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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 | $735K | 0.4% | 2,895 SH | |
| CATERPILLAR INC | COM | $1.3M | 0.7% | 1,791 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $657K | 0.3% | 16,914 SH | |
| EXXON MOBIL CORP | COM | $209K | 0.1% | 1,234 SH | |
| GE AEROSPACE | COM NEW | $231K | 0.1% | 814 SH | |
| ISHARES TR | CORE MSCI EAFE | $242K | 0.1% | 2,668 SH | |
| ISHARES TR | CORE S&P500 ETF | $208K | 0.1% | 319 SH | |
| ISHARES TR | NATIONAL MUN ETF | $777K | 0.4% | 7,321 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $213K | 0.1% | 498 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $288K | 0.1% | 1,160 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $878K | 0.5% | 7,765 SH | |
| ISHARES TR | S&P 500 VAL ETF | $728K | 0.4% | 3,448 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $406K | 0.2% | 3,810 SH | |
| MEDTRONIC PLC | SHS | $244K | 0.1% | 2,814 SH | |
| MICROSOFT CORP | COM | $342K | 0.2% | 923 SH | |
| ORION GROUP HLDGS INC | COM | $245K | 0.1% | 22,502 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $2.5M | 1.3% | 66,321 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $12.6M | 6.6% | 257,900 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $3.9M | 2.1% | 121,416 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.5M | 0.8% | 62,195 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $17.3M | 9.0% | 714,088 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $666K | 0.3% | 28,693 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $681K | 0.4% | 27,142 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $24.2M | 12.6% | 831,332 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $25.4M | 13.2% | 831,467 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $228K | 0.1% | 10,588 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $6.8M | 3.5% | 233,204 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $325K | 0.2% | 2,443 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $263K | 0.1% | 4,642 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $19.9M | 10.4% | 206,304 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.3M | 0.7% | 17,456 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $28.4M | 14.8% | 385,737 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $422K | 0.2% | 966 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.7M | 2.4% | 52,990 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 0.9% | 2,937 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $588K | 0.3% | 2,245 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $217K | 0.1% | 1,107 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.3M | 2.2% | 79,047 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.0M | 0.5% | 20,754 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $901K | 0.5% | 15,388 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $23.3M | 12.1% | 363,700 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $649K | 0.3% | 4,383 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $244K | 0.1% | 350 SH |
| 13F-HR |
| 0002126518-26-000003 |
| $191.9M |
| View |