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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 | $133K | 0.1%Prev: 0.1% | 1,840 SH | Decreased-12 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $4K | 0.0%Prev: 0.0% | 115 SH | Decreased+6 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $6K | 0.0%Prev: 0.0% | 242 SH | Decreased+28 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $9K | 0.0%Prev: 0.0% | 389 SH | Decreased-48 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $8K | 0.0%Prev: 0.0% | 295 SH | Decreased-1 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $2K | 0.0%Prev: 0.0% | 78 SH | Decreased-14 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5K | 0.0%Prev: 0.0% | 176 SH | Decreased-5 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $20.9M | 12.7%Prev: 11.9% | 281,062 SH | Decreased-28,378 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $13.4M | 8.2%Prev: 8.0% | 271,792 SH | Decreased-46,221 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $18.8M | 11.5%Prev: 11.7% | 61,173 SH | Decreased-3,791 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $8.8M | 5.4%Prev: 5.8% | 96,103 SH | Decreased-19,857 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $6.8M | 4.1%Prev: 4.4% | 32,461 SH | Decreased-2,210 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $13.7M | 8.3%Prev: 9.2% | 53,762 SH | Decreased-4,245 SH |
| VANGUARD INDEX FDS | VALUE ETF | $9.3M | 5.7%Prev: 6.0% | 49,991 SH | Decreased-2,981 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.3M | 5.7%Prev: 5.4% | 172,236 SH | Decreased+435 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $7.1M | 4.3%Prev: 3.9% | 49,820 SH | Decreased+1,462 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $13.6M | 8.3%Prev: 8.2% | 269,428 SH | Decreased-44,446 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $19.2M | 11.7%Prev: 11.8% | 383,169 SH | Decreased-64,095 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $20.1M | 12.2%Prev: 11.9% | 335,129 SH | Decreased+15,152 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2.9M | 1.7%Prev: 1.6% | 24,196 SH | Decreased+1,113 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 |