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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 | $449K | 0.3%Prev: 0.3% | 1,785 SH | Increased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $609K | 0.4%Prev: 0.5% | 4,884 SH | Increased-535 SH |
| APPLE INC | COM | $1.8M | 1.2%Prev: 1.2% | 6,128 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 1.0%Prev: 1.1% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.6M | 4.6%Prev: 4.9% | 13,129 SH | Increased |
| FRANKLIN STR PPTYS CORP | COM | $1.5M | 1.0%Prev: 1.5% | 2,869,173 SH | Decreased |
| ISHARES TR | CORE MSCI TOTAL | $5.2M | 3.6%Prev: 3.9% | 54,282 SH | Increased-2,673 SH |
| ISHARES TR | CORE S&P TTL STK | $13.5M | 9.5%Prev: 9.3% | 82,189 SH | Increased-1,152 SH |
| ISHARES TR | CORE S&P500 ETF | $433K | 0.3%Prev: 0.3% | 578 SH | Increased |
| ISHARES TR | ESG AWRE 1 5 YR | $356K | 0.2%Prev: 0.3% | 14,231 SH | Decreased |
| ISHARES TR | ESG OPTIMIZED | $603K | 0.4%Prev: 0.4% | 3,906 SH | Increased |
| ISHARES TR | MSCI ACWI EX US | $407K | 0.3%Prev: 0.3% | 5,351 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $278K | 0.2%Prev: 0.2% | 2,676 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $672K | 0.5%Prev: 0.5% | 5,412 SH | Increased+4,059 SH |
| ISHARES TR | RUSSELL 2000 ETF | $606K | 0.4%Prev: 0.4% | 2,016 SH | Increased |
| MICROSOFT CORP | COM | $532K | 0.4%Prev: 0.4% | 1,427 SH | Increased |
| MOOG INC | CL A | $503K | 0.4%Prev: 0.3% | 1,187 SH | Increased |
| ORACLE CORP | COM | $234K | 0.2%Prev: 0.2% | 1,600 SH | Decreased |
| PHILIP MORRIS INTL INC | COM | $235K | 0.2%Prev: 0.2% | 1,301 SH | Increased |
| PROCTER & GAMBLE CO | COM | $252K | 0.2%Prev: 0.2% | 1,717 SH | Increased |
| PROSHARES TR | S&P 500 DV ARIST | $2.8M | 2.0%Prev: 2.1% | 50,696 SH | Increased+25,348 SH |
| SAFEHOLD INC | COM | $166K | 0.1%Prev: 0.1% | 10,602 SH | Increased |
| SPDR SERIES TRUST | ST STR P500GRW | $609K | 0.4% | 5,117 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.0M | 2.8%Prev: 2.7% | 5,417 SH | Increased+6 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $618K | 0.4%Prev: 0.5% | 7,932 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $384K | 0.3%Prev: 0.3% | 5,231 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $2.7M | 1.9%Prev: 1.8% | 31,514 SH | Increased+26,261 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 0.8%Prev: 0.8% | 1,728 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.9M | 2.8%Prev: 2.8% | 16,211 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.6M | 1.1%Prev: 1.0% | 5,130 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $47.4M | 33.2%Prev: 32.2% | 128,055 SH | Increased-460 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.2M | 1.5%Prev: 1.5% | 10,088 SH | Increased |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $1.0M | 0.7% | 13,293 SH | New |
| VANGUARD INSTL INDEX FD | ULTR SHOR TR ETF | $1.1M | 0.8% | 14,952 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.1M | 1.5%Prev: 1.5% | 25,322 SH | Increased+282 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $852K | 0.6% | 11,030 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $501K | 0.4%Prev: 0.5% | 9,910 SH | Decreased-2,840 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $13.9M | 9.8%Prev: 11.0% | 239,350 SH | Decreased-1,506 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 0.8%Prev: 0.9% | 4,782 SH | Increased-469 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $8.2M | 5.7%Prev: 5.9% | 95,514 SH | Increased-3,002 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.3M | 5.1%Prev: 5.1% | 102,296 SH | Increased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $737K | 0.5%Prev: 0.5% | 8,949 SH | Increased |
| VANGUARD WORLD FD | ESG US STK ETF | $739K | 0.5%Prev: 0.5% | 5,588 SH | Increased+8 SH |
| VANGUARD WORLD FD | INF TECH ETF | $1.3M | 0.9%Prev: 0.7% | 10,613 SH | Increased+9,288 SH |
| 13F-HR |
| 0001420506-26-001293 |
| $142.7M |
| View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000786 | $128.0M | View |