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CIK 0002150676 • 40 13F filings • Aug 25, 2026 – Oct 20, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $377K | 0.3% | 130 SH | New |
| ALPHABET INC | CAP STK CL C | $258K | 0.2% | 89 SH | New |
| AMAZON COM INC | COM | $630K | 0.4% | 189 SH | New |
| APPLE INC | COM | $1.3M | 0.9%Prev: 0.9% | 7,500 SH | Decreased-2,381 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $451K | 0.3%Prev: 0.3% | 1 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $326K | 0.2%Prev: 0.2% | 1,089 SH | Decreased+91 SH |
| BLACKSTONE INC | COM | $422K | 0.3%Prev: 0.1% | 3,263 SH | Increased+1,431 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $275K | 0.2%Prev: 0.1% | 12,530 SH | Decreased+233 SH |
| HOME DEPOT INC | COM | $256K | 0.2% | 617 SH | New |
| ISHARES INC | CORE MSCI EMKT | $2.6M | 1.8%Prev: 1.6% | 43,321 SH | Decreased-20,466 SH |
| ISHARES TR | 20 YR TR BD ETF | $442K | 0.3%Prev: 0.1% | 2,982 SH | Increased-1,113 SH |
| ISHARES TR | CORE DIV GRWTH | $3.7M | 2.7% | 67,332 SH | New |
| ISHARES TR | CORE MSCI INTL | $15.3M | 10.9%Prev: 1.4% | 226,169 SH | Increased+177,949 SH |
| ISHARES TR | CORE MSCI TOTAL | $475K | 0.3% | 6,691 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $5.4M | 3.8%Prev: 1.0% | 19,029 SH | Increased-24,266 SH |
| ISHARES TR | CORE S&P SCP ETF | $5.4M | 3.9% | 47,274 SH | New |
| ISHARES TR | CORE S&P TTL STK | $2.6M | 1.8%Prev: 12.9% | 24,138 SH | Decreased-214,663 SH |
| ISHARES TR | CORE S&P US GWT | $3.1M | 2.2% | 26,963 SH | New |
| ISHARES TR | CORE S&P US VLU | $2.7M | 1.9% | 34,961 SH | New |
| ISHARES TR | CORE S&P500 ETF | $36.0M | 25.7%Prev: 10.4% | 75,471 SH | Increased+33,440 SH |
| ISHARES TR | CORE US AGGBD ET | $788K | 0.6%Prev: 0.3% | 6,909 SH | Decreased-1,049 SH |
| ISHARES TR | EAFE VALUE ETF | $1.5M | 1.0%Prev: 2.6% | 28,785 SH | Decreased-75,368 SH |
| ISHARES TR | GLOBAL TECH ETF | $326K | 0.2% | 5,070 SH | New |
| ISHARES TR | MSCI AC ASIA ETF | $378K | 0.3% | 4,570 SH | New |
| ISHARES TR | MSCI ACWI EX US | $301K | 0.2%Prev: 10.9% | 5,403 SH | Decreased-446,191 SH |
| ISHARES TR | MSCI EAFE MIN VL | $6.6M | 4.7% | 86,336 SH | New |
| ISHARES TR | MSCI INTL QUALTY | $8.4M | 6.0%Prev: 6.5% | 213,733 SH | Decreased-181,186 SH |
| ISHARES TR | MSCI USA QLT FCT | $17.7M | 12.6%Prev: 7.5% | 121,643 SH | Decreased+17,387 SH |
| ISHARES TR | NATIONAL MUN ETF | $825K | 0.6%Prev: 2.4% | 7,097 SH | Decreased-53,752 SH |
| ISHARES TR | RUS 1000 ETF | $399K | 0.3%Prev: 0.1% | 1,508 SH | Increased+581 SH |
| ISHARES TR | RUS 1000 GRW ETF | $2.5M | 1.8%Prev: 0.1% | 8,110 SH | Increased+7,517 SH |
| ISHARES TR | RUS MD CP GR ETF | $2.5M | 1.8% | 21,771 SH | New |
