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CIK 0002110760 • 4 13F filings • Feb 12, 2026 – Oct 19, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $408K | 0.3%Prev: 0.3% | 1,785 SH | Decreased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $553K | 0.4%Prev: 0.4% | 5,419 SH | Decreased+535 SH |
| APPLE INC | COM | $1.7M | 1.3%Prev: 1.2% | 6,128 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 1.2%Prev: 1.0% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.9M | 5.5%Prev: 4.6% | 13,738 SH | Increased+609 SH |
| FRANKLIN STR PPTYS CORP | COM | $2.7M | 2.2%Prev: 1.0% | 2,869,173 SH | Increased |
| ISHARES TR | CORE MSCI TOTAL | $4.8M | 3.8%Prev: 3.6% | 56,955 SH | Decreased+2,673 SH |
| ISHARES TR | CORE S&P TTL STK | $12.4M | 9.9%Prev: 9.5% | 83,341 SH | Decreased+1,152 SH |
| ISHARES TR | CORE S&P500 ETF | $394K | 0.3%Prev: 0.3% | 575 SH | Decreased-3 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $359K | 0.3%Prev: 0.2% | 14,231 SH | Increased |
| ISHARES TR | ESG OPTIMIZED | $544K | 0.4%Prev: 0.4% | 3,906 SH | Decreased |
| ISHARES TR | MSCI ACWI EX US | $359K | 0.3%Prev: 0.3% | 5,350 SH | Decreased-1 SH |
| ISHARES TR | MSCI EAFE ETF | $257K | 0.2%Prev: 0.2% | 2,675 SH | Decreased-1 SH |
| ISHARES TR | RUS 1000 GRW ETF | $641K | 0.5%Prev: 0.5% | 1,353 SH | Decreased-4,059 SH |
| ISHARES TR | RUSSELL 2000 ETF | $496K | 0.4%Prev: 0.4% | 2,016 SH | Decreased |
| MICROSOFT CORP | COM | $690K | 0.6%Prev: 0.4% | 1,427 SH | Increased |
| MOOG INC | CL A | $289K | 0.2%Prev: 0.4% | 1,187 SH | Decreased |
| ORACLE CORP | COM | $312K | 0.2%Prev: 0.2% | 1,600 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $209K | 0.2%Prev: 0.2% | 1,301 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $246K | 0.2% | 1,717 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $2.6M | 2.1%Prev: 2.0% | 25,348 SH | Decreased-25,348 SH |
| SAFEHOLD INC | COM | $145K | 0.1%Prev: 0.1% | 10,602 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $2.1M | 1.7% | 3,050 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $546K | 0.4% | 5,117 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $625K | 0.5%Prev: 0.4% | 7,932 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $387K | 0.3%Prev: 0.3% | 5,231 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $3.4M | 2.7%Prev: 1.9% | 6,900 SH | Increased-24,614 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.4M | 2.7%Prev: 2.8% | 16,211 SH | Decreased |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.7M | 1.4%Prev: 1.1% | 6,619 SH | Increased+1,489 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $39.4M | 31.4%Prev: 33.2% | 117,623 SH | Decreased-10,432 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.7M | 2.1%Prev: 1.5% | 13,989 SH | Increased+3,901 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $782K | 0.6% | 10,368 SH | New |
| VANGUARD INSTL INDEX FD | ULTRA-SHORT TREA | $899K | 0.7% | 11,914 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.0M | 1.6%Prev: 1.5% | 26,547 SH | Decreased+1,225 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $13.3M | 10.6%Prev: 9.8% | 226,901 SH | Decreased-12,449 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 0.9%Prev: 0.8% | 5,250 SH | Increased+468 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $7.3M | 5.8%Prev: 5.7% | 96,298 SH | Decreased+784 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.4M | 5.1%Prev: 5.1% | 102,296 SH | Decreased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $641K | 0.5%Prev: 0.5% | 8,949 SH | Decreased |
| VANGUARD WORLD FD | ESG US STK ETF | $246K | 0.2%Prev: 0.5% | 2,030 SH | Decreased-3,558 SH |
| 13F-HR |
| 0001420506-26-001293 |
| $142.7M |
| View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000786 | $128.0M | View |