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CIK 0001905162 • 6 13F filings • Apr 22, 2025 – Jul 2, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $111K | 0.1% | 1,830 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3K | 0.0% | 115 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $5K | 0.0% | 242 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $9K | 0.0% | 389 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $7K | 0.0% | 295 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $2K | 0.0% | 78 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4K | 0.0% | 176 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $20.0M | 13.4% | 272,584 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $12.5M | 8.4% | 256,161 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $15.5M | 10.4% | 60,483 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $7.9M | 5.3% | 86,920 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $6.1M | 4.1% | 32,694 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $12.0M | 8.0% | 53,995 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $8.4M | 5.7% | 48,866 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.2M | 5.5% | 182,257 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.0M | 4.1% | 52,226 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $12.8M | 8.6% | 256,705 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $17.4M | 11.7% | 349,867 SH | |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $18.0M | 12.1% | 353,758 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $4.0M | 2.7% | 40,704 SH |
| 13F-HR |
| 0001905162-25-000008 |
| $164.1M |
| View |
| Jul 2, 2026 | Q2 2026 | 13F-HR | 0001905162-26-000005 | $191.3M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001905162-25-000007 | $156.9M | View |
| Apr 6, 2026 | Q1 2026 | 13F-HR | 0001905162-26-000003 | $176.1M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001905162-25-000005 | $149.0M | View |