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CIK 0001952532 • 2 13F filings • May 15, 2026 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.6M | 1.0%Prev: 0.7% | 5,106 SH | Increased |
| ALPHABET INC | CAP STK CL C | $244K | 0.2% | 776 SH | New |
| AMAZON COM INC | COM | $2.9M | 1.8%Prev: 1.7% | 12,379 SH | Increased-444 SH |
| APPLE INC | COM | $5.3M | 3.3%Prev: 3.0% | 19,437 SH | Increased-89 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $793K | 0.5%Prev: 0.5% | 1,577 SH | Decreased |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $2.9M | 1.8%Prev: 2.0% | 110,190 SH | Decreased-18,727 SH |
| BROADCOM INC | COM | $289K | 0.2%Prev: 0.2% | 836 SH | Decreased-75 SH |
| COSTCO WHSL CORP NEW | COM | $681K | 0.4%Prev: 0.4% | 790 SH | Decreased-3 SH |
| CROWDSTRIKE HLDGS INC | CL A | $1.7M | 1.0%Prev: 1.1% | 3,567 SH | Decreased-80 SH |
| DISNEY WALT CO | COM | $315K | 0.2%Prev: 0.2% | 2,768 SH | Decreased-305 SH |
| GLOBAL X FDS | GLB X MLP ENRG I | $1.3M | 0.8%Prev: 0.7% | 21,028 SH | Increased+2,101 SH |
| GLOBAL X FDS | GLOBAL X URANIUM | $575K | 0.4%Prev: 1.2% | 13,447 SH | Decreased-29,274 SH |
| GLOBAL X FDS | US INFR DEV ETF | $451K | 0.3%Prev: 0.3% | 9,443 SH | Decreased-215 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.7%Prev: 0.7% | 5,643 SH | Decreased-292 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.6%Prev: 0.8% | 1,679 SH | Decreased-595 SH |
| ISHARES INC | CORE MSCI EMKT | $1.9M | 1.2%Prev: 1.2% | 28,475 SH | Decreased-2,230 SH |
| ISHARES INC | MSCI CDA ETF | $1.9M | 1.2%Prev: 1.1% | 35,184 SH | Increased-1,791 SH |
| ISHARES INC | MSCI EQUAL WEITE | $2.7M | 1.6%Prev: 1.7% | 25,638 SH | Decreased-1,290 SH |
| ISHARES INC | MSCI SWITZERLAND | $827K | 0.5%Prev: 0.5% | 13,785 SH | Increased-749 SH |
| ISHARES TR | 10-20 YR TRS ETF | $662K | 0.4%Prev: 1.2% | 6,514 SH | Decreased-13,000 SH |
| ISHARES TR | 7-10 YR TRSY BD | $6.3M | 3.9%Prev: 3.7% | 65,365 SH | Increased+1,571 SH |
| ISHARES TR | CORE MSCI EURO | $1.9M | 1.2%Prev: 1.3% | 26,580 SH | Decreased-5,095 SH |
| ISHARES TR | CORE S&P MCP ETF | $304K | 0.2%Prev: 0.3% | 4,602 SH | Decreased-2,124 SH |
| ISHARES TR | CORE S&P SCP ETF | $210K | 0.1%Prev: 0.1% | 1,748 SH | Increased-9 SH |
| ISHARES TR | CORE US AGGBD ET | $9.5M | 5.9%Prev: 5.9% | 95,584 SH | Decreased-2,161 SH |
| ISHARES TR | GLOBAL ENERG ETF | $371K | 0.2%Prev: 0.2% | 8,838 SH | Increased |
| ISHARES TR | ISHARES SEMICDTR | $203K | 0.1%Prev: 0.1% | 674 SH | Decreased-209 SH |
| ISHARES TR | TIPS BD ETF | $2.7M | 1.6% | 24,155 SH | New |
| JPMORGAN CHASE & CO. | COM | $449K | 0.3%Prev: 0.3% | 1,393 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $216K | 0.1%Prev: 0.1% | 379 SH | Increased |
| META PLATFORMS INC | CL A | $625K | 0.4%Prev: 0.4% | 947 SH | Decreased-53 SH |
| MICROSOFT CORP | COM | $1.2M | 0.8%Prev: 0.8% | 2,544 SH | Decreased-110 SH |
| NETFLIX INC | COM | $296K | 0.2%Prev: 0.2% | 3,160 SH | Decreased+2,844 SH |
| NVIDIA CORPORATION | COM | $2.1M | 1.3%Prev: 1.2% | 11,221 SH | Increased+157 SH |
| OKLO INC | COM CL A | $333K | 0.2%Prev: 0.3% | 4,639 SH | Decreased+801 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $607K | 0.4%Prev: 0.4% | 3,414 SH | Decreased-168 SH |
