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CIK 0002149091 • 4 13F filings • Aug 12, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $237K | 0.2% | 663 SH | New |
| AMAZON COM INC | COM | $519K | 0.5%Prev: 0.4% | 2,178 SH | Increased+11 SH |
| APPLE INC | COM | $231K | 0.2%Prev: 0.2% | 797 SH | Increased |
| ARISTA NETWORKS INC | COM SHS | $2.0M | 1.7%Prev: 1.4% | 11,519 SH | Increased-57 SH |
| AXON ENTERPRISE INC | COM | $272K | 0.2% | 486 SH | New |
| CAVCO INDS INC DEL | COM | $463K | 0.4%Prev: 0.8% | 753 SH | Decreased-925 SH |
| CROWDSTRIKE HLDGS INC | CL A | $813K | 0.7%Prev: 0.4% | 1,065 SH | Increased+1 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.2M | 1.1%Prev: 1.3% | 35,748 SH | Decreased+320 SH |
| ISHARES TR | 0-5YR INVT GR CP | $292K | 0.3%Prev: 0.3% | 5,793 SH | Decreased-6 SH |
| ISHARES TR | ISHARES SEMICDTR | $227K | 0.2% | 354 SH | New |
| ISHARES TR | RUS TOP 200 ETF | $355K | 0.3%Prev: 0.3% | 1,917 SH | Increased+4 SH |
| MASTERCARD INCORPORATED | CL A | $417K | 0.4%Prev: 0.4% | 812 SH | Increased+7 SH |
| MICRON TECHNOLOGY INC | CALL | $69K | 0.1% | 2 SH | New |
| RBB FD INC | MOTLEY FOL ETF | $1.6M | 1.4%Prev: 1.4% | 20,644 SH | Increased-476 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $4.0M | 3.5% | 20,795 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $396K | 0.4%Prev: 0.4% | 3,472 SH | Increased+178 SH |
| SPDR GOLD TR | GOLD SHS | $1.5M | 1.3%Prev: 1.6% | 4,073 SH | Decreased+184 SH |
| TESLA INC | COM | $474K | 0.4%Prev: 0.4% | 1,126 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $347K | 0.3%Prev: 0.3% | 4,730 SH | Increased+19 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $34.3M | 30.5%Prev: 29.0% | 99,704 SH | Increased+1,105 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $9.3M | 8.2%Prev: 8.1% | 115,220 SH | Increased+86,678 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $6.6M | 5.9%Prev: 5.6% | 21,786 SH | Increased-41 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.9M | 1.7%Prev: 1.7% | 8,745 SH | Increased+28 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $6.6M | 5.9%Prev: 5.8% | 78,628 SH | Increased+213 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $20.0M | 17.7%Prev: 19.2% | 241,437 SH | Increased+5,670 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $18.6M | 16.5%Prev: 18.1% | 315,769 SH | Increased+7,131 SH |
| 13F-HR |
| 0002149091-26-000001 |
| $112.5M |
| View |
| Aug 31, 2026 | Q1 2026 | 13F-HR | 0002149091-26-000003 | $101.5M | View |