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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 | $275K | 0.2%Prev: 0.2% | 1,093 SH | Increased |
| ALPHABET INC | CAP STK CL A | $2.1M | 1.8%Prev: 1.6% | 5,846 SH | Increased-183 SH |
| ALPHABET INC | CAP STK CL C | $775K | 0.7%Prev: 0.6% | 2,194 SH | Increased+5 SH |
| AMAZON COM INC | COM | $1.9M | 1.7%Prev: 1.8% | 8,126 SH | Decreased-1,395 SH |
| AMERICAN EXPRESS CO | COM | $325K | 0.3%Prev: 0.3% | 962 SH | Increased+1 SH |
| AMGEN INC | COM | $290K | 0.2%Prev: 0.3% | 800 SH | Increased-18 SH |
| APPLE INC | COM | $5.8M | 5.0%Prev: 4.7% | 20,177 SH | Increased-4 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 1.3%Prev: 1.3% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.0M | 2.6%Prev: 2.7% | 6,028 SH | Increased-31 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | $535K | 0.5% | 11,330 SH | New |
| CHEVRON CORPORATION | COM | $1.7M | 1.5%Prev: 1.9% | 10,268 SH | Decreased+70 SH |
| CHURCH & DWIGHT CO INC | COM | $294K | 0.3%Prev: 0.3% | 3,036 SH | Increased |
| CISCO SYS INC | COM | $1.1M | 0.9%Prev: 0.7% | 9,359 SH | Increased-53 SH |
| COCA COLA CO | COM | $241K | 0.2%Prev: 0.2% | 2,971 SH | Increased+145 SH |
| COSTCO WHOLESALE CORPORATION | COM | $2.0M | 1.7%Prev: 1.9% | 2,111 SH | Decreased-19 SH |
| CRANE COMPANY | COMMON STOCK | $339K | 0.3%Prev: 0.2% | 1,518 SH | Increased |
| DEERE & CO | COM | $254K | 0.2%Prev: 0.2% | 400 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $2.3M | 2.0% | 55,285 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.3M | 1.1%Prev: 1.1% | 30,927 SH | Increased+308 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $745K | 0.6%Prev: 0.7% | 20,000 SH | Increased |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $14.5M | 12.5% | 327,536 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $356K | 0.3%Prev: 0.2% | 4,327 SH | Increased+1,461 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $5.9M | 5.1%Prev: 4.5% | 159,662 SH | Increased+16,456 SH |
| DISNEY WALT CO | COM | $245K | 0.2%Prev: 0.2% | 2,543 SH | Decreased-57 SH |
| EATON VANCE TAX-MANAGED GLOB | COM | $113K | 0.1%Prev: 0.1% | 11,545 SH | Increased |
| EXXON MOBIL CORP | COM | $469K | 0.4%Prev: 0.5% | 3,431 SH | Decreased+12 SH |
| HOME DEPOT INC | COM | $553K | 0.5%Prev: 0.4% | 1,569 SH | Increased+92 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $921K | 0.8%Prev: 0.7% | 3,276 SH | Increased+44 SH |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | $6.9M | 5.9%Prev: 5.9% | 99,343 SH | Increased+2,656 SH |
| ISHARES TR | CORE S&P TTL STK | $371K | 0.3%Prev: 0.3% | 2,259 SH | Increased+3 SH |
| ISHARES TR | CORE S&P500 ETF | $9.2M | 7.9%Prev: 7.3% | 12,348 SH | Increased+176 SH |
| ISHARES TR | CORE US AGGBD ET | $6.8M | 5.8%Prev: 6.4% | 68,719 SH | Decreased-1,720 SH |
| ISHARES TR | ESG AW MSCI EAFE | $260K | 0.2%Prev: 0.2% | 2,528 SH | Increased |
| ISHARES TR | SELF DRIVNG EV | $233K | 0.2%Prev: 0.2% | 6,125 SH | Increased+227 SH |
| ISHARES TR | TIPS BD ETF | $272K | 0.2%Prev: 0.2% | 2,482 SH | Increased+105 SH |
| ISHARES TR | U.S. MED DVC ETF | $397K | 0.3%Prev: 0.4% | 8,039 SH | Decreased |
