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CIK 0001906223 • 6 13F filings • Apr 29, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $663K | 0.3%Prev: 0.3% | 4,144 SH | Increased |
| ABBVIE INC | COM | $698K | 0.3%Prev: 0.3% | 3,057 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $1.6M | 0.7%Prev: 0.5% | 4,953 SH | Increased+25 SH |
| ALPHABET INC | CAP STK CL C | $2.9M | 1.3%Prev: 1.0% | 9,392 SH | Increased+71 SH |
| ALTRIA GROUP INC | COM | $1.4M | 0.6%Prev: 0.7% | 23,572 SH | Decreased+94 SH |
| AMAZON COM INC | COM | $28.8M | 12.5%Prev: 11.9% | 124,763 SH | Increased+1,524 SH |
| AMBEV SA | SPONSORED ADR | $40K | 0.0%Prev: 0.0% | 16,300 SH | Increased |
| AMERICAN INTL GROUP INC | COM NEW | $3.5M | 1.5%Prev: 1.4% | 40,794 SH | Increased |
| APPLE INC | COM | $3.6M | 1.5%Prev: 1.6% | 13,110 SH | Increased-833 SH |
| AT&T INC | COM | $1.2M | 0.5%Prev: 0.6% | 48,275 SH | Decreased+615 SH |
| BANK AMERICA CORP | COM | $9.1M | 3.9%Prev: 3.8% | 165,284 SH | Increased-580 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $576K | 0.2%Prev: 0.3% | 1,146 SH | Increased+7 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $1.7M | 0.7%Prev: 0.6% | 31,771 SH | Increased-47 SH |
| CATERPILLAR INC | COM | $7.3M | 3.2%Prev: 2.7% | 12,806 SH | Increased+41 SH |
| CITIGROUP INC | COM NEW | $7.1M | 3.1%Prev: 2.7% | 60,890 SH | Increased-610 SH |
| CLOROX CO DEL | COM | $978K | 0.4%Prev: 0.5% | 9,698 SH | Decreased-15 SH |
| CLOVER HEALTH INVESTMENTS CO | COM CL A | $71K | 0.0%Prev: 0.0% | 30,000 SH | Decreased |
| COCA COLA CO | COM | $392K | 0.2%Prev: 0.2% | 5,609 SH | Increased+5 SH |
| CORNING INC | COM | $228K | 0.1%Prev: 0.1% | 2,600 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $2.3M | 1.0%Prev: 1.1% | 2,685 SH | Decreased-20 SH |
| DEERE & CO | COM | $319K | 0.1%Prev: 0.1% | 686 SH | Increased |
| DIREXION SHS ETF TR | DAILY GOOGL 2X S | $678K | 0.3%Prev: 0.2% | 7,000 SH | Increased |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | $1.2M | 0.5%Prev: 0.5% | 25,800 SH | Increased |
| DISNEY WALT CO | COM | $462K | 0.2%Prev: 0.2% | 4,062 SH | Decreased |
| ELI LILLY & CO | COM | $221K | 0.1% | 206 SH | New |
| EMERSON ELEC CO | COM | $494K | 0.2%Prev: 0.2% | 3,725 SH | Increased |
| EXXON MOBIL CORP | COM | $1.5M | 0.6%Prev: 0.6% | 12,379 SH | Increased-72 SH |
| GE AEROSPACE | COM NEW | $4.9M | 2.1%Prev: 2.1% | 15,771 SH | Increased-129 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $380K | 0.2%Prev: 0.2% | 4,638 SH | Increased |
| GE VERNOVA INC | COM | $2.6M | 1.1%Prev: 1.1% | 4,008 SH | Increased+12 SH |
| GENERAL MLS INC | COM | $435K | 0.2%Prev: 0.2% | 9,364 SH | Decreased |
| GOLDMAN SACHS GROUP INC | COM | $941K | 0.4%Prev: 0.4% | 1,070 SH | Increased-63 SH |
