13Fprocessed

Form 13F — Institutional Holdings

EDGAR Filing Documents for 0001398344-25-020297

Summary

13F filing with 190 holdings

Filing Date

January 1, 2025

Accepted

Accession No.

0001398344-25-020297

CIK

0001999827

Holdings Reported

FilerCompanySharesValueQuarterPut/Call
EDGAR Filing Documents for 0001398344-25-020297ACCENTURE PLC IRELAND90$22,1942025-Q1
EDGAR Filing Documents for 0001398344-25-020297ADOBE INC52$18,3432025-Q1
EDGAR Filing Documents for 0001398344-25-020297AIR PRODUCTS & CHEMICALS INC2,450$668,1072025-Q1
EDGAR Filing Documents for 0001398344-25-020297Airbnb Inc5,357$650,4472025-Q1
EDGAR Filing Documents for 0001398344-25-020297ALCON AG250$18,6282025-Q1
EDGAR Filing Documents for 0001398344-25-020297Allstate Corp28$6,0112025-Q1
EDGAR Filing Documents for 0001398344-25-020297ALPHABET INC2,227$541,2782025-Q1
EDGAR Filing Documents for 0001398344-25-020297ALPHABET INC9,822$2,392,1552025-Q1
EDGAR Filing Documents for 0001398344-25-020297ALTRIA GROUP INC250$16,5152025-Q1
EDGAR Filing Documents for 0001398344-25-020297AMAZON COM INC4,300$944,1512025-Q1
EDGAR Filing Documents for 0001398344-25-020297AMERICAN AIRLS GROUP INC200$2,2482025-Q1
EDGAR Filing Documents for 0001398344-25-020297American Tower Corp236$45,3572025-Q1
EDGAR Filing Documents for 0001398344-25-020297AMGEN INC237$66,8822025-Q1
EDGAR Filing Documents for 0001398344-25-020297APPLE INC28,825$7,339,5942025-Q1
EDGAR Filing Documents for 0001398344-25-020297APPLIED MATLS INC505$103,4472025-Q1
EDGAR Filing Documents for 0001398344-25-020297ARISTA NETWORKS INC4,786$697,3692025-Q1
EDGAR Filing Documents for 0001398344-25-020297AT&T INC536$15,1372025-Q1
EDGAR Filing Documents for 0001398344-25-020297Automatic Data Processing Inc39$11,4472025-Q1
EDGAR Filing Documents for 0001398344-25-020297BANK AMERICA CORP5,610$289,4012025-Q1
EDGAR Filing Documents for 0001398344-25-020297BERKSHIRE HATHAWAY INC DEL1,024$514,8062025-Q1
EDGAR Filing Documents for 0001398344-25-020297BlackRock Inc492$573,7962025-Q1
EDGAR Filing Documents for 0001398344-25-020297Blackstone Inc45$7,6042025-Q1
EDGAR Filing Documents for 0001398344-25-020297Boeing Co4,266$920,7312025-Q1
EDGAR Filing Documents for 0001398344-25-020297BOOKING HOLDINGS INC2$10,7992025-Q1
EDGAR Filing Documents for 0001398344-25-020297BROADCOM INC6,133$2,023,1832025-Q1
EDGAR Filing Documents for 0001398344-25-020297BXP INC1,491$110,8092025-Q1
EDGAR Filing Documents for 0001398344-25-020297CARNIVAL CORP260$7,5172025-Q1
EDGAR Filing Documents for 0001398344-25-020297CARRIER GLOBAL CORPORATION118$7,0452025-Q1
EDGAR Filing Documents for 0001398344-25-020297CATERPILLAR INC135$64,4162025-Q1
EDGAR Filing Documents for 0001398344-25-020297CBOE GLOBAL MKTS INC100$24,5252025-Q1
EDGAR Filing Documents for 0001398344-25-020297CHEVRON CORP NEW5,485$851,8232025-Q1
EDGAR Filing Documents for 0001398344-25-020297CISCO SYSTEMS INC2,308$157,8952025-Q1
EDGAR Filing Documents for 0001398344-25-020297Citigroup Inc179$18,1692025-Q1
EDGAR Filing Documents for 0001398344-25-020297Coca Cola Company200$13,2642025-Q1
EDGAR Filing Documents for 0001398344-25-020297COLGATE PALMOLIVE CO165$13,1912025-Q1
EDGAR Filing Documents for 0001398344-25-020297COMCAST CORP NEW2,108$66,2312025-Q1
