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CIK 0001824263 • 6 13F filings • Apr 30, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $336K | 0.1%Prev: 0.1% | 959 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $303K | 0.1%Prev: 0.1% | 969 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $6.9M | 2.8%Prev: 2.8% | 73,931 SH | Increased+285 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $11.5M | 4.7%Prev: 4.8% | 102,675 SH | Increased-825 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.2M | 1.3%Prev: 1.4% | 31,848 SH | Decreased-1,549 SH |
| APPLE INC | COM | $330K | 0.1%Prev: 0.1% | 1,213 SH | Increased-56 SH |
| BANK AMERICA CORP | COM | $277K | 0.1%Prev: 0.1% | 5,036 SH | Increased |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $228K | 0.1%Prev: 0.1% | 3,079 SH | Increased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $273K | 0.1%Prev: 0.1% | 5,849 SH | Increased |
| EXXON MOBIL CORP | COM | $419K | 0.2% | 3,482 SH | New |
| INTUIT | COM | $566K | 0.2%Prev: 0.2% | 855 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $18.8M | 7.7%Prev: 7.6% | 157,953 SH | Increased+9,858 SH |
| INVESCO QQQ TR | UNIT SER 1 | $252K | 0.1%Prev: 0.1% | 411 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $3.7M | 1.5%Prev: 1.9% | 75,402 SH | Decreased+5,798 SH |
| ISHARES GOLD TR | ISHARES NEW | $7.7M | 3.1%Prev: 3.0% | 94,637 SH | Increased-1,252 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $9.5M | 3.9%Prev: 3.6% | 94,437 SH | Increased+11,253 SH |
| ISHARES TR | CORE MSCI EAFE | $32.3M | 13.2%Prev: 13.2% | 361,470 SH | Increased+4,935 SH |
| ISHARES TR | CORE S&P500 ETF | $74.7M | 30.5%Prev: 30.7% | 109,086 SH | Increased+1,010 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $24.4M | 10.0% | 221,264 SH | New |
| ISHARES TR | US TREAS BD ETF | $3.6M | 1.5%Prev: 1.5% | 155,747 SH | Increased+5,483 SH |
| MICROSOFT CORP | COM | $703K | 0.3%Prev: 0.3% | 1,453 SH | Decreased-42 SH |
| NVIDIA CORPORATION | COM | $276K | 0.1%Prev: 0.1% | 1,480 SH | Decreased-105 SH |
| PEPSICO INC | COM | $250K | 0.1% | 1,739 SH | New |
| PROCTER AND GAMBLE CO | COM | $293K | 0.1% | 2,044 SH | New |
| QUALCOMM INC | COM | $773K | 0.3% | 4,518 SH | New |
| SALESFORCE INC | COM | $261K | 0.1%Prev: 0.1% | 987 SH | Decreased-218 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.3M | 0.9%Prev: 0.9% | 84,512 SH | Increased-125 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $699K | 0.3%Prev: 0.3% | 1,025 SH | Increased |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $3.6M | 1.5%Prev: 1.5% | 139,902 SH | Increased+849 SH |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $9.5M | 3.9%Prev: 4.0% | 118,301 SH | Decreased-3,016 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.4M | 2.2%Prev: 2.2% | 69,044 SH | Increased+3,439 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.5M | 0.6%Prev: 0.6% | 2,981 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $2.8M | 1.2%Prev: 1.3% | 9,807 SH | Decreased-760 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $268K | 0.1% | 427 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.7M | 6.4%Prev: 6.4% | 46,721 SH | Increased+809 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.1M | 0.4%Prev: 0.4% | 5,606 SH | Increased |
| 13F-HR |
| 0001824263-26-000004 |
| $300.2M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001824263-25-000002 | $219.5M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001824263-26-000003 | $260.2M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0002054264-25-000012 | $183.4M | View |