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CIK 0002109156 • 3 13F filings • Feb 19, 2026 – Aug 6, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $306K | 0.3% | 1,914 SH | New |
| ALPHABET INC | CAP STK CL A | $363K | 0.4%Prev: 0.3% | 1,159 SH | Increased+150 SH |
| AMAZON COM INC | COM | $261K | 0.3%Prev: 0.2% | 1,129 SH | Increased+160 SH |
| APPLE INC | COM | $1.2M | 1.3%Prev: 1.2% | 4,447 SH | Decreased-1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $221K | 0.2%Prev: 0.2% | 440 SH | Increased |
| DEERE & CO | COM | $242K | 0.3%Prev: 0.3% | 519 SH | Decreased+63 SH |
| ELI LILLY & CO | COM | $305K | 0.3%Prev: 0.2% | 284 SH | Increased+77 SH |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $657K | 0.7%Prev: 0.6% | 6,787 SH | Decreased+679 SH |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $270K | 0.3% | 3,780 SH | New |
| IDACORP INC | COM | $312K | 0.3%Prev: 0.3% | 2,467 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $364K | 0.4%Prev: 0.7% | 6,134 SH | Decreased-6,319 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $518K | 0.6%Prev: 0.7% | 11,372 SH | Decreased-291 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $796K | 0.9%Prev: 0.8% | 4,154 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $344K | 0.4% | 4,244 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $1.5M | 1.6% | 14,941 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $231K | 0.2%Prev: 0.2% | 3,500 SH | Decreased |
| ISHARES TR | CORE S&P SCP ETF | $269K | 0.3%Prev: 0.3% | 2,238 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $587K | 0.6%Prev: 0.6% | 857 SH | Decreased+4 SH |
| ISHARES TR | IBDS DEC28 ETF | $1.4M | 1.5%Prev: 1.3% | 54,018 SH | Decreased-577 SH |
| ISHARES TR | IBONDS 27 ETF | $241K | 0.3%Prev: 0.2% | 9,937 SH | Increased |
| ISHARES TR | IBONDS OCT 2028 | $454K | 0.5%Prev: 0.6% | 17,480 SH | Decreased-5,523 SH |
| ISHARES TR | MSCI USA MIN VOL | $495K | 0.5% | 5,262 SH | New |
| ISHARES TR | RUSSELL 3000 ETF | $305K | 0.3%Prev: 0.3% | 788 SH | Increased+82 SH |
| JOHNSON & JOHNSON | COM | $292K | 0.3%Prev: 0.3% | 1,410 SH | Decreased |
| MICROSOFT CORP | COM | $795K | 0.9%Prev: 0.6% | 1,644 SH | Increased-50 SH |
| RBB FD INC | US TREAS 3 MNTH | $852K | 0.9% | 17,086 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $2.0M | 2.1%Prev: 2.0% | 73,318 SH | Decreased+2,292 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $219K | 0.2%Prev: 0.2% | 9,115 SH | Decreased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $315K | 0.3%Prev: 0.3% | 11,991 SH | Decreased-322 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $266K | 0.3%Prev: 0.2% | 9,690 SH | Increased+2,982 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $256K | 0.3% | 2,140 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $216K | 0.2% | 5,341 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $3.9M | 4.2% | 5,774 SH | New |
| TRAVELERS COMPANIES INC | COM | $234K | 0.3%Prev: 0.2% | 807 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $205K | 0.2%Prev: 0.2% | 1,002 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.2M | 6.7%Prev: 6.2% | 84,184 SH | Decreased-8,630 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.0M | 2.1%Prev: 2.0% | 9,380 SH | Decreased+447 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $379K | 0.4%Prev: 0.3% | 777 SH | Increased-3,332 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $658K | 0.7%Prev: 0.7% | 2,090 SH | Decreased |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $979K | 1.1%Prev: 0.9% | 3,508 SH | Decreased+246 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $747K | 0.8%Prev: 0.7% | 2,574 SH | Decreased-7,043 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.3M | 1.4%Prev: 1.3% | 15,118 SH | Decreased+389 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $230K | 0.2% | 367 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.3M | 3.5%Prev: 3.7% | 12,777 SH | Decreased-633 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $45.4M | 48.8%Prev: 46.4% | 135,469 SH | Decreased-1,768 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.1M | 1.1%Prev: 1.0% | 5,518 SH | Decreased+644 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.5M | 1.6%Prev: 1.6% | 20,465 SH | Decreased-248 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $248K | 0.3%Prev: 0.2% | 4,938 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $272K | 0.3%Prev: 0.3% | 1,237 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.9M | 6.4%Prev: 8.6% | 78,754 SH | Decreased-31,089 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $512K | 0.6% | 8,193 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $466K | 0.5%Prev: 0.4% | 618 SH | Increased-3,179 SH |
| VERIZON COMMUNICATIONS INC | COM | $259K | 0.3%Prev: 0.2% | 6,354 SH | Decreased |
| WORLD GOLD TR | SPDR GLD MINIS | $284K | 0.3%Prev: 0.2% | 3,328 SH | Increased+603 SH |
| 13F-HR |
| 0002109156-26-000002 |
| $94.3M |
| View |