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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 | $457K | 0.1%Prev: 0.1% | 1,999 SH | Increased+68 SH |
| ADVANCED MICRO DEVICES INC | COM | $1.0M | 0.2%Prev: 0.0% | 4,888 SH | Increased+3,975 SH |
| AFLAC INC | COM | $252K | 0.1%Prev: 0.1% | 2,286 SH | Increased+14 SH |
| ALPHABET INC | CAP STK CL A | $919K | 0.2%Prev: 0.2% | 2,935 SH | Increased-369 SH |
| ALPHABET INC | CAP STK CL C | $849K | 0.2%Prev: 0.2% | 2,704 SH | Increased+50 SH |
| AMAZON COM INC | COM | $3.0M | 0.6%Prev: 0.6% | 12,832 SH | Increased-50 SH |
| AMERICAN HEALTHCARE REIT INC | COM SHS | $392K | 0.1%Prev: 0.1% | 8,332 SH | Increased+47 SH |
| AMGEN INC | COM | $207K | 0.0% | 630 SH | New |
| APPLE INC | COM | $14.8M | 3.1%Prev: 3.0% | 54,282 SH | Increased+109 SH |
| APPLIED MATLS INC | COM | $380K | 0.1%Prev: 0.1% | 1,477 SH | Increased-18 SH |
| AT&T INC | COM | $287K | 0.1%Prev: 0.1% | 11,536 SH | Decreased-1,791 SH |
| BANK AMERICA CORP | COM | $390K | 0.1%Prev: 0.1% | 7,085 SH | Increased+281 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $471K | 0.1%Prev: 0.1% | 937 SH | Increased+44 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $15.6M | 3.2%Prev: 3.3% | 468,407 SH | Increased+45,654 SH |
| BLACKROCK ETF TRUST | ISHARES US CARBO | $742K | 0.2% | 10,009 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $41.2M | 8.5%Prev: 8.3% | 677,172 SH | Increased+53,829 SH |
| BLACKROCK ETF TRUST | ISHARES US LARG | $214K | 0.0% | 6,754 SH | New |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $16.8M | 3.5%Prev: 3.4% | 436,315 SH | Increased+30,287 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.7M | 0.6%Prev: 0.6% | 50,978 SH | Increased+3,086 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $2.8M | 0.6%Prev: 0.5% | 57,191 SH | Increased+10,324 SH |
| BOEING CO | COM | $1.6M | 0.3%Prev: 0.3% | 7,279 SH | Increased+42 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | $4.7M | 1.0%Prev: 1.0% | 101,542 SH | Increased+8,527 SH |
| BROADCOM INC | COM | $4.3M | 0.9%Prev: 0.9% | 12,298 SH | Increased+381 SH |
| CATERPILLAR INC | COM | $517K | 0.1%Prev: 0.1% | 901 SH | Increased-1 SH |
| CHEVRON CORP NEW | COM | $275K | 0.1%Prev: 0.1% | 1,801 SH | Decreased-113 SH |
| CISCO SYS INC | COM | $261K | 0.1%Prev: 0.1% | 3,382 SH | Increased-335 SH |
| CLEVELAND-CLIFFS INC NEW | COM | $138K | 0.0%Prev: 0.0% | 10,368 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $563K | 0.1%Prev: 0.1% | 652 SH | Decreased+19 SH |
| CSX CORP | COM | $348K | 0.1%Prev: 0.1% | 9,588 SH | Decreased-76 SH |
| DELL TECHNOLOGIES INC | CL C | $300K | 0.1%Prev: 0.1% | 2,387 SH | Decreased+8 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $207K | 0.0% | 2,971 SH | New |
| DISNEY WALT CO | COM | $869K | 0.2%Prev: 0.2% | 7,639 SH | Decreased-251 SH |
