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CIK 0002111462 • 3 13F filings • Feb 24, 2026 – Jul 9, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $916K | 1.0%Prev: 1.0% | 3,371 SH | Decreased-1,793 SH |
| BALL CORP | COM | $390K | 0.4%Prev: 0.3% | 7,370 SH | Decreased-562 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $445K | 0.5%Prev: 0.3% | 886 SH | Decreased-120 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $283K | 0.3% | 7,160 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.7M | 3.9%Prev: 3.5% | 53,108 SH | Decreased-11,845 SH |
| ELI LILLY & CO | COM | $269K | 0.3%Prev: 0.2% | 250 SH | Decreased-5 SH |
| HOME DEPOT INC | COM | $214K | 0.2%Prev: 0.2% | 622 SH | Decreased-229 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 1.3%Prev: 1.5% | 2,064 SH | Decreased-1,091 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $932K | 1.0%Prev: 0.6% | 18,773 SH | Decreased-10,202 SH |
| ISHARES TR | CORE S&P500 ETF | $205K | 0.2%Prev: 0.2% | 300 SH | Decreased-100 SH |
| META PLATFORMS INC | CL A | $209K | 0.2%Prev: 0.2% | 317 SH | Decreased-137 SH |
| MICROSOFT CORP | COM | $549K | 0.6%Prev: 0.3% | 1,135 SH | Increased-266 SH |
| NEXTERA ENERGY INC | COM | $521K | 0.6%Prev: 0.4% | 6,489 SH | Decreased-1 SH |
| SPDR GOLD TR | GOLD SHS | $1.2M | 1.3%Prev: 1.0% | 3,018 SH | Decreased-1,314 SH |
| TESLA INC | COM | $1.0M | 1.1%Prev: 1.0% | 2,278 SH | Decreased-1,274 SH |
| TRAVELERS COMPANIES INC | COM | $292K | 0.3%Prev: 0.2% | 1,008 SH | Decreased+118 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $4.3M | 4.5%Prev: 3.8% | 61,452 SH | Decreased-22,538 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $8.9M | 9.5%Prev: 8.0% | 112,958 SH | Decreased-44,125 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.5M | 1.6%Prev: 1.4% | 20,329 SH | Decreased-8,378 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $16.9M | 18.0%Prev: 15.5% | 34,643 SH | Decreased-241,430 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3M | 2.4%Prev: 2.2% | 3,597 SH | Decreased-1,277 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.9M | 3.1%Prev: 2.9% | 8,753 SH | Decreased-3,138 SH |
| VANGUARD INDEX FDS | VALUE ETF | $14.0M | 14.9%Prev: 12.9% | 73,061 SH | Decreased-17,544 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.9M | 6.3%Prev: 5.2% | 109,738 SH | Decreased-24,016 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $4.5M | 4.8%Prev: 4.0% | 95,696 SH | Decreased-33,488 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | $288K | 0.3%Prev: 0.2% | 3,705 SH | Decreased-301 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $911K | 1.0%Prev: 1.0% | 12,071 SH | Decreased-4,946 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $17.5M | 18.6%Prev: 15.4% | 279,815 SH | Decreased-51,642 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $685K | 0.7%Prev: 0.5% | 4,772 SH | Decreased-258 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $210K | 0.2%Prev: 0.2% | 2,329 SH | Decreased-218 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $829K | 0.9%Prev: 0.6% | 2,007 SH | Decreased-7,753 SH |
| 13F-HR |
| 0002085853-26-000484 |
| $137.4M |
| View |