Merrithew & Thorsten Inc Diversified Active

Location: San Diego, CA

CIK: 0002107460 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Feb 3, 2026

Total Value: $94.54M

Holdings (113)

VOO VANGUARD INDEX FDS 28.8%
Value $27.2M Shares 43,377 Est. Cost $627.13 Unrealized
PIMCO CORPORATE & INCOME OPP 20.8%
Value $19.71M Shares 1,527,984 Est. Cost $12.90 Unrealized
AAPL APPLE INC 10.7%
Value $10.08M Shares 37,066 Est. Cost $268.34 Unrealized 0.0%
VCR VANGUARD WORLD FD 8.2%
Value $7.726M Shares 19,613 Est. Cost $393.92 Unrealized
VDC VANGUARD WORLD FD 6.1%
Value $5.804M Shares 27,476 Est. Cost $211.24 Unrealized
PLD PROLOGIS INC. 6.0%
Value $5.641M Shares 44,188 Est. Cost $123.86 Unrealized 0.0%
ORCL ORACLE CORP 3.0%
Value $2.814M Shares 14,439 Est. Cost $238.05 Unrealized 0.0%
O REALTY INCOME CORP 2.3%
Value $2.209M Shares 39,189 Est. Cost $57.36 Unrealized 0.0%
GOOGL ALPHABET INC 1.8%
Value $1.713M Shares 5,474 Est. Cost $285.60 Unrealized 0.0%
GOOG ALPHABET INC 1.7%
Value $1.625M Shares 5,180 Est. Cost $286.33 Unrealized 0.0%
VB VANGUARD INDEX FDS 1.1%
Value $1.081M Shares 4,194 Est. Cost $257.75 Unrealized
CAT CATERPILLAR INC 1.0%
Value $931K Shares 1,625 Est. Cost $555.50 Unrealized 0.0%
MSFT MICROSOFT CORP 0.8%
Value $765K Shares 1,583 Est. Cost $500.58 Unrealized 0.0%
QCOM QUALCOMM INC 0.6%
Value $580K Shares 3,395 Est. Cost $170.79 Unrealized 0.0%
BALL BALL CORP 0.6%
Value $546K Shares 10,323 Est. Cost $49.09 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.5%
Value $435K Shares 639 Est. Cost $680.75 Unrealized
AMZN AMAZON COM INC 0.4%
Value $378K Shares 1,640 Est. Cost $228.79 Unrealized 0.0%
SRE SEMPRA 0.4%
Value $378K Shares 4,291 Est. Cost $90.54 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.4%
Value $342K Shares 396 Est. Cost $905.73 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.3%
Value $320K Shares 4,020 Est. Cost $89.72 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.3%
Value $300K Shares 1,732 Est. Cost $182.07 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.3%
Value $296K Shares 1,020 Est. Cost $290.20 Unrealized
CALAMOS CONV & HIGH INCOME F 0.3%
Value $251K Shares 22,231 Est. Cost $11.29 Unrealized
PSX PHILLIPS 66 0.3%
Value $240K Shares 1,861 Est. Cost $134.01 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.3%
Value $238K Shares 1,123 Est. Cost $211.93 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.2%
Value $215K Shares 5,897 Est. Cost $33.93 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.2%
Value $176K Shares 1,524 Est. Cost $110.50 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.2%
Value $149K Shares 800 Est. Cost $186.13 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.2%
Value $146K Shares 300 Est. Cost $486.67 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value $132K Shares 1,582 Est. Cost $76.31 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value $123K Shares 215 Est. Cost $558.95 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.1%
Value $122K Shares 757 Est. Cost $173.58 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value $103K Shares 1,341 Est. Cost $73.79 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $102K Shares 1,381 Est. Cost $73.86 Unrealized
NFLX NETFLIX INC 0.1%
Value $97,000 Shares 1,040 Est. Cost $107.81 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value $90,000 Shares 401 Est. Cost $224.44 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $85,000 Shares 458 Est. Cost $186.43 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value $76,000 Shares 134 Est. Cost $578.81 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $75,000 Shares 150 Est. Cost $497.53 Unrealized 0.0%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value $66,000 Shares 426 Est. Cost $154.93 Unrealized
IWD ISHARES TR 0.1%
Value $63,000 Shares 304 Est. Cost $207.24 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $62,000 Shares 205 Est. Cost $302.44 Unrealized
RBA RB GLOBAL INC 0.1%
Value $61,000 Shares 600 Est. Cost $101.58 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value $59,000 Shares 286 Est. Cost $197.01 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value $57,000 Shares 170 Est. Cost $335.29 Unrealized
TSLA TESLA INC 0.1%
Value $56,000 Shares 126 Est. Cost $443.29 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value $52,000 Shares 79 Est. Cost $667.32 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.1%
Value $50,000 Shares 775 Est. Cost $61.19 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.0%
Value $40,000 Shares 124 Est. Cost $309.53 Unrealized 0.0%
IYG ISHARES TR 0.0%
Value $39,000 Shares 423 Est. Cost $92.20 Unrealized
IHI ISHARES TR 0.0%
Value $37,000 Shares 601 Est. Cost $61.56 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $33,000 Shares 100 Est. Cost $340.86 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value $26,000 Shares 202 Est. Cost $128.71 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $25,000 Shares 926 Est. Cost $27.00 Unrealized
IJS ISHARES TR 0.0%
Value $25,000 Shares 221 Est. Cost $113.12 Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value $24,000 Shares 129 Est. Cost $192.14 Unrealized 0.0%
