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CIK 0001862176 • 7 13F filings • Apr 17, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $290K | 0.1% | 1,525 SH | |
| APPLE INC | COM | $2.1M | 0.6% | 9,277 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 0.5% | 3,694 SH | |
| COSTCO WHSL CORP NEW | COM | $322K | 0.1% | 340 SH | |
| ELI LILLY & CO | COM | $263K | 0.1% | 318 SH | |
| ISHARES TR | EAFE GRWTH ETF | $897K | 0.2% | 8,970 SH | |
| ISHARES TR | EAFE SML CP ETF | $396K | 0.1% | 6,240 SH | |
| ISHARES TR | MSCI EAFE ETF | $293K | 0.1% | 3,582 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $298K | 0.1% | 6,820 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $4.6M | 1.3% | 12,682 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $2.9M | 0.8% | 15,363 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $1.5M | 0.4% | 5,965 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $1.4M | 0.4% | 9,409 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $361K | 0.1% | 3,889 SH | |
| MCDONALDS CORP | COM | $231K | 0.1% | 738 SH | |
| MICROSOFT CORP | COM | $319K | 0.1% | 851 SH | |
| NVIDIA CORPORATION | COM | $613K | 0.2% | 5,657 SH | |
| PEPSICO INC | COM | $235K | 0.1% | 1,564 SH | |
| S&P GLOBAL INC | COM | $487K | 0.1% | 959 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $5.6M | 1.6% | 204,466 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $85.1M | 23.6% | 3,421,646 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $11.3M | 3.1% | 571,683 SH | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $2.9M | 0.8% | 82,012 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.5M | 1.0% | 145,140 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $43.6M | 12.1% | 1,742,740 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $15.3M | 4.3% | 577,134 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $5.6M | 1.6% | 253,443 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $463K | 0.1% | 19,756 SH | |
| SPDR SER TR | SPDR S&P 500 ETF | $370K | 0.1% | 8,084 SH | |
| TESLA INC | COM | $1.2M | 0.3% | 4,563 SH | |
| UNITEDHEALTH GROUP INC | COM | $1.2M | 0.3% | 2,360 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $34.7M | 9.6% | 93,546 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $338K | 0.1% | 658 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.3M | 2.3% | 44,449 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 0.3% | 5,592 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $9.9M | 2.7% | 39,226 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $956K | 0.3% | 3,479 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $32.6M | 9.1% | 188,797 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.9M | 1.4% | 107,763 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.0M | 0.8% | 25,875 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.4M | 0.7% | 41,090 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $49.6M | 13.8% | 844,703 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.9M | 4.4% | 312,039 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $346K | 0.1% | 3,530 SH | |
| WELLS FARGO CO NEW | COM | $333K | 0.1% | 4,634 SH |
| 13F-HR |
| 0001862176-25-000003 |
| $413.1M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001862176-26-000003 | $477.2M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003954 | $387.0M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001862176-26-000002 | $434.3M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002184 | $360.2M | View |