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CIK 0001482010 • 6 13F filings • May 9, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $452K | 0.8%Prev: 0.6% | 1,443 SH | Increased |
| AMAZON COM INC | COM | $379K | 0.6%Prev: 0.6% | 1,644 SH | Increased |
| APPLE INC | COM | $758K | 1.3%Prev: 1.2% | 2,789 SH | Increased |
| ISHARES TR | USD INV GRDE ETF | $27.6M | 47.0%Prev: 47.2% | 533,204 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $273K | 0.5%Prev: 0.5% | 847 SH | Increased |
| META PLATFORMS INC | CL A | $253K | 0.4%Prev: 0.5% | 383 SH | Decreased |
| MICROSOFT CORP | COM | $639K | 1.1%Prev: 1.2% | 1,322 SH | Decreased |
| NVIDIA CORPORATION | COM | $729K | 1.2%Prev: 1.2% | 3,908 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $27.7M | 47.1%Prev: 47.1% | 373,365 SH | Decreased |
| 13F-HR |
| 0001482010-26-000003 |
| $62.2M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004530 | $38.9M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001482010-26-000002 | $60.9M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002850 | $51.8M | View |