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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 | $442K | 0.3%Prev: 0.2% | 1,908 SH | Decreased-2 SH |
| AMAZON COM INC | COM | $377K | 0.2%Prev: 0.2% | 1,718 SH | Decreased+71 SH |
| APPLE INC | COM | $9.0M | 5.4%Prev: 5.2% | 35,474 SH | Decreased+2,712 SH |
| BROADCOM INC | COM | $1.6M | 1.0%Prev: 0.8% | 4,892 SH | Decreased+231 SH |
| EBAY INC. | COM | $250K | 0.2% | 2,750 SH | New |
| FATE THERAPEUTICS INC | COM | $33K | 0.0%Prev: 0.0% | 26,456 SH | Decreased |
| ISHARES INC | MSCI JPN ETF NEW | $5.3M | 3.2% | 66,540 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $9.9M | 6.0%Prev: 5.1% | 110,980 SH | Decreased-16,071 SH |
| ISHARES TR | CORE 1 5 YR USD | $27.5M | 16.5%Prev: 15.6% | 563,731 SH | Decreased-124,780 SH |
| ISHARES TR | CORE MSCI EAFE | $613K | 0.4%Prev: 0.3% | 7,023 SH | Decreased |
| ISHARES TR | EUROPE ETF | $5.8M | 3.5%Prev: 2.8% | 88,113 SH | Decreased+5,438 SH |
| ISHARES TR | MSCI AC ASIA ETF | $2.8M | 1.7%Prev: 0.9% | 30,762 SH | Increased+13,714 SH |
| ISHARES TR | U.S. TECH ETF | $762K | 0.5%Prev: 0.2% | 3,890 SH | Increased+1,887 SH |
| MICROSOFT CORP | COM | $693K | 0.4%Prev: 0.2% | 1,338 SH | Increased |
| NVIDIA CORPORATION | COM | $373K | 0.2%Prev: 1.3% | 2,001 SH | Decreased-11,895 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $254K | 0.2%Prev: 0.1% | 9,870 SH | Decreased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $26.7M | 16.0%Prev: 17.2% | 1,012,791 SH | Decreased-230,960 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $269K | 0.2%Prev: 0.1% | 9,646 SH | Increased+1,885 SH |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $4.2M | 2.5% | 30,266 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $348K | 0.2% | 3,993 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $25.5M | 15.3%Prev: 14.2% | 325,954 SH | Decreased-69,209 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.5M | 0.9%Prev: 0.8% | 21,120 SH | Decreased-3,213 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $8.3M | 5.0%Prev: 4.5% | 111,286 SH | Decreased-19,879 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $5.5M | 3.3%Prev: 3.1% | 112,127 SH | Decreased-23,205 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $206K | 0.1%Prev: 0.1% | 1,182 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $231K | 0.1% | 4,256 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $19.7M | 11.8%Prev: 12.3% | 247,008 SH | Decreased-47,904 SH |
| VANGUARD WORLD FD | INF TECH ETF | $8.4M | 5.1%Prev: 4.4% | 11,290 SH | Decreased-71,362 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 |