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CIK 0002110669 • 3 13F filings • May 14, 2026 – Jul 31, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $204K | 0.2%Prev: 0.2% | 652 SH | Decreased+19 SH |
| ALPHABET INC | CAP STK CL C | $248K | 0.2%Prev: 0.2% | 791 SH | Decreased+40 SH |
| AMAZON COM INC | COM | $248K | 0.2%Prev: 0.2% | 1,073 SH | Decreased |
| APPLE INC | COM | $314K | 0.3%Prev: 0.2% | 1,155 SH | Increased+124 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $627K | 0.6%Prev: 0.4% | 1,247 SH | Increased+277 SH |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | $1.2M | 1.2% | 46,820 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $223K | 0.2% | 1,869 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $281K | 0.3%Prev: 0.3% | 5,059 SH | Decreased-1,142 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $1.9M | 1.8%Prev: 2.5% | 13,710 SH | Decreased-4,579 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $3.8M | 3.7%Prev: 4.7% | 51,172 SH | Decreased-11,873 SH |
| ISHARES INC | MSCI GERMANY ETF | $339K | 0.3% | 7,984 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $2.3M | 2.2%Prev: 4.4% | 18,768 SH | Decreased-17,328 SH |
| ISHARES TR | CORE S&P500 ETF | $30.5M | 29.5%Prev: 27.7% | 44,533 SH | Decreased-558 SH |
| ISHARES TR | CORE US AGGBD ET | $2.8M | 2.7%Prev: 2.5% | 27,816 SH | Decreased-3,525 SH |
| ISHARES TR | ESG AWR MSCI USA | $487K | 0.5%Prev: 0.4% | 3,266 SH | Decreased-66 SH |
| ISHARES TR | ISHS 1-5YR INVS | $6.9M | 6.7%Prev: 1.0% | 130,042 SH | Increased+107,090 SH |
| ISHARES TR | RUS 1000 ETF | $1.1M | 1.1%Prev: 1.0% | 2,928 SH | Decreased-5 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.7M | 2.6%Prev: 2.7% | 11,003 SH | Decreased+1 SH |
| ISHARES TR | SHRT NAT MUN ETF | $583K | 0.6% | 5,462 SH | New |
| MICROSOFT CORP | COM | $1.4M | 1.4%Prev: 0.8% | 2,913 SH | Increased+176 SH |
| NVIDIA CORPORATION | COM | $600K | 0.6%Prev: 0.6% | 3,219 SH | Decreased-176 SH |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $255K | 0.2% | 3,900 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $13.8M | 13.3%Prev: 14.3% | 304,816 SH | Decreased-26,859 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $343K | 0.3% | 503 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $547K | 0.5%Prev: 0.9% | 7,386 SH | Decreased-7,175 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $450K | 0.4%Prev: 0.4% | 923 SH | Increased-4,272 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $20.3M | 19.7%Prev: 18.7% | 32,418 SH | Decreased-839 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $581K | 0.6%Prev: 1.3% | 2,252 SH | Decreased-2,953 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $290K | 0.3%Prev: 0.3% | 864 SH | Decreased |
| VANGUARD INDEX FDS | VALUE ETF | $550K | 0.5%Prev: 0.5% | 2,878 SH | Decreased+76 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $502K | 0.5%Prev: 0.4% | 4,122 SH | Decreased-11 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $475K | 0.5%Prev: 0.4% | 2,163 SH | Decreased+39 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.4M | 6.2%Prev: 7.6% | 102,677 SH | Decreased-27,722 SH |
| 13F-HR |
| 0002110669-26-000002 |
| $104.6M |
| View |