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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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $451K | 0.4% | 2,167 SH | |
| APPLE INC | COM | $202K | 0.2% | 797 SH | |
| ARISTA NETWORKS INC | COM SHS | $1.4M | 1.4% | 11,576 SH | |
| CAVCO INDS INC DEL | COM | $813K | 0.8% | 1,678 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $415K | 0.4% | 1,064 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.4M | 1.3% | 35,428 SH | |
| ISHARES TR | 0-5YR INVT GR CP | $293K | 0.3% | 5,799 SH | |
| ISHARES TR | RUS TOP 200 ETF | $307K | 0.3% | 1,913 SH | |
| MASTERCARD INCORPORATED | CL A | $402K | 0.4% | 805 SH | |
| RBB FD INC | MOTLEY FOL ETF | $1.4M | 1.4% | 21,120 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.7M | 2.7% | 20,473 SH | |
| SHOPIFY INC | CL A SUB VTG SHS | $391K | 0.4% | 3,294 SH | |
| SPDR GOLD TR | GOLD SHS | $1.7M | 1.6% | 3,889 SH | |
| TESLA INC | COM | $419K | 0.4% | 1,126 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $347K | 0.3% | 4,711 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $29.5M | 29.0% | 98,599 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $8.2M | 8.1% | 28,542 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.7M | 5.6% | 21,827 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.7M | 1.7% | 8,717 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $5.9M | 5.8% | 78,415 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $19.5M | 19.2% | 235,767 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $18.4M | 18.1% | 308,638 SH |
| 13F-HR |
| 0002149091-26-000001 |
| $112.5M |
| View |
| Aug 31, 2026 | Q1 2026 | 13F-HR | 0002149091-26-000003 | $101.5M | View |