13Fprocessed

Form 13F — Institutional Holdings

EDGAR Filing Documents for 0002053348-25-000006

Summary

13F filing with 170 holdings

Filing Date

January 1, 2025

Accepted

Accession No.

0002053348-25-000006

CIK

0002053348

Holdings Reported

FilerCompanySharesValueQuarterPut/Call
EDGAR Filing Documents for 0002053348-25-000006VANGUARD MEGA CAP GROWTH ETF187,284$75,366,7482025-Q1
EDGAR Filing Documents for 0002053348-25-000006PRINCIPAL EXCHANGE TRADED FD2,622,964$50,203,5322025-Q1
EDGAR Filing Documents for 0002053348-25-000006VANGUARD INDEX FDS128,624$37,781,8932025-Q1
EDGAR Filing Documents for 0002053348-25-000006GENIUS SPORTS LIMITED SHARES CL A2,722,980$33,710,4922025-Q1
EDGAR Filing Documents for 0002053348-25-000006APPLE INC58,949$15,010,1012025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES TR104,355$14,426,0352025-Q1
EDGAR Filing Documents for 0002053348-25-000006ANGEL OAK FUNDS TRUST278,980$14,268,4112025-Q1
EDGAR Filing Documents for 0002053348-25-000006MICROSOFT CORP25,917$13,423,5602025-Q1
EDGAR Filing Documents for 0002053348-25-000006NVIDIA CORPORATION60,157$11,224,1572025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES TR16,217$10,853,9602025-Q1
EDGAR Filing Documents for 0002053348-25-000006VANGUARD INDEX FDS32,877$10,789,3822025-Q1
EDGAR Filing Documents for 0002053348-25-000006BERKSHIRE HATHAWAY INC DEL20,125$10,117,6432025-Q1
EDGAR Filing Documents for 0002053348-25-000006AMAZON COM INC41,702$9,156,5082025-Q1
EDGAR Filing Documents for 0002053348-25-000006JPMORGAN CHASE & CO.28,016$8,836,9742025-Q1
EDGAR Filing Documents for 0002053348-25-000006ALPHABET INC36,199$8,800,0872025-Q1
EDGAR Filing Documents for 0002053348-25-000006iShares Russell Mid-Cap ETF73,710$7,116,6792025-Q1
EDGAR Filing Documents for 0002053348-25-000006PIMCO RAFI Dynamic Multi-Factor International Equity ETF164,405$6,111,1632025-Q1
EDGAR Filing Documents for 0002053348-25-000006SELECT SECTOR SPDR TR20,975$5,912,0012025-Q1
EDGAR Filing Documents for 0002053348-25-000006GOLDMAN SACHS ACTIVE BETA INTL134,265$5,519,6342025-Q1
EDGAR Filing Documents for 0002053348-25-000006BROADCOM INC15,043$4,962,8362025-Q1
EDGAR Filing Documents for 0002053348-25-000006iShares Russell 1000 ETF13,072$4,777,5552025-Q1
EDGAR Filing Documents for 0002053348-25-000006Berkshire Hathaway Cl A6$4,525,2002025-Q1
EDGAR Filing Documents for 0002053348-25-000006BLUE OWL CAPITAL INC261,863$4,433,3412025-Q1
EDGAR Filing Documents for 0002053348-25-000006WILLIS TOWERS WATSON PLC LTD12,135$4,192,0362025-Q1
EDGAR Filing Documents for 0002053348-25-000006HOWARD HUGHES HOLDINGS INC50,423$4,143,2582025-Q1
EDGAR Filing Documents for 0002053348-25-000006ROOT INC45,034$4,030,9932025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES RUSSELL 1000 GROWTH8,518$3,989,9162025-Q1
EDGAR Filing Documents for 0002053348-25-000006NextEra Energy Inc51,260$3,869,6272025-Q1
EDGAR Filing Documents for 0002053348-25-000006iShares Core S&P Mid-Cap ETF58,607$3,824,6932025-Q1
