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CIK 0001909307 • 6 13F filings • Apr 30, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $221K | 0.1% | 707 SH | New |
| AMAZON COM INC | COM | $429K | 0.2%Prev: 0.2% | 1,859 SH | Increased-50 SH |
| APPLE INC | COM | $809K | 0.4%Prev: 0.4% | 2,976 SH | Increased |
| BOEING CO | COM | $259K | 0.1%Prev: 0.1% | 1,191 SH | Increased |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $11.1M | 6.0%Prev: 6.3% | 250,356 SH | Decreased-15,154 SH |
| DISNEY WALT CO | COM | $220K | 0.1%Prev: 0.1% | 1,931 SH | Decreased |
| ISHARES INC | MSCI WORLD ETF | $10.1M | 5.4%Prev: 5.4% | 54,335 SH | Increased-603 SH |
| ISHARES TR | 0-5YR HI YL CP | $2.5M | 1.4%Prev: 1.2% | 59,389 SH | Increased+6,705 SH |
| ISHARES TR | CORE S&P MCP ETF | $26.7M | 14.3%Prev: 14.4% | 404,791 SH | Increased-2,506 SH |
| ISHARES TR | IBOXX INV CP ETF | $421K | 0.2%Prev: 0.3% | 3,817 SH | Decreased-499 SH |
| ISHARES TR | NATIONAL MUN ETF | $951K | 0.5%Prev: 0.5% | 8,879 SH | Increased+430 SH |
| ISHARES TR | SHRT NAT MUN ETF | $422K | 0.2%Prev: 0.2% | 3,957 SH | Decreased-33 SH |
| MICROSOFT CORP | COM | $306K | 0.2%Prev: 0.2% | 633 SH | Decreased |
| NVIDIA CORPORATION | COM | $4.5M | 2.4%Prev: 2.4% | 24,280 SH | Increased+44 SH |
| SCHWAB CHARLES CORP | COM | $250K | 0.1%Prev: 0.1% | 2,500 SH | Increased-49 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $388K | 0.2%Prev: 0.2% | 11,886 SH | Increased+2,601 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $522K | 0.3%Prev: 0.2% | 17,612 SH | Increased+3,738 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $402K | 0.2%Prev: 0.2% | 9,043 SH | Decreased-662 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $204K | 0.1%Prev: 0.1% | 4,355 SH | Decreased-200 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $40.5M | 21.7% | 400,448 SH | New |
| TESLA INC | COM | $2.5M | 1.3%Prev: 1.3% | 5,557 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $212K | 0.1%Prev: 0.1% | 642 SH | Decreased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $3.6M | 1.9%Prev: 1.9% | 45,926 SH | Increased+1,901 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $943K | 0.5%Prev: 0.6% | 19,515 SH | Decreased-3,382 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.7M | 0.9%Prev: 1.0% | 3,583 SH | Decreased-374 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $476K | 0.3%Prev: 0.3% | 2,682 SH | Increased-12 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $16.6M | 8.9%Prev: 9.3% | 57,285 SH | Decreased-1,342 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $391K | 0.2%Prev: 0.2% | 1,847 SH | Decreased-29 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $38.6M | 20.7%Prev: 21.0% | 149,742 SH | Decreased-3,025 SH |
| VANGUARD INDEX FDS | VALUE ETF | $904K | 0.5%Prev: 0.8% | 4,736 SH | Decreased-2,810 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $7.6M | 4.1%Prev: 4.5% | 54,138 SH | Decreased-6,023 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $10.9M | 5.8%Prev: 3.7% | 136,284 SH | Increased+49,651 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $560K | 0.3%Prev: 0.4% | 8,312 SH | Decreased-2,806 SH |
| 13F-HR |
| 0001909307-26-000007 |
| $211.2M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001909307-25-000010 | $173.6M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001909307-26-000005 | $183.7M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001909307-25-000005 | $154.0M | View |