| ISHARES TR | US CONSM STAPLES | $7.3M | 6.3%Prev: 6.3% | 100,371 SH | Increased+1,714 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $434K | 0.4%Prev: 0.4% | 7,676 SH | Decreased-450 SH |
| JOHNSON & JOHNSON | COM | $369K | 0.3%Prev: 0.3% | 1,453 SH | Increased-36 SH |
| JPMORGAN CHASE & CO | COM | $1.5M | 1.3%Prev: 1.3% | 4,730 SH | Increased+34 SH |
| MARVELL TECHNOLOGY INC | COM | $314K | 0.3% | 1,053 SH | New |
| META PLATFORMS INC | CL A | $422K | 0.4%Prev: 0.4% | 749 SH | Decreased-29 SH |
| MICROSOFT CORP | COM | $1.4M | 1.2%Prev: 1.3% | 3,865 SH | Decreased-31 SH |
| NEXTERA ENERGY INC | COM | $273K | 0.2%Prev: 0.3% | 3,105 SH | Decreased |
| NOVARTIS AG | SPONSORED ADR | $236K | 0.2%Prev: 0.2% | 1,505 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG MIDCP | $321K | 0.3%Prev: 0.3% | 6,836 SH | Increased-32 SH |
| NVIDIA CORPORATION | COM | $2.9M | 2.5%Prev: 2.5% | 14,703 SH | Increased-961 SH |
| PROSHARES TR | S&P 500 DV ARIST | $378K | 0.3%Prev: 0.2% | 6,735 SH | Increased+4,395 SH |
| PRUDENTIAL FINL INC | COM | $306K | 0.3%Prev: 0.3% | 2,837 SH | Increased+13 SH |
| PUBLIC STORAGE | COM | $218K | 0.2% | 684 SH | New |
| RTX CORPORATION | COM | $1.2M | 1.1%Prev: 1.2% | 6,557 SH | Decreased+13 SH |
| SEMPRA | COM | $364K | 0.3%Prev: 0.3% | 3,921 SH | Decreased+1 SH |
| SPDR GOLD TR | GOLD SHS | $958K | 0.8%Prev: 1.0% | 2,602 SH | Decreased |
| SPDR SERIES TRUST | ST STR SP AERO | $4.0M | 3.4% | 14,075 SH | New |
| STARBUCKS CORP | COM | $408K | 0.4%Prev: 0.3% | 3,993 SH | Increased+92 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.3M | 2.8%Prev: 2.7% | 4,413 SH | Increased-94 SH |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $999K | 0.9%Prev: 0.8% | 1,420 SH | Increased+3 SH |
| STRYKER CORPORATION | COM | $393K | 0.3%Prev: 0.4% | 1,249 SH | Decreased-12 SH |
| TESLA INC | COM | $201K | 0.2% | 477 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $520K | 0.4%Prev: 0.5% | 7,081 SH | Decreased-253 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $253K | 0.2%Prev: 0.2% | 2,517 SH | Increased+458 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.0M | 3.4%Prev: 3.5% | 81,998 SH | Increased+1,714 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.3M | 3.7%Prev: 3.5% | 72,464 SH | Increased+2,130 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $523K | 0.4%Prev: 0.4% | 3,333 SH | Increased+3 SH |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | $533K | 0.5%Prev: 0.5% | 5,282 SH | Increased+6 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $731K | 0.6%Prev: 0.7% | 7,215 SH | Increased+8 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $900K | 0.8%Prev: 0.9% | 5,695 SH | Decreased-804 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $225K | 0.2%Prev: 0.2% | 1,000 SH | Increased |
| VANGUARD WORLD FD | ESG US CORP BD | $756K | 0.6%Prev: 0.7% | 12,040 SH | Increased+33 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $229K | 0.2%Prev: 0.2% | 1,000 SH | Increased |
| VISA INC | COM CL A | $694K | 0.6%Prev: 0.4% | 2,023 SH | Increased+607 SH |
| 13F-HR |
| 0001961292-26-000005 |
| $116.4M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001961292-26-000004 | $109.0M | View |