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CIK 0002055702 • 4 13F filings • May 21, 2025 – Aug 10, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $432K | 0.3% | 2,157 SH | New |
| ALPHABET INC | CAP STK CL C | $204K | 0.1% | 670 SH | New |
| APPLE INC | COM | $970K | 0.7%Prev: 0.8% | 3,668 SH | Decreased-498 SH |
| ISHARES TR | CORE MSCI EAFE | $40.3M | 27.4%Prev: 26.7% | 414,460 SH | Decreased-50,904 SH |
| ISHARES TR | CORE S&P MCP ETF | $16.8M | 11.4%Prev: 11.0% | 234,672 SH | Decreased-9,383 SH |
| ISHARES TR | CORE S&P SCP ETF | $6.2M | 4.2%Prev: 4.5% | 47,585 SH | Decreased-3,766 SH |
| ISHARES TR | CORE S&P500 ETF | $10.6M | 7.2%Prev: 7.5% | 15,361 SH | Decreased-1,494 SH |
| ISHARES TR | CORE UNIVRSL USD | $357K | 0.2%Prev: 0.2% | 7,601 SH | Decreased-570 SH |
| ISHARES TR | CORE US AGGBD ET | $6.6M | 4.5%Prev: 4.1% | 65,382 SH | Decreased-5,438 SH |
| ORACLE CORP | COM | $397K | 0.3%Prev: 0.2% | 2,545 SH | Increased+325 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $55.7M | 37.8% | 729,891 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $2.0M | 1.4%Prev: 1.2% | 4,349 SH | Decreased-19,829 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.2M | 1.5%Prev: 1.5% | 15,182 SH | Decreased-569 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $4.3M | 3.0%Prev: 2.8% | 73,864 SH | Decreased-6,185 SH |
| 13F-HR |
| 0001986152-26-000084 |
| $160.2M |
| View |
| May 21, 2025 | Q1 2025 | 13F-HR | 0001986152-25-000048 | $123.0M | View |