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CIK 0002112984 • 3 13F filings • Feb 24, 2026 – Jul 15, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $632K | 0.5%Prev: 0.5% | 1,897 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $617K | 0.5%Prev: 0.4% | 1,852 SH | Decreased |
| APPLE INC | COM | $870K | 0.7%Prev: 1.3% | 3,147 SH | Decreased-3,378 SH |
| AUTOZONE INC | COM | $331K | 0.3%Prev: 0.2% | 89 SH | Increased |
| CHUBB LIMITED | COM | $216K | 0.2%Prev: 0.2% | 656 SH | Decreased |
| ETFS GOLD TR | PHYSCL GOLD SHS | $5.6M | 4.4%Prev: 3.8% | 119,652 SH | Increased-26,833 SH |
| FASTENAL CO | COM | $275K | 0.2%Prev: 0.2% | 5,694 SH | Increased |
| HOME DEPOT INC | COM | $249K | 0.2%Prev: 0.2% | 642 SH | Increased |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | $11.8M | 9.2% | 111,906 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $302K | 0.2%Prev: 0.2% | 1,519 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $2.6M | 2.0%Prev: 1.4% | 28,347 SH | Increased+406 SH |
| ISHARES INC | CORE MSCI EMKT | $1.9M | 1.5%Prev: 1.5% | 26,346 SH | Decreased+129 SH |
| ISHARES TR | 1 3 YR TREAS BD | $710K | 0.6%Prev: 0.7% | 8,581 SH | Decreased-3,549 SH |
| ISHARES TR | CORE S&P TTL STK | $12.3M | 9.6%Prev: 10.2% | 82,006 SH | Decreased-8,615 SH |
| ISHARES TR | EAFE GRWTH ETF | $275K | 0.2%Prev: 0.2% | 2,331 SH | Decreased |
| ISHARES TR | ISHS 1-5YR INVS | $7.0M | 5.5%Prev: 5.4% | 132,830 SH | Decreased-19,020 SH |
| ISHARES TR | NATIONAL MUN ETF | $346K | 0.3%Prev: 0.2% | 3,217 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $236K | 0.2%Prev: 0.2% | 710 SH | Decreased+11 SH |
| JOHNSON & JOHNSON | COM | $254K | 0.2%Prev: 0.2% | 1,082 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $570K | 0.4%Prev: 0.4% | 1,029 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.3M | 1.8%Prev: 1.7% | 90,634 SH | Decreased+3,295 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $14.3M | 11.2%Prev: 11.1% | 588,651 SH | Decreased-81,243 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.9M | 1.5%Prev: 1.6% | 71,659 SH | Decreased-7,611 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $888K | 0.7%Prev: 0.7% | 28,580 SH | Decreased-757 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.9M | 1.5%Prev: 1.4% | 61,245 SH | Decreased+3,872 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $618K | 0.5%Prev: 0.4% | 28,536 SH | Increased+4,301 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $664K | 0.5% | 6,352 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $349K | 0.3% | 2,236 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $403K | 0.3% | 2,377 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $294K | 0.2% | 2,125 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $287K | 0.2% | 6,652 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $13.3M | 10.3% | 279,687 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $366K | 0.3% | 7,457 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $600K | 0.5% | 874 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $10.2M | 8.0% | 133,224 SH | New |
| TJX COS INC NEW | COM | $221K | 0.2%Prev: 0.1% | 1,433 SH | Increased |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $358K | 0.3%Prev: 0.2% | 7,552 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $497K | 0.4%Prev: 0.3% | 1,064 SH | Increased-3,695 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $7.4M | 5.8%Prev: 5.8% | 32,436 SH | Decreased-2,255 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $5.8M | 4.5%Prev: 4.9% | 18,663 SH | Decreased-922 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.6M | 3.5%Prev: 3.5% | 13,473 SH | Decreased-470 SH |
| VANGUARD INDEX FDS | VALUE ETF | $784K | 0.6%Prev: 0.6% | 3,851 SH | Decreased+3 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.5M | 4.3%Prev: 4.3% | 97,260 SH | Decreased-8,558 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.6M | 2.0%Prev: 1.9% | 32,538 SH | Decreased-2,643 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | $636K | 0.5%Prev: 0.5% | 3,646 SH | Decreased+33 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.9M | 2.2%Prev: 2.1% | 42,956 SH | Decreased+895 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $315K | 0.2%Prev: 0.2% | 1,635 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $811K | 0.6%Prev: 0.7% | 1,124 SH | Decreased-7,868 SH |
| VISA INC | COM CL A | $632K | 0.5%Prev: 0.5% | 1,914 SH | Decreased-89 SH |
| 13F-HR |
| 0002112984-26-000002 |
| $127.4M |
| View |