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CIK 0001802119 • 7 13F filings • May 14, 2025 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $226K | 0.1% | 1,032 SH | New |
| APPLE INC | COM | $539K | 0.2%Prev: 0.1% | 2,628 SH | Increased+1,176 SH |
| BOK FINL CORP | COM NEW | $1.1M | 0.5% | 11,769 SH | New |
| FIFTH THIRD BANCORP | COM | $1.0M | 0.4% | 25,165 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $78.8M | 33.8%Prev: 35.6% | 822,589 SH | Decreased-102,426 SH |
| ISHARES TR | CORE S&P TTL STK | $7.9M | 3.4%Prev: 2.9% | 58,490 SH | Increased+7,696 SH |
| MICROSOFT CORP | COM | $676K | 0.3%Prev: 0.2% | 1,359 SH | Increased+285 SH |
| NVIDIA CORPORATION | COM | $929K | 0.4%Prev: 0.1% | 5,881 SH | Increased+4,250 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.9M | 1.7%Prev: 1.8% | 177,646 SH | Decreased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.8M | 1.6%Prev: 1.6% | 159,033 SH | Decreased+3,910 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $249K | 0.1% | 403 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $779K | 0.3%Prev: 0.3% | 1,372 SH | Decreased-15 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $116.4M | 50.0%Prev: 50.2% | 382,988 SH | Decreased-5,183 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $13.7M | 5.9%Prev: 6.1% | 203,413 SH | Decreased+3,013 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.4M | 1.0%Prev: 0.9% | 34,614 SH | Increased+4,491 SH |
| WESBANCO INC | COM | $352K | 0.2% | 11,138 SH | New |
| 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 |