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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 | $1.5M | 0.5%Prev: 0.5% | 6,016 SH | Decreased+236 SH |
| Exxon Mobil | COM | $228K | 0.1%Prev: 0.1% | 2,023 SH | Decreased-56 SH |
| Invesco QQQ Tr | ETF | $255K | 0.1%Prev: 0.1% | 425 SH | Decreased |
| Invesco Rusl 1000 | ETF | $254K | 0.1%Prev: 0.1% | 4,210 SH | Decreased |
| iShs 7-10 ys Tsy | ETF | $37.7M | 13.2%Prev: 12.7% | 390,900 SH | Decreased-29,038 SH |
| iShs Core S&P | ETF | $510K | 0.2%Prev: 0.2% | 762 SH | Increased+100 SH |
| iShs Lehman 1-3Tsy | ETF | $8.0M | 2.8%Prev: 2.8% | 96,291 SH | Decreased-9,457 SH |
| iShs MSCI USA | ETF | $308K | 0.1%Prev: 0.1% | 1,581 SH | Decreased |
| Microsoft | COM | $741K | 0.3%Prev: 0.2% | 1,431 SH | Increased+92 SH |
| Schwab Inter Tsy | ETF | $31.9M | 11.2%Prev: 11.4% | 1,270,563 SH | Decreased-167,059 SH |
| Schwab Intl Equity | ETF | $4.6M | 1.6%Prev: 1.5% | 196,602 SH | Decreased+25,434 SH |
| Schwab Stratgc Tr | ETF | $207K | 0.1%Prev: 0.1% | 7,866 SH | Decreased |
| Schwb US Broad | ETF | $11.6M | 4.1%Prev: 3.9% | 452,104 SH | Decreased+32,163 SH |
| SPDE S&P 500 | ETF | $914K | 0.3% | 1,372 SH | New |
| SPDR Brcy1-3 Ser | ETF | $2.2M | 0.8%Prev: 1.3% | 23,606 SH | Decreased-20,866 SH |
| Vanguard Bd Inx | ETF | $658K | 0.2%Prev: 0.2% | 8,844 SH | Increased+30 SH |
| Vanguard FTSE All | ETF | $18.5M | 6.5%Prev: 7.0% | 259,443 SH | Decreased-2,064 SH |
| Vanguard Indx | ETF | $1.1M | 0.4%Prev: 0.4% | 1,799 SH | Decreased |
| Vanguard Indx Fd | ETF | $229K | 0.1%Prev: 0.3% | 900 SH | Decreased-6,887 SH |
| Vanguard Indx Grw | ETF | $751K | 0.3% | 1,565 SH | New |
| Vanguard Info Tech | ETF | $284K | 0.1%Prev: 0.1% | 380 SH | Decreased-2,604 SH |
| Vanguard Inx Lrg | ETF | $445K | 0.2%Prev: 0.2% | 1,445 SH | Decreased |
| Vanguard Ttl Stk | ETF | $154.2M | 54.2%Prev: 53.3% | 469,994 SH | Decreased+20,419 SH |
| Vanguard Tx Ex Bd | ETF | $7.5M | 2.6%Prev: 2.9% | 149,567 SH | Decreased-30,795 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 |