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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 | $380K | 0.2%Prev: 0.3% | 1,910 SH | Decreased-305 SH |
| ALPHABET INC | CAP STK CL A | $236K | 0.1% | 686 SH | New |
| ALPHABET INC | CAP STK CL C | $3.0M | 1.5% | 8,709 SH | New |
| AMAZON COM INC | COM | $435K | 0.2%Prev: 0.2% | 1,647 SH | Increased+24 SH |
| APPLE INC | COM | $9.1M | 4.5%Prev: 5.4% | 33,465 SH | Increased-6,189 SH |
| BP PLC | SPONSORED ADR | $236K | 0.1% | 5,100 SH | New |
| BROADCOM INC | COM | $2.1M | 1.0%Prev: 0.7% | 4,892 SH | Increased-160 SH |
| CITIGROUP INC | COM NEW | $320K | 0.2% | 2,500 SH | New |
| EBAY INC. | COM | $216K | 0.1%Prev: 0.2% | 2,210 SH | Decreased-1,190 SH |
| FATE THERAPEUTICS INC | COM | $35K | 0.0%Prev: 0.0% | 26,456 SH | Increased |
| FLAGSTAR BANK NATIONAL ASSOC | COM NEW | $220K | 0.1% | 15,700 SH | New |
| ISHARES INC | MSCI JAPAN ETF | $8.3M | 4.1% | 94,570 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $10.7M | 5.3%Prev: 6.4% | 123,238 SH | Increased+15,708 SH |
| ISHARES TR | CORE 1 5 YR USD | $31.7M | 15.8%Prev: 16.7% | 653,483 SH | Increased+148,044 SH |
| ISHARES TR | CORE MSCI EAFE | $667K | 0.3%Prev: 0.4% | 7,023 SH | Increased |
| ISHARES TR | EUROPE ETF | $5.9M | 3.0%Prev: 4.3% | 82,985 SH | Decreased-20,117 SH |
| ISHARES TR | MSCI AC ASIA ETF | $2.5M | 1.2%Prev: 1.9% | 22,851 SH | Decreased-12,598 SH |
| ISHARES TR | U.S. TECH ETF | $598K | 0.3%Prev: 0.6% | 2,753 SH | Decreased-2,982 SH |
| META PLATFORMS INC | CL A | $508K | 0.3% | 753 SH | New |
| MICROSOFT CORP | COM | $568K | 0.3%Prev: 0.4% | 1,338 SH | Increased+48 SH |
| NVIDIA CORPORATION | COM | $2.9M | 1.4%Prev: 0.1% | 13,896 SH | Increased+12,079 SH |
| PATTERSON-UTI ENERGY INC | COM | $228K | 0.1% | 20,100 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $272K | 0.1%Prev: 0.1% | 9,870 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $34.1M | 17.0%Prev: 14.6% | 1,213,540 SH | Increased+255,176 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $314K | 0.2%Prev: 0.2% | 9,753 SH | Increased+365 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $3.5M | 1.7% | 23,961 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $30.1M | 15.0%Prev: 14.7% | 388,406 SH | Increased+107,667 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.2M | 0.6%Prev: 0.7% | 17,911 SH | Increased+3,037 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $7.7M | 3.8%Prev: 5.9% | 104,109 SH | Decreased-14,971 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $8.3M | 4.1%Prev: 3.1% | 172,635 SH | Increased+79,850 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $228K | 0.1% | 1,182 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $251K | 0.1% | 4,256 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $24.3M | 12.1%Prev: 12.2% | 279,524 SH | Increased+41,064 SH |
| VANGUARD WORLD FD | INF TECH ETF | $9.5M | 4.7%Prev: 4.5% | 90,840 SH | Increased+79,181 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 |