| EDWARDS LIFESCIENCES CORP | COM | $201K | 0.0% | 2,360 SH | New |
| ELI LILLY & CO | COM | $280K | 0.1%Prev: 0.1% | 260 SH | Increased-10 SH |
| EXXON MOBIL CORP | COM | $537K | 0.1%Prev: 0.1% | 4,461 SH | Increased+211 SH |
| GE AEROSPACE | COM NEW | $327K | 0.1%Prev: 0.1% | 1,061 SH | Increased+11 SH |
| GE VERNOVA INC | COM | $311K | 0.1%Prev: 0.1% | 475 SH | Increased+22 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $8.7M | 1.8%Prev: 1.8% | 133,604 SH | Increased+11,420 SH |
| GOLDMAN SACHS ETF TR | TECHNOLOGY OPPOR | $1.2M | 0.3% | 30,640 SH | New |
| HOME DEPOT INC | COM | $638K | 0.1%Prev: 0.2% | 1,855 SH | Decreased-106 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $516K | 0.1%Prev: 0.1% | 1,741 SH | Decreased-172 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $2.0M | 0.4%Prev: 0.4% | 84,452 SH | Increased+15,084 SH |
| INVESCO QQQ TR | UNIT SER 1 | $477K | 0.1%Prev: 0.1% | 777 SH | Increased+6 SH |
| IRON MTN INC DEL | COM | $485K | 0.1%Prev: 0.1% | 5,850 SH | Decreased+299 SH |
| ISHARES GOLD TR | ISHARES NEW | $6.1M | 1.3%Prev: 1.2% | 75,614 SH | Increased+6,045 SH |
| ISHARES INC | CORE MSCI EMKT | $700K | 0.1%Prev: 0.2% | 10,416 SH | Increased+171 SH |
| ISHARES INC | ESG AWR MSCI EM | $230K | 0.0%Prev: 0.1% | 5,207 SH | Increased+86 SH |
| ISHARES INC | MSCI EMRG CHN | $830K | 0.2%Prev: 0.2% | 11,426 SH | Decreased-663 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $660K | 0.1%Prev: 0.1% | 6,578 SH | Increased+1,131 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $879K | 0.2%Prev: 0.2% | 8,584 SH | Increased+627 SH |
| ISHARES TR | 1 3 YR TREAS BD | $299K | 0.1%Prev: 0.1% | 3,604 SH | Increased+19 SH |
| ISHARES TR | 10-20 YR TRS ETF | $2.6M | 0.5%Prev: 0.5% | 25,837 SH | Increased+4,720 SH |
| ISHARES TR | A RATE CP BD ETF | $246K | 0.1%Prev: 0.1% | 5,122 SH | Decreased+40 SH |
| ISHARES TR | CALIF MUN BD ETF | $15.7M | 3.3%Prev: 2.9% | 273,799 SH | Increased+45,821 SH |
| ISHARES TR | CORE 80/20 AGGRE | $536K | 0.1%Prev: 0.1% | 5,987 SH | Increased-40 SH |
| ISHARES TR | CORE DIV GRWTH | $756K | 0.2%Prev: 0.2% | 10,893 SH | Increased+802 SH |
| ISHARES TR | CORE MSCI EAFE | $280K | 0.1%Prev: 0.1% | 3,134 SH | Decreased-1,036 SH |
| ISHARES TR | CORE MSCI INTL | $210K | 0.0%Prev: 0.0% | 2,543 SH | Increased+34 SH |
| ISHARES TR | CORE S&P MCP ETF | $290K | 0.1%Prev: 0.1% | 4,400 SH | Decreased-1,224 SH |
| ISHARES TR | CORE S&P500 ETF | $987K | 0.2%Prev: 0.2% | 1,440 SH | Increased+15 SH |
| ISHARES TR | CORE UNIVRSL USD | $18.8M | 3.9% | 403,416 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $5.9M | 1.2%Prev: 1.2% | 51,709 SH | Increased+3,580 SH |
| ISHARES TR | EAFE VALUE ETF | $32.7M | 6.8%Prev: 6.5% | 457,719 SH | Increased+29,243 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.5M | 0.3%Prev: 0.3% | 10,122 SH | Increased+4 SH |
