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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 | $152K | 0.1%Prev: 0.1% | 1,852 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 | $6K | 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 | $9K | 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 | $7K | 0.0%Prev: 0.0% | 181 SH | Increased+5 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $22.7M | 11.9%Prev: 12.8% | 309,440 SH | Increased+36,472 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $15.4M | 8.0%Prev: 8.4% | 318,013 SH | Increased+51,866 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $22.3M | 11.7%Prev: 11.2% | 64,964 SH | Increased+3,554 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $11.2M | 5.8%Prev: 5.4% | 115,960 SH | Increased+21,463 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.4M | 4.4%Prev: 4.0% | 34,671 SH | Increased+2,280 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $17.6M | 9.2%Prev: 8.1% | 58,007 SH | Increased+4,168 SH |
| VANGUARD INDEX FDS | VALUE ETF | $11.5M | 6.0%Prev: 5.6% | 52,972 SH | Increased+3,366 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $10.3M | 5.4%Prev: 5.6% | 171,801 SH | Increased-4,593 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $7.5M | 3.9%Prev: 4.3% | 48,358 SH | Increased-1,930 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $15.8M | 8.2%Prev: 8.5% | 313,874 SH | Increased+49,051 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $22.6M | 11.8%Prev: 11.9% | 447,264 SH | Increased+66,920 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $22.8M | 11.9%Prev: 12.4% | 319,977 SH | Increased-21,930 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $3.1M | 1.6%Prev: 1.7% | 23,083 SH | Increased-1,846 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 |