EDGAR Filing Documents for 0002053348-25-000006ELI LILLY & CO4,691$3,578,9422025-Q1
EDGAR Filing Documents for 0002053348-25-000006FREEPORT-MCMORAN INC91,111$3,573,3842025-Q1
EDGAR Filing Documents for 0002053348-25-000006Exxon Mobil Corporation30,395$3,427,0362025-Q1
EDGAR Filing Documents for 0002053348-25-000006VANGUARD INDEX FDS5,169$3,165,3922025-Q1
EDGAR Filing Documents for 0002053348-25-000006Costco Wholesale Corp3,344$3,095,0302025-Q1
EDGAR Filing Documents for 0002053348-25-000006AMERICAN EXPRESS CO9,096$3,021,3272025-Q1
EDGAR Filing Documents for 0002053348-25-000006Blackstone Inc16,851$2,878,9232025-Q1
EDGAR Filing Documents for 0002053348-25-000006SPDR S&P 500 ETF TR4,174$2,780,8552025-Q1
EDGAR Filing Documents for 0002053348-25-000006EMCOR Group Inc4,046$2,628,0392025-Q1
EDGAR Filing Documents for 0002053348-25-000006MORGAN STANLEY16,350$2,598,9962025-Q1
EDGAR Filing Documents for 0002053348-25-000006CATERPILLAR INC5,424$2,588,0622025-Q1
EDGAR Filing Documents for 0002053348-25-000006iShares Select Dividend17,691$2,513,8912025-Q1
EDGAR Filing Documents for 0002053348-25-000006MASTERCARD INCORPORATED4,397$2,501,0582025-Q1
EDGAR Filing Documents for 0002053348-25-000006ALPHABET INC10,120$2,464,7262025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES SILVER TR56,598$2,398,0572025-Q1
EDGAR Filing Documents for 0002053348-25-000006VISA INC7,016$2,394,9532025-Q1
EDGAR Filing Documents for 0002053348-25-000006CHEVRON CORP NEW15,293$2,374,8502025-Q1
EDGAR Filing Documents for 0002053348-25-000006McDonald's Corporation7,668$2,330,2292025-Q1
EDGAR Filing Documents for 0002053348-25-000006HOME DEPOT INC5,714$2,315,2562025-Q1
EDGAR Filing Documents for 0002053348-25-000006VANGUARD TAX-MANAGED FDS38,200$2,288,9442025-Q1
EDGAR Filing Documents for 0002053348-25-000006ANALOG DEVICES INC9,071$2,228,7452025-Q1
EDGAR Filing Documents for 0002053348-25-000006WALMART INC21,510$2,216,8212025-Q1
EDGAR Filing Documents for 0002053348-25-000006VANECK ETF TRUST28,329$2,164,3722025-Q1
EDGAR Filing Documents for 0002053348-25-000006AMPHENOL CORP NEW17,441$2,158,3242025-Q1
EDGAR Filing Documents for 0002053348-25-000006TESLA INC4,660$2,072,3952025-Q1
EDGAR Filing Documents for 0002053348-25-000006META PLATFORMS INC2,814$2,066,1822025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES TR14,171$2,018,1472025-Q1
EDGAR Filing Documents for 0002053348-25-000006ConocoPhillips20,604$1,948,9322025-Q1
EDGAR Filing Documents for 0002053348-25-000006VANGUARD INDEX FDS4,023$1,929,4712025-Q1
EDGAR Filing Documents for 0002053348-25-000006KKR & CO INC14,761$1,918,1922025-Q1
EDGAR Filing Documents for 0002053348-25-000006BANK AMERICA CORP35,958$1,855,0732025-Q1
EDGAR Filing Documents for 0002053348-25-000006MOTOROLA SOLUTIONS INC4,043$1,848,8232025-Q1
EDGAR Filing Documents for 0002053348-25-000006Union Pacific Corp7,819$1,848,2062025-Q1
EDGAR Filing Documents for 0002053348-25-000006iShares Russell 1000 Value ETF9,005$1,833,3282025-Q1
EDGAR Filing Documents for 0002053348-25-000006NUVEEN AMT FREE QLTY MUN INCME COM152,334$1,735,0842025-Q1
