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CIK 0002056711 • 7 13F filings • Apr 25, 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 | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $335K | 0.8% | 2,280 SH | |
| ALPHABET INC | CAP STK CL C | $229K | 0.5% | 1,466 SH | |
| AMAZON COM INC | COM | $258K | 0.6% | 1,357 SH | |
| APPLE INC | COM | $355K | 0.8% | 1,597 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $566K | 1.4% | 1,063 SH | |
| BROADCOM INC | COM | $445K | 1.1% | 2,658 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $2.5M | 5.9% | 110,461 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $582K | 1.4% | 1,650 SH | |
| ELI LILLY & CO | COM | $372K | 0.9% | 450 SH | |
| EXXON MOBIL CORP | COM | $252K | 0.6% | 2,121 SH | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $2.1M | 5.1% | 42,847 SH | |
| FIRST TR MORNINGSTAR DIVID L | SHS | $229K | 0.5% | 5,267 SH | |
| HOME DEPOT INC | COM | $271K | 0.6% | 739 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $693K | 1.7% | 7,568 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $512K | 1.2% | 1,092 SH | |
| ISHARES TR | CALIF MUN BD ETF | $302K | 0.7% | 5,368 SH | |
| ISHARES TR | CORE MSCI EAFE | $587K | 1.4% | 7,765 SH | |
| ISHARES TR | CORE MSCI TOTAL | $387K | 0.9% | 5,544 SH | |
| ISHARES TR | CORE US AGGBD ET | $236K | 0.6% | 2,385 SH | |
| ISHARES TR | MSCI INTL VLU FT | $643K | 1.5% | 21,224 SH | |
| ISHARES TR | MSCI USA QLT FCT | $2.8M | 6.7% | 16,461 SH | |
| ISHARES TR | NATIONAL MUN ETF | $421K | 1.0% | 3,994 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $491K | 1.2% | 1,359 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $418K | 1.0% | 2,223 SH | |
| ISHARES TR | RUS MD CP GR ETF | $497K | 1.2% | 4,234 SH | |
| ISHARES TR | RUS MID CAP ETF | $296K | 0.7% | 3,484 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $276K | 0.7% | 1,382 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $309K | 0.7% | 2,922 SH | |
| ISHARES TR | US TREAS BD ETF | $4.5M | 10.7% | 195,150 SH | |
| JPMORGAN CHASE & CO. | COM | $359K | 0.9% | 1,465 SH | |
| MASTERCARD INCORPORATED | CL A | $202K | 0.5% | 369 SH | |
| META PLATFORMS INC | CL A | $347K | 0.8% | 602 SH | |
| MICROSTRATEGY INC | CL A NEW | $341K | 0.8% | 1,185 SH | |
| NVIDIA CORPORATION | COM | $468K | 1.1% | 4,319 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $519K | 1.2% | 6,146 SH | |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | $2.2M | 5.1% | 75,376 SH | |
| SPDR GOLD TR | GOLD SHS | $4.4M | 10.6% | 15,380 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $516K | 1.2% | 7,590 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $4.6M | 11.0% | 69,853 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $280K | 0.7% | 5,476 SH | |
| SSGA ACTIVE TR | SPDR NUVEEN MUN | $1.3M | 3.2% | 48,362 SH | |
| TESLA INC | COM | $259K | 0.6% | 999 SH | |
| TYLER TECHNOLOGIES INC | COM | $213K | 0.5% | 367 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $580K | 1.4% | 7,899 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $667K | 1.6% | 2,425 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $578K | 1.4% | 10,029 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $1.9M | 4.4% | 25,212 SH | |
| VISA INC | COM CL A | $304K | 0.7% | 866 SH |
| 13F-HR |
| 0002056711-25-000005 |
| $65.5M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0002056711-26-000003 | $58.8M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0002056711-25-000003 | $59.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002056711-26-000002 | $73.9M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0002056711-25-000002 | $41.9M | View |