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CIK 0001774727 • 6 13F filings • Apr 21, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | COM | $23.4M | 5.1% | 261,649 SH | New |
| ISHARES CORE MSCI EMERGING MAR | COM | $5.9M | 1.3% | 87,860 SH | New |
| ISHARES CORE S&P SMALL CAP ETF | COM | $16.1M | 3.5% | 133,958 SH | New |
| ISHARES CORE U.S. AGGREGATE BO | COM | $32.8M | 7.1% | 328,839 SH | New |
| ISHARES NATIONAL MUNI BOND ETF | COM | $34.8M | 7.6% | 324,592 SH | New |
| ISHARES ULTRA SHORT-TERM BOND | COM | $416K | 0.1% | 8,215 SH | New |
| VANGUARD S&P 500 ETF | COM | $295.6M | 64.3% | 471,333 SH | New |
| VANGUARD SHORT-TERM CORPORATE | COM | $50.4M | 11.0% | 631,652 SH | New |
| 13F-HR |
| 0001062993-26-003871 |
| $732.3M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001062993-25-013225 | $457.5M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001062993-26-002261 | $465.5M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001062993-25-007704 | $530.8M | View |