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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 | $590K | 0.9%Prev: 1.0% | 3,802 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $391K | 0.6% | 2,414 SH | New |
| ALPHABET INC | CAP STK CL C | $1.0M | 1.5%Prev: 0.3% | 4,114 SH | Increased+3,535 SH |
| AMAZON COM INC | COM | $774K | 1.2% | 3,523 SH | New |
| APPLE INC | COM | $407K | 0.6% | 1,598 SH | New |
| BANK AMERICA CORP | COM | $302K | 0.5% | 5,845 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $937K | 1.4%Prev: 1.3% | 1,863 SH | Increased+389 SH |
| BLACKROCK ETF TRUST | ISHARES INTL EQ | $458K | 0.7% | 5,544 SH | New |
| BROADCOM INC | COM | $877K | 1.3% | 2,658 SH | New |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $1.5M | 2.2% | 51,861 SH | New |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $1.4M | 2.1% | 59,769 SH | New |
| CHEVRON CORP NEW | COM | $481K | 0.7% | 3,100 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $809K | 1.2% | 1,650 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $1.7M | 2.6% | 30,603 SH | New |
| ELI LILLY & CO | COM | $547K | 0.8% | 717 SH | New |
| ETFIS SER TR I | VIRTUS REAVES UT | $308K | 0.5% | 3,692 SH | New |
| EXXON MOBIL CORP | COM | $230K | 0.4%Prev: 0.6% | 2,039 SH | Decreased-338 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $229K | 0.3%Prev: 0.4% | 5,267 SH | Decreased |
| HOME DEPOT INC | COM | $299K | 0.5% | 739 SH | New |
| HONEYWELL INTL INC | COM | $389K | 0.6%Prev: 0.4% | 1,848 SH | Increased+924 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $2.5M | 3.9% | 46,900 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 1.9%Prev: 2.8% | 2,091 SH | Decreased-134 SH |
| ISHARES TR | CALIF MUN BD ETF | $333K | 0.5%Prev: 0.6% | 5,837 SH | Decreased-122 SH |
| ISHARES TR | CORE MSCI EAFE | $695K | 1.1% | 7,962 SH | New |
| ISHARES TR | CORE US AGGBD ET | $4.6M | 7.0%Prev: 6.9% | 45,467 SH | Increased+4,256 SH |
| ISHARES TR | MSCI INTL VLU FT | $740K | 1.1%Prev: 2.4% | 20,868 SH | Decreased-13,239 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.0M | 1.6%Prev: 1.0% | 5,258 SH | Increased+2,635 SH |
| ISHARES TR | NATIONAL MUN ETF | $441K | 0.7%Prev: 0.7% | 4,146 SH | Increased+195 SH |
| ISHARES TR | RUS 1000 GRW ETF | $594K | 0.9%Prev: 0.4% | 1,269 SH | Increased-632 SH |
| ISHARES TR | RUS 1000 VAL ETF | $938K | 1.4% | 4,609 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $896K | 1.4% | 6,290 SH | New |
| ISHARES TR | RUS MID CAP ETF | $596K | 0.9%Prev: 1.2% | 6,170 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $575K | 0.9% | 2,378 SH | New |
| ISHARES TR | SHRT NAT MUN ETF | $316K | 0.5%Prev: 0.5% | 2,956 SH | Decreased-57 SH |
| ISHARES TR | US TREAS BD ETF | $1.4M | 2.2%Prev: 1.1% | 61,890 SH | Increased+34,675 SH |
| JPMORGAN CHASE & CO. | COM | $762K | 1.2% | 2,415 SH | New |
| MASTERCARD INCORPORATED | CL A | $449K | 0.7%Prev: 0.7% | 789 SH | Increased |
| META PLATFORMS INC | CL A | $442K | 0.7% | 602 SH | New |
| MICROSOFT CORP | COM | $447K | 0.7% | 863 SH | New |
| NVIDIA CORPORATION | COM | $1.0M | 1.5% | 5,418 SH | New |
| SPDR GOLD TR | GOLD SHS | $5.5M | 8.4%Prev: 1.5% | 15,543 SH | Increased+13,194 SH |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $613K | 0.9% | 7,595 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $18.8M | 28.7% | 239,747 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $286K | 0.4% | 5,173 SH | New |
| SSGA ACTIVE TR | SPDR NUVEEN MUN | $1.2M | 1.9% | 45,566 SH | New |
| STRATEGY INC | CL A NEW | $353K | 0.5% | 1,096 SH | New |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $633K | 1.0% | 6,397 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $660K | 1.0% | 8,877 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $760K | 1.2%Prev: 1.5% | 2,315 SH | Decreased-15 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $2.5M | 3.9%Prev: 0.5% | 30,075 SH | Increased+27,025 SH |
| VISA INC | COM CL A | $516K | 0.8%Prev: 0.9% | 1,513 SH | Decreased-81 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 |