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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 S&P Total US Stock Mark | Funds | $644K | 0.9% | 4,772 SH | New |
| iShares Core US Aggregate Bond ETF | Funds | $242K | 0.4% | 2,442 SH | New |
| iShares Edge MSCI | Common Stock | $292K | 0.4%Prev: 0.5% | 1,595 SH | Decreased+60 SH |
| iShares MSCI EAFE Growth ETF | Funds | $392K | 0.6% | 3,503 SH | New |
| iShares MSCI EAFE Value ETF | Funds | $258K | 0.4% | 4,062 SH | New |
| iShares National Muni Bond ETF | Funds | $244K | 0.4% | 2,334 SH | New |
| iShares Russell 1000 ETF | Funds | $323K | 0.5% | 950 SH | New |
| iShares U.S. Technology ETF | Funds | $826K | 1.2% | 4,765 SH | New |
| iShares US Thmatic Rotatn Act ETF | Funds | $325K | 0.5% | 9,143 SH | New |
| Ishs US Eqty Factr Rotatn Act ETF | Funds | $204K | 0.3% | 3,743 SH | New |
| SPDR Portfolio S&P 500 ETF | Funds | $271K | 0.4% | 3,735 SH | New |
| Vanguard Dividend Appreciation ETF | Funds | $38.4M | 56.4% | 187,854 SH | New |
| Vanguard FTSE Emerging Mark ETF IV | Funds | $1.6M | 2.3% | 32,008 SH | New |
| Vanguard Large Cap ETF | Funds | $324K | 0.5% | 1,134 SH | New |
| Vanguard Small Cap ETF IV | Funds | $1.7M | 2.6% | 7,382 SH | New |
| Vanguard Total International STK ETF | Funds | $21.3M | 31.2% | 307,923 SH | New |
| Vertiv Holdings Co | Common Stock | $712K | 1.0% | 5,545 SH | New |
| 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 |