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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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $217K | 0.2% | 374 SH | New |
| ALPHABET INC | CAP STK CL A | $328K | 0.3%Prev: 0.2% | 917 SH | Increased-30 SH |
| ALPHABET INC | CAP STK CL C | $295K | 0.2%Prev: 0.2% | 836 SH | Increased-39 SH |
| AMAZON COM INC | COM | $418K | 0.3%Prev: 0.3% | 1,753 SH | Increased-28 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.2M | 1.7%Prev: 1.9% | 21,329 SH | Decreased-701 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $4.1M | 3.2%Prev: 3.1% | 44,804 SH | Increased+35 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.0M | 3.1%Prev: 3.2% | 32,134 SH | Increased-1,157 SH |
| APPLE INC | COM | $657K | 0.5%Prev: 0.5% | 2,270 SH | Increased-70 SH |
| BROADCOM INC | COM | $280K | 0.2%Prev: 0.2% | 742 SH | Increased-26 SH |
| DATADOG INC | CL A COM | $10.6M | 8.1%Prev: 5.2% | 40,528 SH | Increased-10,237 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.1M | 0.9%Prev: 1.0% | 27,898 SH | Increased+71 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.4M | 1.8%Prev: 1.9% | 11,154 SH | Increased+42 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.7M | 1.3%Prev: 1.7% | 22,007 SH | Decreased |
| ISHARES INC | CORE MSCI EMKT | $2.4M | 1.8%Prev: 1.9% | 28,786 SH | Increased-2,515 SH |
| ISHARES INC | MSCI EMRG CHN | $634K | 0.5%Prev: 0.5% | 6,200 SH | Increased-1,109 SH |
| ISHARES INC | MSCI GBL MIN VOL | $2.4M | 1.8%Prev: 2.0% | 19,825 SH | Increased+637 SH |
| ISHARES TR | CORE MSCI EAFE | $11.7M | 9.0%Prev: 9.4% | 121,238 SH | Increased+2,164 SH |
| ISHARES TR | CORE S&P MCP ETF | $4.6M | 3.6%Prev: 3.6% | 59,757 SH | Increased-837 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.4M | 1.8%Prev: 1.8% | 15,904 SH | Increased-507 SH |
| ISHARES TR | CORE S&P500 ETF | $1.9M | 1.4%Prev: 1.5% | 2,497 SH | Increased-177 SH |
| ISHARES TR | CORE US AGGBD ET | $4.4M | 3.4%Prev: 3.4% | 44,053 SH | Increased+4,763 SH |
| ISHARES TR | MSCI USA MIN ETF | $2.5M | 1.9% | 25,623 SH | New |
| ISHARES TR | MSCI USA MMENTM | $3.5M | 2.7%Prev: 2.2% | 10,235 SH | Increased-245 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.1M | 3.9%Prev: 3.9% | 23,235 SH | Increased-294 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.1M | 1.6%Prev: 1.5% | 19,351 SH | Increased+3,159 SH |
| ISHARES TR | NEW YORK MUN ETF | $528K | 0.4%Prev: 0.4% | 9,787 SH | Increased+108 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.8M | 1.4%Prev: 1.4% | 11,906 SH | Increased-192 SH |
| ISHARES TR | SHRT NAT MUN ETF | $3.0M | 2.3%Prev: 2.6% | 28,307 SH | Decreased-61 SH |
| ISHARES TR | SP SMCP600VL ETF | $1.7M | 1.3%Prev: 1.3% | 12,396 SH | Increased-355 SH |
| ISHARES TR | ULTRA SHORT DUR | $4.1M | 3.1%Prev: 3.3% | 80,420 SH | Increased+5,458 SH |
| JPMORGAN CHASE & CO | COM | $242K | 0.2%Prev: 0.2% | 740 SH | Increased-14 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MAN ETF | $500K | 0.4% | 16,332 SH | New |
| META PLATFORMS INC | CL A | $271K | 0.2%Prev: 0.2% | 481 SH | Decreased-20 SH |
| MICRON TECHNOLOGY INC | COM | $227K | 0.2% | 197 SH | New |
| MICROSOFT CORP | COM | $336K | 0.3%Prev: 0.3% | 902 SH | Decreased-45 SH |
| NVIDIA CORPORATION | COM | $820K | 0.6%Prev: 0.6% | 4,098 SH | Increased+52 SH |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $1.3M | 1.0% | 29,010 SH | New |
| SPDR SERIES TRUST | ST SHO TREAS ETF | $2.7M | 2.1% | 93,896 SH | New |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $2.9M | 2.2% | 31,463 SH | New |
| SPDR SERIES TRUST | ST STR CONV ETF | $512K | 0.4% | 4,749 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $606K | 0.5%Prev: 0.5% | 812 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $900K | 0.7%Prev: 0.7% | 12,256 SH | Increased+540 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $475K | 0.4%Prev: 0.4% | 1,382 SH | Increased+16 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.3M | 1.0%Prev: 1.0% | 13,888 SH | Increased+703 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.5M | 9.6%Prev: 9.3% | 18,165 SH | Increased+178 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $302K | 0.2%Prev: 0.2% | 815 SH | Increased-6 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.6M | 3.5%Prev: 3.6% | 20,970 SH | Increased-434 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.6M | 3.5%Prev: 3.5% | 76,239 SH | Increased+1,954 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.6M | 1.2%Prev: 1.3% | 30,746 SH | Increased-324 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $633K | 0.5%Prev: 0.6% | 8,011 SH | Decreased-10 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.1M | 5.5%Prev: 5.8% | 99,374 SH | Increased-4,176 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $2.6M | 2.0%Prev: 2.7% | 33,285 SH | Decreased-538 SH |
| 13F-HR |
| 0002088700-26-000003 |
| $129.7M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002088700-26-000002 | $115.1M | View |