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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 | $306K | 0.3%Prev: 0.3% | 1,058 SH | Increased-18 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $380K | 0.3%Prev: 0.4% | 759 SH | Increased |
| COCA COLA CO | COM | $275K | 0.2%Prev: 0.3% | 3,389 SH | Increased-3 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.7M | 3.1%Prev: 3.0% | 37,996 SH | Increased+3,495 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $24.2M | 20.5%Prev: 19.6% | 99,405 SH | Increased+8,954 SH |
| VANGUARD INDEX FDS | VALUE ETF | $28.2M | 23.9%Prev: 23.1% | 129,203 SH | Increased+10,894 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.0M | 3.4%Prev: 3.3% | 67,143 SH | Increased+5,114 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $7.8M | 6.6%Prev: 6.7% | 50,360 SH | Increased+4,471 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $18.3M | 15.6%Prev: 16.5% | 314,957 SH | Increased+31,709 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $18.5M | 15.7%Prev: 16.5% | 233,820 SH | Increased+25,448 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $12.1M | 10.3%Prev: 10.1% | 169,821 SH | Increased+11,174 SH |
| WALMART INC | COM | $242K | 0.2%Prev: 0.3% | 2,137 SH | Decreased+14 SH |
| 13F-HR |
| 0001172661-26-002824 |
| $117.9M |
| View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001928 | $100.4M | View |