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CIK 0001966094 • 3 13F filings • May 14, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $222K | 0.1% | 1,023 SH | |
| AIRBNB INC CLASS A | COM | $545K | 0.3% | 4,319 SH | |
| ALERIAN ENERGY INFRASTRUCTURE ETF | COM | $9.2M | 4.8% | 241,518 SH | |
| ALPHABET INC CLASS CLASS A | COM | $1.2M | 0.6% | 4,119 SH | |
| ALPHABET INC CLASS CLASS C | COM | $370K | 0.2% | 1,290 SH | |
| AMAZON.COM INC | COM | $1.1M | 0.6% | 5,229 SH | |
| AMERICAN HEALTHCARE REITREIT | COM | $331K | 0.2% | 7,020 SH | |
| AMERICAN HOMES 4 RENT REIT | COM | $324K | 0.2% | 11,620 SH | |
| AMERICAN TOWER CORP NEW REIT | COM | $494K | 0.3% | 2,864 SH | |
| APPLE INC | COM | $1.7M | 0.9% | 6,572 SH | |
| AVALONBAY CMNTYS INC REIT | COM | $283K | 0.1% | 1,735 SH | |
| BLACKSTONE INC | COM | $500K | 0.3% | 4,347 SH | |
| BRIXMOR PPTY GROUP INC REIT | COM | $368K | 0.2% | 12,780 SH | |
| BROADCOM INC | COM | $649K | 0.3% | 2,097 SH | |
| BXP INC REIT | COM | $345K | 0.2% | 6,647 SH | |
| CAMDEN PPTY TR REIT | COM | $251K | 0.1% | 2,575 SH | |
| CENTERSPACE REIT | COM | $210K | 0.1% | 3,649 SH | |
| CHENIERE ENERGY INC | COM | $472K | 0.2% | 1,663 SH | |
| CINCINNATI FINL CORP | COM | $252K | 0.1% | 1,602 SH | |
| COMCAST CORP NEW CLASS A | COM | $487K | 0.3% | 16,974 SH | |
| COUSINS PPTYS INC | COM | $207K | 0.1% | 9,188 SH | |
| DIGITAL RLTY TR INC REIT | COM | $644K | 0.3% | 3,572 SH | |
| DISNEY WALT CO | COM | $577K | 0.3% | 5,983 SH | |
| EASTGROUP PPTYS INC REIT | COM | $234K | 0.1% | 1,264 SH | |
| EATON VANCE TOTAL RETURNBOND ETF | COM | $1.3M | 0.7% | 24,918 SH | |
| EBAY INC | COM | $615K | 0.3% | 6,759 SH | |
| ELI LILLY AND CO | COM | $243K | 0.1% | 264 SH | |
| EQUINIX INC REIT | COM | $1.5M | 0.8% | 1,516 SH | |
| HEALTHCARE REALTY TR A CLASS CLASS A | COM | $363K | 0.2% | 21,352 SH | |
| HIGHWOODS PPTYS INC REIT | COM | $203K | 0.1% | 9,498 SH | |
| INTUIT | COM | $429K | 0.2% | 992 SH | |
| INVENTRUST PPTYS CORP | COM | $342K | 0.2% | 11,215 SH | |
| ISHARES RUSSELL 3000 ETF | COM | $1.1M | 0.6% | 2,919 SH | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | COM | $29.5M | 15.3% | 276,655 SH | |
| JPMORGAN CHASE & CO | COM | $253K | 0.1% | 860 SH | |
| META PLATFORMS INC CLASS CLASS A | COM | $469K | 0.2% | 819 SH | |
| MICROSOFT CORP | COM | $1.4M | 0.7% | 3,686 SH | |
| NETFLIX INC | COM | $664K | 0.3% | 6,901 SH | |
| NVIDIA CORP | COM | $1.3M | 0.7% | 7,508 SH | |
| PALANTIR TECHNOLOGIES INCLASS CLASS A | COM | $548K | 0.3% | 3,744 SH | |
| PHILIP MORRIS INTL INC | COM | $235K | 0.1% | 1,421 SH | |
| PROLOGIS INC REIT | COM | $838K | 0.4% | 6,342 SH | |
| PUBLIC STORAGE REIT | COM | $256K | 0.1% | 945 SH | |
| ROSS STORES INC | COM | $359K | 0.2% | 1,659 SH | |
| RTX CORP | COM | $200K | 0.1% | 1,037 SH | |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | COM | $8.4M | 4.4% | 301,018 SH | |
| SMARTSTOP SELF STORAGE R | COM | $204K | 0.1% | 6,729 SH | |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | COM | $591K | 0.3% | 12,955 SH | |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | COM | $758K | 0.4% | 16,161 SH | |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | COM | $364K | 0.2% | 4,608 SH | |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | COM | $668K | 0.3% | 8,723 SH | |
| SUN CMNTYS INC REIT | COM | $300K | 0.2% | 2,383 SH | |
| TESLA INC | COM | $335K | 0.2% | 900 SH | |
| TJX COS INC NEW | COM | $393K | 0.2% | 2,460 SH | |
| TOLL BROS INC | COM | $513K | 0.3% | 3,756 SH | |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | COM | $11.9M | 6.2% | 157,497 SH | |
| VANGUARD CORE BOND ETF | COM | $20.8M | 10.8% | 268,309 SH | |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | COM | $444K | 0.2% | 5,909 SH | |
| VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | COM | $696K | 0.4% | 12,874 SH | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | COM | $13.4M | 6.9% | 90,185 SH | |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | COM | $2.3M | 1.2% | 3,363 SH | |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | COM | $5.0M | 2.6% | 53,222 SH | |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES | COM | $9.3M | 4.8% | 84,484 SH | |
| VANGUARD RUSSELL 3000 INDEX FUND ETF SHARES | COM | $571K | 0.3% | 1,984 SH | |
| VANGUARD S&P 500 ETF | COM | $2.7M | 1.4% | 4,463 SH | |
| VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES | COM | $5.3M | 2.7% | 12,901 SH | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | COM | $42.4M | 22.1% | 132,232 SH | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | COM | $493K | 0.3% | 3,564 SH | |
| VENTAS INC REIT | COM | $651K | 0.3% | 7,961 SH | |
| WELLTOWER INC REIT | COM | $399K | 0.2% | 2,016 SH | |
| WHITESTONE REIT REIT | COM | $293K | 0.2% | 18,162 SH | |
| WILLIAMS COS INC | COM | $336K | 0.2% | 4,620 SH |
| 13F-HR |
| 0001966094-26-000004 |
| $192.3M |
| View |