| HOME DEPOT INC | COM | $2.3M | 1.0%Prev: 1.2% | 6,560 SH | Decreased-286 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $240K | 0.1%Prev: 0.1% | 810 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $382K | 0.2%Prev: 0.1% | 675 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $2.3M | 1.0%Prev: 1.1% | 3,765 SH | Decreased-234 SH |
| ISHARES GOLD TR | ISHARES NEW | $669K | 0.3%Prev: 0.3% | 8,244 SH | Increased+150 SH |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.5%Prev: 0.4% | 15,786 SH | Increased+1,051 SH |
| ISHARES INC | MSCI AUST ETF | $222K | 0.1%Prev: 0.1% | 8,495 SH | Decreased |
| ISHARES INC | MSCI BRAZIL ETF | $450K | 0.2%Prev: 0.2% | 14,175 SH | Increased |
| ISHARES INC | MSCI CDA ETF | $133K | 0.1%Prev: 0.1% | 2,470 SH | Increased |
| ISHARES INC | MSCI GERMANY ETF | $1.8M | 0.8%Prev: 0.8% | 43,191 SH | Increased+10 SH |
| ISHARES INC | MSCI HONG KG ETF | $133K | 0.1%Prev: 0.1% | 6,241 SH | Decreased |
| ISHARES INC | MSCI ISRAEL ETF | $18K | 0.0%Prev: 0.0% | 160 SH | Increased |
| ISHARES INC | MSCI JAPAN ETF | $356K | 0.2% | 4,407 SH | New |
| ISHARES INC | MSCI NETHERL ETF | $355K | 0.2%Prev: 0.2% | 6,222 SH | Decreased |
| ISHARES INC | MSCI STH AFR ETF | $37K | 0.0%Prev: 0.0% | 540 SH | Increased |
| ISHARES INC | MSCI STH KOR ETF | $97 | 0.0%Prev: 0.0% | 1 SH | Increased |
| ISHARES INC | MSCI SWEDEN ETF | $280K | 0.1%Prev: 0.1% | 5,679 SH | Increased |
| ISHARES TR | CHINA LG-CAP ETF | $2.9M | 1.2%Prev: 1.4% | 75,123 SH | Decreased |
| ISHARES TR | CORE MSCI EURO | $1.2M | 0.5%Prev: 0.5% | 16,570 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $3.4M | 1.5%Prev: 1.5% | 28,269 SH | Increased |
| ISHARES TR | CORE S&P US VLU | $18K | 0.0%Prev: 0.0% | 180 SH | Increased |
| ISHARES TR | ESG AWARE MSCI | $230K | 0.1%Prev: 0.1% | 5,000 SH | Increased |
| ISHARES TR | GL CLEAN ENE ETF | $34 | 0.0%Prev: 0.0% | 2 SH | Increased |
| ISHARES TR | INDIA 50 ETF | $296K | 0.1%Prev: 0.1% | 6,005 SH | Decreased |
| ISHARES TR | ISHARES BIOTECH | $2.3M | 1.0%Prev: 0.8% | 13,836 SH | Increased+1,106 SH |
| ISHARES TR | ISHS 5-10YR INVT | $8K | 0.0%Prev: 0.0% | 142 SH | Decreased |
| ISHARES TR | MRNING SM CP ETF | $3.1M | 1.3%Prev: 1.3% | 45,394 SH | Increased+120 SH |
| ISHARES TR | MSCI EAFE ETF | $2.3M | 1.0%Prev: 0.9% | 24,038 SH | Increased+941 SH |
| ISHARES TR | MSCI EMG MKT ETF | $2.2M | 0.9%Prev: 0.9% | 40,046 SH | Increased+80 SH |
| ISHARES TR | MSCI EURO FL ETF | $4.7M | 2.0%Prev: 1.9% | 127,054 SH | Increased+13 SH |
| ISHARES TR | NATIONAL MUN ETF | $11K | 0.0%Prev: 0.0% | 100 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $171K | 0.1%Prev: 0.1% | 362 SH | Increased |
| ISHARES TR | RUS 2000 VAL ETF | $8.6M | 3.7%Prev: 3.6% | 47,566 SH | Increased+1,172 SH |
| ISHARES TR | RUS MD CP GR ETF | $822K | 0.4%Prev: 0.4% | 6,000 SH | Decreased |
