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CIK 0002056367 • 2 13F filings • May 2, 2025 – Jul 31, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $1.0M | 0.4%Prev: 0.4% | 9,648 SH | Increased+588 SH |
| ALPHABET INC | COM | $1.1M | 0.4%Prev: 0.4% | 6,170 SH | Increased-147 SH |
| AMAZON COM INC | COM | $1.4M | 0.5% | 6,240 SH | New |
| APPLE INC | COM | $2.4M | 0.9%Prev: 1.0% | 11,856 SH | Decreased+818 SH |
| BERKSHIRE HATHAWAY | COM | $896K | 0.3%Prev: 0.2% | 1,844 SH | Increased+1,008 SH |
| BROADCOM INC | COM | $612K | 0.2%Prev: 0.1% | 2,219 SH | Increased+118 SH |
| COSTCO WHSL CORP NEW | COM | $252K | 0.1%Prev: 0.1% | 255 SH | Increased+2 SH |
| DARDEN RESTAURANTS INC | COM | $212K | 0.1%Prev: 0.1% | 972 SH | Increased+2 SH |
| ELI LILLY AND CO | COM | $335K | 0.1%Prev: 0.2% | 430 SH | Decreased-17 SH |
| GLOBAL PMTS INC | COM | $2.0M | 0.8%Prev: 1.1% | 24,565 SH | Decreased-1,363 SH |
| HOME DEPOT INC | COM | $213K | 0.1% | 580 SH | New |
| ISHARES CORE S&P 500 | UIE | $597K | 0.2%Prev: 0.2% | 961 SH | Increased |
| ISHARES SHORT TERM NTNL | UIE | $8.9M | 3.4%Prev: 3.8% | 83,457 SH | Decreased-1,349 SH |
| JOHNSON & JOHNSON | COM | $474K | 0.2%Prev: 0.2% | 3,105 SH | Increased+306 SH |
| JPMORGAN CHASE & CO | COM | $523K | 0.2%Prev: 0.2% | 1,805 SH | Increased+22 SH |
| MASTERCARD INC | COM | $270K | 0.1%Prev: 0.1% | 480 SH | Increased+5 SH |
| META PLATFORMS INC | COM | $941K | 0.4%Prev: 0.3% | 1,275 SH | Increased-21 SH |
| MICROSOFT CORP | COM | $1.9M | 0.7%Prev: 0.6% | 3,806 SH | Increased+31 SH |
| MIZUHO FINL GROUP INC F | ADR | $57K | 0.0%Prev: 0.0% | 10,309 SH | Increased-26 SH |
| NETFLIX INC | COM | $545K | 0.2%Prev: 0.2% | 407 SH | Increased+4 SH |
| NVIDIA CORP | COM | $1.9M | 0.7%Prev: 0.5% | 12,002 SH | Increased+999 SH |
| ORACLE CORP | COM | $225K | 0.1% | 1,027 SH | New |
| SCHWAB EMERGING MARKETS | UIE | $639K | 0.2%Prev: 0.3% | 21,202 SH | Increased-604 SH |
| SCHWAB INTERNATIONAL | UIE | $1.9M | 0.7%Prev: 0.7% | 84,753 SH | Increased-472 SH |
| SMURFIT WESTROCK PLC F | FGO | $380K | 0.1%Prev: 0.2% | 8,807 SH | Decreased-229 SH |
| SPDR S&P 500 ETF | UIE | $2.3M | 0.9%Prev: 0.6% | 3,681 SH | Increased+1,062 SH |
| TAIWAN SEMICONDUCTOR M F | ADR | $453K | 0.2%Prev: 0.1% | 2,000 SH | Increased-92 SH |
| TESLA INC | COM | $524K | 0.2%Prev: 0.2% | 1,649 SH | Increased+50 SH |
| VAG ITM-TERM CORPORATE | UIE | $5.3M | 2.0%Prev: 2.2% | 64,245 SH | Increased+208 SH |
| VANGUARD EXTENDED MARKET | UIE | $19.9M | 7.6%Prev: 6.6% | 103,018 SH | Increased+12,264 SH |
| VANGUARD FTSE DEVELOPED | UIE | $28.5M | 10.9%Prev: 10.6% | 499,746 SH | Increased+6,152 SH |
| VANGUARD FTSE EMERGING | UIE | $9.8M | 3.8%Prev: 3.8% | 197,694 SH | Increased-1,928 SH |
| VANGUARD INFORMATION | UIE | $11.4M | 4.4%Prev: 3.6% | 17,241 SH | Increased+1,681 SH |
| VANGUARD INTER-TERM | UIE | $2.4M | 0.9% | 40,425 SH | New |
| VANGUARD MATERIALS ETF | UIE | $214K | 0.1%Prev: 0.1% | 1,098 SH | Increased |
| VANGUARD MUNI BND TAX | UIE | $26.1M | 10.0%Prev: 11.2% | 533,216 SH | Decreased-75 SH |
| VANGUARD S&P 500 ETF | UIE | $86.5M | 33.2%Prev: 30.7% | 152,222 SH | Increased+10,857 SH |
| VANGUARD SHORT-TERM BOND | UIE | $3.3M | 1.3%Prev: 1.6% | 42,054 SH | Decreased-6,341 SH |
| VANGUARD SMALL CAP | UIE | $445K | 0.2%Prev: 0.2% | 1,606 SH | Increased-39 SH |
| VANGUARD SMALL CAP ETF | UIE | $305K | 0.1% | 1,288 SH | New |
| VANGUARD TOTAL | UIE | $9.4M | 3.6%Prev: 4.1% | 187,593 SH | Decreased-10,442 SH |
| VANGUARD TOTAL BOND | UIE | $20.8M | 8.0%Prev: 9.4% | 281,943 SH | Decreased-19,564 SH |
| VANGUARD TOTAL STOCK | UIE | $1.4M | 0.6%Prev: 0.6% | 4,745 SH | Decreased-695 SH |
| VISA INC | COM | $453K | 0.2%Prev: 0.2% | 1,275 SH | Increased+31 SH |
| WALMART INC | COM | $223K | 0.1% | 2,279 SH | New |
| WIPRO LTD F | ADR | $69K | 0.0%Prev: 0.0% | 22,690 SH | Decreased-11,112 SH |
| WISDOMTREE FLOATING RATE | UIE | $1.0M | 0.4%Prev: 1.1% | 20,818 SH | Decreased-31,522 SH |