EDGAR Filing Documents for 0002053348-25-000006PROLOGIS INC.14,858$1,701,5382025-Q1
EDGAR Filing Documents for 0002053348-25-000006Goldman Sachs Group Inc2,059$1,639,6852025-Q1
EDGAR Filing Documents for 0002053348-25-000006Honeywell International7,576$1,594,7172025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES INC23,968$1,579,9712025-Q1
EDGAR Filing Documents for 0002053348-25-000006Thermo Fisher Scientific Inc3,254$1,578,2552025-Q1
EDGAR Filing Documents for 0002053348-25-000006Automatic Data Processing Inc5,286$1,551,4412025-Q1
EDGAR Filing Documents for 0002053348-25-000006Coca Cola Company23,370$1,549,8982025-Q1
EDGAR Filing Documents for 0002053348-25-000006Abbott Laboratories11,571$1,549,8792025-Q1
EDGAR Filing Documents for 0002053348-25-000006iShares Bitcoin ETF22,580$1,467,7002025-Q1
EDGAR Filing Documents for 0002053348-25-000006Danaher Corp7,392$1,465,5382025-Q1
EDGAR Filing Documents for 0002053348-25-000006Deere & Company3,201$1,463,6892025-Q1
EDGAR Filing Documents for 0002053348-25-000006LOWES COS INC5,714$1,435,9912025-Q1
EDGAR Filing Documents for 0002053348-25-000006SHERWIN-WILLIAMS CO/THE4,107$1,422,0902025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES TR23,394$1,334,3942025-Q1
EDGAR Filing Documents for 0002053348-25-000006CISCO SYSTEMS INC19,155$1,310,5852025-Q1
EDGAR Filing Documents for 0002053348-25-000006iShares Core S&P Small-Cap ETF10,279$1,221,4542025-Q1
EDGAR Filing Documents for 0002053348-25-000006HP INC43,757$1,191,5032025-Q1
EDGAR Filing Documents for 0002053348-25-000006Pepsico Incorporated8,159$1,145,8502025-Q1
EDGAR Filing Documents for 0002053348-25-000006BlackRock Inc959$1,118,3832025-Q1
EDGAR Filing Documents for 0002053348-25-000006Eaton Corp PLC2,926$1,095,0562025-Q1
EDGAR Filing Documents for 0002053348-25-000006ADOBE INC3,047$1,074,8292025-Q1
EDGAR Filing Documents for 0002053348-25-000006ACCENTURE PLC IRELAND4,087$1,007,8542025-Q1
EDGAR Filing Documents for 0002053348-25-000006NETFLIX INC822$985,5122025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES TR6,360$926,2952025-Q1
EDGAR Filing Documents for 0002053348-25-000006ZOETIS INC5,908$864,4592025-Q1
EDGAR Filing Documents for 0002053348-25-000006STARWOOD PPTY TR INC35,426$686,2022025-Q1
EDGAR Filing Documents for 0002053348-25-000006AMGEN INC2,427$684,8992025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES TR5,411$653,2162025-Q1
EDGAR Filing Documents for 0002053348-25-000006PROGRESSIVE CORP2,600$642,0702025-Q1
EDGAR Filing Documents for 0002053348-25-000006MCKESSON CORP827$638,8912025-Q1
EDGAR Filing Documents for 0002053348-25-000006INVESCO QQQ TR1,037$622,5842025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES TR2,459$594,9802025-Q1
EDGAR Filing Documents for 0002053348-25-000006THE CIGNA GROUP2,032$585,7242025-Q1
EDGAR Filing Documents for 0002053348-25-000006FISERV INC4,536$584,8262025-Q1
EDGAR Filing Documents for 0002053348-25-000006ABBVIE INC2,525$584,5602025-Q1
