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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 0-3 Month Treasury Bond ETF | Exchange Traded Fund | $57K | 0.1% | 564 SH | |
| iShares Core Aggressive Allocation ETF | Exchange Traded Fund | $50K | 0.0% | 654 SH | |
| iShares Core MSCI Emerging Markets ETF | Exchange Traded Fund | $4.7M | 4.5% | 86,644 SH | |
| iShares Core S&P Small-Cap ETF | Exchange Traded Fund | $195K | 0.2% | 1,861 SH | |
| Schwab International Equity ETF | Exchange Traded Fund | $1.2M | 1.1% | 59,932 SH | |
| Schwab US Large-Cap ETF | Exchange Traded Fund | $10.6M | 10.2% | 478,522 SH | |
| Schwab US REIT ETF | Exchange Traded Fund | $3.9M | 3.8% | 182,665 SH | |
| Schwab US Small-Cap ETF | Exchange Traded Fund | $2.8M | 2.7% | 118,166 SH | |
| SPDR Portfolio S&P 500 ETF | Exchange Traded Fund | $1.8M | 1.8% | 27,502 SH | |
| SPDR S&P 500 ETF Trust | Exchange Traded Fund | $7.6M | 7.4% | 13,630 SH | |
| Vanguard FTSE All-Wld ex-US ETF | Exchange Traded Fund | $48K | 0.0% | 786 SH | |
| Vanguard FTSE Developed Markets ETF | Exchange Traded Fund | $10.9M | 10.6% | 214,782 SH | |
| Vanguard Interm-Term Corp Bd ETF | Exchange Traded Fund | $18.0M | 17.5% | 220,444 SH | |
| Vanguard Real Estate ETF | Exchange Traded Fund | $3.3M | 3.2% | 36,819 SH | |
| Vanguard S&P 500 ETF | Exchange Traded Fund | $121K | 0.1% | 236 SH | |
| Vanguard Short-Term Infl-Prot Secs ETF | Exchange Traded Fund | $11.1M | 10.8% | 222,683 SH | |
| Vanguard Small-Cap ETF | Exchange Traded Fund | $11.8M | 11.5% | 53,284 SH | |
| Vanguard Tax-Exempt Bond ETF | Exchange Traded Fund | $14.7M | 14.3% | 297,035 SH | |
| Vanguard Total Bond Market ETF | Exchange Traded Fund | $147 | 0.0% | 2 SH | |
| Vanguard Total Stock Market ETF | Exchange Traded Fund | $192K | 0.2% | 698 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 |