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CIK 0002109472 • 3 13F filings • Feb 10, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Alphabet Inc | Class C Capital Stock | $366K | 0.3% | 1,275 SH | |
| American Century ETF Trust | Avantis International Large Cap Value ETF | $312K | 0.2% | 4,164 SH | |
| American Century ETF Trust | Avantis U.S. Equity ETF | $1.1M | 0.8% | 9,977 SH | |
| American Century ETF Trust | Avantis U.S. Large Cap Value ETF | $2.2M | 1.5% | 26,873 SH | |
| American Century ETF Trust | Avantis U.S. Small Cap Value ETF | $3.7M | 2.6% | 33,172 SH | |
| Berkshire Hathaway Inc Del | Class B Common Stock | $5.5M | 3.9% | 11,573 SH | |
| Commercial Metals Co | Common Stock | $217K | 0.2% | 3,536 SH | |
| Dimensional ETF Trust | Dimensional Emerging Markets Core 2 ETF | $467K | 0.3% | 13,525 SH | |
| Dimensional ETF Trust | Dimensional International Core Equity 2 ETF | $913K | 0.6% | 25,700 SH | |
| Dimensional ETF Trust | Dimensional U.S. Core Equity 2 ETF | $1.3M | 0.9% | 34,487 SH | |
| Exxon Mobil Corp | Common Stock | $1.9M | 1.4% | 11,442 SH | |
| Hilltop Holdings Inc | Common Stock | $244K | 0.2% | 6,800 SH | |
| iShares Trust | iShares 1-3 Year Treasury Bond ETF | $2.6M | 1.9% | 31,869 SH | |
| iShares Trust | iShares 3-7 Year Treasury Bond ETF | $3.8M | 2.7% | 32,025 SH | |
| iShares Trust | iShares 7-10 Year Treasury Bond ETF | $1.1M | 0.8% | 11,219 SH | |
| iShares Trust | iShares Core MSCI EAFE ETF | $368K | 0.3% | 4,065 SH | |
| iShares Trust | iShares Core MSCI Emerging Markets ETF | $577K | 0.4% | 8,279 SH | |
| iShares Trust | iShares Core S&P 500 ETF | $231K | 0.2% | 353 SH | |
| iShares Trust | iShares MSCI EAFE Value ETF | $4.7M | 3.3% | 63,138 SH | |
| iShares Trust | iShares Russell 2000 ETF | $1.5M | 1.1% | 6,101 SH | |
| iShares Trust | iShares Short-Term National Muni Bond ETF | $4.5M | 3.2% | 42,500 SH | |
| Janus Detroit Street Trust | Janus Henderson AAA CLO ETF | $2.4M | 1.7% | 46,940 SH | |
| JPMorgan Trust I | JPMorgan Ultra-Short Municipal Income ETF | $8.1M | 5.7% | 158,000 SH | |
| NVIDIA Corp | Common Stock | $433K | 0.3% | 2,482 SH | |
| Oklo Inc | Class A Common Stock | $220K | 0.2% | 4,443 SH | |
| Pacer Funds Trust | Pacer US Small Cap Cash Cows 100 ETF | $397K | 0.3% | 8,850 SH | |
| Schwab Strategic Trust | Schwab Emerging Markets Equity ETF | $639K | 0.5% | 19,402 SH | |
| Schwab Strategic Trust | Schwab International Dividend Equity ETF | $660K | 0.5% | 20,860 SH | |
| Schwab Strategic Trust | Schwab International Equity ETF | $2.7M | 1.9% | 108,455 SH | |
| Schwab Strategic Trust | Schwab U.S. Dividend Equity ETF | $930K | 0.7% | 30,304 SH | |
| Schwab Strategic Trust | Schwab U.S. Large-Cap ETF | $3.2M | 2.3% | 124,975 SH | |
| Schwab Strategic Trust | Schwab U.S. Large-Cap Value ETF | $295K | 0.2% | 9,680 SH | |
| Schwab Strategic Trust | Schwab U.S. Mid-Cap ETF | $1.5M | 1.1% | 50,042 SH | |
| Schwab Strategic Trust | Schwab U.S. REIT ETF | $708K | 0.5% | 32,945 SH | |
| Schwab Strategic Trust | Schwab U.S. Small-Cap ETF | $2.4M | 1.7% | 83,149 SH | |
| SPDR Series Trust | SPDR Bloomberg 1-3 Month T-Bill ETF | $289K | 0.2% | 3,150 SH | |
| SPDR Series Trust | SPDR S&P 600 Small Cap Value ETF | $362K | 0.3% | 3,823 SH | |
| Tesla Inc | Common Stock | $1.0M | 0.7% | 2,799 SH | |
| Vanguard Bond Index Funds | Vanguard Total Bond Market ETF | $5.3M | 3.7% | 71,461 SH | |
| Vanguard Index Funds | Vanguard FTSE Developed Markets ETF | $14.3M | 10.1% | 222,644 SH | |
| Vanguard Index Funds | Vanguard FTSE Emerging Markets ETF | $7.0M | 5.0% | 130,286 SH | |
| Vanguard Index Funds | Vanguard Large-Cap ETF | $14.7M | 10.4% | 49,091 SH | |
| Vanguard Index Funds | Vanguard Mid-Cap ETF | $10.1M | 7.1% | 35,213 SH | |
| Vanguard Index Funds | Vanguard S&P 500 ETF | $577K | 0.4% | 965 SH | |
| Vanguard Index Funds | Vanguard Small-Cap ETF | $4.6M | 3.2% | 17,518 SH | |
| Vanguard Index Funds | Vanguard Small-Cap Value ETF | $2.1M | 1.5% | 9,516 SH | |
| Vanguard Index Funds | Vanguard Total International Stock ETF | $263K | 0.2% | 3,406 SH | |
| Vanguard Index Funds | Vanguard Total Stock Market ETF | $4.2M | 3.0% | 13,130 SH | |
| Vanguard Index Funds | Vanguard Value ETF | $5.3M | 3.7% | 26,854 SH | |
| Vanguard Municipal Bond Funds | Vanguard Short-Term Tax-Exempt Bond ETF | $4.5M | 3.2% | 44,500 SH | |
| Vanguard Municipal Bond Funds | Vanguard Tax-Exempt Bond ETF | $798K | 0.6% | 16,000 SH | |
| Vanguard Specialized Funds | Vanguard Real Estate ETF | $3.6M | 2.6% | 40,981 SH | |
| WisdomTree Trust | WisdomTree U.S. MidCap Fund | $253K | 0.2% | 3,765 SH |
| 13F-HR |
| 0002109472-26-000003 |
| $141.5M |
| View |