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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 | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $369K | 0.1%Prev: 0.3% | 1,452 SH | Decreased-1,170 SH |
| ISHARES TR | 7-10 YR TRSY BD | $88.3M | 35.6%Prev: 35.4% | 925,015 SH | Increased+136,318 SH |
| ISHARES TR | CORE S&P TTL STK | $7.2M | 2.9%Prev: 3.2% | 50,794 SH | Increased-5,597 SH |
| MICROSOFT CORP | COM | $398K | 0.2%Prev: 0.2% | 1,074 SH | Decreased-307 SH |
| NVIDIA CORPORATION | COM | $284K | 0.1%Prev: 0.3% | 1,631 SH | Decreased-4,250 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.4M | 1.8%Prev: 1.7% | 177,646 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.9M | 1.6%Prev: 1.4% | 155,123 SH | Increased+14,498 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $262K | 0.1% | 403 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $829K | 0.3%Prev: 0.3% | 1,387 SH | Increased+15 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $124.5M | 50.2%Prev: 49.1% | 388,171 SH | Increased+8,959 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $15.1M | 6.1%Prev: 5.7% | 200,400 SH | Increased+2,071 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.3M | 0.9%Prev: 1.0% | 30,123 SH | Increased-4,515 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 |