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CIK 0002057019 • 1 13F filing • Aug 18, 2025 – Aug 18, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $572 | 0.9% | 4,208 SH | |
| ABBVIE INC | COM | $573 | 0.9% | 3,853 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $574 | 0.9% | 3,405 SH | |
| ALPHABET INC | CAP STK CL C | $575 | 0.9% | 3,092 SH | |
| ALTRIA GROUP INC | COM | $576 | 0.9% | 5,626 SH | |
| AMAZON COM INC | COM | $577 | 0.9% | 2,390 SH | |
| AMETEK INC | COM | $578 | 0.9% | 2,000 SH | |
| AMGEN INC | COM | $579 | 0.9% | 2,870 SH | |
| APPLE INC | COM | $580 | 0.9% | 2,339 SH | |
| APPLIED MATLS INC | COM | $581 | 0.9% | 1,900 SH | |
| AT&T INC | COM | $636 | 1.0% | 21,979 SH | |
| BROADCOM INC | COM | $582 | 0.9% | 839 SH | |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $585 | 0.9% | 7,201 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $586 | 0.9% | 9,942 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $584 | 0.9% | 17,451 SH | |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $587 | 0.9% | 74,041 SH | |
| CARDINAL HEALTH INC | COM | $588 | 0.9% | 8,000 SH | |
| CHEESECAKE FACTORY INC | COM | $589 | 0.9% | 18,600 SH | |
| CHEVRON CORP NEW | COM | $590 | 0.9% | 4,917 SH | |
| CISCO SYS INC | COM | $591 | 0.9% | 42,115 SH | |
| COCA COLA CO | COM | $592 | 0.9% | 5,275 SH | |
| CVS HEALTH CORP | COM | $583 | 0.9% | 7,198 SH | |
| DEERE & CO | COM | $593 | 0.9% | 759 SH | |
| DISNEY WALT CO | COM | $594 | 0.9% | 7,355 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $595 | 0.9% | 6,600 SH | |
| EXXON MOBIL CORP | COM | $596 | 0.9% | 6,487 SH | |
| GE AEROSPACE | COM NEW | $599 | 0.9% | 4,516 SH | |
| GE VERNOVA INC | COM | $598 | 0.9% | 1,096 SH | |
| HALLIBURTON CO | COM | $600 | 0.9% | 15,550 SH | |
| HOME DEPOT INC | COM | $601 | 0.9% | 4,794 SH | |
| INNOVATIVE INDL PPTYS INC | COM | $602 | 0.9% | 4,664 SH | |
| INTEL CORP | COM | $607 | 0.9% | 27,116 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $217 | 0.3% | 511 SH | |
| JOHNSON & JOHNSON | COM | $1K | 1.8% | 7,928 SH | |
| JPMORGAN CHASE & CO. | COM | $227 | 0.3% | 784 SH | |
| KRAFT HEINZ CO | COM | $206 | 0.3% | 7,977 SH | |
| LOWES COS INC | COM | $3K | 4.3% | 13,068 SH | |
| MARSH & MCLENNAN COS INC | COM | $603 | 0.9% | 2,760 SH | |
| MCDONALDS CORP | COM | $825 | 1.2% | 2,822 SH | |
| MEDTRONIC PLC | COM | $225 | 0.3% | 2,581 SH | |
| MERCK & CO INC | COM | $346 | 0.5% | 4,373 SH | |
| META PLATFORMS INC | CL A | $597 | 0.9% | 680 SH | |
| MICROSOFT CORP | COM | $10K | 14.9% | 19,987 SH | |
| MICROSTRATEGY INC | CL A NEW | $485 | 0.7% | 1,200 SH | |
| MONDELEZ INTL INC | CL A | $1K | 2.1% | 21,021 SH | |
| NETFLIX INC | COM | $268 | 0.4% | 200 SH | |
| NIKE INC | CL B | $227 | 0.3% | 3,200 SH | |
| NIO INC | SPON ADS | $605 | 0.9% | 17,650 SH | |
| NOVARTIS AG | SPONSORED ADR | $2K | 2.6% | 14,141 SH | |
| ORACLE CORP | COM | $378 | 0.6% | 1,730 SH | |
| PEPSICO INC | COM | $990 | 1.5% | 7,504 SH | |
| PFIZER INC | COM | $442 | 0.7% | 18,242 SH | |
| PHILIP MORRIS INTL INC | COM | $559 | 0.8% | 3,067 SH | |
| PNC FINL SVCS GROUP INC | COM | $251 | 0.4% | 1,348 SH | |
| PROCTER AND GAMBLE CO | COM | $559 | 0.8% | 3,507 SH | |
| RIVIAN AUTOMOTIVE INC | COM CL A | $152 | 0.2% | 11,100 SH | |
| SALESFORCE INC | COM | $218 | 0.3% | 799 SH | |
| SCHWAB CHARLES CORP | COM | $583 | 0.9% | 6,390 SH | |
| SEI INVTS CO | COM | $5K | 6.7% | 50,200 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $775 | 1.2% | 14,799 SH | |
| SPDR GOLD TR | GOLD SHS | $657 | 1.0% | 2,155 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $641 | 1.0% | 1,037 SH | |
| STRYKER CORPORATION | COM | $432 | 0.6% | 1,092 SH | |
| SYSCO CORP | COM | $215 | 0.3% | 2,835 SH | |
| TESLA INC | COM | $379 | 0.6% | 1,195 SH | |
| TEXAS INSTRS INC | COM | $2K | 3.7% | 11,800 SH | |
| UNITED BANKSHARES INC WEST V | COM | $332 | 0.5% | 9,125 SH | |
| UNITEDHEALTH GROUP INC | COM | $342 | 0.5% | 1,097 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $772 | 1.2% | 9,813 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $212 | 0.3% | 484 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $332 | 0.5% | 585 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $509 | 0.8% | 2,612 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $236 | 0.4% | 996 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2K | 3.3% | 7,346 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $644 | 1.0% | 3,642 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1K | 1.6% | 21,542 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $514 | 0.8% | 9,020 SH | |
| VERIZON COMMUNICATIONS INC | COM | $661 | 1.0% | 15,269 SH | |
| WALMART INC | COM | $3K | 4.4% | 30,171 SH | |
| WELLS FARGO CO NEW | COM | $242 | 0.4% | 3,015 SH | |
| WESTERN DIGITAL CORP | COM | $845 | 1.3% | 13,200 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Aug 18, 2025 | Q2 2025 | 13F-HR | 0002057019-25-000003 | $67K | View |