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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 | $1.7M | 0.5%Prev: 0.4% | 5,780 SH | Increased+672 SH |
| Duke Energy | COM | $222K | 0.1% | 1,757 SH | New |
| Exxon Mobil | COM | $284K | 0.1%Prev: 0.1% | 2,079 SH | Increased+56 SH |
| Invesco QQQ Tr | ETF | $313K | 0.1%Prev: 0.1% | 425 SH | Increased |
| Invesco Rusl 1000 | ETF | $289K | 0.1%Prev: 0.1% | 4,210 SH | Increased |
| iShs 7-10 ys Tsy | ETF | $39.7M | 12.7%Prev: 13.9% | 419,938 SH | Increased+35,574 SH |
| iShs Core S&P | ETF | $496K | 0.2%Prev: 0.1% | 662 SH | Increased+50 SH |
| iShs Lehman 1-3Tsy | ETF | $8.7M | 2.8%Prev: 2.9% | 105,748 SH | Increased+12,668 SH |
| iShs MSCI EAFE | ETF | $266K | 0.1% | 2,558 SH | New |
| iShs MSCI USA | ETF | $347K | 0.1%Prev: 0.1% | 1,581 SH | Increased |
| Microsoft | COM | $499K | 0.2%Prev: 0.2% | 1,339 SH | Decreased+9 SH |
| Schwab Inter Tsy | ETF | $35.5M | 11.4%Prev: 11.1% | 1,437,622 SH | Increased+262,465 SH |
| Schwab Intl Equity | ETF | $4.7M | 1.5%Prev: 1.7% | 171,168 SH | Increased-28,680 SH |
| Schwab Stratgc Tr | ETF | $232K | 0.1%Prev: 0.1% | 7,866 SH | Increased-1,023 SH |
| Schwb US Broad | ETF | $12.2M | 3.9%Prev: 4.1% | 419,941 SH | Increased-33,700 SH |
| SPDR Brcy1-3 Ser | ETF | $4.1M | 1.3%Prev: 1.1% | 44,472 SH | Increased+11,603 SH |
| SPDR S&P 500 | ETF | $1.7M | 0.5% | 2,222 SH | New |
| Vanguard Bd Inx | ETF | $647K | 0.2%Prev: 0.2% | 8,814 SH | Decreased-140 SH |
| Vanguard FTSE All | ETF | $21.9M | 7.0%Prev: 6.4% | 261,507 SH | Increased+7,980 SH |
| Vanguard Indx | ETF | $1.2M | 0.4%Prev: 0.4% | 1,799 SH | Increased-92 SH |
| Vanguard Indx Fd | ETF | $863K | 0.3%Prev: 0.1% | 7,787 SH | Increased+6,887 SH |
| Vanguard Info Tech | ETF | $357K | 0.1%Prev: 0.1% | 2,984 SH | Increased+2,587 SH |
| Vanguard Inx Lrg | ETF | $497K | 0.2%Prev: 0.2% | 1,445 SH | Increased |
| Vanguard Ttl Stk | ETF | $166.4M | 53.3%Prev: 53.3% | 449,575 SH | Increased-15,417 SH |
| Vanguard Tx Ex Bd | ETF | $9.1M | 2.9%Prev: 2.6% | 180,362 SH | Increased+38,211 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 |