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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 | $272K | 0.2% | 947 SH | |
| ALPHABET INC | CAP STK CL C | $251K | 0.2% | 875 SH | |
| AMAZON COM INC | COM | $371K | 0.3% | 1,781 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.2M | 1.9% | 22,030 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $3.6M | 3.1% | 44,769 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.7M | 3.2% | 33,291 SH | |
| APPLE INC | COM | $594K | 0.5% | 2,340 SH | |
| BROADCOM INC | COM | $238K | 0.2% | 768 SH | |
| DATADOG INC | CL A COM | $6.0M | 5.2% | 50,765 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.1M | 1.0% | 27,827 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.1M | 1.9% | 11,112 SH | |
| ISHARES GOLD TR | ISHARES NEW | $1.9M | 1.7% | 22,007 SH | |
| ISHARES INC | CORE MSCI EMKT | $2.2M | 1.9% | 31,301 SH | |
| ISHARES INC | MSCI EMRG CHN | $575K | 0.5% | 7,309 SH | |
| ISHARES INC | MSCI GBL MIN VOL | $2.3M | 2.0% | 19,188 SH | |
| ISHARES TR | CORE MSCI EAFE | $10.8M | 9.4% | 119,074 SH | |
| ISHARES TR | CORE S&P MCP ETF | $4.1M | 3.6% | 60,594 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.0M | 1.8% | 16,411 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.7M | 1.5% | 2,674 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.9M | 3.4% | 39,290 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $220K | 0.2% | 2,410 SH | |
| ISHARES TR | MSCI INDIA ETF | $222K | 0.2% | 4,744 SH | |
| ISHARES TR | MSCI USA MIN VOL | $2.3M | 2.0% | 24,820 SH | |
| ISHARES TR | MSCI USA MMENTM | $2.5M | 2.2% | 10,480 SH | |
| ISHARES TR | MSCI USA QLT FCT | $4.5M | 3.9% | 23,529 SH | |
| ISHARES TR | NATIONAL MUN ETF | $1.7M | 1.5% | 16,192 SH | |
| ISHARES TR | NEW YORK MUN ETF | $514K | 0.4% | 9,679 SH | |
| ISHARES TR | S&P MC 400VL ETF | $1.6M | 1.4% | 12,098 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $3.0M | 2.6% | 28,368 SH | |
| ISHARES TR | SP SMCP600VL ETF | $1.5M | 1.3% | 12,751 SH | |
| ISHARES TR | ULTRA SHORT DUR | $3.8M | 3.3% | 74,962 SH | |
| JPMORGAN CHASE & CO | COM | $222K | 0.2% | 754 SH | |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $492K | 0.4% | 16,332 SH | |
| META PLATFORMS INC | CL A | $287K | 0.2% | 501 SH | |
| MICROSOFT CORP | COM | $351K | 0.3% | 947 SH | |
| NVIDIA CORPORATION | COM | $706K | 0.6% | 4,046 SH | |
| SELECT SECTOR SPDR TR | STATE STREET REA | $1.2M | 1.1% | 30,551 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $5.7M | 5.0% | 116,411 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $528K | 0.5% | 812 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $863K | 0.7% | 11,716 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $408K | 0.4% | 1,366 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.2M | 1.0% | 13,185 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.7M | 9.3% | 17,987 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $263K | 0.2% | 821 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $4.2M | 3.6% | 21,404 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.0M | 3.5% | 74,285 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.6M | 1.3% | 31,070 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $636K | 0.6% | 8,021 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.6M | 5.8% | 103,550 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $3.1M | 2.7% | 33,823 SH |
| 13F-HR |
| 0002088700-26-000003 |
| $129.7M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002088700-26-000002 | $115.1M | View |