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CIK 0002058235 • 6 13F filings • May 15, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $577K | 0.4% | 2,599 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $221K | 0.2% | 6,187 SH | |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $291K | 0.2% | 10,286 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $5.4M | 3.7% | 90,461 SH | |
| FLEXSHARES TR | IBOXX 5YR TRGT | $320K | 0.2% | 13,214 SH | |
| HOME DEPOT INC | COM | $228K | 0.2% | 621 SH | |
| ISHARES TR | CORE S&P SCP ETF | $877K | 0.6% | 8,383 SH | |
| ISHARES TR | CORE S&P500 ETF | $53.5M | 36.7% | 95,244 SH | |
| ISHARES TR | FLTG RATE NT ETF | $1.2M | 0.8% | 23,590 SH | |
| MICROSOFT CORP | COM | $655K | 0.4% | 1,744 SH | |
| NVIDIA CORPORATION | COM | $244K | 0.2% | 2,250 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $267K | 0.2% | 10,179 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $4.4M | 3.0% | 7,823 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.7M | 2.5% | 7,105 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $66.0M | 45.2% | 240,210 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $8.0M | 5.5% | 129,571 SH |
| 13F-HR |
| 0001104659-26-091013 |
| $118.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001104659-25-078441 | $169.4M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001104659-26-059198 | $184.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049184 | $145.9M | View |