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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 | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.7M | 0.4%Prev: 0.3% | 6,839 SH | Increased+1,265 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.4% | 2 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.8M | 0.4%Prev: 0.3% | 3,484 SH | Increased+282 SH |
| COSTCO WHSL CORP NEW | COM | $256K | 0.1% | 276 SH | New |
| ELI LILLY & CO | COM | $243K | 0.1%Prev: 0.1% | 318 SH | Decreased+15 SH |
| ISHARES SILVER TR | ISHARES | $212K | 0.1% | 5,000 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $1.0M | 0.2%Prev: 0.2% | 8,970 SH | Decreased+316 SH |
| ISHARES TR | EAFE SML CP ETF | $445K | 0.1%Prev: 0.1% | 5,800 SH | Increased+545 SH |
| ISHARES TR | ESG AWARE MSCI | $216K | 0.1%Prev: 0.1% | 4,795 SH | Decreased-350 SH |
| ISHARES TR | MSCI EAFE ETF | $332K | 0.1%Prev: 0.1% | 3,560 SH | Decreased-60 SH |
| ISHARES TR | MSCI EMG MKT ETF | $359K | 0.1%Prev: 0.1% | 6,720 SH | Decreased-50 SH |
| ISHARES TR | RUS 1000 GRW ETF | $5.7M | 1.4%Prev: 1.1% | 12,246 SH | Increased-31,728 SH |
| ISHARES TR | RUS 1000 VAL ETF | $2.9M | 0.7%Prev: 0.7% | 14,023 SH | Decreased+1,079 SH |
| ISHARES TR | RUS 2000 GRW ETF | $1.7M | 0.4%Prev: 0.4% | 5,307 SH | Decreased+959 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.5M | 0.4%Prev: 0.3% | 8,211 SH | Decreased+1,305 SH |
| ISHARES TR | S&P 500 GRWT ETF | $466K | 0.1%Prev: 0.1% | 3,864 SH | Decreased |
| JOHNSON & JOHNSON | COM | $215K | 0.1%Prev: 0.1% | 1,162 SH | Decreased+46 SH |
| JPMORGAN CHASE & CO. | COM | $223K | 0.1% | 707 SH | New |
| MCDONALDS CORP | COM | $224K | 0.1% | 738 SH | New |
| MICROSOFT CORP | COM | $432K | 0.1%Prev: 0.1% | 834 SH | Increased+106 SH |
| NVIDIA CORPORATION | COM | $262K | 0.1%Prev: 0.1% | 1,406 SH | Decreased-50 SH |
| PEPSICO INC | COM | $220K | 0.1% | 1,564 SH | New |
| S&P GLOBAL INC | COM | $465K | 0.1%Prev: 0.1% | 955 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $6.5M | 1.6%Prev: 1.7% | 195,796 SH | Decreased-24,450 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $91.9M | 22.2%Prev: 21.3% | 3,656,393 SH | Decreased-463,669 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $16.4M | 4.0%Prev: 5.4% | 702,951 SH | Decreased-220,825 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $3.5M | 0.8%Prev: 0.8% | 76,263 SH | Decreased-3,119 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.6M | 0.9%Prev: 0.9% | 149,152 SH | Decreased-30,788 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $53.1M | 12.9%Prev: 11.3% | 1,665,245 SH | Decreased+74,607 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $17.4M | 4.2%Prev: 4.8% | 598,110 SH | Decreased-54,037 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $6.2M | 1.5%Prev: 1.4% | 234,798 SH | Decreased+13,861 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $566K | 0.1%Prev: 0.1% | 20,297 SH | Decreased+1,294 SH |
| SPDR SERIES TRUST | SPDR S&P 500 ETF | $515K | 0.1% | 9,389 SH | New |
| TESLA INC | COM | $1.6M | 0.4% | 3,650 SH | New |
| UNITEDHEALTH GROUP INC | COM | $794K | 0.2%Prev: 0.2% | 2,300 SH | Decreased-50 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $47.5M | 11.5%Prev: 11.0% | 99,047 SH | Decreased-512,010 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $403K | 0.1%Prev: 0.1% | 658 SH | Decreased-61 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.3M | 2.0%Prev: 1.9% | 39,561 SH | Decreased+1,272 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 0.4%Prev: 0.3% | 5,760 SH | Decreased+264 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $10.9M | 2.6%Prev: 2.4% | 36,472 SH | Decreased+4,783 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $910K | 0.2%Prev: 0.2% | 2,774 SH | Decreased+163 SH |
| VANGUARD INDEX FDS | VALUE ETF | $32.3M | 7.8%Prev: 7.9% | 173,067 SH | Decreased-229 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $216K | 0.1%Prev: 0.1% | 3,033 SH | Decreased+25 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.9M | 1.4%Prev: 1.5% | 107,988 SH | Decreased-11,209 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.4M | 0.8%Prev: 0.8% | 24,167 SH | Decreased-18 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.4M | 0.6%Prev: 0.6% | 40,655 SH | Decreased-11,337 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $52.9M | 12.8%Prev: 13.3% | 899,185 SH | Decreased-187,473 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $20.8M | 5.0%Prev: 6.2% | 346,945 SH | Decreased-69,878 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $235K | 0.1%Prev: 0.1% | 3,390 SH | Decreased+340 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $358K | 0.1%Prev: 0.1% | 3,025 SH | Decreased+125 SH |
| WELLS FARGO CO NEW | COM | $725K | 0.2% | 8,650 SH | New |
| 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 |