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CIK 0002112951 • 3 13F filings • Feb 23, 2026 – Jul 28, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLIANT ENERGY CORP | COM | $1.1M | 0.6%Prev: 0.5% | 17,437 SH | Decreased+2,104 SH |
| ALPHABET INC | CAP STK CL A | $470K | 0.3%Prev: 0.2% | 1,500 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $496K | 0.3%Prev: 0.2% | 1,580 SH | Decreased+66 SH |
| APPLE INC | COM | $723K | 0.4%Prev: 0.4% | 2,659 SH | Decreased+10 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $201K | 0.1%Prev: 0.1% | 400 SH | Increased |
| ISHARES TR | CORE MSCI TOTAL | $5.8M | 3.1%Prev: 3.2% | 68,019 SH | Decreased-3,381 SH |
| ISHARES TR | CORE S&P TTL STK | $13.0M | 7.0%Prev: 6.9% | 87,629 SH | Decreased-2,484 SH |
| ISHARES TR | CORE US AGGBD ET | $3.8M | 2.0%Prev: 2.8% | 38,322 SH | Decreased-22,620 SH |
| MASTERCARD INCORPORATED | CL A | $400K | 0.2%Prev: 0.2% | 700 SH | Increased |
| MCDONALDS CORP | COM | $245K | 0.1%Prev: 0.1% | 800 SH | Increased |
| MGE ENERGY INC | COM | $285K | 0.2%Prev: 0.1% | 3,640 SH | Decreased |
| MICROSOFT CORP | COM | $1.3M | 0.7%Prev: 0.5% | 2,716 SH | Increased+84 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $378K | 0.2%Prev: 0.2% | 15,704 SH | Decreased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.7M | 1.4%Prev: 1.4% | 100,630 SH | Decreased-53 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.5M | 0.8%Prev: 0.9% | 51,435 SH | Decreased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $762K | 0.4%Prev: 0.4% | 26,752 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $48.9M | 26.1%Prev: 26.3% | 659,718 SH | Decreased-114,320 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $7.9M | 4.2%Prev: 4.4% | 162,796 SH | Decreased-35,374 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.2M | 0.7%Prev: 0.7% | 5,898 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $536K | 0.3%Prev: 0.3% | 1,846 SH | Decreased-5,750 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $510K | 0.3%Prev: 0.3% | 814 SH | Decreased-19 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 0.8%Prev: 0.8% | 5,705 SH | Decreased-26 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $74.5M | 39.8%Prev: 39.1% | 222,195 SH | Decreased-6,329 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.2M | 0.7%Prev: 0.7% | 6,511 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $16.2M | 8.7%Prev: 8.2% | 215,378 SH | Decreased+9,108 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $234K | 0.1%Prev: 0.1% | 3,750 SH | Decreased |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $415K | 0.2%Prev: 0.2% | 4,540 SH | Decreased |
| VISA INC | COM CL A | $281K | 0.1%Prev: 0.1% | 800 SH | Increased |
| WALMART INC | COM | $309K | 0.2%Prev: 0.1% | 2,775 SH | Decreased |
| WEC ENERGY GROUP INC | COM | $246K | 0.1% | 2,332 SH | New |
| 13F-HR |
| 0002112951-26-000002 |
| $190.5M |
| View |