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CIK 0002079593 • 4 13F filings • Nov 13, 2025 – Jul 8, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $279K | 0.1% | 797 SH | New |
| ALPHABET INC | CAP STK CL A | $520K | 0.2%Prev: 0.2% | 1,662 SH | Increased+7 SH |
| ALPHABET INC | CAP STK CL C | $1.6M | 0.7%Prev: 0.6% | 5,000 SH | Increased+17 SH |
| AMAZON COM INC | COM | $1.2M | 0.5%Prev: 0.5% | 4,995 SH | Increased-107 SH |
| APPLE INC | COM | $2.6M | 1.2% | 9,539 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $581K | 0.3%Prev: 0.3% | 1,156 SH | Decreased-2 SH |
| BROADCOM INC | COM | $332K | 0.1%Prev: 0.2% | 960 SH | Increased-3 SH |
| CAPITAL GROUP INTERNATIONAL | SHS | $985K | 0.4% | 30,306 SH | New |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $9.2M | 4.1%Prev: 3.7% | 347,118 SH | Increased+59,962 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $937K | 0.4%Prev: 0.4% | 18,783 SH | Increased+8 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.5M | 1.1%Prev: 1.2% | 62,617 SH | Increased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $709K | 0.3%Prev: 0.3% | 15,216 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.4M | 0.6%Prev: 0.7% | 23,466 SH | Increased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $415K | 0.2%Prev: 0.2% | 12,683 SH | Increased |
| GOLUB CAP BDC INC | COM | $1.3M | 0.6%Prev: 0.6% | 51,760 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $371K | 0.2%Prev: 0.2% | 603 SH | Increased+31 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $239K | 0.1%Prev: 0.2% | 4,807 SH | Decreased+4 SH |
| ISHARES INC | MSCI EM ASIA ETF | $219K | 0.1%Prev: 0.1% | 2,328 SH | Increased |
| ISHARES INC | MSCI EMERG MRKT | $1.7M | 0.8%Prev: 0.8% | 31,912 SH | Increased-528 SH |
| ISHARES TR | 1 3 YR TREAS BD | $9.2M | 4.1%Prev: 4.5% | 111,643 SH | Increased+1,157 SH |
| ISHARES TR | 10-20 YR TRS ETF | $371K | 0.2%Prev: 0.1% | 3,647 SH | Increased+985 SH |
| ISHARES TR | 20+ YEAR TR BD | $1.1M | 0.5%Prev: 0.6% | 13,116 SH | Decreased-921 SH |
| ISHARES TR | CORE MSCI EAFE | $270K | 0.1%Prev: 0.1% | 3,017 SH | Increased+3 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 0.6%Prev: 0.5% | 20,022 SH | Increased+3,337 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 0.6%Prev: 0.5% | 10,510 SH | Increased+2,098 SH |
| ISHARES TR | CORE S&P TTL STK | $223K | 0.1%Prev: 0.1% | 1,501 SH | Increased+92 SH |
| ISHARES TR | CORE S&P500 ETF | $74.6M | 33.4%Prev: 32.5% | 109,007 SH | Increased+9,962 SH |
| ISHARES TR | ESG AWR MSCI USA | $393K | 0.2%Prev: 0.2% | 2,639 SH | Increased+36 SH |
| ISHARES TR | IBOXX HI YD ETF | $3.0M | 1.3%Prev: 1.3% | 36,731 SH | Increased+3,598 SH |
| ISHARES TR | MSCI EAFE ETF | $1.3M | 0.6%Prev: 0.6% | 13,536 SH | Increased-222 SH |
| ISHARES TR | PARIS ALIGNED CL | $814K | 0.4%Prev: 0.4% | 11,170 SH | Increased-171 SH |
| ISHARES TR | RUS 1000 GRW ETF | $366K | 0.2%Prev: 0.2% | 774 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $272K | 0.1%Prev: 0.1% | 1,293 SH | Increased |
| ISHARES TR | TRUST ISHARE 0-1 | $15.0M | 6.7% | 136,198 SH | New |
| JPMORGAN CHASE & CO. | COM | $500K | 0.2%Prev: 0.2% | 1,553 SH | Increased-12 SH |
| META PLATFORMS INC | CL A | $1.2M | 0.5%Prev: 0.6% | 1,762 SH | Decreased-11 SH |
| MICROSOFT CORP | COM | $2.2M | 1.0%Prev: 1.2% | 4,584 SH | Decreased-17 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.5%Prev: 0.5% | 6,099 SH | Increased+835 SH |
| PACKAGING CORP AMER | COM | $483K | 0.2%Prev: 0.2% | 2,340 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $202K | 0.1%Prev: 0.1% | 1,413 SH | Decreased-32 SH |
| RELX PLC | SPONSORED ADR | $269K | 0.1%Prev: 0.2% | 6,656 SH | Decreased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $226K | 0.1%Prev: 0.1% | 8,632 SH | Increased+86 SH |
| SEMPRA | COM | $241K | 0.1%Prev: 0.1% | 2,731 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $1.1M | 0.5%Prev: 0.5% | 2,883 SH | Increased-24 SH |
| SPDR SERIES TRUST | BLOOMBERG INTL | $453K | 0.2%Prev: 0.2% | 16,518 SH | Decreased |
| SPDR SERIES TRUST | STATE STREET SPD | $2.8M | 1.3% | 4,099 SH | New |
| TESLA INC | COM | $351K | 0.2%Prev: 0.2% | 791 SH | Decreased-1 SH |
| UNILEVER PLC | SPON ADR NEW | $227K | 0.1%Prev: 0.1% | 3,466 SH | Decreased-434 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $365K | 0.2%Prev: 0.2% | 4,934 SH | Increased+111 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.5M | 0.7%Prev: 0.7% | 16,778 SH | Decreased+71 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.4M | 2.4%Prev: 2.6% | 8,676 SH | Increased+30 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.4M | 1.5%Prev: 1.6% | 15,867 SH | Increased+69 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $12.9M | 5.8%Prev: 6.2% | 38,420 SH | Increased-119 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.4M | 2.0%Prev: 1.9% | 81,200 SH | Increased+11,129 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $634K | 0.3%Prev: 0.3% | 10,585 SH | Decreased-331 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $266K | 0.1%Prev: 0.1% | 3,524 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $24.4M | 11.0%Prev: 10.2% | 392,153 SH | Increased+44,946 SH |
| VISA INC | COM CL A | $233K | 0.1%Prev: 0.1% | 665 SH | Increased-5 SH |
| WISDOMTREE TR | ENHNCD CMMDTY ST | $1.4M | 0.6%Prev: 0.6% | 67,921 SH | Increased+11,781 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $725K | 0.3%Prev: 0.4% | 14,413 SH | Decreased-1,658 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $19.5M | 8.8%Prev: 8.6% | 222,243 SH | Increased+20,130 SH |
| 13F-HR |
| 0002079593-26-000005 |
| $290.2M |
| View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0002079593-26-000004 | $229.2M | View |