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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 | $616K | 1.0%Prev: 1.0% | 3,802 SH | Increased |
| ALPHABET INC | CAP STK CL C | $205K | 0.3%Prev: 1.2% | 579 SH | Decreased-3,535 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $738K | 1.3%Prev: 1.5% | 1,474 SH | Decreased-389 SH |
| CAPITAL GROUP EQUITY ETF TR | US SM MI CA ETF | $2.0M | 3.4% | 60,388 SH | New |
| CHEVRON CORPORATION | COM | $514K | 0.9% | 3,100 SH | New |
| COCA COLA CO | COM | $216K | 0.4% | 2,656 SH | New |
| DIREXION SHARES ETF TRUST | DAIL MA 7 1X ETF | $2.3M | 3.9% | 173,666 SH | New |
| DIREXION SHARES ETF TRUST | DAILY 500 1X ETF | $2.6M | 4.4% | 298,975 SH | New |
| EXXON MOBIL CORP | COM | $325K | 0.6%Prev: 0.4% | 2,377 SH | Increased+255 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.9M | 4.9% | 63,596 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SHS | $256K | 0.4%Prev: 0.4% | 5,267 SH | Increased |
| HONEYWELL AEROSPACE INC | COM | $204K | 0.3% | 924 SH | New |
| HONEYWELL INTL INC | COM | $215K | 0.4%Prev: 0.7% | 924 SH | Decreased-924 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $525K | 0.9% | 2,467 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.6M | 2.8%Prev: 1.9% | 2,225 SH | Increased+171 SH |
| ISHARES TR | CALIF MUN BD ETF | $343K | 0.6%Prev: 0.5% | 5,959 SH | Increased+163 SH |
| ISHARES TR | CORE MSCI TOTAL | $212K | 0.4%Prev: 0.7% | 2,226 SH | Decreased-3,318 SH |
| ISHARES TR | CORE US AGGBD ET | $4.1M | 6.9%Prev: 6.7% | 41,211 SH | Increased+571 SH |
| ISHARES TR | MSCI INTL VLU FT | $1.4M | 2.4%Prev: 1.2% | 34,107 SH | Increased+12,874 SH |
| ISHARES TR | MSCI USA QLT FCT | $576K | 1.0%Prev: 1.6% | 2,623 SH | Decreased-2,709 SH |
| ISHARES TR | NATIONAL MUN ETF | $425K | 0.7%Prev: 0.7% | 3,951 SH | Decreased-170 SH |
| ISHARES TR | RUS 1000 GRW ETF | $236K | 0.4%Prev: 0.9% | 1,901 SH | Decreased+632 SH |
| ISHARES TR | RUS MID CAP ETF | $681K | 1.2%Prev: 0.9% | 6,170 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $321K | 0.5%Prev: 0.5% | 3,013 SH | Increased+75 SH |
| ISHARES TR | US TREAS BD ETF | $620K | 1.1%Prev: 2.6% | 27,215 SH | Decreased-40,191 SH |
| JPMORGAN CHASE & CO | COM | $791K | 1.3% | 2,415 SH | New |
| MASTERCARD INCORPORATED | CL A | $405K | 0.7%Prev: 0.7% | 789 SH | Decreased |
| PROSHARES TR II | ULTRASHORT GOLD | $1.6M | 2.7% | 57,940 SH | New |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $1.3M | 2.2% | 40,145 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.1M | 3.5% | 65,175 SH | New |
| SPDR GOLD TR | GOLD SHS | $865K | 1.5%Prev: 5.5% | 2,349 SH | Decreased-8,419 SH |
| SPDR SERIES TRUST | ST INTER ETF | $1.8M | 3.1% | 64,638 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $13.7M | 23.3% | 155,711 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $288K | 0.5% | 4,736 SH | New |
| SPDR SERIES TRUST | ST STR PR SP1500 | $690K | 1.2% | 7,602 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $295K | 0.5% | 3,657 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $276K | 0.5% | 909 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $862K | 1.5%Prev: 1.2% | 2,330 SH | Increased+15 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.9M | 5.0% | 13,533 SH | New |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $3.5M | 6.0% | 60,986 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.5M | 4.2% | 28,765 SH | New |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $300K | 0.5%Prev: 4.0% | 3,050 SH | Decreased-26,897 SH |
| VISA INC | COM CL A | $547K | 0.9%Prev: 0.9% | 1,594 SH | Increased+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 |