EDGAR Filing Documents for 0001398344-25-020297ConocoPhillips1,029$97,3242025-Q1
EDGAR Filing Documents for 0001398344-25-020297CONSOLIDATED EDISON INC1,114$111,9802025-Q1
EDGAR Filing Documents for 0001398344-25-020297Costco Wholesale Corp392$362,8472025-Q1
EDGAR Filing Documents for 0001398344-25-020297CSX CORP324$11,5062025-Q1
EDGAR Filing Documents for 0001398344-25-020297CUBESMART1,750$71,1552025-Q1
EDGAR Filing Documents for 0001398344-25-020297CVS HEALTH CORP371$27,9702025-Q1
EDGAR Filing Documents for 0001398344-25-020297DARDEN RESTAURANTS INC337$64,1522025-Q1
EDGAR Filing Documents for 0001398344-25-020297Deere & Company27$12,3472025-Q1
EDGAR Filing Documents for 0001398344-25-020297DELTA AIR LINES INC DEL100$5,6752025-Q1
EDGAR Filing Documents for 0001398344-25-020297DISNEY WALT CO478$54,7112025-Q1
EDGAR Filing Documents for 0001398344-25-020297DOW INC REG SHS1,338$30,6832025-Q1
EDGAR Filing Documents for 0001398344-25-020297DuPont de Nemours Inc100$7,7902025-Q1
EDGAR Filing Documents for 0001398344-25-020297DXC TECHNOLOGY CO162$2,2092025-Q1
EDGAR Filing Documents for 0001398344-25-020297Eaton Corp PLC225$84,2072025-Q1
EDGAR Filing Documents for 0001398344-25-020297Elevance Health Inc121$38,9802025-Q1
EDGAR Filing Documents for 0001398344-25-020297ELI LILLY & CO140$106,8202025-Q1
EDGAR Filing Documents for 0001398344-25-020297Emerson Electric Co251$32,9272025-Q1
EDGAR Filing Documents for 0001398344-25-020297Exxon Mobil Corporation152$17,1382025-Q1
EDGAR Filing Documents for 0001398344-25-020297FedEx Corp843$198,7182025-Q1
EDGAR Filing Documents for 0001398344-25-020297FIDELITY COVINGTON TRUST76,986$1,903,1072025-Q1
EDGAR Filing Documents for 0001398344-25-020297FIRST TR EXCHANGE-TRADED FD100$4,1962025-Q1
EDGAR Filing Documents for 0001398344-25-020297FREEPORT-MCMORAN INC15,464$606,5102025-Q1
EDGAR Filing Documents for 0001398344-25-020297GENERAL DYNAMICS CORP100$34,1002025-Q1
EDGAR Filing Documents for 0001398344-25-020297GENERAL MTRS CO466$28,4132025-Q1
EDGAR Filing Documents for 0001398344-25-020297GLOBUS MEDICAL INC - A1,000$57,2702025-Q1
EDGAR Filing Documents for 0001398344-25-020297Goldman Sachs Group Inc12$9,5572025-Q1
EDGAR Filing Documents for 0001398344-25-020297HAWAIIAN ELEC INDUSTRIES508$5,6122025-Q1
EDGAR Filing Documents for 0001398344-25-020297HEWLETT PACKARD ENTERPRISE C1,897$46,5912025-Q1
EDGAR Filing Documents for 0001398344-25-020297HOME DEPOT INC813$329,4662025-Q1
EDGAR Filing Documents for 0001398344-25-020297Honeywell International191$40,2062025-Q1
EDGAR Filing Documents for 0001398344-25-020297HP INC1,897$51,6562025-Q1
EDGAR Filing Documents for 0001398344-25-020297Intel Corp15,000$503,2502025-Q1
EDGAR Filing Documents for 0001398344-25-020297INVESCO QQQ TR816$490,0242025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR122$5,2832025-Q1
EDGAR Filing Documents for 0001398344-25-020297iShares 1-3 Year Treasury Bond ETF84,838$7,038,1892025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR26,278$2,348,4692025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR80,297$7,745,4452025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR35$3,3112025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR165$20,2052025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR33,290$2,267,6972025-Q1
