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CIK 0002133972 • 7 13F filings • May 12, 2026 – Jul 2, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| iShares Core Aggressive Allocation ETF | Exchange Traded Fund | $50K | 0.0%Prev: 0.1% | 654 SH | Decreased-160 SH |
| iShares Core MSCI Emerging Markets ETF | Exchange Traded Fund | $4.3M | 4.3%Prev: 5.2% | 82,728 SH | Decreased+772 SH |
| iShares National Muni Bond ETF | Exchange Traded Fund | $448K | 0.4%Prev: 0.5% | 4,200 SH | Decreased-1,937 SH |
| Schwab International Equity ETF | Exchange Traded Fund | $1.1M | 1.1%Prev: 1.3% | 61,625 SH | Decreased+2,306 SH |
| Schwab US Large-Cap ETF | Exchange Traded Fund | $11.0M | 10.8%Prev: 9.9% | 472,425 SH | Decreased+49,214 SH |
| Schwab US REIT ETF | Exchange Traded Fund | $3.7M | 3.7%Prev: 4.0% | 176,630 SH | Decreased-56,382 SH |
| Schwab US Small-Cap ETF | Exchange Traded Fund | $2.8M | 2.8%Prev: 3.3% | 108,730 SH | Decreased-22,298 SH |
| SPDR Portfolio S&P 500 ETF | Exchange Traded Fund | $2.0M | 2.0%Prev: 2.1% | 28,761 SH | Decreased-718 SH |
| SPDR S&P 500 ETF Trust | Exchange Traded Fund | $7.8M | 7.7%Prev: 8.0% | 13,327 SH | Decreased-75 SH |
| Vanguard FTSE All-Wld ex-US ETF | Exchange Traded Fund | $45K | 0.0%Prev: 0.1% | 784 SH | Decreased-471 SH |
| Vanguard FTSE Developed Markets ETF | Exchange Traded Fund | $9.8M | 9.7%Prev: 10.8% | 204,854 SH | Decreased+7,800 SH |
| Vanguard Interm-Term Corp Bd ETF | Exchange Traded Fund | $17.3M | 17.1%Prev: 7.8% | 215,114 SH | Increased+87,786 SH |
| Vanguard Real Estate ETF | Exchange Traded Fund | $3.1M | 3.1%Prev: 2.7% | 34,768 SH | Decreased-3,521 SH |
| Vanguard S&P 500 ETF | Exchange Traded Fund | $127K | 0.1%Prev: 0.2% | 235 SH | Decreased-50 SH |
| Vanguard Short-Term Infl-Prot Secs ETF | Exchange Traded Fund | $10.5M | 10.4%Prev: 8.7% | 217,375 SH | Decreased-8,886 SH |
| Vanguard Small-Cap ETF | Exchange Traded Fund | $12.8M | 12.6%Prev: 11.7% | 53,185 SH | Decreased+436 SH |
| Vanguard Tax-Exempt Bond ETF | Exchange Traded Fund | $14.1M | 14.0%Prev: 11.7% | 281,670 SH | Decreased-35,093 SH |
| Vanguard Total Stock Market ETF | Exchange Traded Fund | $202K | 0.2%Prev: 0.3% | 697 SH | Decreased-223 SH |
| Q3 2026 |
| 13F-HR |
| 0002133972-26-000010 |
| $128.5M |
| View |
| May 12, 2026 | Q3 2025 | 13F-HR | 0002133972-26-000004 | $117.2M | View |
| Jul 2, 2026 | Q2 2026 | 13F-HR | 0002133972-26-000008 | $132.7M | View |
| May 12, 2026 | Q2 2025 | 13F-HR | 0002133972-26-000003 | $109.9M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0002133972-26-000007 | $121.2M | View |
| May 12, 2026 | Q1 2025 | 13F-HR | 0002133972-26-000002 | $103.2M | View |