev: 2.1% | 25,140 SH | Decreased-2,389 SH |
| ISHARES INC | MSCI EMRG CHN | $229K | 0.2%Prev: 0.3% | 3,147 SH | Decreased+6 SH |
| ISHARES TR | 10-20 YR TRS ETF | $1.3M | 1.4%Prev: 0.8% | 13,128 SH | Increased+4,131 SH |
| ISHARES TR | CORE INTL AGGR | $800K | 0.8%Prev: 0.7% | 15,997 SH | Increased+485 SH |
| ISHARES TR | CORE S&P500 ETF | $6.7M | 7.0%Prev: 9.9% | 9,740 SH | Decreased-4,551 SH |
| ISHARES TR | CORE US AGGBD ET | $689K | 0.7%Prev: 0.6% | 6,900 SH | Increased |
| ISHARES TR | EAFE GRWTH ETF | $229K | 0.2%Prev: 1.9% | 2,007 SH | Decreased-14,944 SH |
| ISHARES TR | EAFE VALUE ETF | $2.1M | 2.2%Prev: 1.2% | 29,003 SH | Increased+12,305 SH |
| ISHARES TR | ISHS 1-5YR INVS | $855K | 0.9%Prev: 0.8% | 16,165 SH | Decreased-471 SH |
| ISHARES TR | JPMORGAN USD EMG | $402K | 0.4% | 4,174 SH | New |
| ISHARES TR | MSCI USA MMENTM | $581K | 0.6%Prev: 0.9% | 2,321 SH | Decreased-444 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.5M | 2.6%Prev: 0.5% | 12,705 SH | Increased+10,395 SH |
| ISHARES TR | NATIONAL MUN ETF | $582K | 0.6%Prev: 0.6% | 5,430 SH | Decreased-810 SH |
| ISHARES TR | PFD AND INCM SEC | $534K | 0.6%Prev: 0.6% | 17,256 SH | Decreased-3,778 SH |
| ISHARES TR | S&P 100 ETF | $1.7M | 1.8% | 4,990 SH | New |
| ISHARES TR | S&P 500 GRWT ETF | $3.3M | 3.5%Prev: 3.0% | 26,950 SH | Increased+3,606 SH |
| ISHARES TR | S&P 500 VAL ETF | $2.0M | 2.1%Prev: 1.9% | 9,291 SH | Decreased+279 SH |
| ISHARES TR | US AER DEF ETF | $500K | 0.5%Prev: 0.8% | 2,328 SH | Decreased-1,232 SH |
| JOHNSON & JOHNSON | COM | $439K | 0.5%Prev: 0.5% | 2,120 SH | Decreased+30 SH |
| JOHNSON CTLS INTL PLC | SHS | $341K | 0.4% | 2,847 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.5M | 1.6% | 4,663 SH | New |
| MARATHON PETE CORP | COM | $257K | 0.3%Prev: 0.4% | 1,580 SH | Decreased-5 SH |
| MCDONALDS CORP | COM | $305K | 0.3%Prev: 0.2% | 999 SH | Increased+75 SH |
| MEDTRONIC PLC | SHS | $456K | 0.5% | 4,743 SH | New |
| META PLATFORMS INC | CL A | $1.0M | 1.1%Prev: 0.9% | 1,549 SH | Increased-150 SH |
| MICRON TECHNOLOGY INC | COM | $441K | 0.5%Prev: 1.6% | 1,544 SH | Decreased+37 SH |
| MICROSOFT CORP | COM | $1.5M | 1.6%Prev: 1.2% | 3,082 SH | Increased-337 SH |
| NEXTERA ENERGY INC | COM | $739K | 0.8%Prev: 0.3% | 9,201 SH | Increased+5,361 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.7%Prev: 1.6% | 8,841 SH | Decreased-41 SH |
| PARKER-HANNIFIN CORP | COM | $1.2M | 1.2%Prev: 1.1% | 1,338 SH | Decreased+76 SH |
| PEPSICO INC | COM | $421K | 0.4% | 2,933 SH | New |
| PROCTER AND GAMBLE CO | COM | $215K | 0.2% | 1,497 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $206K | 0.2% | 1,979 SH | New |
| ROYALTY PHARMA PLC | SHS CLASS A | $395K | 0.4%Prev: 0.5% | 10,222 SH | Decreased+1,420 SH |
| SALESFORCE INC | COM | $689K | 0.7%Prev: 0.5% | 2,599 SH | Increased-910 SH |
| SCHWAB CHARLES CORP | COM | $551K | 0.6%Prev: 0.5% | 5,511 SH | Increased-125 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $1.1M | 1.1%Prev: 0.9% | 42,993 SH | Increased+1,522 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.7M | 1.8%Prev: 3.2% | 70,270 SH | Decreased-52,916 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $438K | 0.5%Prev: 0.4% | 17,000 SH | Decreased |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $523K | 0.5%Prev: 0.5% | 21,473 SH | Decreased-1,501 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $8.4M | 8.7%Prev: 8.2% | 359,234 SH | Decreased-25,324 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $5.2M | 5.4%Prev: 5.2% | 197,362 SH | Decreased+2,132 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $559K | 0.6%Prev: 0.6% | 20,389 SH | Decreased-200 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.1M | 1.2%Prev: 1.1% | 42,459 SH | Decreased+2,096 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $215K | 0.2%Prev: 0.3% | 7,561 SH | Decreased |
| SHOPIFY INC | CL A SUB VTG SHS | $584K | 0.6% | 3,631 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 1.9% | 2,711 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.0M | 1.1% | 26,197 SH | New |
| STARBUCKS CORP | COM | $801K | 0.8%Prev: 0.8% | 9,517 SH | Decreased+831 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $480K | 0.5% | 1,579 SH | New |
| TESLA INC | COM | $259K | 0.3%Prev: 0.2% | 577 SH | Increased |
| TRANE TECHNOLOGIES PLC | SHS | $206K | 0.2%Prev: 0.2% | 530 SH | Decreased |
| TRI CONTL CORP | COM | $271K | 0.3%Prev: 0.3% | 8,284 SH | Decreased+240 SH |
| UBER TECHNOLOGIES INC | COM | $653K | 0.7%Prev: 0.6% | 7,997 SH | Decreased-1,732 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.4M | 6.6%Prev: 6.4% | 19,015 SH | Decreased+165 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $605K | 0.6%Prev: 0.7% | 4,289 SH | Decreased-716 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $3.7M | 3.8%Prev: 4.2% | 77,594 SH | Decreased-19,978 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.0M | 1.1%Prev: 1.0% | 4,630 SH | Decreased-15 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.1M | 2.2%Prev: 2.4% | 28,166 SH | Decreased-2,167 SH |
| VERIZON COMMUNICATIONS INC | COM | $723K | 0.8%Prev: 0.7% | 17,753 SH | Decreased+402 SH |
| VISA INC | COM CL A | $471K | 0.5%Prev: 0.5% | 1,342 SH | Decreased-225 SH |
| WALMART INC | COM | $603K | 0.6%Prev: 0.6% | 5,410 SH | Increased+100 SH |
| 13F-HR |
| 0001420506-26-000717 |
| $96.4M |
| View |