EDGAR Filing Documents for 0002053348-25-000006KROGER CO8,654$583,3662025-Q1
EDGAR Filing Documents for 0002053348-25-000006EATON VANCE TAX-MANAGED GLOB63,636$579,0882025-Q1
EDGAR Filing Documents for 0002053348-25-000006O Reilly Automotive Inc5,340$575,7052025-Q1
EDGAR Filing Documents for 0002053348-25-000006Johnson & Johnson2,880$533,9162025-Q1
EDGAR Filing Documents for 0002053348-25-000006GRAYSCALE ETHEREUM MINI TR E13,526$529,9492025-Q1
EDGAR Filing Documents for 0002053348-25-000006INVESCO EXCHANGE TRADED FD T3,254$505,8342025-Q1
EDGAR Filing Documents for 0002053348-25-000006CROWDSTRIKE HLDGS INC1,013$496,7552025-Q1
EDGAR Filing Documents for 0002053348-25-000006SELECT SECTOR SPDR TR2,032$486,8402025-Q1
EDGAR Filing Documents for 0002053348-25-000006SERVICENOW INC522$480,3862025-Q1
EDGAR Filing Documents for 0002053348-25-000006GOLUB CAP BDC INC34,697$475,0022025-Q1
EDGAR Filing Documents for 0002053348-25-000006VERIZON COMMUNICATIONS INC10,576$464,8152025-Q1
EDGAR Filing Documents for 0002053348-25-000006SPDR SERIES TRUST9,996$439,8242025-Q1
EDGAR Filing Documents for 0002053348-25-000006CHUBB LTD1,514$427,3272025-Q1
EDGAR Filing Documents for 0002053348-25-000006SELECT SECTOR SPDR TR3,060$425,8732025-Q1
EDGAR Filing Documents for 0002053348-25-000006ORACLE CORP1,487$418,2042025-Q1
EDGAR Filing Documents for 0002053348-25-000006DOUBLELINE YIELD OPPORTUNITI27,155$409,4972025-Q1
EDGAR Filing Documents for 0002053348-25-000006RIVERNORTH FLEXIBLE MUNI INC30,747$401,2482025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES TR3,717$395,8232025-Q1
EDGAR Filing Documents for 0002053348-25-000006SELECT SECTOR SPDR TR2,539$391,5712025-Q1
EDGAR Filing Documents for 0002053348-25-000006AON PLC1,068$380,8272025-Q1
EDGAR Filing Documents for 0002053348-25-000006TRANSDIGM GROUP INC287$378,2722025-Q1
EDGAR Filing Documents for 0002053348-25-000006WR Berkley Corp4,820$369,3082025-Q1
EDGAR Filing Documents for 0002053348-25-000006KLA CORP340$366,7242025-Q1
EDGAR Filing Documents for 0002053348-25-000006NASDAQ INC4,089$361,6722025-Q1
EDGAR Filing Documents for 0002053348-25-000006Uber Technologies Inc3,590$351,7122025-Q1
EDGAR Filing Documents for 0002053348-25-000006DUKE ENERGY CORP NEW2,839$351,3262025-Q1
EDGAR Filing Documents for 0002053348-25-000006MARRIOTT INTL INC NEW1,338$348,4692025-Q1
EDGAR Filing Documents for 0002053348-25-000006AT&T INC12,280$346,7872025-Q1
EDGAR Filing Documents for 0002053348-25-000006Hilton Worldwide Holdings Inc1,322$342,9802025-Q1
EDGAR Filing Documents for 0002053348-25-000006SOUTHERN CO/THE3,595$340,6982025-Q1
EDGAR Filing Documents for 0002053348-25-000006Citigroup Inc3,319$336,8792025-Q1
EDGAR Filing Documents for 0002053348-25-000006iShares Core MSCI EAFE ETF3,851$336,2312025-Q1
EDGAR Filing Documents for 0002053348-25-000006SALESFORCE INC1,375$325,9072025-Q1
EDGAR Filing Documents for 0002053348-25-000006GOLDMAN SACHS ETF TR2,491$324,5272025-Q1
EDGAR Filing Documents for 0002053348-25-000006HEICO CORP NEW1,248$317,1042025-Q1
