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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 | $353K | 0.3%Prev: 0.3% | 1,059 SH | Increased+1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $266K | 0.2%Prev: 0.3% | 534 SH | Decreased-225 SH |
| COCA COLA CO | COM | $292K | 0.3%Prev: 0.2% | 3,389 SH | Increased |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | $23.0M | 19.7% | 99,619 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $28.0M | 24.0% | 129,353 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.5M | 3.0%Prev: 3.1% | 38,868 SH | Decreased+872 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.0M | 3.4%Prev: 3.4% | 67,686 SH | Increased+543 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $7.9M | 6.8%Prev: 6.6% | 50,796 SH | Increased+436 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $18.6M | 15.9%Prev: 15.6% | 322,373 SH | Increased+7,416 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $18.5M | 15.8%Prev: 15.7% | 239,191 SH | Decreased+5,371 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $12.1M | 10.4%Prev: 10.3% | 170,927 SH | Decreased+1,106 SH |
| WALMART INC | COM | $222K | 0.2%Prev: 0.2% | 2,137 SH | Decreased |
| 13F-HR |
| 0001172661-26-002824 |
| $117.9M |
| View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001928 | $100.4M | View |