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CIK 0002111462 • 3 13F filings • Feb 24, 2026 – Jul 9, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $267K | 0.2% | 1,226 SH | |
| ALPHABET INC | CAP STK CL A | $244K | 0.2% | 849 SH | |
| AMAZON COM INC | COM | $334K | 0.2% | 1,602 SH | |
| APPLE INC | COM | $1.2M | 0.9% | 4,664 SH | |
| BALL CORP | COM | $467K | 0.3% | 7,906 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $482K | 0.4% | 1,006 SH | |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $312K | 0.2% | 11,501 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $5.6M | 4.1% | 132,613 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $279K | 0.2% | 7,179 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.5M | 3.2% | 62,759 SH | |
| ELI LILLY & CO | COM | $234K | 0.2% | 255 SH | |
| EMERSON ELEC CO | COM | $250K | 0.2% | 1,908 SH | |
| EXXON MOBIL CORP | COM | $248K | 0.2% | 1,461 SH | |
| HOME DEPOT INC | COM | $279K | 0.2% | 848 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.8M | 1.3% | 3,136 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.1M | 0.8% | 27,905 SH | |
| ISHARES TR | CORE S&P500 ETF | $325K | 0.2% | 497 SH | |
| JOHNSON & JOHNSON | COM | $273K | 0.2% | 1,118 SH | |
| JPMORGAN CHASE & CO | COM | $240K | 0.2% | 817 SH | |
| MCDONALDS CORP | COM | $244K | 0.2% | 786 SH | |
| META PLATFORMS INC | CL A | $259K | 0.2% | 453 SH | |
| MICROSOFT CORP | COM | $505K | 0.4% | 1,364 SH | |
| NEXTERA ENERGY INC | COM | $603K | 0.4% | 6,490 SH | |
| NVIDIA CORPORATION | COM | $311K | 0.2% | 1,781 SH | |
| PROCTER & GAMBLE CO | COM | $222K | 0.2% | 1,537 SH | |
| SPDR GOLD TR | GOLD SHS | $1.9M | 1.4% | 4,387 SH | |
| TESLA INC | COM | $1.3M | 1.0% | 3,513 SH | |
| TRAVELERS COMPANIES INC | COM | $269K | 0.2% | 923 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $5.5M | 4.0% | 79,717 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $11.8M | 8.6% | 150,688 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.1M | 1.6% | 29,074 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $12.9M | 9.4% | 267,921 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $19.1M | 13.9% | 43,789 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.8M | 2.0% | 4,695 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.9M | 2.9% | 12,210 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $17.6M | 12.8% | 89,604 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.0M | 5.1% | 130,276 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $5.8M | 4.2% | 123,711 SH | |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | $307K | 0.2% | 3,997 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.4M | 1.0% | 18,048 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $21.1M | 15.4% | 329,996 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $721K | 0.5% | 4,871 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $241K | 0.2% | 2,557 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $738K | 0.5% | 2,008 SH | |
| VERIZON COMMUNICATIONS INC | COM | $291K | 0.2% | 5,800 SH |
| 13F-HR |
| 0002085853-26-000484 |
| $137.4M |
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