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CIK 0002051584 • 6 13F filings • Apr 10, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN MLP | $462K | 0.4% | 8,895 SH | |
| APPLE INC | COM | $602K | 0.5% | 2,711 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.5M | 1.3% | 28,599 SH | |
| ISHARES TR | CORE US AGGBD ET | $1.8M | 1.5% | 17,936 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $1.5M | 1.2% | 27,921 SH | |
| ISHARES TR | SELECT DIVID ETF | $478K | 0.4% | 3,557 SH | |
| ISHARES TR | TIPS BD ETF | $427K | 0.4% | 3,847 SH | |
| ISHARES TR | U.S. UTILITS ETF | $499K | 0.4% | 4,919 SH | |
| MICROSOFT CORP | COM | $269K | 0.2% | 716 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $1.1M | 0.9% | 11,836 SH | |
| REALTY INCOME CORP | COM | $271K | 0.2% | 4,671 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $683K | 0.6% | 24,433 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $80.9M | 68.8% | 3,661,960 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $3.5M | 3.0% | 129,754 SH | |
| UNITEDHEALTH GROUP INC | COM | $205K | 0.2% | 392 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $5.8M | 5.0% | 69,485 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $484K | 0.4% | 6,181 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 1.0% | 6,086 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $11.1M | 9.5% | 44,250 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 1.4% | 6,180 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $1.7M | 1.4% | 6,800 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.1M | 1.0% | 18,119 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $320K | 0.3% | 2,482 SH |
| 13F-HR |
| 0002085853-25-000191 |
| $160.4M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000764 | $307.9M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000453 | $248.4M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000403 | $117.5M | View |