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CIK 0002021217 • 6 13F filings • May 6, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $434K | 0.3% | 2,215 SH | |
| AMAZON COM INC | COM | $302K | 0.2% | 1,623 SH | |
| APPLE INC | COM | $7.9M | 5.4% | 39,654 SH | |
| BROADCOM INC | COM | $1.0M | 0.7% | 5,052 SH | |
| EBAY INC. | COM | $239K | 0.2% | 3,400 SH | |
| FATE THERAPEUTICS INC | COM | $31K | 0.0% | 26,456 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $205K | 0.1% | 3,823 SH | |
| ISHARES INC | MSCI JPN ETF NEW | $4.7M | 3.2% | 64,568 SH | |
| ISHARES TR | 20 YR TR BD ETF | $9.4M | 6.4% | 107,530 SH | |
| ISHARES TR | CORE 1 5 YR USD | $24.4M | 16.7% | 505,439 SH | |
| ISHARES TR | CORE MSCI EAFE | $562K | 0.4% | 7,023 SH | |
| ISHARES TR | EUROPE ETF | $6.3M | 4.3% | 103,102 SH | |
| ISHARES TR | MSCI AC ASIA ETF | $2.7M | 1.9% | 35,449 SH | |
| ISHARES TR | U.S. TECH ETF | $845K | 0.6% | 5,735 SH | |
| MICROSOFT CORP | COM | $563K | 0.4% | 1,290 SH | |
| NVIDIA CORPORATION | COM | $207K | 0.1% | 1,817 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $214K | 0.1% | 9,870 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $21.3M | 14.6% | 958,364 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $219K | 0.2% | 9,388 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $3.8M | 2.6% | 27,856 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $411K | 0.3% | 5,164 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $21.4M | 14.7% | 280,739 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.0M | 0.7% | 14,874 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $8.6M | 5.9% | 119,080 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.6M | 3.1% | 92,785 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $17.7M | 12.2% | 238,460 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $6.6M | 4.5% | 11,659 SH |
| 13F-HR |
| 0001420506-26-001636 |
| $211.9M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001938 | $160.0M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000782 | $200.5M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000897 | $145.7M | View |