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CIK 0001831193 • 6 13F filings • Apr 8, 2025 – Jul 21, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | $6.2M | 3.0% | 137,851 SH | |
| AIRBNB INC | COM CL A | $267K | 0.1% | 2,237 SH | |
| ALPHABET INC | CAP STK CL A | $407K | 0.2% | 2,630 SH | |
| ALPHABET INC | CAP STK CL C | $1.0M | 0.5% | 6,439 SH | |
| AMAZON COM INC | COM | $1.5M | 0.7% | 8,080 SH | |
| AMPLITUDE INC | COM CL A | $111K | 0.1% | 10,921 SH | |
| APPLE INC | COM | $2.7M | 1.3% | 12,307 SH | |
| ASANA INC | CL A | $608K | 0.3% | 41,699 SH | |
| ATLASSIAN CORPORATION | CL A | $50.9M | 24.8% | 239,959 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.7% | 2,705 SH | |
| BROADCOM INC | COM | $673K | 0.3% | 4,017 SH | |
| COSTCO WHSL CORP NEW | COM | $816K | 0.4% | 863 SH | |
| COUPANG INC | CL A | $460K | 0.2% | 20,957 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.7M | 1.8% | 96,277 SH | |
| DOORDASH INC | CL A | $6.6M | 3.2% | 36,173 SH | |
| ELI LILLY & CO | COM | $364K | 0.2% | 441 SH | |
| FIRST TR NASDAQ 100 TECH IND | SHS | $217K | 0.1% | 1,251 SH | |
| FRESHWORKS INC | CLASS A COM | $272K | 0.1% | 19,306 SH | |
| GOLDMAN SACHS ETF TR | ACCESS INFLATI | $879K | 0.4% | 17,531 SH | |
| INTUIT | COM | $581K | 0.3% | 947 SH | |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $802K | 0.4% | 16,004 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $963K | 0.5% | 2,053 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $279K | 0.1% | 5,963 SH | |
| ISHARES INC | CORE MSCI EMKT | $318K | 0.2% | 5,898 SH | |
| ISHARES TR | 20 YR TR BD ETF | $1.4M | 0.7% | 15,781 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $376K | 0.2% | 3,939 SH | |
| ISHARES TR | BROAD USD HIGH | $226K | 0.1% | 6,134 SH | |
| ISHARES TR | CORE MSCI EAFE | $672K | 0.3% | 8,882 SH | |
| ISHARES TR | CORE MSCI TOTAL | $10.1M | 4.9% | 144,821 SH | |
| ISHARES TR | CORE S&P TTL STK | $26.1M | 12.7% | 213,895 SH | |
| ISHARES TR | CORE S&P US GWT | $497K | 0.2% | 3,910 SH | |
| ISHARES TR | CORE S&P US VLU | $1.9M | 0.9% | 21,070 SH | |
| ISHARES TR | CORE S&P500 ETF | $18.5M | 9.0% | 32,884 SH | |
| ISHARES TR | CORE US AGGBD ET | $248K | 0.1% | 2,505 SH | |
| ISHARES TR | MSCI ACWI ETF | $2.1M | 1.0% | 17,931 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $546K | 0.3% | 1,512 SH | |
| ISHARES TR | S&P 500 VAL ETF | $1.3M | 0.6% | 6,799 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $713K | 0.3% | 14,087 SH | |
| JOHNSON & JOHNSON | COM | $341K | 0.2% | 2,056 SH | |
| JPMORGAN CHASE & CO. | COM | $507K | 0.2% | 2,066 SH | |
| KKR & CO INC | COM | $332K | 0.2% | 2,873 SH | |
| LOCKHEED MARTIN CORP | COM | $354K | 0.2% | 793 SH | |
| LYFT INC | CL A COM | $467K | 0.2% | 39,314 SH | |
| MASTERCARD INCORPORATED | CL A | $434K | 0.2% | 792 SH | |
| MERCADOLIBRE INC | COM | $708K | 0.3% | 363 SH | |
| META PLATFORMS INC | CL A | $5.4M | 2.6% | 9,372 SH | |
| MICROSOFT CORP | COM | $1.7M | 0.8% | 4,403 SH | |
| NVIDIA CORPORATION | COM | $1.2M | 0.6% | 10,689 SH | |
| OPENDOOR TECHNOLOGIES INC | COM | $31K | 0.0% | 30,000 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $2.7M | 1.3% | 32,180 SH | |
| PALO ALTO NETWORKS INC | COM | $520K | 0.3% | 3,050 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $876K | 0.4% | 8,708 SH | |
| POWER INTEGRATIONS INC | COM | $486K | 0.2% | 9,620 SH | |
| PROCTER AND GAMBLE CO | COM | $210K | 0.1% | 1,234 SH | |
| RAPPORT THERAPEUTICS INC | COM | $100K | 0.0% | 10,000 SH | |
| SALESFORCE INC | COM | $767K | 0.4% | 2,857 SH | |
| SAMSARA INC | COM CL A | $4.2M | 2.0% | 109,318 SH | |
| SCHWAB CHARLES CORP | COM | $328K | 0.2% | 4,192 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.9M | 0.9% | 70,089 SH | |
| SNOWFLAKE INC | CL A | $486K | 0.2% | 3,322 SH | |
| SPDR GOLD TR | GOLD SHS | $432K | 0.2% | 1,500 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $4.0M | 1.9% | 7,089 SH | |
| SPDR SER TR | MSCI USA STRTGIC | $282K | 0.1% | 1,802 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $245K | 0.1% | 9,597 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $3.2M | 1.6% | 49,369 SH | |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | $407K | 0.2% | 10,000 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $222K | 0.1% | 1,336 SH | |
| TESLA INC | COM | $232K | 0.1% | 896 SH | |
| UBER TECHNOLOGIES INC | COM | $478K | 0.2% | 6,564 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $4.8M | 2.3% | 12,885 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.5% | 2,008 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 0.9% | 6,364 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $5.2M | 2.5% | 29,912 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.8M | 1.4% | 56,857 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $3.4M | 1.7% | 59,334 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $368K | 0.2% | 1,895 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.3M | 2.6% | 85,926 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $249K | 0.1% | 1,930 SH |
| 13F-HR |
| 0001831193-25-000009 |
| $227.8M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001831193-26-000003 | $207.1M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001831193-25-000004 | $224.8M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001831193-26-000002 | $184.6M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001831193-25-000003 | $205.3M | View |