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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 | $579K | 1.0%Prev: 0.7% | 3,802 SH | Increased |
| ADVANCED MICRO DEVICES INC | COM | $343K | 0.6%Prev: 0.7% | 2,414 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $730K | 1.2%Prev: 1.6% | 4,114 SH | Decreased-128 SH |
| AMAZON COM INC | COM | $773K | 1.3%Prev: 1.0% | 3,523 SH | Increased |
| APPLE INC | COM | $328K | 0.5%Prev: 0.5% | 1,598 SH | Decreased |
| BANK AMERICA CORP | COM | $277K | 0.5%Prev: 0.4% | 5,845 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $905K | 1.5%Prev: 1.0% | 1,863 SH | Increased+324 SH |
| BROADCOM INC | COM | $733K | 1.2%Prev: 1.1% | 2,658 SH | Decreased |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $1.6M | 2.7%Prev: 2.4% | 59,905 SH | Decreased+216 SH |
| CHEVRON CORP NEW | COM | $433K | 0.7% | 3,022 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $840K | 1.4%Prev: 0.8% | 1,650 SH | Increased+220 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $2.1M | 3.5% | 38,852 SH | New |
| ELI LILLY & CO | COM | $559K | 0.9%Prev: 0.9% | 717 SH | Decreased-38 SH |
| ETFIS SER TR I | VIRTUS REAVES UT | $1.6M | 2.6%Prev: 0.4% | 20,804 SH | Increased+17,539 SH |
| EXXON MOBIL CORP | COM | $229K | 0.4%Prev: 0.5% | 2,122 SH | Decreased-255 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $221K | 0.4%Prev: 0.4% | 5,267 SH | Decreased |
| HOME DEPOT INC | COM | $271K | 0.5% | 739 SH | New |
| HONEYWELL INTL INC | COM | $430K | 0.7%Prev: 0.6% | 1,848 SH | Increased |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $2.3M | 3.8%Prev: 4.2% | 44,507 SH | Decreased-11,840 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 1.9%Prev: 1.8% | 2,054 SH | Decreased-250 SH |
| ISHARES TR | CALIF MUN BD ETF | $323K | 0.5%Prev: 0.5% | 5,796 SH | Decreased-122 SH |
| ISHARES TR | CORE MSCI EAFE | $665K | 1.1%Prev: 1.0% | 7,962 SH | Decreased-19 SH |
| ISHARES TR | CORE MSCI TOTAL | $429K | 0.7%Prev: 0.7% | 5,544 SH | Decreased |
| ISHARES TR | CORE US AGGBD ET | $4.0M | 6.7%Prev: 6.8% | 40,640 SH | Decreased-9,766 SH |
| ISHARES TR | MSCI INTL VLU FT | $698K | 1.2%Prev: 1.1% | 21,233 SH | Decreased+276 SH |
| ISHARES TR | MSCI USA QLT FCT | $975K | 1.6%Prev: 1.3% | 5,332 SH | Decreased+148 SH |
| ISHARES TR | NATIONAL MUN ETF | $431K | 0.7%Prev: 0.6% | 4,121 SH | Increased+196 SH |
| ISHARES TR | RUS 1000 GRW ETF | $539K | 0.9%Prev: 0.7% | 1,269 SH | Increased+27 SH |
| ISHARES TR | RUS 1000 VAL ETF | $881K | 1.5%Prev: 1.4% | 4,534 SH | Decreased-305 SH |
| ISHARES TR | RUS MD CP GR ETF | $850K | 1.4%Prev: 1.1% | 6,131 SH | Increased-80 SH |
| ISHARES TR | RUS MID CAP ETF | $567K | 0.9%Prev: 0.8% | 6,170 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $513K | 0.9%Prev: 0.8% | 2,378 SH | Decreased |
| ISHARES TR | SHRT NAT MUN ETF | $312K | 0.5%Prev: 0.4% | 2,938 SH | Decreased-56 SH |
| ISHARES TR | US TREAS BD ETF | $1.5M | 2.6%Prev: 0.9% | 67,406 SH | Increased+39,453 SH |
| JPMORGAN CHASE & CO. | COM | $700K | 1.2% | 2,415 SH | New |
| MASTERCARD INCORPORATED | CL A | $443K | 0.7%Prev: 0.5% | 789 SH | Increased |
| META PLATFORMS INC | CL A | $445K | 0.7%Prev: 0.5% | 602 SH | Increased-62 SH |
| MICROSOFT CORP | COM | $430K | 0.7% | 863 SH | New |
| MICROSTRATEGY INC | CL A NEW | $432K | 0.7% | 1,069 SH | New |
| NVIDIA CORPORATION | COM | $856K | 1.4%Prev: 1.3% | 5,418 SH | Decreased-176 SH |
| SPDR GOLD TR | GOLD SHS | $3.3M | 5.5%Prev: 8.3% | 10,768 SH | Decreased-3,528 SH |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $569K | 0.9% | 7,593 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $16.0M | 26.7% | 219,988 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $271K | 0.5% | 5,173 SH | New |
| SSGA ACTIVE TR | SPDR NUVEEN MUN | $1.3M | 2.2% | 48,426 SH | New |
| TYLER TECHNOLOGIES INC | COM | $218K | 0.4% | 367 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $649K | 1.1%Prev: 0.9% | 8,811 SH | Decreased-519 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $704K | 1.2%Prev: 1.0% | 2,315 SH | Decreased-75 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $2.4M | 4.0%Prev: 4.8% | 29,947 SH | Decreased-7,449 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $1.5M | 2.5% | 6,912 SH | New |
| VISA INC | COM CL A | $537K | 0.9%Prev: 0.6% | 1,513 SH | Increased |
| 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 |