UNM UNUM GROUP 0.0%
Value $24,000 Shares 313 Est. Cost $76.48 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $24,000 Shares 175 Est. Cost $143.72 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value $23,000 Shares 306 Est. Cost $75.16 Unrealized
MCD MCDONALDS CORP 0.0%
Value $23,000 Shares 76 Est. Cost $305.09 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value $19,000 Shares 124 Est. Cost $147.70 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $19,000 Shares 361 Est. Cost $52.63 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $19,000 Shares 161 Est. Cost $115.49 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value $18,000 Shares 106 Est. Cost $163.37 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $18,000 Shares 291 Est. Cost $69.45 Unrealized 0.0%
SRH TOTAL RETURN FUND INC 0.0%
Value $16,000 Shares 912 Est. Cost $17.54 Unrealized
PCAR PACCAR INC 0.0%
Value $16,000 Shares 149 Est. Cost $101.22 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value $15,000 Shares 133 Est. Cost $109.53 Unrealized 0.0%
V VISA INC 0.0%
Value $15,000 Shares 43 Est. Cost $340.38 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value $14,000 Shares 251 Est. Cost $59.36 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $14,000 Shares 163 Est. Cost $89.25 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value $14,000 Shares 264 Est. Cost $52.67 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value $13,000 Shares 43 Est. Cost $300.80 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value $12,000 Shares 31 Est. Cost $387.10 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $11,000 Shares 40 Est. Cost $258.92 Unrealized 0.0%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value $10,000 Shares 220 Est. Cost $45.45 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $10,000 Shares 18 Est. Cost $532.37 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.0%
Value $10,000 Shares 50 Est. Cost $200.00 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $9,000 Shares 34 Est. Cost $229.35 Unrealized 0.0%
BITO PROSHARES TR 0.0%
Value $8,000 Shares 706 Est. Cost $11.33 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $6,000 Shares 51 Est. Cost $120.88 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value $6,000 Shares 23 Est. Cost $265.71 Unrealized 0.0%
BROS DUTCH BROS INC 0.0%
Value $6,000 Shares 100 Est. Cost $56.81 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value $5,000 Shares 55 Est. Cost $89.74 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value $5,000 Shares 21 Est. Cost $248.17 Unrealized 0.0%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value $5,000 Shares 19 Est. Cost $263.16 Unrealized
DOV DOVER CORP 0.0%
Value $5,000 Shares 27 Est. Cost $181.83 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value $4,000 Shares 17 Est. Cost $261.56 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $4,000 Shares 28 Est. Cost $156.20 Unrealized 0.0%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value $4,000 Shares 93 Est. Cost $43.01 Unrealized
GRAL GRAIL INC 0.0%
Value $4,000 Shares 55 Est. Cost $86.40 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value $4,000 Shares 13 Est. Cost $340.09 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value $4,000 Shares 71 Est. Cost $62.45 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $4,000 Shares 7 Est. Cost $565.16 Unrealized 0.0%
LIN LINDE PLC 0.0%
Value $4,000 Shares 10 Est. Cost $427.28 Unrealized 0.0%
GEN GEN DIGITAL INC 0.0%
Value $3,000 Shares 142 Est. Cost $26.85 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $3,000 Shares 4 Est. Cost $813.35 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value $3,000 Shares 100 Est. Cost $27.88 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value $3,000 Shares 13 Est. Cost $227.32 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value $3,000 Shares 15 Est. Cost $239.83 Unrealized 0.0%
CSX CSX CORP 0.0%
Value $2,000 Shares 67 Est. Cost $35.70 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value $2,000 Shares 13 Est. Cost $195.03 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value $2,000 Shares 17 Est. Cost $130.26 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value $2,000 Shares 14 Est. Cost $178.08 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value $2,000 Shares 5 Est. Cost $476.18 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value $1,000 Shares 11 Est. Cost $180.30 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value $1,000 Shares 20 Est. Cost $50.00 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $1,000 Shares 5 Est. Cost $249.31 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value $1,000 Shares 50 Est. Cost $28.79 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value $1,000 Shares 13 Est. Cost $111.51 Unrealized 0.0%
SKYW SKYWEST INC 0.0%
Value $0 Shares 3 Est. Cost $100.13 Unrealized 0.0%
ONL ORION PROPERTIES INC 0.0%
Value $0 Shares 147 Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $0 Shares 2 Est. Cost $400.79 Unrealized 0.0%