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CIK 0002126518 • 3 13F filings • Apr 7, 2026 – Aug 7, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $707K | 0.4%Prev: 0.4% | 2,601 SH | Decreased-247 SH |
| CATERPILLAR INC | COM | $1.0M | 0.6%Prev: 0.8% | 1,787 SH | Decreased+33 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $717K | 0.4% | 18,122 SH | New |
| GE AEROSPACE | COM NEW | $250K | 0.1%Prev: 0.1% | 813 SH | Decreased-2 SH |
| ISHARES TR | CORE MSCI EAFE | $235K | 0.1%Prev: 0.1% | 2,632 SH | Decreased-78 SH |
| ISHARES TR | NATIONAL MUN ETF | $780K | 0.4%Prev: 0.4% | 7,282 SH | Decreased-183 SH |
| ISHARES TR | RUS 1000 GRW ETF | $203K | 0.1%Prev: 0.1% | 429 SH | Decreased-1,424 SH |
| ISHARES TR | RUSSELL 2000 ETF | $285K | 0.2%Prev: 0.2% | 1,158 SH | Decreased-5 SH |
| ISHARES TR | S&P 500 GRWT ETF | $955K | 0.5%Prev: 0.5% | 7,748 SH | Decreased-24 SH |
| ISHARES TR | S&P 500 VAL ETF | $738K | 0.4%Prev: 0.3% | 3,480 SH | Decreased+18 SH |
| ISHARES TR | SHRT NAT MUN ETF | $405K | 0.2%Prev: 0.2% | 3,794 SH | Decreased-40 SH |
| MEDTRONIC PLC | SHS | $272K | 0.1%Prev: 0.1% | 2,836 SH | Increased+29 SH |
| MICROSOFT CORP | COM | $443K | 0.2%Prev: 0.2% | 917 SH | Increased-11 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $2.4M | 1.3% | 66,707 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $11.6M | 6.4%Prev: 6.2% | 256,713 SH | Decreased-12,449 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $3.7M | 2.0%Prev: 2.2% | 116,137 SH | Decreased-18,114 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.5M | 0.8%Prev: 0.8% | 62,036 SH | Decreased+69 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $15.2M | 8.4%Prev: 8.3% | 624,993 SH | Decreased-155,787 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $666K | 0.4%Prev: 0.3% | 28,495 SH | Decreased-494 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $711K | 0.4%Prev: 0.3% | 27,091 SH | Decreased-122 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $25.8M | 14.2%Prev: 13.2% | 792,149 SH | Decreased-97,226 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $23.8M | 13.0%Prev: 13.6% | 803,337 SH | Decreased-82,522 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $219K | 0.1%Prev: 0.1% | 10,470 SH | Decreased-182 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $6.2M | 3.4%Prev: 4.1% | 219,354 SH | Decreased-36,201 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $351K | 0.2% | 2,440 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $263K | 0.1% | 4,625 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $20.7M | 11.4%Prev: 10.1% | 200,093 SH | Decreased-19,957 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.4M | 0.7%Prev: 0.6% | 17,520 SH | Increased-34 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $220K | 0.1%Prev: 0.1% | 2,790 SH | Increased+174 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $25.4M | 13.9%Prev: 14.0% | 342,452 SH | Decreased-91,740 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $300K | 0.2%Prev: 0.2% | 615 SH | Decreased-5,045 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.5M | 2.5%Prev: 2.4% | 50,776 SH | Decreased-6,904 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 1.0%Prev: 0.9% | 2,902 SH | Decreased-70 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $577K | 0.3%Prev: 0.3% | 2,237 SH | Decreased+31 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.7M | 2.1%Prev: 2.4% | 69,699 SH | Decreased-21,397 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.0M | 0.6%Prev: 0.5% | 20,499 SH | Decreased-729 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $912K | 0.5%Prev: 0.4% | 15,525 SH | Increased+343 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $21.4M | 11.7%Prev: 12.6% | 342,284 SH | Decreased-59,221 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $676K | 0.4%Prev: 0.3% | 4,710 SH | Decreased+340 SH |
| VANGUARD WORLD FD | INF TECH ETF | $263K | 0.1%Prev: 0.1% | 349 SH | Decreased-2,451 SH |
| 13F-HR |
| 0002126518-26-000003 |
| $191.9M |
| View |