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CIK 0001961292 • 4 13F filings • Feb 12, 2026 – 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $250K | 0.3%Prev: 0.2% | 1,093 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $1.9M | 2.0%Prev: 1.8% | 6,200 SH | Decreased+354 SH |
| ALPHABET INC | CAP STK CL C | $736K | 0.8%Prev: 0.7% | 2,346 SH | Decreased+152 SH |
| AMAZON COM INC | COM | $2.3M | 2.3%Prev: 1.7% | 9,767 SH | Increased+1,641 SH |
| AMERICAN EXPRESS CO | COM | $355K | 0.4%Prev: 0.3% | 960 SH | Increased-2 SH |
| AMGEN INC | COM | $267K | 0.3%Prev: 0.2% | 817 SH | Decreased+17 SH |
| APPLE INC | COM | $5.4M | 5.5%Prev: 5.0% | 19,734 SH | Decreased-443 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.2M | 3.2%Prev: 2.6% | 6,303 SH | Increased+275 SH |
| CHEVRON CORP NEW | COM | $1.5M | 1.5% | 9,556 SH | New |
| CHURCH & DWIGHT CO INC | COM | $255K | 0.3%Prev: 0.3% | 3,036 SH | Decreased |
| CISCO SYS INC | COM | $714K | 0.7%Prev: 0.9% | 9,273 SH | Decreased-86 SH |
| COSTCO WHSL CORP NEW | COM | $1.8M | 1.9% | 2,124 SH | New |
| CRANE COMPANY | COMMON STOCK | $280K | 0.3%Prev: 0.3% | 1,518 SH | Decreased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $759K | 0.8% | 17,845 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.2M | 1.2%Prev: 1.1% | 31,450 SH | Decreased+523 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $11.3M | 11.6% | 286,312 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $4.4M | 4.5%Prev: 5.1% | 135,591 SH | Decreased-24,071 SH |
| DISNEY WALT CO | COM | $269K | 0.3%Prev: 0.2% | 2,368 SH | Increased-175 SH |
| EATON VANCE TAX-MANAGED GLOB | COM | $110K | 0.1%Prev: 0.1% | 11,545 SH | Decreased |
| EXXON MOBIL CORP | COM | $410K | 0.4%Prev: 0.4% | 3,408 SH | Decreased-23 SH |
| HOME DEPOT INC | COM | $491K | 0.5%Prev: 0.5% | 1,428 SH | Decreased-141 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $939K | 1.0%Prev: 0.8% | 3,171 SH | Increased-105 SH |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | $6.7M | 6.9%Prev: 5.9% | 95,736 SH | Decreased-3,607 SH |
| ISHARES TR | CORE S&P TTL STK | $335K | 0.3%Prev: 0.3% | 2,254 SH | Decreased-5 SH |
| ISHARES TR | CORE S&P500 ETF | $7.6M | 7.8%Prev: 7.9% | 11,155 SH | Decreased-1,193 SH |
| ISHARES TR | CORE US AGGBD ET | $6.8M | 7.0%Prev: 5.8% | 68,060 SH | Decreased-659 SH |
| ISHARES TR | ESG AW MSCI EAFE | $240K | 0.2%Prev: 0.2% | 2,528 SH | Decreased |
| ISHARES TR | SELF DRIVNG EV | $214K | 0.2%Prev: 0.2% | 5,654 SH | Decreased-471 SH |
| ISHARES TR | TIPS BD ETF | $282K | 0.3%Prev: 0.2% | 2,567 SH | Increased+85 SH |
| ISHARES TR | U.S. MED DVC ETF | $500K | 0.5%Prev: 0.3% | 8,039 SH | Increased |
| ISHARES TR | US CONSM STAPLES | $6.5M | 6.7%Prev: 6.3% | 97,204 SH | Decreased-3,167 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $465K | 0.5%Prev: 0.4% | 8,126 SH | Increased+450 SH |
| JPMORGAN CHASE & CO. | COM | $1.2M | 1.2% | 3,630 SH | New |
| META PLATFORMS INC | CL A | $487K | 0.5%Prev: 0.4% | 738 SH | Increased-11 SH |
| MICROSOFT CORP | COM | $1.8M | 1.9%Prev: 1.2% | 3,801 SH | Increased-64 SH |
| NEXTERA ENERGY INC | COM | $249K | 0.3%Prev: 0.2% | 3,105 SH | Decreased |
| NOVARTIS AG | SPONSORED ADR | $207K | 0.2%Prev: 0.2% | 1,500 SH | Decreased-5 SH |
| NUSHARES ETF TR | NUVEEN ESG MIDCP | $328K | 0.3%Prev: 0.3% | 6,868 SH | Increased+32 SH |
| NVIDIA CORPORATION | COM | $3.1M | 3.2%Prev: 2.5% | 16,529 SH | Increased+1,826 SH |
| PROSHARES TR | S&P 500 DV ARIST | $243K | 0.2%Prev: 0.3% | 2,339 SH | Decreased-4,396 SH |
| PRUDENTIAL FINL INC | COM | $328K | 0.3%Prev: 0.3% | 2,904 SH | Increased+67 SH |
| RTX CORPORATION | COM | $1.2M | 1.2%Prev: 1.1% | 6,526 SH | Decreased-31 SH |
| SEMPRA | COM | $346K | 0.4%Prev: 0.3% | 3,919 SH | Decreased-2 SH |
| SPDR GOLD TR | GOLD SHS | $1.0M | 1.0%Prev: 0.8% | 2,568 SH | Increased-34 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.1M | 3.2% | 4,548 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $853K | 0.9% | 1,414 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $2.8M | 2.9% | 11,589 SH | New |
| STARBUCKS CORP | COM | $309K | 0.3%Prev: 0.4% | 3,667 SH | Decreased-326 SH |
| STRYKER CORPORATION | COM | $430K | 0.4%Prev: 0.3% | 1,222 SH | Increased-27 SH |
| TESLA INC | COM | $215K | 0.2%Prev: 0.2% | 477 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $347K | 0.4%Prev: 0.4% | 4,685 SH | Decreased-2,396 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $206K | 0.2%Prev: 0.2% | 2,054 SH | Decreased-463 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.9M | 4.0%Prev: 3.4% | 80,127 SH | Decreased-1,871 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.8M | 3.9%Prev: 3.7% | 70,312 SH | Decreased-2,152 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $469K | 0.5%Prev: 0.4% | 3,327 SH | Decreased-6 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $932K | 1.0%Prev: 0.8% | 6,496 SH | Increased+801 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $764K | 0.8%Prev: 0.6% | 12,002 SH | Increased-38 SH |
| VISA INC | COM CL A | $496K | 0.5%Prev: 0.6% | 1,414 SH | Decreased-609 SH |
| 13F-HR |
| 0001961292-26-000005 |
| $116.4M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001961292-26-000004 | $109.0M | View |