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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 | $365K | 0.2%Prev: 0.2% | 1,908 SH | Decreased-2 SH |
| AMAZON COM INC | COM | $397K | 0.2%Prev: 0.2% | 1,718 SH | Decreased+71 SH |
| APPLE INC | COM | $7.6M | 4.8%Prev: 4.5% | 36,080 SH | Decreased+2,615 SH |
| BROADCOM INC | COM | $1.5M | 0.9%Prev: 1.0% | 4,892 SH | Decreased |
| EBAY INC. | COM | $236K | 0.1%Prev: 0.1% | 3,000 SH | Increased+790 SH |
| FATE THERAPEUTICS INC | COM | $31K | 0.0%Prev: 0.0% | 26,456 SH | Decreased |
| ISHARES INC | MSCI JPN ETF NEW | $4.9M | 3.1% | 66,997 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $9.6M | 6.0%Prev: 5.3% | 110,236 SH | Decreased-13,002 SH |
| ISHARES TR | CORE 1 5 YR USD | $26.5M | 16.5%Prev: 15.8% | 545,274 SH | Decreased-108,209 SH |
| ISHARES TR | CORE MSCI EAFE | $584K | 0.4%Prev: 0.3% | 7,023 SH | Decreased |
| ISHARES TR | EUROPE ETF | $6.3M | 3.9%Prev: 3.0% | 100,084 SH | Increased+17,099 SH |
| ISHARES TR | MSCI AC ASIA ETF | $2.8M | 1.7%Prev: 1.2% | 32,620 SH | Increased+9,769 SH |
| ISHARES TR | U.S. TECH ETF | $1.0M | 0.6%Prev: 0.3% | 5,571 SH | Increased+2,818 SH |
| MICROSOFT CORP | COM | $686K | 0.4%Prev: 0.3% | 1,338 SH | Increased |
| NVIDIA CORPORATION | COM | $351K | 0.2%Prev: 1.4% | 2,001 SH | Decreased-11,895 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $242K | 0.2%Prev: 0.1% | 9,870 SH | Decreased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $25.7M | 16.0%Prev: 17.0% | 1,018,767 SH | Decreased-194,773 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $252K | 0.2%Prev: 0.2% | 9,646 SH | Decreased-107 SH |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $4.1M | 2.5% | 30,200 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $436K | 0.3% | 5,152 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $23.6M | 14.8%Prev: 15.0% | 306,303 SH | Decreased-82,103 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.5M | 0.9%Prev: 0.6% | 21,780 SH | Increased+3,869 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $8.7M | 5.4%Prev: 3.8% | 118,216 SH | Increased+14,107 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $5.3M | 3.3%Prev: 4.1% | 107,002 SH | Decreased-65,633 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $200K | 0.1%Prev: 0.1% | 1,182 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $215K | 0.1%Prev: 0.1% | 4,256 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $18.9M | 11.8%Prev: 12.1% | 244,345 SH | Decreased-35,179 SH |
| VANGUARD WORLD FD | INF TECH ETF | $8.1M | 5.1%Prev: 4.7% | 11,688 SH | Decreased-79,152 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 |