| ISHARES TR | ESG EAFE ETF | $232K | 0.0%Prev: 0.1% | 3,085 SH | Decreased+36 SH |
| ISHARES TR | ESG MSCI KLD 400 | $483K | 0.1%Prev: 0.1% | 3,750 SH | Increased-15 SH |
| ISHARES TR | ESG MSCI USA ETF | $587K | 0.1%Prev: 0.1% | 10,193 SH | Decreased-144 SH |
| ISHARES TR | HDG MSCI EAFE | $254K | 0.1%Prev: 0.1% | 6,133 SH | Decreased-446 SH |
| ISHARES TR | IBOXX HI YD ETF | $291K | 0.1%Prev: 0.1% | 3,613 SH | Increased+11 SH |
| ISHARES TR | INVESTMENT GRADE | $349K | 0.1%Prev: 0.1% | 7,635 SH | Decreased-26 SH |
| ISHARES TR | ISHS 1-5YR INVS | $339K | 0.1%Prev: 0.1% | 6,407 SH | Increased+62 SH |
| ISHARES TR | JPMORGAN USD EMG | $974K | 0.2%Prev: 0.2% | 10,119 SH | Increased+521 SH |
| ISHARES TR | MSCI EAFE ETF | $257K | 0.1%Prev: 0.1% | 2,672 SH | Increased+47 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.5M | 0.3%Prev: 0.3% | 15,526 SH | Increased+833 SH |
| ISHARES TR | MSCI USA QLT FCT | $6.4M | 1.3%Prev: 1.3% | 32,065 SH | Increased+1,827 SH |
| ISHARES TR | MSCI USA VALUE | $593K | 0.1%Prev: 0.1% | 4,338 SH | Increased+26 SH |
| ISHARES TR | NATIONAL MUN ETF | $549K | 0.1%Prev: 0.1% | 5,128 SH | Decreased-142 SH |
| ISHARES TR | S&P 500 GRWT ETF | $54.2M | 11.2%Prev: 11.4% | 439,568 SH | Increased+18,499 SH |
| ISHARES TR | S&P 500 VAL ETF | $45.5M | 9.4%Prev: 9.5% | 214,431 SH | Increased+10,544 SH |
| ISHARES TR | U.S. TECH ETF | $2.2M | 0.5%Prev: 0.5% | 10,886 SH | Decreased-510 SH |
| ISHARES TR | US INFRASTRUC | $257K | 0.1%Prev: 0.1% | 4,889 SH | Decreased-204 SH |
| ISHARES TR | US TREAS BD ETF | $513K | 0.1%Prev: 0.1% | 22,288 SH | Increased+642 SH |
| ISHARES U S ETF TR | INT RT HDG C B | $214K | 0.0%Prev: 0.0% | 2,287 SH | Increased+15 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $237K | 0.0%Prev: 0.1% | 4,137 SH | Decreased-813 SH |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | $7.2M | 1.5%Prev: 1.5% | 106,130 SH | Increased+7,711 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $25.2M | 5.2%Prev: 5.3% | 398,430 SH | Increased+18,147 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $238K | 0.0%Prev: 0.1% | 4,698 SH | Increased+39 SH |
| JOHNSON & JOHNSON | COM | $284K | 0.1%Prev: 0.1% | 1,374 SH | Increased-35 SH |
| JPMORGAN CHASE & CO. | COM | $932K | 0.2%Prev: 0.2% | 2,891 SH | Increased+9 SH |
| KKR & CO INC | COM | $264K | 0.1%Prev: 0.1% | 2,072 SH | Increased-13 SH |
| LAM RESEARCH CORP | COM NEW | $753K | 0.2%Prev: 0.1% | 4,401 SH | Increased-82 SH |
| LOCKHEED MARTIN CORP | COM | $402K | 0.1%Prev: 0.1% | 830 SH | Decreased-5 SH |
| MCDONALDS CORP | COM | $619K | 0.1%Prev: 0.1% | 2,026 SH | Decreased-31 SH |
| META PLATFORMS INC | CL A | $678K | 0.1%Prev: 0.2% | 1,026 SH | Decreased-30 SH |