EDGAR Filing Documents for 0002053348-25-000006BROOKFIELD CORP4,619$316,7712025-Q1
EDGAR Filing Documents for 0002053348-25-000006ILLINOIS TOOL WORKS1,187$309,5222025-Q1
EDGAR Filing Documents for 0002053348-25-000006Simpson Manufacturing Co1,846$309,1312025-Q1
EDGAR Filing Documents for 0002053348-25-000006INTUITIVE SURGICAL INC684$305,9052025-Q1
EDGAR Filing Documents for 0002053348-25-000006MARSH & MCLENNAN COS INC1,504$303,1012025-Q1
EDGAR Filing Documents for 0002053348-25-000006PALANTIR TECHNOLOGIES INC1,626$296,6152025-Q1
EDGAR Filing Documents for 0002053348-25-000006Vanguard Real Estate3,229$295,2282025-Q1
EDGAR Filing Documents for 0002053348-25-000006Primerica Inc1,060$294,2452025-Q1
EDGAR Filing Documents for 0002053348-25-000006Boeing Co1,343$289,8602025-Q1
EDGAR Filing Documents for 0002053348-25-000006Lockheed Martin Corp572$285,5942025-Q1
EDGAR Filing Documents for 0002053348-25-000006VULCAN MATLS CO928$285,4712025-Q1
EDGAR Filing Documents for 0002053348-25-000006iShares MSCI USA Quality Factor ETF1,450$282,0252025-Q1
EDGAR Filing Documents for 0002053348-25-000006Vanguard Small-Cap1,082$275,1312025-Q1
EDGAR Filing Documents for 0002053348-25-000006GENERAL DYNAMICS CORP793$270,4132025-Q1
EDGAR Filing Documents for 0002053348-25-000006Wells Fargo & Co3,149$263,9492025-Q1
EDGAR Filing Documents for 0002053348-25-000006NATIONAL FUEL GAS CO2,844$262,7002025-Q1
EDGAR Filing Documents for 0002053348-25-000006BOSTON SCIENTIFIC CORP2,637$257,4502025-Q1
EDGAR Filing Documents for 0002053348-25-000006Watts Water Technologies918$256,3792025-Q1
EDGAR Filing Documents for 0002053348-25-000006KAYNE ANDERSON ENERGY INFRSTR COM20,603$254,8592025-Q1
EDGAR Filing Documents for 0002053348-25-000006MERCADOLIBRE INC109$254,7262025-Q1
EDGAR Filing Documents for 0002053348-25-000006ISHARES TR1,208$249,4642025-Q1
EDGAR Filing Documents for 0002053348-25-000006NXP SEMICONDUCTORS N V1,090$248,2262025-Q1
EDGAR Filing Documents for 0002053348-25-000006Taiwan Semiconductor Manufacturing Co Ltd ADR870$242,9822025-Q1
EDGAR Filing Documents for 0002053348-25-000006MATTHEWS ASIA FDS6,562$237,8112025-Q1
EDGAR Filing Documents for 0002053348-25-000006S&P Global Inc460$223,8872025-Q1
EDGAR Filing Documents for 0002053348-25-000006FTI Consulting Inc1,377$222,5922025-Q1
EDGAR Filing Documents for 0002053348-25-000006iShares Biotechnology ETF1,513$218,4812025-Q1
EDGAR Filing Documents for 0002053348-25-000006Acushnet Holdings Corp Com2,718$213,3362025-Q1
EDGAR Filing Documents for 0002053348-25-000006Dominion Energy Inc3,452$211,1592025-Q1
EDGAR Filing Documents for 0002053348-25-000006PALO ALTO NETWORKS INC1,031$209,9322025-Q1
EDGAR Filing Documents for 0002053348-25-000006BLUE OWL CAPITAL CORPORATION16,000$204,3202025-Q1
EDGAR Filing Documents for 0002053348-25-000006UNITEDHEALTH GROUP INC591$204,0722025-Q1
EDGAR Filing Documents for 0002053348-25-000006MOODYS CORP422$201,0752025-Q1
EDGAR Filing Documents for 0002053348-25-000006MEDICAL PPTYS TRUST INC COM13,653$69,2212025-Q1