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CIK 0001923591 • 7 13F filings • May 5, 2025 – 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $389K | 0.1% | 1,883 SH | |
| AFLAC INC | COM | $241K | 0.1% | 2,140 SH | |
| ALPHABET INC | CAP STK CL A | $445K | 0.1% | 2,832 SH | |
| ALPHABET INC | CAP STK CL C | $306K | 0.1% | 1,928 SH | |
| AMAZON COM INC | COM | $2.5M | 0.7% | 12,976 SH | |
| AMERICAN HEALTHCARE REIT INC | COM SHS | $251K | 0.1% | 8,168 SH | |
| APPLE INC | COM | $12.3M | 3.6% | 55,098 SH | |
| AT&T INC | COM | $355K | 0.1% | 12,459 SH | |
| BANK AMERICA CORP | COM | $270K | 0.1% | 6,511 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $449K | 0.1% | 843 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $24.6M | 7.3% | 502,110 SH | |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $3.2M | 1.0% | 100,811 SH | |
| BLACKROCK ETF TRUST | US CARBON TRANS | $605K | 0.2% | 9,938 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.3M | 0.7% | 43,935 SH | |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $1.1M | 0.3% | 21,690 SH | |
| BOEING CO | COM | $1.2M | 0.4% | 7,233 SH | |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | $3.3M | 1.0% | 69,850 SH | |
| BROADCOM INC | COM | $1.9M | 0.6% | 11,509 SH | |
| CATERPILLAR INC | COM | $217K | 0.1% | 656 SH | |
| CLEVELAND-CLIFFS INC NEW | COM | $84K | 0.0% | 10,368 SH | |
| COSTCO WHSL CORP NEW | COM | $754K | 0.2% | 789 SH | |
| CSX CORP | COM | $225K | 0.1% | 7,616 SH | |
| DISNEY WALT CO | COM | $880K | 0.3% | 9,011 SH | |
| EXXON MOBIL CORP | COM | $353K | 0.1% | 2,965 SH | |
| FIRST FNDTN INC | COM | $54K | 0.0% | 10,368 SH | |
| HOME DEPOT INC | COM | $614K | 0.2% | 1,680 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $279K | 0.1% | 1,112 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $274K | 0.1% | 578 SH | |
| IRON MTN INC DEL | COM | $478K | 0.1% | 5,500 SH | |
| ISHARES GOLD TR | ISHARES NEW | $2.9M | 0.9% | 49,330 SH | |
| ISHARES INC | CORE MSCI EMKT | $532K | 0.2% | 9,822 SH | |
| ISHARES INC | MSCI EMRG CHN | $8.3M | 2.4% | 148,965 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $312K | 0.1% | 3,108 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $287K | 0.1% | 2,793 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $212K | 0.1% | 2,571 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $1.7M | 0.5% | 16,019 SH | |
| ISHARES TR | A RATE CP BD ETF | $378K | 0.1% | 7,954 SH | |
| ISHARES TR | CALIF MUN BD ETF | $11.6M | 3.4% | 206,136 SH | |
| ISHARES TR | CORE 80/20 AGGRE | $490K | 0.1% | 6,383 SH | |
| ISHARES TR | CORE DIV GRWTH | $822K | 0.2% | 13,335 SH | |
| ISHARES TR | CORE MSCI EAFE | $209K | 0.1% | 2,750 SH | |
| ISHARES TR | CORE S&P500 ETF | $606K | 0.2% | 1,074 SH | |
| ISHARES TR | CORE TOTAL USD | $16.8M | 5.0% | 365,568 SH | |
| ISHARES TR | EAFE GRWTH ETF | $13.3M | 3.9% | 132,867 SH | |
| ISHARES TR | EAFE VALUE ETF | $19.1M | 5.7% | 324,494 SH | |
| ISHARES TR | ESG AWR MSCI USA | $1.4M | 0.4% | 11,429 SH | |
| ISHARES TR | ESG EAFE ETF | $210K | 0.1% | 3,122 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $389K | 0.1% | 3,781 SH | |
| ISHARES TR | ESG MSCI USA ETF | $507K | 0.2% | 10,843 SH | |
| ISHARES TR | HDG MSCI EAFE | $4.9M | 1.4% | 134,499 SH | |
