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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 | $585K | 0.3%Prev: 6.6% | 2,299 SH | Decreased-24,583 SH |
| BROADCOM INC | COM | $327K | 0.2%Prev: 0.5% | 990 SH | Decreased-600 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $260K | 0.1% | 6,187 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $351K | 0.2% | 10,286 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.2M | 3.3% | 90,461 SH | New |
| FLEXSHARES TR | IBOXX 5YR TRGT | $321K | 0.2% | 13,214 SH | New |
| HOME DEPOT INC | COM | $252K | 0.1% | 621 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $996K | 0.5% | 8,383 SH | New |
| ISHARES TR | CORE S&P500 ETF | $68.8M | 37.0%Prev: 0.2% | 102,783 SH | Increased+102,507 SH |
| MICROSOFT CORP | COM | $841K | 0.5%Prev: 1.4% | 1,624 SH | Decreased-2,762 SH |
| NVIDIA CORPORATION | COM | $420K | 0.2%Prev: 6.4% | 2,250 SH | Decreased-35,797 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $302K | 0.2% | 10,179 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.3M | 1.3% | 3,524 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.2M | 1.2%Prev: 0.9% | 3,581 SH | Increased+2,052 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $92.0M | 49.5%Prev: 0.3% | 280,304 SH | Increased+279,311 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.5M | 5.1% | 129,571 SH | New |
| 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 |