| PIMCO ETF TR | 15+ YR US TIPS | $1.3M | 0.8%Prev: 0.8% | 24,337 SH | Decreased-7 SH |
| PIMCO MUN INCOME FD II | COM | $234K | 0.1%Prev: 0.2% | 31,025 SH | Decreased-1,390 SH |
| ROBINHOOD MKTS INC | COM CL A | $229K | 0.1%Prev: 0.2% | 2,022 SH | Decreased-377 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1.9M | 1.2% | 43,348 SH | New |
| SPDR GOLD TR | GOLD SHS | $922K | 0.6%Prev: 0.7% | 2,326 SH | Decreased-838 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $6.5M | 4.0%Prev: 4.2% | 9,569 SH | Decreased-1,022 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.0M | 0.6% | 34,316 SH | New |
| STAGWELL INC | COM CL A | $155K | 0.1%Prev: 0.1% | 31,698 SH | Decreased |
| TESLA INC | COM | $684K | 0.4%Prev: 0.4% | 1,521 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $207K | 0.1%Prev: 0.1% | 626 SH | Decreased |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $326K | 0.2%Prev: 0.2% | 904 SH | Increased-20 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $323K | 0.2%Prev: 0.2% | 4,102 SH | Decreased-28 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $12.8M | 7.9%Prev: 7.7% | 172,888 SH | Decreased-531 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $273K | 0.2%Prev: 0.2% | 559 SH | Decreased-100 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.8M | 1.8%Prev: 1.8% | 9,818 SH | Decreased-443 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.7M | 1.0%Prev: 0.6% | 18,731 SH | Increased+7,122 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $37.2M | 23.0%Prev: 22.9% | 59,336 SH | Decreased-3,055 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.9M | 3.6%Prev: 3.7% | 109,551 SH | Decreased-3,306 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $7.9M | 4.9%Prev: 4.7% | 94,391 SH | Increased-3,921 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $7.3M | 4.5%Prev: 4.5% | 81,063 SH | Decreased-3,461 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $223K | 0.1%Prev: 0.1% | 4,518 SH | Decreased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.5M | 2.8%Prev: 2.7% | 89,736 SH | Decreased-1,553 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.1M | 0.7%Prev: 0.6% | 17,577 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $228K | 0.1%Prev: 0.1% | 3,884 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $440K | 0.3%Prev: 0.3% | 5,519 SH | Increased+16 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $5.0M | 3.1%Prev: 3.1% | 49,226 SH | Decreased-1,330 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $2.4M | 1.5%Prev: 1.4% | 35,646 SH | Increased-12 SH |
| WALMART INC | COM | $229K | 0.1%Prev: 0.1% | 2,058 SH | Increased |
| WISDOMTREE TR | INDIA ERNGS FD | $367K | 0.2%Prev: 0.2% | 7,934 SH | Increased-295 SH |
| WISDOMTREE TR | US TOTAL DIVIDND | $1.0M | 0.6%Prev: 0.6% | 12,056 SH | Increased-81 SH |
| 13F-HR |
| 0001951757-26-001237 |
| $20.7M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000904 | $156.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000885 | $18.6M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000388 | $141.8M | View |