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CIK 0002053877 • 3 13F filings • Feb 12, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $276K | 0.2% | 959 SH | |
| AMAZON COM INC | COM | $230K | 0.2% | 1,104 SH | |
| ANAVEX LIFE SCIENCES CORP | COM NEW | $43K | 0.0% | 14,044 SH | |
| APPLE INC | COM | $488K | 0.4% | 1,923 SH | |
| APPLIED MATLS INC | COM | $570K | 0.5% | 1,668 SH | |
| APPLOVIN CORP | COM CL A | $226K | 0.2% | 568 SH | |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | $349K | 0.3% | 17,643 SH | |
| BITWISE XRP ETF | BENEFICIAL INT | $302K | 0.3% | 20,121 SH | |
| BROADCOM INC | COM | $259K | 0.2% | 836 SH | |
| CHEWY INC | CL A | $246K | 0.2% | 9,122 SH | |
| ELANCO ANIMAL HEALTH INC | COM | $227K | 0.2% | 9,473 SH | |
| ELI LILLY & CO | COM | $231K | 0.2% | 252 SH | |
| EXELIXIS INC | COM | $244K | 0.2% | 5,682 SH | |
| FLEXTRONICS INTL LTD | ORD | $255K | 0.2% | 3,895 SH | |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | $1.3M | 1.2% | 67,191 SH | |
| HALOZYME THERAPEUTICS INC | COM | $231K | 0.2% | 3,568 SH | |
| HIMS & HERS HEALTH INC | COM CL A | $330K | 0.3% | 15,891 SH | |
| INSULET CORP | COM | $212K | 0.2% | 1,009 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.0M | 2.7% | 15,795 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $5.6M | 5.0% | 9,710 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.9M | 1.7% | 50,130 SH | |
| ISHARES GOLD TR | ISHARES NEW | $319K | 0.3% | 3,621 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $878K | 0.8% | 10,637 SH | |
| ISHARES TR | CORE S&P MCP ETF | $668K | 0.6% | 9,893 SH | |
| ISHARES TR | CORE S&P SCP ETF | $367K | 0.3% | 2,953 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.3M | 2.1% | 3,586 SH | |
| ISHARES TR | IBOXX HI YD ETF | $416K | 0.4% | 5,233 SH | |
| ISHARES TR | IBOXX INV CP ETF | $432K | 0.4% | 3,967 SH | |
| ISHARES TR | MBS ETF | $246K | 0.2% | 2,588 SH | |
| ISHARES TR | NATIONAL MUN ETF | $440K | 0.4% | 4,145 SH | |
| ISHARES TR | PFD AND INCM SEC | $2.4M | 2.2% | 80,588 SH | |
| ISHARES TR | U.S. REAL ES ETF | $213K | 0.2% | 2,252 SH | |
| MERIT MED SYS INC | COM | $223K | 0.2% | 3,240 SH | |
| MICRON TECHNOLOGY INC | COM | $209K | 0.2% | 617 SH | |
| MICROSOFT CORP | COM | $278K | 0.2% | 750 SH | |
| MONOLITHIC PWR SYS INC | COM | $238K | 0.2% | 218 SH | |
| NEUROCRINE BIOSCIENCES INC | COM | $246K | 0.2% | 1,868 SH | |
| NVIDIA CORPORATION | COM | $382K | 0.3% | 2,189 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $263K | 0.2% | 1,795 SH | |
| PULTE GROUP INC | COM | $216K | 0.2% | 1,834 SH | |
| RALPH LAUREN CORP | CL A | $237K | 0.2% | 688 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $504K | 0.5% | 18,950 SH | |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $2.7M | 2.4% | 43,671 SH | |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $2.5M | 2.3% | 51,307 SH | |
| SELECT SECTOR SPDR TR | STATE STREET IND | $2.4M | 2.2% | 15,076 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.5M | 2.2% | 18,708 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $297K | 0.3% | 6,330 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $7.7M | 6.8% | 99,430 SH | |
| TOAST INC | CL A | $239K | 0.2% | 9,012 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $288K | 0.3% | 692 SH | |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $812K | 0.7% | 16,190 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $5.8M | 5.1% | 74,524 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.0M | 4.5% | 68,541 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.3M | 2.0% | 47,678 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.5M | 1.3% | 3,430 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $622K | 0.6% | 2,416 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.1M | 1.0% | 6,239 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.4M | 1.3% | 4,980 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.5M | 1.3% | 16,882 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.9M | 7.9% | 14,857 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.2M | 1.1% | 5,551 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 1.3% | 5,544 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.2M | 1.0% | 3,881 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 1.4% | 4,876 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.4M | 1.3% | 7,312 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.5M | 4.0% | 83,454 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $399K | 0.4% | 7,995 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $6.8M | 6.1% | 82,378 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.3M | 2.0% | 38,113 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $2.0M | 1.8% | 36,382 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.4M | 2.2% | 51,816 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.9M | 2.6% | 13,306 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.1M | 5.4% | 94,584 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $1.8M | 1.6% | 19,211 SH | |
| ZOOM COMMUNICATIONS INC | CL A | $268K | 0.2% | 3,338 SH |
| 13F-HR |
| 0002053877-26-000002 |
| $112.0M |
| View |