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CIK 0002150676 • 40 13F filings • Aug 25, 2026 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $2.8M | 1.5%Prev: 0.9% | 16,775 SH | Increased+9,252 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $466K | 0.3%Prev: 0.4% | 1 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $263K | 0.1%Prev: 0.2% | 852 SH | Decreased |
| BLACKSTONE INC | COM | $202K | 0.1%Prev: 0.2% | 2,300 SH | Decreased-310 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $299K | 0.2%Prev: 0.2% | 11,530 SH | Decreased-1,000 SH |
| HOLOGIC INC | COM | $260K | 0.1% | 3,224 SH | New |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRG US ETF | $419K | 0.2% | 15,789 SH | New |
| ISHARES INC | CORE MSCI EMKT | $3.1M | 1.7%Prev: 0.9% | 63,718 SH | Increased+38,680 SH |
| ISHARES TR | 0-5YR HI YL CP | $2.5M | 1.4% | 60,659 SH | New |
| ISHARES TR | 10-20 YR TRS ETF | $2.5M | 1.4%Prev: 0.2% | 21,989 SH | Increased+19,512 SH |
| ISHARES TR | CORE HIGH DV ETF | $6.9M | 3.8% | 67,657 SH | New |
| ISHARES TR | CORE MSCI INTL | $4.1M | 2.3%Prev: 9.1% | 68,091 SH | Decreased-142,936 SH |
| ISHARES TR | CORE S&P MCP ETF | $3.1M | 1.7%Prev: 3.4% | 12,372 SH | Decreased-6,412 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.4M | 1.8%Prev: 3.7% | 34,781 SH | Decreased-16,351 SH |
| ISHARES TR | CORE S&P TTL STK | $14.2M | 7.8%Prev: 1.6% | 156,445 SH | Increased+132,972 SH |
| ISHARES TR | CORE S&P500 ETF | $33.8M | 18.6%Prev: 25.4% | 82,142 SH | Decreased-503 SH |
| ISHARES TR | CORE TOTAL USD | $13.9M | 7.6%Prev: 3.4% | 300,598 SH | Increased+198,281 SH |
| ISHARES TR | CORE US AGGBD ET | $679K | 0.4%Prev: 0.5% | 6,818 SH | Decreased-284 SH |
| ISHARES TR | EAFE GRWTH ETF | $3.7M | 2.0%Prev: 0.7% | 39,111 SH | Increased+28,450 SH |
| ISHARES TR | EAFE VALUE ETF | $3.7M | 2.0%Prev: 1.7% | 76,165 SH | Increased+26,748 SH |
| ISHARES TR | ESG AWR MSCI USA | $6.4M | 3.5%Prev: 2.6% | 70,368 SH | Increased+31,892 SH |
| ISHARES TR | FALN ANGLS USD | $523K | 0.3%Prev: 0.9% | 20,682 SH | Decreased-28,753 SH |
| ISHARES TR | JPMORGAN USD EMG | $2.0M | 1.1% | 23,268 SH | New |
| ISHARES TR | MBS ETF | $5.9M | 3.2%Prev: 0.8% | 61,815 SH | Increased+50,684 SH |
| ISHARES TR | MSCI ACWI EX US | $16.5M | 9.1%Prev: 0.2% | 339,058 SH | Increased+333,591 SH |
| ISHARES TR | MSCI EAFE MIN VL | $284K | 0.2%Prev: 4.3% | 4,197 SH | Decreased-83,384 SH |
| ISHARES TR | MSCI INTL QUALTY | $8.2M | 4.5%Prev: 5.0% | 232,571 SH | Increased+34,409 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.4M | 0.8%Prev: 0.2% | 19,457 SH | Increased+16,159 SH |
| ISHARES TR | MSCI USA MMENTM | $836K | 0.5% | 6,015 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $1.7M | 0.9%Prev: 11.1% | 13,302 SH | Decreased-107,871 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.8M | 2.6%Prev: 0.7% | 44,269 SH | Increased+34,780 SH |
| ISHARES TR | RUS 1000 ETF | $327K | 0.2%Prev: 0.3% | 1,452 SH | Decreased-56 SH |
| ISHARES TR | RUSSELL 2000 ETF | $709K | 0.4%Prev: 0.6% | 3,971 SH | Decreased-439 SH |
| ISHARES TR | S&P 500 GRWT ETF | $539K | 0.3%Prev: 0.5% | 8,444 SH | Decreased-1,054 SH |
| ISHARES TR | SHRT NAT MUN ETF | $3.1M | 1.7% | 29,920 SH | New |
| ISHARES TR | U.S. TECH ETF | $1.4M | 0.8% | 14,702 SH | New |
| ISHARES TR | US TREAS BD ETF | $2.4M | 1.3%Prev: 2.5% | 101,267 SH | Decreased-47,511 SH |
| ISHARES U S ETF TR | GSCI CMDTY STGY | $3.2M | 1.7%Prev: 0.6% | 116,638 SH | Increased+93,482 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $565K | 0.3% | 6,087 SH | New |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | $614K | 0.3% | 19,620 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $345K | 0.2%Prev: 0.3% | 840 SH | Decreased-190 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.3M | 0.7%Prev: 0.9% | 2,834 SH | Decreased+72 SH |
| SPDR SER TR | NUVEEN BLMBRG MU | $713K | 0.4% | 15,227 SH | New |
| SPDR SER TR | PRTFLO S&P500 GW | $601K | 0.3%Prev: 0.5% | 10,860 SH | Decreased |
| TESLA INC | COM | $622K | 0.3% | 3,000 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $389K | 0.2%Prev: 0.3% | 1,995 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $287K | 0.2%Prev: 0.4% | 762 SH | Decreased-668 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.8M | 2.6%Prev: 3.7% | 23,304 SH | Decreased-512 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $925K | 0.5%Prev: 1.3% | 18,260 SH | Decreased-19,902 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $462K | 0.3% | 8,365 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 0.7% | 29,907 SH | New |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $8.8M | 4.8% | 141,507 SH | New |
| 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 20, 2026 | Q3 2026 | 13F-HR | 0002150676-26-000045 | $354.8M | 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 |