| MICROSOFT CORP | COM | $4.7M | 1.0%Prev: 1.2% | 9,722 SH | Decreased-232 SH |
| NETFLIX INC | COM | $377K | 0.1%Prev: 0.1% | 4,026 SH | Decreased+3,545 SH |
| NORTHROP GRUMMAN CORP | COM | $228K | 0.0%Prev: 0.1% | 399 SH | Decreased-13 SH |
| NVIDIA CORPORATION | COM | $6.4M | 1.3%Prev: 1.3% | 34,119 SH | Increased+2,125 SH |
| ORACLE CORP | COM | $227K | 0.0%Prev: 0.1% | 1,165 SH | Decreased+171 SH |
| PFIZER INC | COM | $205K | 0.0% | 8,237 SH | New |
| PROCTER AND GAMBLE CO | COM | $524K | 0.1%Prev: 0.1% | 3,654 SH | Decreased-274 SH |
| PROLOGIS INC. | COM | $780K | 0.2%Prev: 0.2% | 6,108 SH | Increased-57 SH |
| ROCKET LAB CORP | COM | $406K | 0.1%Prev: 0.1% | 5,813 SH | Increased+13 SH |
| ROCKWELL AUTOMATION INC | COM | $483K | 0.1%Prev: 0.1% | 1,240 SH | Increased-1 SH |
| ROSS STORES INC | COM | $485K | 0.1%Prev: 0.1% | 2,693 SH | Increased+9 SH |
| RTX CORPORATION | COM | $285K | 0.1%Prev: 0.1% | 1,551 SH | Increased-101 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $302K | 0.1%Prev: 0.1% | 6,676 SH | Increased-103 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $372K | 0.1%Prev: 0.1% | 1,351 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $338K | 0.1% | 7,556 SH | New |
| SEMPRA | COM | $875K | 0.2%Prev: 0.2% | 9,915 SH | Decreased-292 SH |
| SOUTHWEST AIRLS CO | COM | $269K | 0.1%Prev: 0.0% | 6,513 SH | Increased-72 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $24.7M | 5.1%Prev: 5.0% | 527,337 SH | Increased+56,767 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $788K | 0.2%Prev: 0.2% | 1,156 SH | Increased+155 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $29.3M | 6.1% | 472,265 SH | New |
| TARSUS PHARMACEUTICALS INC | COM | $278K | 0.1%Prev: 0.1% | 3,400 SH | Increased |
| TESLA INC | COM | $2.0M | 0.4%Prev: 0.4% | 4,502 SH | Increased-64 SH |
| TJX COS INC NEW | COM | $243K | 0.1%Prev: 0.1% | 1,580 SH | Increased-73 SH |
| UNITEDHEALTH GROUP INC | COM | $233K | 0.0%Prev: 0.1% | 706 SH | Decreased-87 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.2M | 0.7%Prev: 0.7% | 65,408 SH | Increased+6,489 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $463K | 0.1%Prev: 0.1% | 738 SH | Decreased-89 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $334K | 0.1%Prev: 0.1% | 995 SH | Increased+27 SH |
| VANGUARD WORLD FD | INF TECH ETF | $418K | 0.1%Prev: 0.1% | 555 SH | Decreased-22 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $26.1M | 5.4%Prev: 5.3% | 103,726 SH | Increased+6,920 SH |
| VISA INC | COM CL A | $259K | 0.1%Prev: 0.1% | 738 SH | Decreased-41 SH |
| WALMART INC | COM | $660K | 0.1%Prev: 0.1% | 5,921 SH | Increased+134 SH |
| WESTAMERICA BANCORPORATION | COM | $246K | 0.1%Prev: 0.1% | 5,138 SH | Increased-1 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 |