| ISHARES TR | HIGH YLD SYSTM B | $406K | 0.1% | 8,654 SH | |
| ISHARES TR | IBOXX HI YD ETF | $248K | 0.1% | 3,151 SH | |
| ISHARES TR | IBOXX INV CP ETF | $288K | 0.1% | 2,652 SH | |
| ISHARES TR | INTL DIV GRWTH | $482K | 0.1% | 6,648 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $284K | 0.1% | 5,430 SH | |
| ISHARES TR | JPMORGAN USD EMG | $815K | 0.2% | 9,003 SH | |
| ISHARES TR | MSCI USA MIN VOL | $1.1M | 0.3% | 11,781 SH | |
| ISHARES TR | MSCI USA QLT FCT | $4.7M | 1.4% | 27,627 SH | |
| ISHARES TR | MSCI USA VALUE | $454K | 0.1% | 4,260 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $50.8M | 15.0% | 542,892 SH | |
| ISHARES TR | S&P 500 VAL ETF | $38.8M | 11.5% | 204,116 SH | |
| ISHARES TR | TRS FLT RT BD | $231K | 0.1% | 4,578 SH | |
| ISHARES TR | U.S. TECH ETF | $10.8M | 3.2% | 76,228 SH | |
| ISHARES TR | US INFRASTRUC | $270K | 0.1% | 5,976 SH | |
| ISHARES TR | US TREAS BD ETF | $536K | 0.2% | 23,338 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $376K | 0.1% | 6,614 SH | |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | $5.1M | 1.5% | 90,494 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $20.2M | 6.0% | 357,437 SH | |
| JPMORGAN CHASE & CO. | COM | $494K | 0.1% | 2,026 SH | |
| KKR & CO INC | COM | $274K | 0.1% | 2,328 SH | |
| LAM RESEARCH CORP | COM NEW | $317K | 0.1% | 4,358 SH | |
| LOCKHEED MARTIN CORP | COM | $366K | 0.1% | 816 SH | |
| MARRIOTT INTL INC NEW | CL A | $495K | 0.1% | 2,079 SH | |
| MCDONALDS CORP | COM | $730K | 0.2% | 2,326 SH | |
| META PLATFORMS INC | CL A | $550K | 0.2% | 938 SH | |
| MICROSOFT CORP | COM | $3.4M | 1.0% | 8,994 SH | |
| NETFLIX INC | COM | $308K | 0.1% | 332 SH | |
| NVIDIA CORPORATION | COM | $3.3M | 1.0% | 29,642 SH | |
| PROCTER AND GAMBLE CO | COM | $614K | 0.2% | 3,602 SH | |
| PROLOGIS INC. | COM | $692K | 0.2% | 6,207 SH | |
| ROCKWELL AUTOMATION INC | COM | $358K | 0.1% | 1,383 SH | |
| ROSS STORES INC | COM | $352K | 0.1% | 2,724 SH | |
| SEMPRA | COM | $710K | 0.2% | 9,928 SH | |
| SOUTHWEST AIRLS CO | COM | $206K | 0.1% | 6,523 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $341K | 0.1% | 811 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $8.9M | 2.6% | 223,912 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $639K | 0.2% | 1,139 SH | |
| SPDR SER TR | BBG CONV SEC ETF | $225K | 0.1% | 2,932 SH | |
| SPDR SER TR | PORT MTG BK ETF | $2.9M | 0.9% | 132,032 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $20.1M | 5.9% | 304,159 SH | |
| TESLA INC | COM | $1.5M | 0.5% | 5,712 SH | |
| UNITEDHEALTH GROUP INC | COM | $462K | 0.1% | 882 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $328K | 0.1% | 635 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $252K | 0.1% | 460 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $8.2M | 2.4% | 40,510 SH | |
| WALMART INC | COM | $465K | 0.1% | 5,229 SH |
| 13F-HR |
| 0001172661-25-004435 |
| $443.6M |
| View |
| Aug 6, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003107 | $611.3M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003120 | $402.2M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001663 | $506.0M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001576 | $338.3M | View |