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CIK 0001802119 • 7 13F filings • May 14, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $582K | 0.3% | 2,622 SH | |
| BOK FINL CORP | COM NEW | $1.2M | 0.6% | 11,769 SH | |
| FIFTH THIRD BANCORP | COM | $986K | 0.5% | 25,162 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $75.2M | 35.4% | 788,697 SH | |
| ISHARES TR | CORE S&P TTL STK | $6.9M | 3.2% | 56,391 SH | |
| MICROSOFT CORP | COM | $518K | 0.2% | 1,381 SH | |
| NVIDIA CORPORATION | COM | $637K | 0.3% | 5,881 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.5M | 1.7% | 177,646 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.0M | 1.4% | 140,625 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $225K | 0.1% | 403 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $705K | 0.3% | 1,372 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $104.2M | 49.1% | 379,212 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $12.0M | 5.7% | 198,329 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.2M | 1.0% | 34,638 SH | |
| WESBANCO INC | COM | $345K | 0.2% | 11,138 SH |
| 13F-HR |
| 0001802119-25-000004 |
| $246.7M |
| View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001802119-26-000003 | $270.8M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002583 | $232.8M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001802119-26-000002 | $247.9M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001858 | $212.3M | View |