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CIK 0002089761 • 2 13F filings • May 29, 2026 – Aug 10, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF | ETF | $497K | 3.4%Prev: 3.9% | 10,931 SH | Increased+176 SH |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | $1.4M | 9.3%Prev: 9.9% | 18,100 SH | Increased+268 SH |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | ETF | $1.3M | 8.8%Prev: 9.2% | 27,843 SH | Increased+522 SH |
| ISHARES U.S. INFRASTRUCTURE ETF | ETF | $785K | 5.3%Prev: 5.7% | 12,455 SH | Increased-113 SH |
| JPMORGAN MUNICIPAL ETF | ETF | $955K | 6.5%Prev: 9.1% | 18,845 SH | Decreased-4,158 SH |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | ETF | $2.1M | 14.0%Prev: 16.5% | 78,031 SH | Decreased-1,688 SH |
| SCHWAB SHORT-TERM US TREASURY ETF | ETF | $358K | 2.4%Prev: 2.8% | 14,825 SH | Decreased+75 SH |
| SCHWAB U.S. LARGE-CAP ETF | ETF | $660K | 4.5%Prev: 4.6% | 22,419 SH | Increased-327 SH |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | $892K | 6.0%Prev: 6.1% | 26,361 SH | Increased+4 SH |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | $926K | 6.3%Prev: 7.2% | 29,204 SH | Increased-333 SH |
| STRIVE 500 ETF | ETF | $893K | 6.0%Prev: 5.8% | 18,496 SH | Increased+1,149 SH |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | ETF | $658K | 4.5%Prev: 4.6% | 16,012 SH | Increased-238 SH |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $1.3M | 8.6%Prev: 8.7% | 17,901 SH | Increased+739 SH |
| VANGUARD MORNINGSTAR MID-CAP ETF | ETF | $1.3M | 9.0% | 16,405 SH | New |
| VANGUARD SHORT-TERM TREASURY ETF | ETF | $798K | 5.4%Prev: 6.1% | 13,717 SH | Increased+515 SH |