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CIK 0001846923 • 7 13F filings • Apr 23, 2025 – Oct 19, 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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $234K | 0.2%Prev: 0.1% | 1,064 SH | Decreased+36 SH |
| APPLE INC | COM | $2.0M | 2.1%Prev: 1.0% | 7,907 SH | Increased+1,042 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $278K | 0.3% | 552 SH | New |
| CVS HEALTH CORP | COM | $529K | 0.5%Prev: 0.4% | 7,020 SH | Decreased+125 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $16.9M | 17.5% | 365,019 SH | New |
| EXXON MOBIL CORP | COM | $659K | 0.7%Prev: 0.3% | 5,846 SH | Increased+1,606 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $207K | 0.2% | 2,307 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $266K | 0.3%Prev: 0.1% | 941 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $10.4M | 10.7%Prev: 13.3% | 15,477 SH | Decreased-18,948 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $21.2M | 21.8%Prev: 26.7% | 456,107 SH | Decreased-664,198 SH |
| MICROSOFT CORP | COM | $433K | 0.4%Prev: 0.1% | 837 SH | Increased+62 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $23.1M | 23.8% | 945,377 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $484K | 0.5% | 16,328 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $249K | 0.3% | 8,911 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $19.6M | 20.2% | 353,680 SH | New |
| SYSCO CORP | COM | $244K | 0.3%Prev: 0.1% | 2,963 SH | Decreased |
| TORONTO DOMINION BK ONT | COM NEW | $252K | 0.3%Prev: 0.2% | 3,146 SH | Decreased |
| 13F-HR |
| 0001214659-25-015285 |
| $97.0M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008749 | $193.5M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010315 | $91.7M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005070 | $171.8M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006263 | $143.1M | View |