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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 | $294K | 0.2%Prev: 0.2% | 1,167 SH | Increased-59 SH |
| ALPHABET INC | CAP STK CL A | $318K | 0.2%Prev: 0.2% | 891 SH | Increased+42 SH |
| AMAZON COM INC | COM | $380K | 0.2%Prev: 0.2% | 1,595 SH | Increased-7 SH |
| APPLE INC | COM | $1.5M | 1.0%Prev: 0.9% | 5,164 SH | Increased+500 SH |
| BALL CORP | COM | $495K | 0.3%Prev: 0.3% | 7,932 SH | Increased+26 SH |
| BANK OF AMER CORP | COM | $209K | 0.1% | 3,661 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $503K | 0.3%Prev: 0.4% | 1,006 SH | Increased |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | $316K | 0.2% | 11,501 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $5.9M | 3.8% | 139,188 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $319K | 0.2% | 7,196 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $5.3M | 3.5%Prev: 3.2% | 64,953 SH | Increased+2,194 SH |
| ELI LILLY & CO | COM | $306K | 0.2%Prev: 0.2% | 255 SH | Increased |
| EMERSON ELEC CO | COM | $273K | 0.2%Prev: 0.2% | 1,910 SH | Increased+2 SH |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $278K | 0.2% | 2,777 SH | New |
| HOME DEPOT INC | COM | $300K | 0.2%Prev: 0.2% | 851 SH | Increased+3 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.3M | 1.5%Prev: 1.3% | 3,155 SH | Increased+19 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $965K | 0.6%Prev: 0.8% | 28,975 SH | Decreased+1,070 SH |
| ISHARES TR | CORE S&P500 ETF | $300K | 0.2%Prev: 0.2% | 400 SH | Decreased-97 SH |
| JOHNSON & JOHNSON | COM | $303K | 0.2%Prev: 0.2% | 1,193 SH | Increased+75 SH |
| JPMORGAN CHASE & CO | COM | $260K | 0.2%Prev: 0.2% | 795 SH | Increased-22 SH |
| MCDONALDS CORP | COM | $213K | 0.1%Prev: 0.2% | 786 SH | Decreased |
| META PLATFORMS INC | CL A | $256K | 0.2%Prev: 0.2% | 454 SH | Decreased+1 SH |
| MICROSOFT CORP | COM | $523K | 0.3%Prev: 0.4% | 1,401 SH | Increased+37 SH |
| NEXTERA ENERGY INC | COM | $570K | 0.4%Prev: 0.4% | 6,490 SH | Decreased |
| NVIDIA CORPORATION | COM | $357K | 0.2%Prev: 0.2% | 1,783 SH | Increased+2 SH |
| PROCTER & GAMBLE CO | COM | $224K | 0.1%Prev: 0.2% | 1,530 SH | Increased-7 SH |
| SPDR GOLD TR | GOLD SHS | $1.6M | 1.0%Prev: 1.4% | 4,332 SH | Decreased-55 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $214K | 0.1% | 287 SH | New |
| TESLA INC | COM | $1.5M | 1.0%Prev: 1.0% | 3,552 SH | Increased+39 SH |
| TRAVELERS COMPANIES INC | COM | $294K | 0.2%Prev: 0.2% | 890 SH | Increased-33 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $5.8M | 3.8%Prev: 4.0% | 83,990 SH | Increased+4,273 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $12.2M | 8.0%Prev: 8.6% | 157,083 SH | Increased+6,395 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.1M | 1.4%Prev: 1.6% | 28,707 SH | Decreased-367 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $13.5M | 8.8%Prev: 9.4% | 278,303 SH | Increased+10,382 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $23.8M | 15.5%Prev: 13.9% | 276,073 SH | Increased+232,284 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.3M | 2.2%Prev: 2.0% | 4,874 SH | Increased+179 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.4M | 2.9%Prev: 2.9% | 11,891 SH | Increased-319 SH |
| VANGUARD INDEX FDS | VALUE ETF | $19.7M | 12.9%Prev: 12.8% | 90,605 SH | Increased+1,001 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.0M | 5.2%Prev: 5.1% | 133,754 SH | Increased+3,478 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $6.0M | 4.0%Prev: 4.2% | 129,184 SH | Increased+5,473 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | $308K | 0.2%Prev: 0.2% | 4,006 SH | Increased+9 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.5M | 1.0%Prev: 1.0% | 17,017 SH | Increased-1,031 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $23.6M | 15.4%Prev: 15.4% | 331,457 SH | Increased+1,461 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $795K | 0.5%Prev: 0.5% | 5,030 SH | Increased+159 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $250K | 0.2%Prev: 0.2% | 2,547 SH | Increased-10 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $858K | 0.6%Prev: 0.5% | 9,760 SH | Increased+7,752 SH |
| VERIZON COMMUNICATIONS INC | COM | $268K | 0.2%Prev: 0.2% | 6,329 SH | Decreased+529 SH |
| 13F-HR |
| 0002085853-26-000484 |
| $137.4M |
| View |