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CIK 0002011751 • 6 13F filings • Apr 28, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $1.7M | 0.3% | 8,849 SH | |
| APPLE INC | COM | $3.5M | 0.5% | 15,828 SH | |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | $448K | 0.1% | 5,456 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $269K | 0.0% | 504 SH | |
| COSTCO WHSL CORP NEW | COM | $1.0M | 0.2% | 1,100 SH | |
| ELI LILLY & CO | COM | $470K | 0.1% | 569 SH | |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $627K | 0.1% | 8,714 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $443K | 0.1% | 9,455 SH | |
| ISHARES TR | CORE S&P500 ETF | $287.4M | 44.3% | 511,508 SH | |
| ISHARES TR | CORE US AGGBD ET | $414K | 0.1% | 4,188 SH | |
| ISHARES TR | MSCI ACWI ETF | $344K | 0.1% | 2,959 SH | |
| META PLATFORMS INC | CL A | $3.5M | 0.5% | 6,135 SH | |
| MICROSOFT CORP | COM | $1.8M | 0.3% | 4,773 SH | |
| MICROSTRATEGY INC | CL A NEW | $409K | 0.1% | 1,418 SH | |
| NVIDIA CORPORATION | COM | $345K | 0.1% | 3,181 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $83.3M | 12.8% | 3,161,261 SH | |
| RTX CORPORATION | COM | $1.1M | 0.2% | 7,984 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $259.1M | 39.9% | 463,121 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $1.7M | 0.3% | 25,485 SH | |
| TESLA INC | COM | $528K | 0.1% | 2,039 SH | |
| TEXAS INSTRS INC | COM | $274K | 0.0% | 1,528 SH |
| 13F-HR |
| 0002011751-26-000009 |
| $735.9M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0002011751-25-000008 | $409.0M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002011751-26-000006 | $301.5M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0002011751-25-000006 | $648.7M | View |