| ISHARES TR | RUS MDCP VAL ETF | $439K | 0.3% | 3,591 SH | New |
| ISHARES TR | RUS MID CAP ETF | $332K | 0.2%Prev: 0.1% | 4,004 SH | Increased+1,648 SH |
| ISHARES TR | RUSSELL 2000 ETF | $979K | 0.7%Prev: 0.2% | 4,400 SH | Increased+1,926 SH |
| ISHARES TR | S&P 500 GRWT ETF | $216K | 0.2%Prev: 2.5% | 2,580 SH | Decreased-52,488 SH |
| MICROSOFT CORP | COM | $554K | 0.4%Prev: 0.1% | 1,647 SH | Increased+1,066 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $483K | 0.3%Prev: 0.1% | 1,014 SH | Increased+421 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.4M | 1.0%Prev: 0.6% | 2,762 SH | Decreased+32 SH |
| SPDR SER TR | PRTFLO S&P500 GW | $787K | 0.6% | 10,860 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $508K | 0.4%Prev: 0.2% | 1,995 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $534K | 0.4%Prev: 0.1% | 1,223 SH | Increased+652 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.8M | 4.1%Prev: 2.6% | 23,816 SH | Decreased+2,583 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.8M | 1.3%Prev: 0.3% | 33,414 SH | Increased+18,094 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $278K | 0.2% | 1,617 SH | New |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $1.8M | 1.3% | 35,475 SH | New |
| 13F-HR/A |
| 0002150676-26-000038 |
| $233.5M |
| View |
| Oct 2, 2026 | Q4 2023 | 13F-HR/A | 0002150676-26-000034 | $204.3M | View |
| Oct 2, 2026 | Q4 2022 | 13F-HR/A | 0002150676-26-000030 | $176.7M | View |
| Oct 2, 2026 | Q4 2021 | 13F-HR | 0002150676-26-000026 | $140.2M | View |
| Oct 2, 2026 | Q3 2025 | 13F-HR/A | 0002150676-26-000041 | $269.5M | View |
| Oct 2, 2026 | Q3 2024 | 13F-HR/A | 0002150676-26-000037 | $238.0M | View |
| Oct 2, 2026 | Q3 2023 | 13F-HR/A | 0002150676-26-000033 | $186.4M | View |
| Oct 2, 2026 | Q3 2022 | 13F-HR/A | 0002150676-26-000029 | $141.2M | View |
| Aug 25, 2026 | Q3 2021 | 13F-HR | 0002150676-26-000001 | $181.3M | View |
| Oct 2, 2026 | Q2 2026 | 13F-HR/A | 0002150676-26-000044 | $350.9M | View |
| Oct 2, 2026 | Q2 2025 | 13F-HR/A | 0002150676-26-000040 | $253.2M | View |
| Oct 2, 2026 | Q2 2024 | 13F-HR/A | 0002150676-26-000036 | $224.6M | View |
| Oct 2, 2026 | Q2 2023 | 13F-HR/A | 0002150676-26-000032 | $188.2M | View |
| Oct 2, 2026 | Q2 2022 | 13F-HR/A | 0002150676-26-000028 | $145.2M | View |
| Oct 2, 2026 | Q1 2026 | 13F-HR/A | 0002150676-26-000043 | $264.1M | View |
| Oct 2, 2026 | Q1 2025 | 13F-HR/A | 0002150676-26-000039 | $233.4M | View |
| Oct 2, 2026 | Q1 2024 | 13F-HR/A | 0002150676-26-000035 | $224.8M | View |
| Oct 2, 2026 | Q1 2023 | 13F-HR/A | 0002150676-26-000031 | $181.9M | View |
| Oct 2, 2026 | Q1 2022 | 13F-HR/A | 0002150676-26-000027 | $147.5M | View |