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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 MARKET | $154K | 0.1% | 1,857 SH | New |
| 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 | $6K | 0.0%Prev: 0.0% | 181 SH | Increased+5 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $21.9M | 11.6%Prev: 12.7% | 311,901 SH | Increased+30,839 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $15.1M | 8.1%Prev: 8.2% | 323,143 SH | Increased+51,351 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $22.9M | 12.2%Prev: 11.5% | 65,130 SH | Increased+3,957 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $10.5M | 5.6%Prev: 5.4% | 116,928 SH | Increased+20,825 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.1M | 4.3%Prev: 4.1% | 34,878 SH | Increased+2,417 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $16.5M | 8.8%Prev: 8.3% | 58,074 SH | Increased+4,312 SH |
| VANGUARD INDEX FDS | VALUE ETF | $11.5M | 6.1%Prev: 5.7% | 53,188 SH | Increased+3,197 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $10.3M | 5.5%Prev: 5.7% | 173,000 SH | Increased+764 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $7.6M | 4.0%Prev: 4.3% | 48,870 SH | Increased-950 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $15.6M | 8.3%Prev: 8.3% | 316,500 SH | Increased+47,072 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $21.8M | 11.6%Prev: 11.7% | 460,733 SH | Increased+77,564 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $22.7M | 12.1% | 321,626 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $3.1M | 1.7%Prev: 1.7% | 23,083 SH | Increased-1,113 SH |
| WILLIS TOWERS WATSON PLC LTD | SHS | $55K | 0.0% | 192 SH | New |
| 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 |