| ISHARES TR | RUS MDCP VAL ETF | $1.0M | 0.4%Prev: 0.5% | 7,299 SH | Decreased-1,000 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.9M | 1.3%Prev: 1.2% | 11,772 SH | Increased+918 SH |
| ISHARES TR | SELECT DIVID ETF | $1.5M | 0.6%Prev: 0.6% | 10,419 SH | Increased+614 SH |
| ISHARES TR | SHRT NAT MUN ETF | $5K | 0.0%Prev: 0.0% | 50 SH | Decreased |
| ISHARES TR | TIPS BD ETF | $203K | 0.1%Prev: 0.1% | 1,850 SH | Decreased |
| ISHARES TR | U.S. REAL ES ETF | $243K | 0.1%Prev: 0.1% | 2,583 SH | Decreased-448 SH |
| ISHARES TR | U.S. TECH ETF | $399 | 0.0%Prev: 0.0% | 2 SH | Decreased-23 SH |
| ISHARES TR | US HLTHCARE ETF | $1K | 0.0%Prev: 0.0% | 20 SH | Increased |
| ISHARES TR | US INDUSTRIALS | $35K | 0.0%Prev: 0.0% | 235 SH | Increased |
| ISHARES TR | US REGNL BKS ETF | $402K | 0.2%Prev: 0.2% | 7,290 SH | Increased |
| JOHNSON & JOHNSON | COM | $3.0M | 1.3%Prev: 1.2% | 14,397 SH | Increased+107 SH |
| JPMORGAN CHASE & CO. | COM | $2.1M | 0.9%Prev: 0.9% | 6,480 SH | Decreased-175 SH |
| KB HOME | COM | $280K | 0.1%Prev: 0.1% | 4,970 SH | Decreased |
| KRANESHARES TRUST | CSI CHI INTERNET | $3.8M | 1.7%Prev: 2.0% | 112,590 SH | Decreased+1,784 SH |
| MERCK & CO INC | COM | $373K | 0.2%Prev: 0.1% | 3,543 SH | Increased-28 SH |
| META PLATFORMS INC | CL A | $1.3M | 0.6%Prev: 0.7% | 2,040 SH | Decreased-3 SH |
| MICROSOFT CORP | COM | $6.6M | 2.9%Prev: 3.1% | 13,682 SH | Decreased+1 SH |
| MORGAN STANLEY | COM NEW | $2.1M | 0.9%Prev: 0.8% | 11,894 SH | Increased |
| NIO INC | SPON ADS | $153K | 0.1%Prev: 0.1% | 30,000 SH | Decreased |
| NVIDIA CORPORATION | COM | $11.2M | 4.8%Prev: 5.2% | 60,009 SH | Decreased-2,948 SH |
| ORACLE CORP | COM | $3.3M | 1.4%Prev: 2.1% | 16,714 SH | Decreased-12 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $402K | 0.2%Prev: 0.2% | 2,264 SH | Increased+170 SH |
| PEPSICO INC | COM | $2.3M | 1.0%Prev: 1.0% | 16,065 SH | Increased+105 SH |
| PNC FINL SVCS GROUP INC | COM | $420K | 0.2%Prev: 0.2% | 2,010 SH | Increased |
| PORCH GROUP INC | COM | $1.9M | 0.8%Prev: 1.6% | 208,500 SH | Decreased-1,400 SH |
| PROCTER AND GAMBLE CO | COM | $2.8M | 1.2%Prev: 1.3% | 19,745 SH | Decreased+197 SH |
| PROSHARES TR | ULTRAPRO QQQ | $749K | 0.3%Prev: 0.3% | 14,200 SH | Increased+7,100 SH |
| QUEST DIAGNOSTICS INC | COM | $208K | 0.1%Prev: 0.1% | 1,200 SH | Decreased |
| SANA BIOTECHNOLOGY INC | COM | $96K | 0.0%Prev: 0.0% | 23,545 SH | Increased |
| SCHWAB CHARLES CORP | COM | $500K | 0.2%Prev: 0.2% | 5,000 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $261K | 0.1% | 5,840 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $780K | 0.3% | 14,242 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $5K | 0.0% | 120 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $53K | 0.0% | 1,303 SH | New |
