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CIK 0002117787 • 3 13F filings • Mar 23, 2026 – Aug 5, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.5M | 1.6% | 5,781 SH | |
| ARISTA NETWORKS INC | COM SHS | $4.7M | 5.2% | 37,983 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $271K | 0.3% | 3,817 SH | |
| HILTON WORLDWIDE HLDGS INC | COM | $490K | 0.6% | 1,613 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $7.8M | 8.8% | 13,562 SH | |
| ISHARES TR | CORE MSCI EAFE | $5.4M | 6.0% | 59,358 SH | |
| MARRIOTT INTL INC NEW | CL A | $463K | 0.5% | 1,417 SH | |
| NVIDIA CORPORATION | COM | $25.3M | 28.3% | 144,835 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $1.0M | 1.1% | 6,870 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $6.9M | 7.7% | 51,805 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $14.9M | 16.7% | 221,635 SH | |
| VALERO ENERGY CORP | COM | $232K | 0.3% | 938 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.7M | 14.2% | 21,193 SH | |
| WESTERN DIGITAL CORP | COM | $7.7M | 8.6% | 28,370 SH |
| 13F-HR |
| 0001214659-26-004853 |
| $89.1M |
| View |