EDGAR Filing Documents for 0001398344-25-020297iShares Core S&P Mid-Cap ETF64,462$4,206,7702025-Q1
EDGAR Filing Documents for 0001398344-25-020297iShares Core S&P Small-Cap ETF32,640$3,878,6322025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR21,007$14,059,7412025-Q1
EDGAR Filing Documents for 0001398344-25-020297iShares iBoxx Investment Grade Corporate Bond ETF37,604$4,191,7192025-Q1
EDGAR Filing Documents for 0001398344-25-020297iShares Short-Term Corporate Bond ETF99$5,2502025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR43,770$2,845,4872025-Q1
EDGAR Filing Documents for 0001398344-25-020297iShares MSCI Emerging Markets ETF10,271$548,4532025-Q1
EDGAR Filing Documents for 0001398344-25-020297iShares Edge MSCI Min Vol USA ETF15,103$1,436,9012025-Q1
EDGAR Filing Documents for 0001398344-25-020297iShares MSCI USA Quality Factor ETF9,569$1,861,0822025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR64,192$8,027,1592025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR255$8,0642025-Q1
EDGAR Filing Documents for 0001398344-25-020297iShares Russell 1000 Value ETF122$24,8382025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES RUSSELL 2000 GROWTH146$46,7262025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR162$23,0712025-Q1
EDGAR Filing Documents for 0001398344-25-020297iShares TIPS ETF4,582$509,5842025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR404$51,1632025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR0$12025-Q1
EDGAR Filing Documents for 0001398344-25-020297ISHARES TR22,587$522,2102025-Q1
EDGAR Filing Documents for 0001398344-25-020297Johnson & Johnson411$76,2082025-Q1
EDGAR Filing Documents for 0001398344-25-020297JPMORGAN CHASE & CO.7,836$2,471,6492025-Q1
EDGAR Filing Documents for 0001398344-25-020297KLA CORP29$31,2802025-Q1
EDGAR Filing Documents for 0001398344-25-020297KROGER CO433$29,1892025-Q1
EDGAR Filing Documents for 0001398344-25-020297Las Vegas Sands Corp129$6,9392025-Q1
EDGAR Filing Documents for 0001398344-25-020297LEXICON PHARMACEUTICALS INC142$1922025-Q1
EDGAR Filing Documents for 0001398344-25-020297Lockheed Martin Corp1,045$521,7572025-Q1
EDGAR Filing Documents for 0001398344-25-020297LOWES COS INC100$25,1312025-Q1
EDGAR Filing Documents for 0001398344-25-020297McDonald's Corporation25$7,5982025-Q1
EDGAR Filing Documents for 0001398344-25-020297MEDTRONIC PLC6,828$650,3092025-Q1
EDGAR Filing Documents for 0001398344-25-020297MERCADOLIBRE INC5$11,6852025-Q1
EDGAR Filing Documents for 0001398344-25-020297Merck & Co Inc4,807$403,4492025-Q1
EDGAR Filing Documents for 0001398344-25-020297META PLATFORMS INC245$179,9242025-Q1
EDGAR Filing Documents for 0001398344-25-020297MGM RESORTS INTERNATIONAL190$6,5862025-Q1
EDGAR Filing Documents for 0001398344-25-020297MICROSOFT CORP6,855$3,550,5852025-Q1
EDGAR Filing Documents for 0001398344-25-020297Mondelez Intl Inc269$16,8052025-Q1
EDGAR Filing Documents for 0001398344-25-020297Monster Beverage Corp200$13,4622025-Q1
EDGAR Filing Documents for 0001398344-25-020297MOTOROLA SOLUTIONS INC6$2,7442025-Q1
EDGAR Filing Documents for 0001398344-25-020297NETFLIX INC175$209,8112025-Q1
