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CIK 0001845838 • 7 13F filings • Apr 25, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $231K | 0.2% | 1,332 SH | |
| APPLE INC | COM | $428K | 0.4% | 2,143 SH | |
| COSTCO WHSL CORP NEW | COM | $223K | 0.2% | 228 SH | |
| INTEL CORP | COM | $254K | 0.2% | 13,008 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $361K | 0.3% | 812 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $1.0M | 1.0% | 10,085 SH | |
| ISHARES TR | CORE 1 5 YR USD | $5.9M | 5.6% | 121,414 SH | |
| ISHARES TR | CORE INTL AGGR | $1.9M | 1.8% | 37,278 SH | |
| ISHARES TR | CORE S&P US VLU | $7.7M | 7.4% | 89,798 SH | |
| ISHARES TR | CORE S&P500 ETF | $28.9M | 27.5% | 54,517 SH | |
| ISHARES TR | CORE US AGGBD ET | $12.5M | 11.9% | 127,822 SH | |
| ISHARES TR | EAFE VALUE ETF | $5.1M | 4.8% | 84,810 SH | |
| ISHARES TR | IBOXX HI YD ETF | $2.2M | 2.1% | 28,605 SH | |
| ISHARES TR | IBOXX INV CP ETF | $3.1M | 2.9% | 28,947 SH | |
| ISHARES TR | MSCI EAFE ETF | $9.2M | 8.7% | 111,304 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $4.6M | 4.4% | 107,499 SH | |
| ISHARES TR | RUS 1000 ETF | $543K | 0.5% | 1,875 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $6.3M | 6.0% | 33,345 SH | |
| ISHARES TR | SP SMCP600VL ETF | $1.8M | 1.7% | 19,979 SH | |
| ISHARES TR | TIPS BD ETF | $588K | 0.6% | 5,397 SH | |
| JOHNSON & JOHNSON | COM | $313K | 0.3% | 1,984 SH | |
| JPMORGAN CHASE & CO. | COM | $216K | 0.2% | 919 SH | |
| MICROSOFT CORP | COM | $419K | 0.4% | 1,142 SH | |
| NVIDIA CORPORATION | COM | $400K | 0.4% | 4,043 SH | |
| SPDR GOLD TR | GOLD SHS | $9.2M | 8.8% | 29,574 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $319K | 0.3% | 605 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $232K | 0.2% | 4,700 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $326K | 0.3% | 928 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $767K | 0.7% | 4,724 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $218K | 0.2% | 2,876 SH |
| 13F-HR |
| 0001951757-25-001372 |
| $137.8M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000975 | $160.3M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000577 | $118.6M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000581 | $148.3M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000444 | $105.0M | View |