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CIK 0001819695 • 6 13F filings • Apr 14, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $303K | 0.1% | 1,363 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $386K | 0.2% | 725 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $15.0M | 6.4% | 306,739 SH | |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $579K | 0.2% | 18,256 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $4.5M | 1.9% | 85,977 SH | |
| COLUMBIA ETF TR II | EM CORE EX ETF | $4.2M | 1.8% | 143,142 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $223K | 0.1% | 476 SH | |
| ISHARES GOLD TR | ISHARES NEW | $4.6M | 2.0% | 77,487 SH | |
| ISHARES INC | CORE MSCI EMKT | $532K | 0.2% | 9,857 SH | |
| ISHARES INC | MSCI EMRG CHN | $747K | 0.3% | 13,554 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $7.1M | 3.0% | 68,183 SH | |
| ISHARES TR | CORE S&P TTL STK | $202K | 0.1% | 1,659 SH | |
| ISHARES TR | CORE S&P500 ETF | $37.0M | 15.8% | 65,828 SH | |
| ISHARES TR | CORE TOTAL USD | $31.7M | 13.5% | 687,491 SH | |
| ISHARES TR | CUR HD EURZN ETF | $222K | 0.1% | 5,684 SH | |
| ISHARES TR | EAFE GRWTH ETF | $8.0M | 3.4% | 80,495 SH | |
| ISHARES TR | EAFE VALUE ETF | $9.7M | 4.2% | 164,973 SH | |
| ISHARES TR | ESG AWR MSCI USA | $2.1M | 0.9% | 17,422 SH | |
| ISHARES TR | EUROPE ETF | $464K | 0.2% | 7,977 SH | |
| ISHARES TR | HDG MSCI EAFE | $3.3M | 1.4% | 90,975 SH | |
| ISHARES TR | HIGH YLD SYSTM B | $370K | 0.2% | 7,855 SH | |
| ISHARES TR | JPMORGAN USD EMG | $1.8M | 0.8% | 20,374 SH | |
| ISHARES TR | MBS ETF | $421K | 0.2% | 4,484 SH | |
| ISHARES TR | MORNINGSTAR VALU | $739K | 0.3% | 9,076 SH | |
| ISHARES TR | MSCI ACWI ETF | $435K | 0.2% | 3,734 SH | |
| ISHARES TR | MSCI INTL VLU FT | $2.2M | 0.9% | 72,191 SH | |
| ISHARES TR | MSCI USA MIN VOL | $838K | 0.4% | 8,948 SH | |
| ISHARES TR | MSCI USA MMENTM | $4.0M | 1.7% | 19,899 SH | |
| ISHARES TR | MSCI USA QLT FCT | $17.3M | 7.4% | 101,206 SH | |
| ISHARES TR | MSCI USA VALUE | $272K | 0.1% | 2,554 SH | |
| ISHARES TR | NATIONAL MUN ETF | $3.2M | 1.4% | 30,193 SH | |
| ISHARES TR | RUS 1000 ETF | $743K | 0.3% | 2,421 SH | |
| ISHARES TR | S&P 100 ETF | $7.5M | 3.2% | 27,548 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $16.3M | 6.9% | 175,142 SH | |
| ISHARES TR | S&P 500 VAL ETF | $11.0M | 4.7% | 57,962 SH | |
| ISHARES TR | U.S. TECH ETF | $6.9M | 2.9% | 49,126 SH | |
| ISHARES TR | US TREAS BD ETF | $495K | 0.2% | 21,538 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $309K | 0.1% | 6,068 SH | |
| MICROSOFT CORP | COM | $290K | 0.1% | 772 SH | |
| NVIDIA CORPORATION | COM | $6.7M | 2.9% | 62,109 SH | |
| QUALCOMM INC | COM | $246K | 0.1% | 1,600 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $449K | 0.2% | 19,399 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $5.3M | 2.3% | 134,402 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $928K | 0.4% | 1,659 SH | |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $460K | 0.2% | 10,115 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $320K | 0.1% | 4,351 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.3M | 3.1% | 147,369 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $6.4M | 2.7% | 139,001 SH |
| 13F-HR |
| 0001819695-26-000009 |
| $367.4M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004169 | $299.5M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001819695-26-000005 | $324.4M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002074 | $234.1M | View |