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CIK 0002067328 • 7 13F filings • May 13, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $273K | 0.2% | 447 SH | New |
| APPLE INC | COM | $1.3M | 1.0%Prev: 1.0% | 3,949 SH | Increased-343 SH |
| CARDINAL HEALTH INC | COM | $229K | 0.2% | 1,030 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $352K | 0.3%Prev: 0.3% | 476 SH | Increased-39 SH |
| ISHARES INC | CORE MSCI EMKT | $597K | 0.5% | 7,354 SH | New |
| ISHARES INC | MSCI EMRG CHN | $311K | 0.2%Prev: 0.2% | 3,141 SH | Increased-447 SH |
| ISHARES TR | 1 3 YR TREAS BD | $9.8M | 7.4%Prev: 7.8% | 120,443 SH | Increased+15,152 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.9M | 2.2%Prev: 2.5% | 32,423 SH | Increased+3,491 SH |
| ISHARES TR | CORE MSCI EAFE | $1.3M | 1.0% | 13,693 SH | New |
| ISHARES TR | CORE S&P500 ETF | $203K | 0.2% | 265 SH | New |
| ISHARES TR | ESG AWARE MSCI | $355K | 0.3%Prev: 0.3% | 6,834 SH | Increased |
| ISHARES TR | ESG MSCI KLD ETF | $636K | 0.5% | 4,352 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $3.6M | 2.7%Prev: 3.3% | 35,394 SH | Decreased+2,647 SH |
| ISHARES TR | ISHARES SEMICDTR | $205K | 0.2% | 361 SH | New |
| ISHARES TR | MSCI ACWI ETF | $432K | 0.3%Prev: 0.3% | 2,723 SH | Increased-30 SH |
| ISHARES TR | MSCI EAFE ETF | $14.5M | 11.0%Prev: 12.0% | 140,023 SH | Increased-2,878 SH |
| ISHARES TR | MSCI EMG MKT ETF | $6.7M | 5.1%Prev: 5.2% | 100,482 SH | Increased-7,034 SH |
| ISHARES TR | RUS 1000 GRW ETF | $26.1M | 19.7%Prev: 21.2% | 208,660 SH | Increased+158,357 SH |
| ISHARES TR | RUS 1000 VAL ETF | $31.1M | 23.5%Prev: 21.2% | 125,487 SH | Increased+9,512 SH |
| ISHARES TR | RUS 2000 GRW ETF | $8.2M | 6.2%Prev: 6.4% | 22,868 SH | Increased+653 SH |
| ISHARES TR | RUS 2000 VAL ETF | $7.9M | 6.0%Prev: 5.9% | 37,856 SH | Increased+456 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.5M | 3.4%Prev: 4.1% | 32,814 SH | Decreased+916 SH |
| ISHARES TR | RUS MDCP VAL ETF | $5.1M | 3.8%Prev: 4.2% | 31,544 SH | Increased-1,613 SH |
| NVIDIA CORPORATION | COM | $351K | 0.3%Prev: 0.3% | 1,538 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $300K | 0.2% | 10,908 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $341K | 0.3%Prev: 0.3% | 9,482 SH | Increased-305 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $648K | 0.5%Prev: 0.3% | 19,454 SH | Increased+7,953 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $258K | 0.2% | 1,320 SH | New |
| SPDR SERIES TRUST | ST STR NYSE TECH | $548K | 0.4% | 1,434 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $260K | 0.2% | 571 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | $372K | 0.3% | 1,273 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | $378K | 0.3% | 1,932 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | $299K | 0.2% | 885 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | $354K | 0.3% | 1,532 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $202K | 0.2%Prev: 0.2% | 288 SH | Decreased-70 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $343K | 0.3%Prev: 0.3% | 4,130 SH | Increased-387 SH |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | $574K | 0.4% | 6,192 SH | New |
| VANGUARD WORLD FD | MRNGSTR VAL ETF | $535K | 0.4% | 3,319 SH | New |
| 13F-HR |
| 0002085853-26-001113 |
| $132.5M |
| View |
| Oct 6, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000014 | $111.3M | View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000680 | $134.1M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000739 | $104.0M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000343 | $115.3M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000622 | $97.3M | View |