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CIK 0001976751 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ISHARES TR | 0-5YR HI YL CP | $1.3M | 6.4%Prev: 7.1% | 31,435 SH | Increased+907 SH |
| ISHARES TR | CORE US AGGBD ET | $1.7M | 7.9%Prev: 8.9% | 16,688 SH | Increased+316 SH |
| ISHARES TR | RUSSELL 3000 ETF | $2.0M | 9.4% | 5,165 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.0M | 4.8%Prev: 5.4% | 37,984 SH | Increased+855 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $941K | 4.4%Prev: 5.0% | 19,465 SH | Increased+625 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $740K | 3.5%Prev: 4.0% | 2,548 SH | Increased+33 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.7M | 17.4%Prev: 19.2% | 5,874 SH | Increased+68 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $473K | 2.2%Prev: 2.5% | 1,832 SH | Increased+23 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.9M | 8.9%Prev: 10.0% | 34,967 SH | Increased+876 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.7M | 7.8%Prev: 8.8% | 20,754 SH | Increased+433 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.8M | 27.2%Prev: 29.2% | 92,201 SH | Increased+2,080 SH |
| 13F-HR |
| 0001140361-26-033210 |
| $22.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001140361-25-031296 | $17.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001140361-26-021308 | $20.8M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001140361-25-018931 | $17.4M | View |