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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% | 5,780 SH | Increased+729 SH |
| Duke Energy | COM | $230K | 0.1%Prev: 0.1% | 1,757 SH | Increased-91 SH |
| Exxon Mobil | COM | $343K | 0.1%Prev: 0.1% | 2,023 SH | Increased+143 SH |
| Invesco QQQ Tr | ETF | $245K | 0.1% | 425 SH | New |
| Invesco Rusl 1000 | ETF | $253K | 0.1%Prev: 0.1% | 4,210 SH | Increased |
| iShs 7-10 ys Tsy | ETF | $39.4M | 13.9% | 412,988 SH | New |
| iShs Core S&P | ETF | $432K | 0.2%Prev: 0.1% | 662 SH | Increased+59 SH |
| iShs Lehman 1-3Tsy | ETF | $8.5M | 3.0%Prev: 3.1% | 103,519 SH | Increased+12,320 SH |
| iShs MSCI EAFE | ETF | $248K | 0.1% | 2,558 SH | New |
| iShs MSCI USA | ETF | $303K | 0.1%Prev: 0.1% | 1,581 SH | Increased |
| Microsoft | COM | $492K | 0.2%Prev: 0.2% | 1,330 SH | Increased+30 SH |
| Schwab Inter Tsy | ETF | $35.1M | 12.4%Prev: 11.8% | 1,409,411 SH | Increased+242,139 SH |
| Schwab Intl Equity | ETF | $4.3M | 1.5%Prev: 1.6% | 172,034 SH | Increased-27,577 SH |
| Schwab Stratgc Tr | ETF | $202K | 0.1% | 7,866 SH | New |
| Schwb US Broad | ETF | $10.9M | 3.8%Prev: 4.0% | 434,927 SH | Increased-24,182 SH |
| SPDR Brcy1-3 Ser | ETF | $3.8M | 1.3%Prev: 1.5% | 41,038 SH | Increased+1,509 SH |
| SPDR S&P 500 | ETF | $1.4M | 0.5% | 2,222 SH | New |
| Vanguard Bd Inx | ETF | $651K | 0.2% | 8,845 SH | New |
| Vanguard FTSE All | ETF | $19.7M | 6.9%Prev: 6.2% | 262,154 SH | Increased+12,471 SH |
| Vanguard Indx | ETF | $1.1M | 0.4%Prev: 0.1% | 1,799 SH | Increased+1,213 SH |
| Vanguard Indx Fd | ETF | $735K | 0.3% | 2,037 SH | New |
| Vanguard Info Tech | ETF | $260K | 0.1%Prev: 0.1% | 373 SH | Increased |
| Vanguard Inx Lrg | ETF | $432K | 0.2%Prev: 0.2% | 1,445 SH | Increased |
| Vanguard Ttl Stk | ETF | $144.9M | 51.1%Prev: 51.7% | 451,671 SH | Increased-11,177 SH |
| Vanguard Tx Ex Bd | ETF | $8.1M | 2.9%Prev: 2.7% | 163,181 SH | Increased+28,793 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 |