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CIK 0001895678 • 6 13F filings • May 1, 2025 – Jul 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $393K | 0.2% | 1,260 SH | |
| ALPHABET INC | CAP STK CL C | $229K | 0.1% | 1,467 SH | |
| ASSURANT INC | COM | $498K | 0.3% | 2,374 SH | |
| CHEVRON CORP NEW | COM | $202K | 0.1% | 1,209 SH | |
| COSTCO WHSL CORP NEW | COM | $318K | 0.2% | 336 SH | |
| HOME DEPOT INC | COM | $282K | 0.2% | 769 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $208K | 0.1% | 837 SH | |
| ISHARES TR | CORE S&P500 ETF | $45.0M | 24.6% | 80,007 SH | |
| ISHARES TR | CORE US AGGBD ET | $46.9M | 25.7% | 473,921 SH | |
| META PLATFORMS INC | CL A | $510K | 0.3% | 884 SH | |
| MICROSOFT CORP | COM | $633K | 0.3% | 1,686 SH | |
| NEXTERA ENERGY INC | COM | $330K | 0.2% | 4,660 SH | |
| NVIDIA CORPORATION | COM | $613K | 0.3% | 5,658 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $5.0M | 2.8% | 34,423 SH | |
| SPDR GOLD TR | GOLD SHS | $4.4M | 2.4% | 15,120 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.9M | 2.1% | 52,986 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.9M | 1.6% | 11,299 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.8M | 6.5% | 53,362 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $368K | 0.2% | 1,338 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $7.5M | 4.1% | 43,265 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.8M | 2.6% | 105,584 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $23.2M | 12.7% | 199,806 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $16.5M | 9.0% | 201,297 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $6.4M | 3.5% | 49,454 SH |
| Q3 2025 |
| 13F-HR |
| 0001895678-25-000006 |
| $209.4M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001895678-26-000004 | $247.7M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001895678-25-000004 | $194.6M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001895678-26-000002 | $220.5M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001895678-25-000003 | $182.7M | View |