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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 | $1.0M | 0.4%Prev: 0.5% | 5,108 SH | Decreased-672 SH |
| Exxon Mobil | COM | $218K | 0.1%Prev: 0.1% | 2,023 SH | Decreased |
| Invesco QQQ Tr | ETF | $234K | 0.1%Prev: 0.1% | 425 SH | Decreased |
| Invesco Rusl 1000 | ETF | $243K | 0.1%Prev: 0.1% | 4,210 SH | Decreased |
| iShs 7-10 ys Tsy | ETF | $36.8M | 13.9%Prev: 13.9% | 384,364 SH | Decreased-28,624 SH |
| iShs Core S&P | ETF | $380K | 0.1%Prev: 0.2% | 612 SH | Decreased-50 SH |
| iShs Lehman 1-3Tsy | ETF | $7.7M | 2.9%Prev: 3.0% | 93,080 SH | Decreased-10,439 SH |
| iShs MSCI USA | ETF | $289K | 0.1%Prev: 0.1% | 1,581 SH | Decreased |
| iShs Tr | ETF | $209K | 0.1% | 2,108 SH | New |
| Microsoft | COM | $662K | 0.2%Prev: 0.2% | 1,330 SH | Increased |
| Schwab Inter Tsy | ETF | $29.4M | 11.1%Prev: 12.4% | 1,175,157 SH | Decreased-234,254 SH |
| Schwab Intl Equity | ETF | $4.4M | 1.7%Prev: 1.5% | 199,848 SH | Increased+27,814 SH |
| Schwab Stratgc Tr | ETF | $217K | 0.1%Prev: 0.1% | 8,889 SH | Increased+1,023 SH |
| Schwb US Broad | ETF | $10.8M | 4.1%Prev: 3.8% | 453,641 SH | Decreased+18,714 SH |
| SPDE S&P 500 | ETF | $848K | 0.3% | 1,372 SH | New |
| SPDR Brcy1-3 Ser | ETF | $3.0M | 1.1%Prev: 1.3% | 32,869 SH | Decreased-8,169 SH |
| Vanguard Bd Inx | ETF | $659K | 0.2%Prev: 0.2% | 8,954 SH | Increased+109 SH |
| Vanguard FTSE All | ETF | $17.0M | 6.4%Prev: 6.9% | 253,527 SH | Decreased-8,627 SH |
| Vanguard Indx | ETF | $1.1M | 0.4%Prev: 0.4% | 1,891 SH | Decreased+92 SH |
| Vanguard Indx Fd | ETF | $213K | 0.1%Prev: 0.3% | 900 SH | Decreased-1,137 SH |
| Vanguard Indx Grw | ETF | $686K | 0.3% | 1,565 SH | New |
| Vanguard Info Tech | ETF | $263K | 0.1%Prev: 0.1% | 397 SH | Increased+24 SH |
| Vanguard Inx Lrg | ETF | $412K | 0.2%Prev: 0.2% | 1,445 SH | Decreased |
| Vanguard Ttl Stk | ETF | $141.3M | 53.3%Prev: 51.1% | 464,992 SH | Decreased+13,321 SH |
| Vanguard Tx Ex Bd | ETF | $7.0M | 2.6%Prev: 2.9% | 142,151 SH | Decreased-21,030 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 |