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CIK 0002106949 • 3 13F filings • Jan 29, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ISHARES FLEXIBLE | ETF | $2.6M | 2.5% | 50,068 SH | New |
| BLACKROCK ISHARES US EQUIT | ETF | $8.2M | 7.7% | 135,245 SH | New |
| ETFS PHYSCL GOLD | ETF | $527K | 0.5% | 12,831 SH | New |
| GOLDMAN SACHS ACCES TREASURY | ETF | $6.9M | 6.5% | 68,829 SH | New |
| ISHARES CORE S&P TTL STK | ETF | $19.7M | 18.5% | 132,321 SH | New |
| ISHARES IBOXX INV CP | ETF | $10.9M | 10.2% | 98,476 SH | New |
| ISHARES JPMORGAN USD EMG | ETF | $5.7M | 5.3% | 59,167 SH | New |
| ISHARES SHORT DURATION B | ETF | $1.7M | 1.6% | 33,540 SH | New |
| VANGUARD FTSE DEV MKT | ETF | $8.0M | 7.5% | 128,566 SH | New |
| VANGUARD INTL EQUITY INDEX F | ETF | $9.5M | 8.9%Prev: 9.1% | 175,872 SH | Decreased-4,664 SH |
| VANGUARD MTG-BKD SECS | ETF | $5.2M | 4.8% | 109,451 SH | New |
| VANGUARD MUN BD TAX EXEMPT | ETF | $4.6M | 4.3% | 90,914 SH | New |
| VANGUARD REAL ESTATE | ETF | $3.4M | 3.2% | 38,493 SH | New |
| VANGUARD SHRT TRM CORP BD | ETF | $10.9M | 10.3% | 137,124 SH | New |
| VANGUARD STRM INFPROIDX | ETF | $8.8M | 8.3% | 177,786 SH | New |
| 13F-HR |
| 0002106949-26-000003 |
| $108.4M |
| View |