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CIK 0001845867 • 6 13F filings • Apr 25, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $295K | 0.2%Prev: 0.1% | 943 SH | Increased-52 SH |
| AMAZON COM INC | COM | $620K | 0.3%Prev: 0.3% | 2,685 SH | Increased-126 SH |
| AMGEN INC | COM | $216K | 0.1% | 660 SH | New |
| APPLE INC | COM | $1.1M | 0.6%Prev: 0.5% | 3,926 SH | Increased-60 SH |
| APPLIED MATLS INC | COM | $301K | 0.2%Prev: 0.1% | 1,170 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $992K | 0.5%Prev: 0.5% | 1,974 SH | Decreased |
| CORNING INC | COM | $1.9M | 1.0%Prev: 1.4% | 21,949 SH | Decreased-9,456 SH |
| ELI LILLY & CO | COM | $230K | 0.1% | 214 SH | New |
| EXXON MOBIL CORP | COM | $330K | 0.2%Prev: 0.2% | 2,743 SH | Decreased-305 SH |
| ISHARES TR | ISHS 5-10YR INVT | $20.7M | 11.2%Prev: 10.9% | 384,863 SH | Increased+9,474 SH |
| JOHNSON & JOHNSON | COM | $581K | 0.3%Prev: 0.3% | 2,807 SH | Increased |
| MICROSOFT CORP | COM | $399K | 0.2%Prev: 0.2% | 825 SH | Decreased+50 SH |
| NORFOLK SOUTHN CORP | COM | $440K | 0.2%Prev: 0.3% | 1,525 SH | Decreased-50 SH |
| NVIDIA CORPORATION | COM | $301K | 0.2%Prev: 0.2% | 1,616 SH | Increased+17 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.2M | 1.7%Prev: 1.8% | 97,118 SH | Decreased-4,626 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $7.5M | 4.1%Prev: 4.1% | 311,778 SH | Decreased-11,780 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.4M | 0.7%Prev: 0.7% | 47,745 SH | Increased-425 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $629K | 0.3%Prev: 0.3% | 14,164 SH | Increased-192 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $982K | 0.5% | 24,467 SH | New |
| UNITEDHEALTH GROUP INC | COM | $377K | 0.2%Prev: 0.2% | 1,142 SH | Decreased-105 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $27.6M | 14.9%Prev: 15.3% | 95,057 SH | Decreased-1,719 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $47.9M | 25.9%Prev: 26.4% | 76,456 SH | Decreased-3,696 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $21.2M | 11.4%Prev: 11.5% | 82,019 SH | Decreased-2,271 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 0.9%Prev: 0.8% | 5,126 SH | Increased+861 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $44.2M | 23.9%Prev: 23.0% | 554,016 SH | Increased+18,524 SH |
| 13F-HR |
| 0002085853-26-000766 |
| $207.4M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001008 | $170.4M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000506 | $185.2M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000525 | $160.3M | View |