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CIK 0002014739 • 4 13F filings • May 5, 2025 – Jan 7, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $221K | 0.1%Prev: 0.1% | 1,382 SH | Increased+41 SH |
| ADVANCED MICRO DEVICES INC | COM | $500K | 0.1% | 2,334 SH | New |
| ALBEMARLE CORP | COM | $432K | 0.1% | 3,052 SH | New |
| ALPHABET INC | CAP STK CL A | $1.7M | 0.5%Prev: 0.2% | 5,548 SH | Increased+2,600 SH |
| ALPHABET INC | CAP STK CL C | $314K | 0.1% | 1,002 SH | New |
| AMAZON COM INC | COM | $773K | 0.2%Prev: 0.2% | 3,347 SH | Increased+251 SH |
| AMPHENOL CORP NEW | CL A | $385K | 0.1%Prev: 0.1% | 2,846 SH | Increased-189 SH |
| ANGLOGOLD ASHANTI PLC | COM SHS | $364K | 0.1% | 4,263 SH | New |
| APPLE INC | COM | $2.3M | 0.7%Prev: 0.7% | 8,292 SH | Increased-60 SH |
| APPLOVIN CORP | COM CL A | $842K | 0.2%Prev: 0.3% | 1,250 SH | Decreased-149 SH |
| AST SPACEMOBILE INC | COM CL A | $526K | 0.2%Prev: 0.1% | 7,244 SH | Increased+1,077 SH |
| AT&T INC | COM | $322K | 0.1%Prev: 0.1% | 12,958 SH | Decreased+961 SH |
| BANK NEW YORK MELLON CORP | COM | $390K | 0.1%Prev: 0.1% | 3,362 SH | Increased-183 SH |
| BELITE BIO INC | SPONSORED ADS | $384K | 0.1% | 2,399 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $380K | 0.1%Prev: 0.1% | 755 SH | Increased+34 SH |
| BROADCOM INC | COM | $914K | 0.3%Prev: 0.4% | 2,640 SH | Decreased-952 SH |
| CANAAN INC | SPONSORED ADS | $320K | 0.1% | 463,223 SH | New |
| CATERPILLAR INC | COM | $434K | 0.1% | 757 SH | New |
| CHEVRON CORP NEW | COM | $276K | 0.1%Prev: 0.1% | 1,808 SH | Decreased-112 SH |
| CIENA CORP | COM NEW | $454K | 0.1% | 1,943 SH | New |
| CISCO SYS INC | COM | $537K | 0.2%Prev: 0.2% | 6,971 SH | Increased+309 SH |
| COCA COLA CO | COM | $4.8M | 1.4%Prev: 1.6% | 68,942 SH | Increased-78 SH |
| COHERENT CORP | COM | $441K | 0.1% | 2,388 SH | New |
| CORNING INC | COM | $417K | 0.1%Prev: 0.2% | 4,766 SH | Decreased-895 SH |
| COSTCO WHSL CORP NEW | COM | $294K | 0.1%Prev: 0.1% | 341 SH | Decreased |
| DEUTSCHE BANK A G | NAMEN AKT | $376K | 0.1%Prev: 0.1% | 9,759 SH | Increased-389 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $1.9M | 0.6%Prev: 0.6% | 58,722 SH | Increased+943 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $2.5M | 0.7% | 59,722 SH | New |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $3.7M | 1.1%Prev: 1.2% | 115,905 SH | Increased+1,969 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $5.3M | 1.6%Prev: 3.9% | 140,272 SH | Decreased-178,822 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $5.2M | 1.5%Prev: 1.7% | 112,065 SH | Increased+2,901 SH |
| ELI LILLY & CO | COM | $213K | 0.1% | 198 SH | New |
| EXXON MOBIL CORP | COM | $389K | 0.1%Prev: 0.1% | 3,235 SH | Increased-170 SH |
| FIRST SOLAR INC | COM | $392K | 0.1% | 1,499 SH | New |
| GE AEROSPACE | COM NEW | $598K | 0.2%Prev: 0.2% | 1,942 SH | Decreased-107 SH |
| GOLDMAN SACHS GROUP INC | COM | $399K | 0.1%Prev: 0.1% | 454 SH | Decreased-73 SH |
| HOME DEPOT INC | COM | $1.7M | 0.5%Prev: 0.6% | 4,901 SH | Increased+713 SH |
| INSMED INC | COM PAR $.01 | $326K | 0.1% | 1,871 SH | New |
