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CIK 0002128338 • 2 13F filings • May 15, 2026 – Aug 14, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $217K | 0.1% | 2,246 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $419K | 0.2% | 4,593 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $212K | 0.1% | 5,278 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $277K | 0.1% | 7,134 SH | New |
| ISHARES INC | CORE MSCI EMKT | $22.0M | 9.2% | 265,723 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $722K | 0.3%Prev: 0.3% | 6,150 SH | Increased+1,015 SH |
| ISHARES TR | CORE 60 BALA ETF | $587K | 0.2% | 8,469 SH | New |
| ISHARES TR | CORE 80 20 ETF | $1.7M | 0.7% | 17,546 SH | New |
| ISHARES TR | CORE MSCI INTL | $1.6M | 0.7% | 17,698 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.7M | 0.7% | 2,271 SH | New |
| ISHARES TR | CORE US AGGBD ET | $3.5M | 1.4% | 34,949 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $390K | 0.2%Prev: 0.2% | 4,877 SH | Increased+803 SH |
| ISHARES TR | IBOXX INV CP ETF | $288K | 0.1%Prev: 0.1% | 2,624 SH | Increased+492 SH |
| ISHARES TR | MSCI INTL QUALTY | $401K | 0.2% | 8,100 SH | New |
| ISHARES TR | MSCI USA MMENTM | $602K | 0.3% | 1,755 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $884K | 0.4% | 4,029 SH | New |
| ISHARES TR | S&P MC 400GR ETF | $950K | 0.4%Prev: 0.4% | 8,083 SH | Increased+703 SH |
| ISHARES TR | US TREAS BD ETF | $7.1M | 3.0% | 309,532 SH | New |
| LATTICE STRATEGIES TR | HARTFORD MLT ETF | $393K | 0.2% | 9,732 SH | New |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $816K | 0.3%Prev: 0.3% | 19,239 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG INTL | $2.1M | 0.9%Prev: 1.0% | 53,941 SH | Increased |
| SPDR INDEX SHS FDS | ST STR ACWI ETF | $3.4M | 1.4% | 82,743 SH | New |
| SPDR SERIES TRUST | ST STR AGGRE ETF | $823K | 0.3% | 32,245 SH | New |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $497K | 0.2% | 5,425 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $3.4M | 1.4% | 28,172 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $65.7M | 27.4%Prev: 29.6% | 88,678 SH | Increased-390 SH |
| TIDAL TRUST I | ADASINA SOCIAL | $554K | 0.2%Prev: 0.2% | 24,224 SH | Increased |
| VANECK ETF TRUST | FALLEN ANGEL HG | $446K | 0.2% | 15,243 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $26.5M | 11.1%Prev: 17.6% | 360,195 SH | Decreased-109,059 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.5M | 1.9%Prev: 2.0% | 6,595 SH | Increased+21 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $48.9M | 20.4%Prev: 24.1% | 133,330 SH | Increased-13,497 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $24.1M | 10.1%Prev: 5.3% | 407,830 SH | Increased+210,825 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $13.4M | 5.6%Prev: 6.2% | 189,205 SH | Increased-7,351 SH |
| VICTORY PORTFOLIOS II | USAA MSCI USA SM | $285K | 0.1% | 2,594 SH | New |