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CIK 0001808523 • 6 13F filings • May 5, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| iShares Core US Aggregate Bond ETF | Funds | $239K | 0.4% | 2,418 SH | |
| iShares Edge MSCI | Common Stock | $549K | 0.8% | 3,213 SH | |
| iShares Expanded Tech Sector ETF | Funds | $268K | 0.4% | 2,960 SH | |
| iShares S&P 100 ETF | Funds | $227K | 0.3% | 836 SH | |
| iShares S&P 500 | Common Stock | $456K | 0.7% | 4,912 SH | |
| iShares U.S. Technology ETF | Funds | $222K | 0.3% | 1,580 SH | |
| Ishs US Eqty Factr Rotatn Act ETF | Funds | $288K | 0.4% | 5,897 SH | |
| SPDR Portfolio S&P 500 ETF | Funds | $526K | 0.8% | 8,000 SH | |
| Vanguard Dividend Appreciation ETF | Funds | $37.7M | 56.7% | 194,236 SH | |
| Vanguard FTSE Emerging Mark ETF IV | Funds | $1.5M | 2.2% | 32,216 SH | |
| Vanguard Muni BND Tax Exempt ETF | Funds | $733K | 1.1% | 14,776 SH | |
| Vanguard Small Cap ETF IV | Funds | $2.4M | 3.7% | 10,976 SH | |
| Vanguard Total International STK ETF | Funds | $20.7M | 31.2% | 333,529 SH | |
| Vertiv Holdings Co | Common Stock | $641K | 1.0% | 8,880 SH |
| 13F-HR |
| 0001808523-26-000004 |
| $74.5M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001808523-25-000007 | $68.1M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001808523-26-000002 | $66.8M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001808523-25-000004 | $66.4M | View |