EDGAR Filing Documents for 0001398344-25-020297NEWMONT CORP1,876$158,1382025-Q1
EDGAR Filing Documents for 0001398344-25-020297NextEra Energy Inc804$60,6942025-Q1
EDGAR Filing Documents for 0001398344-25-020297NUTRIEN LTD300$17,6132025-Q1
EDGAR Filing Documents for 0001398344-25-020297NVIDIA CORPORATION160$29,8632025-Q1
EDGAR Filing Documents for 0001398344-25-020297ORACLE CORP2,369$666,2542025-Q1
EDGAR Filing Documents for 0001398344-25-020297OTIS WORLDWIDE CORP59$5,3952025-Q1
EDGAR Filing Documents for 0001398344-25-020297PALO ALTO NETWORKS INC4,218$858,8702025-Q1
EDGAR Filing Documents for 0001398344-25-020297PAYCHEX INC1,826$231,4642025-Q1
EDGAR Filing Documents for 0001398344-25-020297Pepsico Incorporated100$14,0442025-Q1
EDGAR Filing Documents for 0001398344-25-020297PFIZER INC871$22,1942025-Q1
EDGAR Filing Documents for 0001398344-25-020297PHILLIPS EDISON & CO INC2,527$86,7522025-Q1
EDGAR Filing Documents for 0001398344-25-020297PROLOGIS INC.8,685$994,6252025-Q1
EDGAR Filing Documents for 0001398344-25-020297PROSHARES TR55,660$5,736,8552025-Q1
EDGAR Filing Documents for 0001398344-25-020297PUBLIC SVC ENTERPRISE GRP IN315$26,2902025-Q1
EDGAR Filing Documents for 0001398344-25-020297QUALCOMM INC6,733$1,120,1682025-Q1
EDGAR Filing Documents for 0001398344-25-020297QUANTUMSCAPE CORP150$1,8482025-Q1
EDGAR Filing Documents for 0001398344-25-020297REGENERON PHARMACEUTICALS245$137,7572025-Q1
EDGAR Filing Documents for 0001398344-25-020297SAP SE370$98,8682025-Q1
EDGAR Filing Documents for 0001398344-25-020297Schlumberger NV2,610$89,6982025-Q1
EDGAR Filing Documents for 0001398344-25-020297SCHWAB STRATEGIC TR1,266$29,4632025-Q1
EDGAR Filing Documents for 0001398344-25-020297SPDR Energy Select Sector ETF10$9012025-Q1
EDGAR Filing Documents for 0001398344-25-020297SELECT SECTOR SPDR TR1,737$93,5732025-Q1
EDGAR Filing Documents for 0001398344-25-020297SELECT SECTOR SPDR TR13,716$1,908,8832025-Q1
EDGAR Filing Documents for 0001398344-25-020297SERVICENOW INC25$23,0072025-Q1
EDGAR Filing Documents for 0001398344-25-020297SHELL PLC-ADR83$5,9372025-Q1
EDGAR Filing Documents for 0001398344-25-020297SHERWIN-WILLIAMS CO/THE39$13,5052025-Q1
EDGAR Filing Documents for 0001398344-25-020297SMUCKER J M CO112$12,1642025-Q1
EDGAR Filing Documents for 0001398344-25-020297SOUTHWEST AIRLINES CO138$4,4042025-Q1
EDGAR Filing Documents for 0001398344-25-020297SPDR S&P 500 ETF TR8,120$5,409,6732025-Q1
EDGAR Filing Documents for 0001398344-25-020297SPDR SERIES TRUST122$11,0412025-Q1
EDGAR Filing Documents for 0001398344-25-020297Starbucks Corp300$25,3802025-Q1
EDGAR Filing Documents for 0001398344-25-020297Taiwan Semiconductor Manufacturing Co Ltd ADR1,212$338,6152025-Q1
EDGAR Filing Documents for 0001398344-25-020297TAKE-TWO INTERACTIVE SOFTWRE2,824$729,6092025-Q1
EDGAR Filing Documents for 0001398344-25-020297TERADYNE INC684$94,0932025-Q1
EDGAR Filing Documents for 0001398344-25-020297TESLA INC205$91,1682025-Q1
EDGAR Filing Documents for 0001398344-25-020297Thermo Fisher Scientific Inc1,665$807,4262025-Q1
EDGAR Filing Documents for 0001398344-25-020297Union Pacific Corp99$23,4012025-Q1
EDGAR Filing Documents for 0001398344-25-020297UNITED AIRLS HLDGS INC100$9,6502025-Q1
