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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 | $131K | 0.1%Prev: 0.1% | 1,847 SH | Increased+17 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $4K | 0.0%Prev: 0.0% | 109 SH | Increased-6 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $5K | 0.0%Prev: 0.0% | 214 SH | Increased-28 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $10K | 0.0%Prev: 0.0% | 437 SH | Increased+48 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $8K | 0.0%Prev: 0.0% | 296 SH | Increased+1 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $2K | 0.0%Prev: 0.0% | 92 SH | Increased+14 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5K | 0.0%Prev: 0.0% | 181 SH | Increased+5 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $22.6M | 12.8%Prev: 13.4% | 307,025 SH | Increased+34,441 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $15.1M | 8.6%Prev: 8.4% | 314,996 SH | Increased+58,835 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $19.2M | 10.9%Prev: 10.4% | 64,279 SH | Increased+3,796 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $10.1M | 5.8%Prev: 5.3% | 114,420 SH | Increased+27,500 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $7.4M | 4.2%Prev: 4.1% | 34,197 SH | Increased+1,503 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $15.0M | 8.5%Prev: 8.0% | 57,413 SH | Increased+3,418 SH |
| VANGUARD INDEX FDS | VALUE ETF | $10.3M | 5.8%Prev: 5.7% | 52,411 SH | Increased+3,545 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.1M | 5.2%Prev: 5.5% | 169,043 SH | Increased-13,214 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.9M | 3.9%Prev: 4.1% | 47,496 SH | Increased-4,730 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $15.4M | 8.7%Prev: 8.6% | 307,769 SH | Increased+51,064 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $21.9M | 12.4%Prev: 11.7% | 438,026 SH | Increased+88,159 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $20.3M | 11.5%Prev: 12.1% | 316,339 SH | Increased-37,419 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2.5M | 1.4%Prev: 2.7% | 22,406 SH | Decreased-18,298 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 |