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CIK 0002058235 • 6 13F filings • May 15, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $209K | 0.1% | 906 SH | New |
| APPLE INC | COM | $625K | 0.3%Prev: 0.3% | 2,299 SH | Increased |
| BROADCOM INC | COM | $343K | 0.2%Prev: 0.2% | 990 SH | Increased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $270K | 0.1%Prev: 0.1% | 6,187 SH | Increased |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $356K | 0.2%Prev: 0.2% | 10,286 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.3M | 3.4%Prev: 3.3% | 90,461 SH | Increased |
| FLEXSHARES TR | IBOXX 5YR TRGT | $317K | 0.2%Prev: 0.2% | 13,214 SH | Decreased |
| HOME DEPOT INC | COM | $214K | 0.1%Prev: 0.1% | 621 SH | Decreased |
| ISHARES TR | CORE S&P SCP ETF | $786K | 0.4%Prev: 0.5% | 6,542 SH | Decreased-1,841 SH |
| ISHARES TR | CORE S&P500 ETF | $68.6M | 36.7%Prev: 37.0% | 100,082 SH | Decreased-2,701 SH |
| MICROSOFT CORP | COM | $785K | 0.4%Prev: 0.5% | 1,624 SH | Decreased |
| NVIDIA CORPORATION | COM | $420K | 0.2%Prev: 0.2% | 2,250 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 0.7%Prev: 1.3% | 2,026 SH | Decreased-1,498 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3M | 1.2%Prev: 1.2% | 3,692 SH | Increased+111 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $94.9M | 50.8%Prev: 49.5% | 283,018 SH | Increased+2,714 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.1M | 4.9%Prev: 5.1% | 120,171 SH | Decreased-9,400 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 |