| INTEL CORP | COM | $382K | 0.1% | 10,342 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $610K | 0.2%Prev: 0.2% | 2,061 SH | Increased+44 SH |
| INVESCO QQQ TR | UNIT SER 1 | $22.6M | 6.6%Prev: 6.2% | 36,854 SH | Increased+7,295 SH |
| ISHARES GOLD TR | ISHARES NEW | $26.9M | 7.9%Prev: 9.2% | 331,438 SH | Increased-32,724 SH |
| ISHARES INC | CORE MSCI EMKT | $1.6M | 0.5% | 24,418 SH | New |
| ISHARES TR | 0-5YR HI YL CP | $515K | 0.2%Prev: 0.2% | 12,019 SH | Increased+376 SH |
| ISHARES TR | EAFE VALUE ETF | $15.7M | 4.6% | 220,550 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $296K | 0.1%Prev: 0.1% | 3,669 SH | Increased+39 SH |
| ISHARES TR | IBOXX INV CP ETF | $2.5M | 0.7% | 22,722 SH | New |
| ISHARES TR | MICRO-CAP ETF | $10.5M | 3.1% | 66,718 SH | New |
| ISHARES TR | MSCI EAFE ETF | $15.4M | 4.5%Prev: 5.2% | 160,433 SH | Increased+1,062 SH |
| ISHARES TR | MSCI EAFE MIN VL | $7.1M | 2.1%Prev: 2.4% | 82,525 SH | Increased+1,373 SH |
| ISHARES TR | MSCI EMG MKT ETF | $15.6M | 4.6%Prev: 5.4% | 285,278 SH | Decreased-6,679 SH |
| ISHARES TR | MSCI USA MIN VOL | $3.7M | 1.1%Prev: 1.3% | 39,679 SH | Increased+800 SH |
| ISHARES TR | SELECT DIVID ETF | $2.1M | 0.6%Prev: 0.7% | 15,231 SH | Increased+270 SH |
| ISHARES TR | SHRT NAT MUN ETF | $5.2M | 1.5%Prev: 0.9% | 49,074 SH | Increased+25,288 SH |
| ISHARES TR | U.S. TECH ETF | $1.3M | 0.4%Prev: 0.4% | 6,529 SH | Increased+373 SH |
| ISHARES TR | U.S. UTILITS ETF | $1.3M | 0.4% | 11,586 SH | New |
| ISHARES TR | US HLTHCARE ETF | $1.3M | 0.4% | 19,961 SH | New |
| ISHARES TR | US TELECOM ETF | $1.3M | 0.4%Prev: 0.4% | 39,670 SH | Increased+3,519 SH |
| ISHARES U S ETF TR | INT RT HD LONG | $4.2M | 1.2%Prev: 3.2% | 168,508 SH | Decreased-203,056 SH |
| JPMORGAN CHASE & CO. | COM | $433K | 0.1%Prev: 0.2% | 1,345 SH | Decreased-54 SH |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $359K | 0.1%Prev: 0.2% | 28,780 SH | Decreased-10,315 SH |
| KLA CORP | COM NEW | $820K | 0.2% | 675 SH | New |
| LAM RESEARCH CORP | COM NEW | $438K | 0.1%Prev: 0.2% | 2,556 SH | Decreased-777 SH |
| LOWES COS INC | COM | $280K | 0.1%Prev: 0.1% | 1,159 SH | Decreased-6 SH |
| LUMENTUM HLDGS INC | COM | $429K | 0.1%Prev: 0.1% | 1,163 SH | Increased-874 SH |
| MASTERCARD INCORPORATED | CL A | $228K | 0.1%Prev: 0.1% | 400 SH | Increased+8 SH |
| META PLATFORMS INC | CL A | $521K | 0.2%Prev: 0.2% | 790 SH | Increased+111 SH |
| MICRON TECHNOLOGY INC | COM | $866K | 0.3% | 3,035 SH | New |
| MICROSOFT CORP | COM | $1.7M | 0.5%Prev: 0.7% | 3,615 SH | Decreased-76 SH |
| MONOLITHIC PWR SYS INC | COM | $373K | 0.1% | 411 SH | New |
| MP MATERIALS CORP | COM CL A | $328K | 0.1%Prev: 0.1% | 6,483 SH | Decreased+1,442 SH |
| NETFLIX INC | COM | $398K | 0.1%Prev: 0.3% | 4,245 SH | Decreased+3,612 SH |
| NEWMONT CORP | COM | $459K | 0.1%Prev: 0.2% | 4,597 SH | Decreased-995 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.3%Prev: 0.5% | 5,784 SH | Decreased-1,394 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $427K | 0.1%Prev: 0.2% | 2,404 SH | Decreased-233 SH |
| PARKER-HANNIFIN CORP | COM | $206K | 0.1%Prev: 0.1% | 234 SH | Increased-37 SH |
