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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 | $486K | 0.2%Prev: 0.2% | 1,910 SH | Increased+2 SH |
| ADVANCED MICRO DEVICES INC | COM | $270K | 0.1% | 544 SH | New |
| ALPHABET INC | CAP STK CL A | $238K | 0.1% | 686 SH | New |
| ALPHABET INC | CAP STK CL C | $3.0M | 1.4% | 8,709 SH | New |
| AMAZON COM INC | COM | $407K | 0.2%Prev: 0.2% | 1,647 SH | Increased-71 SH |
| APPLE INC | COM | $10.9M | 5.2%Prev: 4.8% | 32,762 SH | Increased-3,318 SH |
| BP PLC | SPONSORED ADR | $214K | 0.1% | 5,100 SH | New |
| BROADCOM INC | COM | $1.7M | 0.8%Prev: 0.9% | 4,661 SH | Increased-231 SH |
| CITIGROUP INC | COM NEW | $323K | 0.2% | 2,500 SH | New |
| FATE THERAPEUTICS INC | COM | $74K | 0.0%Prev: 0.0% | 26,456 SH | Increased |
| FLAGSTAR BANK NATIONAL ASSOC | COM NEW | $234K | 0.1% | 15,700 SH | New |
| ISHARES INC | MSCI JAPAN ETF | $8.7M | 4.1% | 95,871 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $10.7M | 5.1%Prev: 6.0% | 127,051 SH | Increased+16,815 SH |
| ISHARES TR | CORE 1 5 YR USD | $33.1M | 15.6%Prev: 16.5% | 688,511 SH | Increased+143,237 SH |
| ISHARES TR | CORE INTL AGGR | $3.0M | 1.4% | 59,388 SH | New |
| ISHARES TR | CORE MSCI EAFE | $676K | 0.3%Prev: 0.4% | 7,023 SH | Increased |
| ISHARES TR | EUROPE ETF | $6.0M | 2.8%Prev: 3.9% | 82,675 SH | Decreased-17,409 SH |
| ISHARES TR | MSCI AC ASIA ETF | $1.9M | 0.9%Prev: 1.7% | 17,048 SH | Decreased-15,572 SH |
| ISHARES TR | U.S. TECH ETF | $479K | 0.2%Prev: 0.6% | 2,003 SH | Decreased-3,568 SH |
| MERCK & CO INC | COM | $209K | 0.1% | 1,642 SH | New |
| META PLATFORMS INC | CL A | $486K | 0.2% | 753 SH | New |
| MICROSOFT CORP | COM | $527K | 0.2%Prev: 0.4% | 1,338 SH | Decreased |
| NVIDIA CORPORATION | COM | $2.8M | 1.3%Prev: 0.2% | 13,896 SH | Increased+11,895 SH |
| PATTERSON-UTI ENERGY INC | COM | $201K | 0.1% | 20,100 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $284K | 0.1%Prev: 0.2% | 9,870 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $36.5M | 17.2%Prev: 16.0% | 1,243,751 SH | Increased+224,984 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $264K | 0.1%Prev: 0.2% | 7,761 SH | Increased-1,885 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $4.2M | 2.0% | 26,010 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $30.1M | 14.2%Prev: 14.8% | 395,163 SH | Increased+88,860 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.6M | 0.8%Prev: 0.9% | 24,333 SH | Increased+2,553 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $566K | 0.3% | 7,283 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $9.6M | 4.5%Prev: 5.4% | 131,165 SH | Increased+12,949 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $6.5M | 3.1%Prev: 3.3% | 135,332 SH | Increased+28,330 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $240K | 0.1%Prev: 0.1% | 1,182 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $26.1M | 12.3%Prev: 11.8% | 294,912 SH | Increased+50,567 SH |
| VANGUARD WORLD FD | INF TECH ETF | $9.3M | 4.4%Prev: 5.1% | 82,652 SH | Increased+70,964 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 |