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CIK 0002088700 • 4 13F filings • Jan 23, 2026 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $297K | 0.3%Prev: 0.3% | 949 SH | Decreased+32 SH |
| ALPHABET INC | CAP STK CL C | $275K | 0.2%Prev: 0.2% | 875 SH | Decreased+39 SH |
| AMAZON COM INC | COM | $410K | 0.4%Prev: 0.3% | 1,775 SH | Decreased+22 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.0M | 1.8%Prev: 1.7% | 21,702 SH | Decreased+373 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $3.1M | 2.8%Prev: 3.2% | 41,212 SH | Decreased-3,592 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.3M | 3.0%Prev: 3.1% | 32,789 SH | Decreased+655 SH |
| APPLE INC | COM | $648K | 0.6%Prev: 0.5% | 2,382 SH | Decreased+112 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $211K | 0.2% | 419 SH | New |
| BROADCOM INC | COM | $263K | 0.2%Prev: 0.2% | 759 SH | Decreased+17 SH |
| DATADOG INC | CL A COM | $6.9M | 6.1%Prev: 8.1% | 50,762 SH | Decreased+10,234 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.1M | 0.9%Prev: 0.9% | 28,031 SH | Decreased+133 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.5M | 1.3%Prev: 1.8% | 7,983 SH | Decreased-3,171 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.7M | 1.5%Prev: 1.3% | 21,253 SH | Increased-754 SH |
| ISHARES INC | CORE MSCI EMKT | $2.1M | 1.9%Prev: 1.8% | 31,301 SH | Decreased+2,515 SH |
| ISHARES INC | MSCI EMRG CHN | $404K | 0.4%Prev: 0.5% | 5,559 SH | Decreased-641 SH |
| ISHARES INC | MSCI GBL MIN VOL | $2.2M | 1.9%Prev: 1.8% | 18,150 SH | Decreased-1,675 SH |
| ISHARES TR | 0-5YR HI YL CP | $215K | 0.2% | 5,017 SH | New |
| ISHARES TR | CORE MSCI EAFE | $10.5M | 9.2%Prev: 9.0% | 117,104 SH | Decreased-4,134 SH |
| ISHARES TR | CORE S&P MCP ETF | $3.8M | 3.4%Prev: 3.6% | 58,284 SH | Decreased-1,473 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.8M | 1.6%Prev: 1.8% | 15,360 SH | Decreased-544 SH |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 1.6%Prev: 1.4% | 2,674 SH | Decreased+177 SH |
| ISHARES TR | CORE US AGGBD ET | $3.8M | 3.3%Prev: 3.4% | 37,845 SH | Decreased-6,208 SH |
| ISHARES TR | MSCI EAFE MIN VL | $206K | 0.2% | 2,388 SH | New |
| ISHARES TR | MSCI INDIA ETF | $231K | 0.2% | 4,271 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $2.2M | 1.9% | 23,236 SH | New |
| ISHARES TR | MSCI USA MMENTM | $2.5M | 2.2%Prev: 2.7% | 10,137 SH | Decreased-98 SH |
| ISHARES TR | MSCI USA QLT FCT | $4.6M | 4.1%Prev: 3.9% | 23,115 SH | Decreased-120 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.7M | 1.5%Prev: 1.6% | 15,761 SH | Decreased-3,590 SH |
| ISHARES TR | NEW YORK MUN ETF | $498K | 0.4%Prev: 0.4% | 9,311 SH | Decreased-476 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.6M | 1.4%Prev: 1.4% | 12,098 SH | Decreased+192 SH |
| ISHARES TR | SHRT NAT MUN ETF | $3.0M | 2.7%Prev: 2.3% | 28,211 SH | Decreased-96 SH |
| ISHARES TR | SP SMCP600VL ETF | $1.5M | 1.3%Prev: 1.3% | 12,751 SH | Decreased+355 SH |
| ISHARES TR | ULTRA SHORT DUR | $3.7M | 3.2%Prev: 3.1% | 72,697 SH | Decreased-7,723 SH |
| JPMORGAN CHASE & CO. | COM | $246K | 0.2% | 764 SH | New |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $458K | 0.4% | 16,332 SH | New |
| META PLATFORMS INC | CL A | $332K | 0.3%Prev: 0.2% | 503 SH | Increased+22 SH |
| MICROSOFT CORP | COM | $561K | 0.5%Prev: 0.3% | 1,160 SH | Increased+258 SH |
| NVIDIA CORPORATION | COM | $763K | 0.7%Prev: 0.6% | 4,089 SH | Decreased-9 SH |
| SALESFORCE INC | COM | $250K | 0.2% | 944 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $1.1M | 1.0% | 27,095 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $554K | 0.5% | 812 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $5.7M | 5.0% | 114,451 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $868K | 0.8%Prev: 0.7% | 11,716 SH | Decreased-540 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $430K | 0.4%Prev: 0.4% | 1,366 SH | Decreased-16 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 1.0%Prev: 1.0% | 12,851 SH | Decreased-1,037 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $11.1M | 9.8%Prev: 9.6% | 17,738 SH | Decreased-427 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $275K | 0.2%Prev: 0.2% | 821 SH | Decreased+6 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.1M | 3.6%Prev: 3.5% | 21,425 SH | Decreased+455 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.9M | 3.5%Prev: 3.5% | 73,262 SH | Decreased-2,977 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.6M | 1.4%Prev: 1.2% | 31,113 SH | Increased+367 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $617K | 0.5%Prev: 0.5% | 7,734 SH | Decreased-277 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.4M | 5.6%Prev: 5.5% | 101,776 SH | Decreased+2,402 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $2.9M | 2.5%Prev: 2.0% | 33,663 SH | Increased+378 SH |
| 13F-HR |
| 0002088700-26-000003 |
| $129.7M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002088700-26-000002 | $115.1M | View |