EDGAR Filing Documents for 0001398344-25-020297United Parcel Service Inc8,973$749,4742025-Q1
EDGAR Filing Documents for 0001398344-25-020297UNITEDHEALTH GROUP INC67$23,1362025-Q1
EDGAR Filing Documents for 0001398344-25-020297US Bancorp326$15,7562025-Q1
EDGAR Filing Documents for 0001398344-25-020297VANECK ETF TRUST182$13,9052025-Q1
EDGAR Filing Documents for 0001398344-25-020297VANGUARD INDEX FDS837$245,9032025-Q1
EDGAR Filing Documents for 0001398344-25-020297Vanguard Small-Cap129$32,8032025-Q1
EDGAR Filing Documents for 0001398344-25-020297VANGUARD INDEX FDS1,238$406,2072025-Q1
EDGAR Filing Documents for 0001398344-25-020297Vanguard Dividend Appreciation761$164,2232025-Q1
EDGAR Filing Documents for 0001398344-25-020297VENTAS INC230$16,0982025-Q1
EDGAR Filing Documents for 0001398344-25-020297VERIZON COMMUNICATIONS INC883$38,8082025-Q1
EDGAR Filing Documents for 0001398344-25-020297VISA INC1,271$433,8782025-Q1
EDGAR Filing Documents for 0001398344-25-020297WALMART INC50$5,1532025-Q1
EDGAR Filing Documents for 0001398344-25-020297Wells Fargo & Co2,036$170,6582025-Q1
EDGAR Filing Documents for 0001398344-25-020297WILLIS TOWERS WATSON PLC LTD2,299$794,2862025-Q1
EDGAR Filing Documents for 0001398344-25-020297WYNN RESORTS LTD89$11,4172025-Q1
EDGAR Filing Documents for 0001398344-25-020297ZOETIS INC4,710$689,1942025-Q1
EDGAR Filing Documents for 0001398344-25-020297Airbnb Inc10,000$1,214,2002025-Q1
EDGAR Filing Documents for 0001398344-25-020297ALPHABET INC10,000$2,435,5002025-Q1
EDGAR Filing Documents for 0001398344-25-020297APPLIED MATLS INC5,000$1,023,7002025-Q1
EDGAR Filing Documents for 0001398344-25-020297ARISTA NETWORKS INC20,000$2,914,2002025-Q1
EDGAR Filing Documents for 0001398344-25-020297BROADCOM INC7,500$2,474,3252025-Q1
EDGAR Filing Documents for 0001398344-25-020297ConocoPhillips14,500$1,371,5552025-Q1
EDGAR Filing Documents for 0001398344-25-020297CONSTELLATION BRANDS INC-A6,000$808,0202025-Q1
EDGAR Filing Documents for 0001398344-25-020297EQUINIX INC1,500$1,174,8602025-Q1
EDGAR Filing Documents for 0001398344-25-020297FedEx Corp9,000$2,122,2902025-Q1
EDGAR Filing Documents for 0001398344-25-020297FREEPORT-MCMORAN INC50,000$1,961,0002025-Q1
EDGAR Filing Documents for 0001398344-25-020297Lockheed Martin Corp2,500$1,248,0252025-Q1
EDGAR Filing Documents for 0001398344-25-020297Northrop Grumman Corp2,000$1,218,6402025-Q1
EDGAR Filing Documents for 0001398344-25-020297ONEOK INC12,500$912,1252025-Q1
EDGAR Filing Documents for 0001398344-25-020297ORACLE CORP8,000$2,249,9202025-Q1
EDGAR Filing Documents for 0001398344-25-020297PALO ALTO NETWORKS INC10,000$2,036,2002025-Q1
EDGAR Filing Documents for 0001398344-25-020297PROLOGIS INC.20,000$2,290,4002025-Q1
EDGAR Filing Documents for 0001398344-25-020297QUALCOMM INC12,000$1,996,3202025-Q1
EDGAR Filing Documents for 0001398344-25-020297Schlumberger NV40,000$1,374,8002025-Q1
EDGAR Filing Documents for 0001398344-25-020297Thermo Fisher Scientific Inc4,000$1,940,0802025-Q1
EDGAR Filing Documents for 0001398344-25-020297United Parcel Service Inc12,500$1,044,1252025-Q1
EDGAR Filing Documents for 0001398344-25-020297WOODWARD INC4,000$1,010,8402025-Q1
EDGAR Filing Documents for 0001398344-25-020297ZOETIS INC10,000$1,463,2002025-Q1