| ROBINHOOD MKTS INC | COM CL A | $395K | 0.1%Prev: 0.2% | 3,492 SH | Decreased+24 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $378K | 0.1%Prev: 0.2% | 1,374 SH | Decreased-390 SH |
| SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | $24.7M | 7.3% | 562,085 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $585K | 0.2% | 4,062 SH | New |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | $370K | 0.1% | 5,380 SH | New |
| SOFI TECHNOLOGIES INC | COM | $345K | 0.1%Prev: 0.2% | 13,175 SH | Decreased-4,679 SH |
| SOUTHERN CO | COM | $634K | 0.2%Prev: 0.3% | 7,265 SH | Decreased-394 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.6M | 0.5%Prev: 0.5% | 2,414 SH | Increased+65 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $5.4M | 1.6% | 95,864 SH | New |
| TE CONNECTIVITY PLC | ORD SHS | $400K | 0.1% | 1,759 SH | New |
| TERADYNE INC | COM | $428K | 0.1% | 2,211 SH | New |
| TESLA INC | COM | $835K | 0.2%Prev: 0.2% | 1,857 SH | Increased+779 SH |
| TRUIST FINL CORP | COM | $224K | 0.1%Prev: 0.1% | 4,555 SH | Increased-336 SH |
| UNITED PARCEL SERVICE INC | CL B | $250K | 0.1% | 2,522 SH | New |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $1.2M | 0.4%Prev: 0.4% | 24,432 SH | Increased+1,494 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $19.2M | 5.6% | 259,795 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $19.7M | 5.8% | 407,361 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $216K | 0.1%Prev: 0.1% | 442 SH | Decreased-20 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $31.8M | 9.3%Prev: 10.8% | 101,070 SH | Increased-371 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $258K | 0.1%Prev: 0.1% | 925 SH | Decreased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $304K | 0.1% | 1,713 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.9M | 1.2%Prev: 1.0% | 11,768 SH | Increased+3,293 SH |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $639K | 0.2% | 8,176 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $7.5M | 2.2%Prev: 1.1% | 151,299 SH | Increased+86,585 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $15.6M | 4.6%Prev: 1.9% | 310,975 SH | Increased+202,118 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.6M | 0.7%Prev: 0.9% | 30,461 SH | Increased+416 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $655K | 0.2% | 10,489 SH | New |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $7.2M | 2.1%Prev: 1.1% | 107,410 SH | Increased+61,398 SH |
| VERTIV HOLDINGS CO | COM CL A | $370K | 0.1% | 2,285 SH | New |
| VISA INC | COM CL A | $217K | 0.1%Prev: 0.1% | 620 SH | Decreased-43 SH |
| WALMART INC | COM | $213K | 0.1% | 1,908 SH | New |
| WARNER BROS DISCOVERY INC | COM SER A | $869K | 0.3%Prev: 0.1% | 30,159 SH | Increased+11,193 SH |
| WESTERN DIGITAL CORP | COM | $419K | 0.1%Prev: 0.2% | 2,430 SH | Decreased-1,237 SH |
| YUM BRANDS INC | COM | $215K | 0.1%Prev: 0.1% | 1,421 SH | Decreased+4 SH |
| 13F-HR |
| 0001667731-25-000898 |
| $242.0M |
| View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000589 | $258.7M | View |