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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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $287K | 0.2% | 88 SH | |
| APPLE INC | COM | $1.3M | 0.9% | 7,523 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $529K | 0.4% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $301K | 0.2% | 852 SH | |
| BLACKSTONE INC | COM | $331K | 0.2% | 2,610 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $323K | 0.2% | 12,530 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.4M | 0.9% | 25,038 SH | |
| ISHARES INC | ESG AWR MSCI EM | $709K | 0.5% | 19,300 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $333K | 0.2% | 2,477 SH | |
| ISHARES TR | 20 YR TR BD ETF | $382K | 0.3% | 2,894 SH | |
| ISHARES TR | CORE DIV GRWTH | $2.0M | 1.4% | 38,137 SH | |
| ISHARES TR | CORE MSCI INTL | $13.4M | 9.1% | 211,027 SH | |
| ISHARES TR | CORE MSCI TOTAL | $447K | 0.3% | 6,716 SH | |
| ISHARES TR | CORE S&P MCP ETF | $5.0M | 3.4% | 18,784 SH | |
| ISHARES TR | CORE S&P SCP ETF | $5.5M | 3.7% | 51,132 SH | |
| ISHARES TR | CORE S&P TTL STK | $2.4M | 1.6% | 23,473 SH | |
| ISHARES TR | CORE S&P US GWT | $1.7M | 1.1% | 15,984 SH | |
| ISHARES TR | CORE S&P US VLU | $1.6M | 1.1% | 20,720 SH | |
| ISHARES TR | CORE S&P500 ETF | $37.5M | 25.4% | 82,645 SH | |
| ISHARES TR | CORE TOTAL USD | $5.1M | 3.4% | 102,317 SH | |
| ISHARES TR | CORE US AGGBD ET | $761K | 0.5% | 7,102 SH | |
| ISHARES TR | EAFE GRWTH ETF | $1.0M | 0.7% | 10,661 SH | |
| ISHARES TR | EAFE VALUE ETF | $2.5M | 1.7% | 49,417 SH | |
| ISHARES TR | ESG AWR MSCI USA | $3.9M | 2.6% | 38,476 SH | |
| ISHARES TR | FALN ANGLS USD | $1.4M | 0.9% | 49,435 SH | |
| ISHARES TR | GLOBAL TECH ETF | $679K | 0.5% | 11,713 SH | |
| ISHARES TR | MBS ETF | $1.1M | 0.8% | 11,131 SH | |
| ISHARES TR | MSCI AC ASIA ETF | $343K | 0.2% | 4,570 SH | |
| ISHARES TR | MSCI ACWI EX US | $286K | 0.2% | 5,467 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $6.3M | 4.3% | 87,581 SH | |
| ISHARES TR | MSCI INTL QUALTY | $7.3M | 5.0% | 198,162 SH | |
| ISHARES TR | MSCI USA MIN VOL | $256K | 0.2% | 3,298 SH | |
| ISHARES TR | MSCI USA QLT FCT | $16.3M | 11.1% | 121,173 SH | |
| ISHARES TR | MSCI USA VALUE | $379K | 0.3% | 3,621 SH | |
| ISHARES TR | NATIONAL MUN ETF | $1.0M | 0.7% | 9,489 SH | |
| ISHARES TR | RUS 1000 ETF | $377K | 0.3% | 1,508 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $1.3M | 0.9% | 4,609 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $223K | 0.2% | 1,865 SH | |
| ISHARES TR | RUS MID CAP ETF | $312K | 0.2% | 4,004 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $905K | 0.6% | 4,410 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $725K | 0.5% | 9,498 SH | |
| ISHARES TR | TIPS BD ETF | $1.1M | 0.7% | 8,764 SH | |
| ISHARES TR | U.S. ENERGY ETF | $529K | 0.4% | 12,933 SH | |
| ISHARES TR | US TREAS BD ETF | $3.7M | 2.5% | 148,778 SH | |
| ISHARES U S ETF TR | GSCI CMDTY STGY | $927K | 0.6% | 23,156 SH | |
| MICROSOFT CORP | COM | $325K | 0.2% | 1,055 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $467K | 0.3% | 1,030 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.4M | 0.9% | 2,762 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $719K | 0.5% | 10,860 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $445K | 0.3% | 1,995 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $594K | 0.4% | 1,430 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.4M | 3.7% | 23,816 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.0M | 1.3% | 38,162 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $273K | 0.2% | 1,682 SH | |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $1.7M | 1.2% | 35,977 SH |
| 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 |