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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 | $137K | 0.1% | 1,844 SH | New |
| 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 | INTERMED TERM | $395K | 0.2% | 5,077 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $20.9M | 12.1%Prev: 11.6% | 281,723 SH | Decreased-30,178 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $13.7M | 7.9%Prev: 8.1% | 282,961 SH | Decreased-40,182 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $20.2M | 11.7%Prev: 12.2% | 64,291 SH | Decreased-839 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $9.2M | 5.3%Prev: 5.6% | 103,634 SH | Decreased-13,294 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $7.3M | 4.2%Prev: 4.3% | 34,233 SH | Decreased-645 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $14.6M | 8.5%Prev: 8.8% | 56,579 SH | Decreased-1,495 SH |
| VANGUARD INDEX FDS | VALUE ETF | $10.1M | 5.9%Prev: 6.1% | 52,859 SH | Decreased-329 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.7M | 5.6%Prev: 5.5% | 179,860 SH | Decreased+6,860 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $7.5M | 4.3%Prev: 4.0% | 52,275 SH | Decreased+3,405 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $14.0M | 8.1%Prev: 8.3% | 282,150 SH | Decreased-34,350 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $20.3M | 11.8%Prev: 11.6% | 404,088 SH | Decreased-56,645 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $21.7M | 12.6% | 348,079 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $2.9M | 1.7%Prev: 1.7% | 24,053 SH | Decreased+970 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 |