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CIK 0002052405 • 6 13F filings • Apr 22, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $698K | 0.2%Prev: 0.2% | 2,231 SH | Increased+127 SH |
| ALPHABET INC | CAP STK CL C | $627K | 0.2%Prev: 0.2% | 1,997 SH | Increased-23 SH |
| AMAZON COM INC | COM | $784K | 0.3%Prev: 0.3% | 3,398 SH | Increased+4 SH |
| APPLE INC | COM | $1.8M | 0.6%Prev: 0.6% | 6,651 SH | Increased-123 SH |
| APPLIED MATLS INC | COM | $530K | 0.2%Prev: 0.1% | 2,062 SH | Increased+4 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $651K | 0.2%Prev: 0.2% | 1,295 SH | Decreased |
| BROADCOM INC | COM | $453K | 0.2%Prev: 0.1% | 1,308 SH | Increased+2 SH |
| COSTCO WHSL CORP NEW | COM | $580K | 0.2%Prev: 0.2% | 673 SH | Decreased-31 SH |
| DBX ETF TR | XTRACKERS MSCI | $609K | 0.2%Prev: 0.2% | 12,611 SH | Increased+53 SH |
| DBX ETF TR | XTRACKRS S&P 500 | $477K | 0.2%Prev: 0.2% | 7,643 SH | Increased-185 SH |
| ELI LILLY & CO | COM | $281K | 0.1% | 262 SH | New |
| EXXON MOBIL CORP | COM | $298K | 0.1%Prev: 0.1% | 2,478 SH | Increased+21 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $5.3M | 1.8%Prev: 1.7% | 144,423 SH | Increased+1,073 SH |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | $2.4M | 0.8%Prev: 0.8% | 124,283 SH | Increased+2,471 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $342K | 0.1%Prev: 0.1% | 2,472 SH | Increased+4 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.2M | 1.1%Prev: 1.1% | 5,211 SH | Increased-4 SH |
| ISHARES GOLD TR | ISHARES NEW | $3.3M | 1.1%Prev: 1.0% | 40,661 SH | Increased-991 SH |
| ISHARES INC | EMNG MKTS EQT | $3.6M | 1.2%Prev: 1.2% | 63,049 SH | Increased+540 SH |
| ISHARES INC | ESG AWR MSCI EM | $266K | 0.1%Prev: 0.1% | 6,016 SH | Increased-48 SH |
| ISHARES TR | 10-20 YR TRS ETF | $2.4M | 0.8%Prev: 0.8% | 23,304 SH | Increased+437 SH |
| ISHARES TR | 3 7 YR TREAS BD | $2.3M | 0.8%Prev: 0.8% | 19,427 SH | Increased+398 SH |
| ISHARES TR | 7-10 YR TRSY BD | $4.0M | 1.3%Prev: 1.3% | 41,304 SH | Increased+1,751 SH |
| ISHARES TR | CORE S&P500 ETF | $398K | 0.1%Prev: 0.1% | 581 SH | Increased+16 SH |
| ISHARES TR | CORE UNIVRSL USD | $8.9M | 3.0% | 191,244 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $3.8M | 1.3%Prev: 1.3% | 40,387 SH | Increased+744 SH |
| ISHARES TR | ESG AWR MSCI USA | $660K | 0.2%Prev: 0.2% | 4,428 SH | Increased-53 SH |
| ISHARES TR | ESG AWR US AGRGT | $443K | 0.1%Prev: 0.2% | 9,263 SH | Increased+140 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $353K | 0.1%Prev: 0.1% | 13,984 SH | Increased+223 SH |
| ISHARES TR | ESG AWRE USD ETF | $238K | 0.1%Prev: 0.1% | 10,198 SH | Increased+150 SH |
| ISHARES TR | ESG MSCI LEADR | $373K | 0.1%Prev: 0.1% | 3,076 SH | Increased-42 SH |
| ISHARES TR | ESG SELECT SCRE | $551K | 0.2%Prev: 0.2% | 10,448 SH | Increased-152 SH |
| ISHARES TR | ISHS 5-10YR INVT | $4.8M | 1.6%Prev: 1.6% | 88,687 SH | Increased+1,844 SH |
| ISHARES TR | MSCI ACWI ETF | $257K | 0.1%Prev: 0.1% | 1,819 SH | Increased+10 SH |
| ISHARES TR | MSCI INTL MOMENT | $5.3M | 1.8%Prev: 1.8% | 110,912 SH | Increased+3,603 SH |
| ISHARES TR | MSCI INTL QUALTY | $3.8M | 1.3%Prev: 1.3% | 84,656 SH | Increased+1,058 SH |
| ISHARES TR | MSCI USA QLT FCT | $451K | 0.2%Prev: 0.2% | 2,271 SH | Decreased-122 SH |
| ISHARES TR | RUS MD CP GR ETF | $2.9M | 1.0%Prev: 1.0% | 21,382 SH | Decreased+292 SH |
| ISHARES TR | RUS TOP 200 ETF | $6.2M | 2.1%Prev: 2.1% | 36,259 SH | Increased+41 SH |
| ISHARES TR | RUS TP200 GR ETF | $8.3M | 2.8%Prev: 2.8% | 29,859 SH | Increased-51 SH |
| ISHARES TR | RUS TP200 VL ETF | $6.1M | 2.1%Prev: 2.0% | 66,858 SH | Increased+470 SH |
