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CIK 0001801101 • 7 13F filings • Apr 14, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $328K | 0.1% | 2,236 SH | |
| ALPHABET INC | CAP STK CL A | $700K | 0.2% | 4,525 SH | |
| ALPHABET INC | CAP STK CL C | $494K | 0.2% | 3,161 SH | |
| AMAZON COM INC | COM | $1.2M | 0.4% | 6,562 SH | |
| APPLE INC | COM | $914K | 0.3% | 4,115 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.9M | 1.6% | 9,200 SH | |
| BROADCOM INC | COM | $913K | 0.3% | 5,453 SH | |
| CENCORA INC | COM | $269K | 0.1% | 968 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $223K | 0.1% | 633 SH | |
| DELL TECHNOLOGIES INC | CL C | $266K | 0.1% | 2,921 SH | |
| ECOLAB INC | COM | $301K | 0.1% | 1,188 SH | |
| ENOVIX CORPORATION | COM | $212K | 0.1% | 28,872 SH | |
| EXXON MOBIL CORP | COM | $239K | 0.1% | 2,006 SH | |
| FREEPORT-MCMORAN INC | CL B | $201K | 0.1% | 5,316 SH | |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | $4.4M | 1.4% | 179,924 SH | |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | $315K | 0.1% | 4,875 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $536K | 0.2% | 1,142 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.4% | 21,199 SH | |
| ISHARES INC | MSCI EMRG CHN | $4.2M | 1.4% | 76,179 SH | |
| ISHARES TR | CONV BD ETF | $619K | 0.2% | 7,398 SH | |
| ISHARES TR | CORE MSCI EAFE | $14.6M | 4.7% | 193,071 SH | |
| ISHARES TR | CORE S&P MCP ETF | $623K | 0.2% | 10,679 SH | |
| ISHARES TR | CORE TOTAL USD | $515K | 0.2% | 11,180 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.3M | 1.1% | 33,275 SH | |
| ISHARES TR | EAFE SML CP ETF | $235K | 0.1% | 3,704 SH | |
| ISHARES TR | GL CLEAN ENE ETF | $174K | 0.1% | 15,270 SH | |
| ISHARES TR | IBOXX INV CP ETF | $10.9M | 3.5% | 99,884 SH | |
| ISHARES TR | MSCI USA QLT FCT | $1.0M | 0.3% | 6,144 SH | |
| ISHARES TR | NATIONAL MUN ETF | $5.4M | 1.7% | 51,349 SH | |
| ISHARES TR | RUS 1000 ETF | $501K | 0.2% | 1,633 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $361K | 0.1% | 1,000 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $26.7M | 8.6% | 211,974 SH | |
| ISHARES TR | RUS MID CAP ETF | $3.6M | 1.2% | 42,081 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $6.4M | 2.0% | 31,868 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.8M | 0.6% | 19,511 SH | |
| ISHARES TR | S&P 500 VAL ETF | $56.1M | 18.1% | 294,469 SH | |
| ISHARES TR | TIPS BD ETF | $338K | 0.1% | 3,046 SH | |
| ISHARES TR | U.S. ENERGY ETF | $206K | 0.1% | 4,177 SH | |
| ISHARES TR | U.S. FINLS ETF | $493K | 0.2% | 4,366 SH | |
| ISHARES TR | US AER DEF ETF | $300K | 0.1% | 1,958 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $16.1M | 5.2% | 318,829 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $3.7M | 1.2% | 71,965 SH | |
| JPMORGAN CHASE & CO. | COM | $260K | 0.1% | 1,060 SH | |
| META PLATFORMS INC | CL A | $260K | 0.1% | 451 SH | |
| MICROSOFT CORP | COM | $486K | 0.2% | 1,294 SH | |
| NVIDIA CORPORATION | COM | $3.1M | 1.0% | 28,389 SH | |
| PHILIP MORRIS INTL INC | COM | $238K | 0.1% | 1,500 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $296K | 0.1% | 3,074 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $601K | 0.2% | 6,433 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $245K | 0.1% | 2,994 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $717K | 0.2% | 4,910 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $1.2M | 0.4% | 5,779 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $482K | 0.2% | 862 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $1.3M | 0.4% | 14,610 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $6.7M | 2.2% | 85,979 SH | |
| TESLA INC | COM | $377K | 0.1% | 1,455 SH | |
| UNITEDHEALTH GROUP INC | COM | $1.4M | 0.4% | 2,608 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $602K | 0.2% | 3,493 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.0M | 0.3% | 2,765 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $663K | 0.2% | 2,578 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.4M | 1.1% | 21,383 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.6M | 1.8% | 61,766 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 0.4% | 2,400 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $274K | 0.1% | 1,472 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $458K | 0.1% | 2,066 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.8M | 0.6% | 6,729 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $5.2M | 1.7% | 30,232 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $200K | 0.1% | 3,300 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.6M | 2.1% | 145,672 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.1M | 1.0% | 26,771 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $3.9M | 1.3% | 96,760 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $207K | 0.1% | 1,781 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $12.8M | 4.1% | 256,453 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $778K | 0.3% | 15,681 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $56.6M | 18.2% | 610,041 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $4.0M | 1.3% | 15,787 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $1.7M | 0.5% | 20,092 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $315K | 0.1% | 3,907 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.7M | 0.9% | 52,232 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $773K | 0.2% | 5,208 SH | |
| VANGUARD WORLD FD | CONSUM DIS ETF | $345K | 0.1% | 1,059 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $821K | 0.3% | 3,101 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $1.7M | 0.6% | 3,162 SH | |
| VISA INC | COM CL A | $221K | 0.1% | 632 SH |
| 13F-HR |
| 0001951757-25-001174 |
| $374.8M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001044 | $450.7M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000587 | $342.8M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000557 | $396.3M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000345 | $310.5M | View |