| SOFI TECHNOLOGIES INC | COM | $1.6M | 0.7% | 60,817 SH | New |
| SPDR GOLD TR | GOLD SHS | $357K | 0.2%Prev: 0.1% | 900 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.5M | 0.6%Prev: 0.6% | 2,197 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $7.9M | 3.4% | 77,494 SH | New |
| ST JOE CO | COM | $498K | 0.2%Prev: 0.2% | 8,384 SH | Increased |
| STARBUCKS CORP | COM | $283K | 0.1%Prev: 0.1% | 3,366 SH | Decreased |
| TESLA INC | COM | $8.4M | 3.6%Prev: 3.6% | 18,648 SH | Increased+203 SH |
| THEMES ETF TR | LEVERAGE SHS 2X | $95K | 0.0% | 30,000 SH | New |
| UBER TECHNOLOGIES INC | COM | $305K | 0.1%Prev: 0.2% | 3,729 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $686K | 0.3%Prev: 0.3% | 1,406 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $3K | 0.0%Prev: 0.0% | 9 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.3M | 5.3%Prev: 5.3% | 19,585 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.7M | 1.2%Prev: 1.2% | 10,453 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $71K | 0.0%Prev: 0.0% | 213 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $19K | 0.0%Prev: 0.0% | 100 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 0.6%Prev: 0.6% | 26,735 SH | Decreased-20 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $4K | 0.0%Prev: 0.0% | 50 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $5.6M | 2.4%Prev: 2.4% | 39,057 SH | Increased+462 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $959K | 0.4%Prev: 0.4% | 15,346 SH | Increased |
| VANGUARD WORLD FD | CONSUM DIS ETF | $205K | 0.1%Prev: 0.1% | 521 SH | Decreased |
| VANGUARD WORLD FD | FINANCIALS ETF | $162K | 0.1%Prev: 0.1% | 1,217 SH | Increased |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $179K | 0.1%Prev: 0.1% | 600 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $284K | 0.1%Prev: 0.1% | 377 SH | Increased |
| WATERS CORP | COM | $310K | 0.1%Prev: 0.1% | 815 SH | Increased |
| WISDOMTREE TR | EMER MKT HIGH FD | $27K | 0.0%Prev: 0.0% | 580 SH | Increased |
| WISDOMTREE TR | INDIA ERNGS FD | $1.1M | 0.5%Prev: 0.5% | 23,972 SH | Increased |
| WISDOMTREE TR | INTL EQUITY FD | $282K | 0.1%Prev: 0.1% | 4,100 SH | Increased |
| WISDOMTREE TR | INTL SMCAP DIV | $504K | 0.2%Prev: 0.2% | 6,221 SH | Increased |
| WISDOMTREE TR | US MIDCAP DIVID | $132K | 0.1%Prev: 0.1% | 2,550 SH | Decreased |
| WISDOMTREE TR | US SMALLCAP DIVD | $96K | 0.0%Prev: 0.0% | 2,856 SH | Decreased |
| ZILLOW GROUP INC | CL C CAP STK | $702K | 0.3%Prev: 0.3% | 10,284 SH | Decreased |
| 13F-HR |
| 0001398344-26-013442 |
| $196.3M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013538 | $203.8M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006658 | $214.0M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001398344-25-008026 | $185.8M | View |