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CIK 0001849336 • 6 13F filings • Apr 2, 2025 – Jul 1, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Apple | COM | $1.1M | 0.5% | 5,051 SH | |
| Duke Energy | COM | $225K | 0.1% | 1,848 SH | |
| Exxon Mobil | COM | $224K | 0.1% | 1,880 SH | |
| Invesco Rusl 1000 | ETF | $224K | 0.1% | 4,210 SH | |
| iShs Brclys 7-10Tsy | ETF | $36.9M | 15.0% | 387,222 SH | |
| iShs Core S&P | ETF | $339K | 0.1% | 603 SH | |
| iShs Lehman 1-3Tsy | ETF | $7.5M | 3.1% | 91,199 SH | |
| iShs MSCI USA | ETF | $270K | 0.1% | 1,581 SH | |
| Microsoft | COM | $488K | 0.2% | 1,300 SH | |
| Schwab Inter Tsy | ETF | $29.0M | 11.8% | 1,167,272 SH | |
| Schwab Intl Equity | ETF | $3.9M | 1.6% | 199,611 SH | |
| Schwb US Broad | ETF | $9.9M | 4.0% | 459,109 SH | |
| SPDE S&P 500 | ETF | $767K | 0.3% | 1,372 SH | |
| SPDR Brcy1-3 Ser | ETF | $3.6M | 1.5% | 39,529 SH | |
| Vanguard Bd Fd | ETF | $761K | 0.3% | 10,356 SH | |
| Vanguard FTSE All | ETF | $15.1M | 6.2% | 249,683 SH | |
| Vanguard Indx | ETF | $301K | 0.1% | 586 SH | |
| Vanguard Indx Grw | ETF | $580K | 0.2% | 1,565 SH | |
| Vanguard Info Tech | ETF | $202K | 0.1% | 373 SH | |
| Vanguard Inx Lrg | ETF | $371K | 0.2% | 1,445 SH | |
| Vanguard Ttl Stk | ETF | $127.2M | 51.7% | 462,848 SH | |
| Vanguard Tx Ex Bd | ETF | $6.7M | 2.7% | 134,388 SH |
| 13F-HR |
| 0001849336-25-000006 |
| $284.6M |
| View |
| Jul 1, 2026 | Q2 2026 | 13F-HR | 0001849336-26-000003 | $312.1M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001849336-25-000004 | $265.2M | View |
| Apr 1, 2026 | Q1 2026 | 13F-HR | 0001849336-26-000002 | $283.6M | View |
| Apr 2, 2025 | Q1 2025 | 13F-HR | 0001849336-25-000002 | $245.9M | View |