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CIK 0001630798 • 10 13F filings • Apr 2, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Alphabet Inc | CAP STK CL A | $346 | 0.2% | 1,897 SH | New |
| Amazon.com Inc | COM | $252 | 0.1% | 1,303 SH | New |
| Broadcom Inc | COM | $255 | 0.1% | 159 SH | New |
| Invesco QQQ Trust Series 1 | UNIT SER 1 | $60K | 33.8%Prev: 69.4% | 124,382 SH | Decreased-76,889 SH |
| iShares Core MSCI Europe ETF | CORE MSCI EURO | $3K | 1.9%Prev: 2.8% | 57,392 SH | Decreased-10,079 SH |
| Linde PLC | SHS | $63 | 0.0% | 144 SH | New |
| Mastercard Inc | CL A | $254 | 0.1% | 575 SH | New |
| Microsoft Corp | COM | $426 | 0.2% | 954 SH | New |
| SPDR S&P 500 ETF Trust | TR UNIT | $62K | 35.0% | 113,483 SH | New |
| Thermo Fisher Scientific Inc | COM | $160 | 0.1% | 290 SH | New |
| UnitedHealth Group Inc | COM | $295 | 0.2% | 580 SH | New |
| VANGUARD FTSE ALL-WORLD EX-US ETF | ALLWRLD EX US | $23K | 13.1%Prev: 4.2% | 394,905 SH | Increased+300,769 SH |
| VANGUARD REAL ESTATE ETF | REAL ESTATE ETF | $8K | 4.5%Prev: 5.0% | 94,190 SH | Decreased |
| VANGUARD TOTAL STOCK MARKET ETF | TOTAL STK MKT | $18K | 10.5%Prev: 12.1% | 69,040 SH | Decreased+5,864 SH |
| Visa Inc | COM CL A | $127 | 0.1% | 484 SH | New |
| 13F-HR |
| 0001493152-25-020189 |
| $166K |
| View |
| Apr 2, 2025 | Q3 2023 | 13F-HR/A | 0001641172-25-002310 | $112K | View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001493152-26-035134 | $212K | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001641172-25-022166 | $149K | View |
| Apr 2, 2025 | Q2 2024 | 13F-HR/A | 0001641172-25-002316 | $176K | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001493152-26-018664 | $167K | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001641172-25-009377 | $125K | View |
| Apr 2, 2025 | Q1 2024 | 13F-HR/A | 0001641172-25-002314 | $139K | View |