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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 | $238K | 0.2% | 1,093 SH | |
| ALPHABET INC | CAP STK CL A | $1.7M | 1.6% | 6,029 SH | |
| ALPHABET INC | CAP STK CL C | $628K | 0.6% | 2,189 SH | |
| AMAZON COM INC | COM | $2.0M | 1.8% | 9,521 SH | |
| AMERICAN EXPRESS CO | COM | $291K | 0.3% | 961 SH | |
| AMGEN INC | COM | $288K | 0.3% | 818 SH | |
| APPLE INC | COM | $5.1M | 4.7% | 20,181 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.4M | 1.3% | 2 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.9M | 2.7% | 6,059 SH | |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $822K | 0.8% | 22,902 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $1.3M | 1.2% | 29,502 SH | |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $943K | 0.9% | 28,261 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $855K | 0.8% | 21,270 SH | |
| CHEVRON CORPORATION | COM | $2.1M | 1.9% | 10,198 SH | |
| CHURCH & DWIGHT CO INC | COM | $283K | 0.3% | 3,036 SH | |
| CISCO SYS INC | COM | $730K | 0.7% | 9,412 SH | |
| COCA COLA CO | COM | $215K | 0.2% | 2,826 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $2.1M | 1.9% | 2,130 SH | |
| CRANE COMPANY | COMMON STOCK | $260K | 0.2% | 1,518 SH | |
| DEERE & CO | COM | $225K | 0.2% | 400 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.7M | 1.5% | 39,793 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.2M | 1.1% | 30,619 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $711K | 0.7% | 20,000 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $12.1M | 11.1% | 311,841 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $204K | 0.2% | 2,866 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $4.9M | 4.5% | 143,206 SH | |
| DISNEY WALT CO | COM | $251K | 0.2% | 2,600 SH | |
| EATON VANCE TAX-MANAGED GLOB | COM | $100K | 0.1% | 11,545 SH | |
| EXXON MOBIL CORP | COM | $580K | 0.5% | 3,419 SH | |
| HOME DEPOT INC | COM | $486K | 0.4% | 1,477 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $783K | 0.7% | 3,232 SH | |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | $6.5M | 5.9% | 96,687 SH | |
| ISHARES TR | CORE HIGH DV ETF | $206K | 0.2% | 1,515 SH | |
| ISHARES TR | CORE S&P TTL STK | $321K | 0.3% | 2,256 SH | |
| ISHARES TR | CORE S&P500 ETF | $8.0M | 7.3% | 12,172 SH | |
| ISHARES TR | CORE US AGGBD ET | $7.0M | 6.4% | 70,439 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $242K | 0.2% | 2,528 SH | |
| ISHARES TR | SELF DRIVNG EV | $227K | 0.2% | 5,898 SH | |
| ISHARES TR | TIPS BD ETF | $262K | 0.2% | 2,377 SH | |
| ISHARES TR | U.S. MED DVC ETF | $429K | 0.4% | 8,039 SH | |
| ISHARES TR | US CONSM STAPLES | $6.9M | 6.3% | 98,657 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $461K | 0.4% | 8,126 SH | |
| JOHNSON & JOHNSON | COM | $364K | 0.3% | 1,489 SH | |
| JPMORGAN CHASE & CO | COM | $1.4M | 1.3% | 4,696 SH | |
| META PLATFORMS INC | CL A | $445K | 0.4% | 778 SH | |
| MICROSOFT CORP | COM | $1.4M | 1.3% | 3,896 SH | |
| NEXTERA ENERGY INC | COM | $288K | 0.3% | 3,105 SH | |
| NOVARTIS AG | SPONSORED ADR | $230K | 0.2% | 1,505 SH | |
| NUSHARES ETF TR | NUVEEN ESG MIDCP | $282K | 0.3% | 6,868 SH | |
| NVIDIA CORPORATION | COM | $2.7M | 2.5% | 15,664 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $248K | 0.2% | 2,340 SH | |
| PRUDENTIAL FINL INC | COM | $276K | 0.3% | 2,824 SH | |
| RTX CORPORATION | COM | $1.3M | 1.2% | 6,544 SH | |
| SEMPRA | COM | $381K | 0.3% | 3,920 SH | |
| SPDR GOLD TR | GOLD SHS | $1.1M | 1.0% | 2,602 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $3.4M | 3.1% | 13,289 SH | |
| STARBUCKS CORP | COM | $350K | 0.3% | 3,901 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.9M | 2.7% | 4,507 SH | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $874K | 0.8% | 1,417 SH | |
| STRYKER CORPORATION | COM | $414K | 0.4% | 1,261 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $540K | 0.5% | 7,334 SH | |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $204K | 0.2% | 2,059 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.9M | 3.5% | 80,284 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.8M | 3.5% | 70,334 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $461K | 0.4% | 3,330 SH | |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | $527K | 0.5% | 5,276 SH | |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $729K | 0.7% | 7,207 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $962K | 0.9% | 6,499 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $225K | 0.2% | 1,000 SH | |
| VANGUARD WORLD FD | ESG US CORP BD | $754K | 0.7% | 12,007 SH | |
| VANGUARD WORLD FD | MATERIALS ETF | $225K | 0.2% | 1,000 SH | |
| VISA INC | COM CL A | $428K | 0.4% | 1,416 SH |
| 13F-HR |
| 0001961292-26-000005 |
| $116.4M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001961292-26-000004 | $109.0M | View |