| ISHARES TR | S&P 100 ETF | $6.2M | 2.1%Prev: 2.1% | 18,020 SH | Increased-16 SH |
| ISHARES TR | S&P MC 400VL ETF | $448K | 0.2%Prev: 0.2% | 3,403 SH | Increased+13 SH |
| ISHARES TR | US SML CAP EQT | $269K | 0.1%Prev: 0.1% | 3,598 SH | Increased-18 SH |
| JPMORGAN CHASE & CO. | COM | $298K | 0.1%Prev: 0.1% | 925 SH | Increased+4 SH |
| META PLATFORMS INC | CL A | $438K | 0.1%Prev: 0.2% | 663 SH | Decreased |
| MICROSOFT CORP | COM | $1.7M | 0.6%Prev: 0.6% | 3,518 SH | Decreased+9 SH |
| NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | $5.6M | 1.9%Prev: 1.8% | 171,163 SH | Increased+1,856 SH |
| NIKE INC | CL B | $215K | 0.1%Prev: 0.1% | 3,367 SH | Decreased+20 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $243K | 0.1%Prev: 0.1% | 6,712 SH | Increased+368 SH |
| NVIDIA CORPORATION | COM | $1.7M | 0.6%Prev: 0.6% | 9,146 SH | Increased+7 SH |
| PROCTER AND GAMBLE CO | COM | $327K | 0.1%Prev: 0.1% | 2,279 SH | Decreased+21 SH |
| ROCKET COS INC | COM CL A | $115.0M | 38.6% | 5,939,945 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.8M | 0.6%Prev: 0.6% | 54,463 SH | Increased+1,192 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $3.6M | 1.2%Prev: 1.2% | 100,054 SH | Increased+2,709 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.7M | 1.2%Prev: 1.2% | 152,251 SH | Increased+3,622 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $4.0M | 1.3%Prev: 1.4% | 123,160 SH | Increased-409 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.3M | 0.8%Prev: 0.8% | 85,291 SH | Increased+1,978 SH |
| SIMON PPTY GROUP INC NEW | COM | $845K | 0.3%Prev: 0.3% | 4,563 SH | Decreased+53 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $762K | 0.3% | 8,498 SH | New |
| TESLA INC | COM | $268K | 0.1%Prev: 0.1% | 595 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $7.1M | 2.4%Prev: 2.4% | 91,570 SH | Increased+1,826 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $483K | 0.2%Prev: 0.2% | 2,309 SH | Increased+7 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $4.6M | 1.5%Prev: 1.6% | 9,408 SH | Increased+18 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.9M | 1.3%Prev: 1.3% | 21,759 SH | Increased+301 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $5.0M | 1.7%Prev: 1.7% | 17,098 SH | Increased+284 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.6M | 1.5%Prev: 1.5% | 17,670 SH | Increased+204 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.9M | 1.0%Prev: 1.0% | 15,021 SH | Increased+125 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $791K | 0.3%Prev: 0.2% | 15,739 SH | Increased+1,606 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.8M | 1.6%Prev: 1.6% | 57,235 SH | Increased+1,212 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.4M | 0.8%Prev: 0.8% | 50,462 SH | Increased+826 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $391K | 0.1%Prev: 0.1% | 1,780 SH | Increased+14 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $381K | 0.1%Prev: 0.1% | 2,658 SH | Increased-15 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $6.0M | 2.0%Prev: 2.0% | 42,839 SH | Increased+592 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.7M | 0.9%Prev: 0.9% | 6,450 SH | Increased+2 SH |
| VISA INC | COM CL A | $231K | 0.1%Prev: 0.1% | 659 SH | Increased+4 SH |
| WALMART INC | COM | $310K | 0.1%Prev: 0.1% | 2,784 SH | Increased |
| WELLS FARGO CO NEW | COM | $12.8M | 4.3%Prev: 4.0% | 137,065 SH | Increased |
| 13F-HR |
| 0001951757-26-001205 |
| $294.0M |
| View |
| Jul 10, 2025 | Q2 2024 | 13F-HR | 0001951757-25-000611 | $249.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000871 | $270.4M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000411 | $221.3M | View |