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CIK 0002109932 • 4 13F filings • Feb 11, 2026 – Oct 20, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $273K | 0.3% | 1,076 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $364K | 0.4% | 759 SH | |
| COCA COLA CO | COM | $258K | 0.3% | 3,392 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.1M | 3.0% | 34,501 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $19.7M | 19.6% | 90,451 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $23.2M | 23.1% | 118,309 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.4M | 3.3% | 62,029 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.7M | 6.7% | 45,889 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $16.6M | 16.5% | 283,248 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $16.5M | 16.5% | 208,372 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.2M | 10.1% | 158,647 SH | |
| WALMART INC | COM | $264K | 0.3% | 2,123 SH |
| 13F-HR |
| 0001172661-26-002824 |
| $117.9M |
| View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001928 | $100.4M | View |