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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 | $680K | 0.2%Prev: 0.3% | 3,174 SH | Decreased-357 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $454K | 0.2%Prev: 0.1% | 941 SH | Increased |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $4.5M | 1.5%Prev: 2.8% | 149,931 SH | Decreased-121,300 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $17.8M | 5.9%Prev: 5.4% | 318,977 SH | Increased+18,152 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $7.7M | 2.6%Prev: 2.5% | 212,402 SH | Decreased-13,449 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $4.9M | 1.6%Prev: 1.5% | 92,693 SH | Decreased-2,599 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $570K | 0.2% | 12,137 SH | New |
| COLUMBIA ETF TR II | EM CORE EX ETF | $378K | 0.1%Prev: 0.1% | 10,842 SH | Increased+4,375 SH |
| HOME DEPOT INC | COM | $221K | 0.1% | 588 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $289K | 0.1%Prev: 0.1% | 513 SH | Increased+37 SH |
| ISHARES GOLD TR | ISHARES NEW | $4.8M | 1.6%Prev: 1.0% | 75,696 SH | Increased+37,463 SH |
| ISHARES INC | CORE MSCI EMKT | $919K | 0.3%Prev: 0.6% | 14,820 SH | Decreased-12,802 SH |
| ISHARES INC | MSCI EMRG CHN | $753K | 0.3%Prev: 0.1% | 11,692 SH | Increased+6,503 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $570K | 0.2% | 5,541 SH | New |
| ISHARES TR | 10-20 YR TRS ETF | $8.8M | 2.9%Prev: 1.9% | 88,513 SH | Increased+28,606 SH |
| ISHARES TR | 20 YR TR BD ETF | $473K | 0.2%Prev: 0.1% | 5,496 SH | Increased+223 SH |
| ISHARES TR | CORE DIV GRWTH | $616K | 0.2%Prev: 0.2% | 9,361 SH | Increased+595 SH |
| ISHARES TR | CORE INTL AGGR | $252K | 0.1%Prev: 0.1% | 4,941 SH | Decreased-103 SH |
| ISHARES TR | CORE S&P TTL STK | $288K | 0.1%Prev: 0.1% | 2,076 SH | Decreased-1,077 SH |
| ISHARES TR | CORE S&P500 ETF | $25.4M | 8.5%Prev: 10.3% | 39,813 SH | Decreased-11,567 SH |
| ISHARES TR | CORE TOTAL USD | $31.1M | 10.4% | 677,440 SH | New |
| ISHARES TR | CUR HD EURZN ETF | $236K | 0.1% | 5,733 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $9.4M | 3.1%Prev: 0.7% | 82,689 SH | Increased+62,015 SH |
| ISHARES TR | EAFE VALUE ETF | $17.6M | 5.9%Prev: 2.9% | 266,498 SH | Increased+139,688 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.4M | 0.8%Prev: 0.7% | 17,334 SH | Increased+859 SH |
| ISHARES TR | EUROPE ETF | $525K | 0.2%Prev: 0.2% | 8,094 SH | Decreased+359 SH |
| ISHARES TR | GL TIMB FORE ETF | $215K | 0.1% | 2,845 SH | New |
| ISHARES TR | JPMORGAN USD EMG | $2.0M | 0.7% | 21,980 SH | New |
| ISHARES TR | MBS ETF | $471K | 0.2%Prev: 0.2% | 5,066 SH | Decreased-397 SH |
| ISHARES TR | MORNINGSTAR VALU | $268K | 0.1%Prev: 0.1% | 3,126 SH | Decreased-181 SH |
| ISHARES TR | MSCI ACWI ETF | $496K | 0.2%Prev: 0.2% | 3,763 SH | Decreased |
| ISHARES TR | MSCI INTL VLU FT | $2.5M | 0.8%Prev: 0.9% | 72,192 SH | Decreased+2,573 SH |
| ISHARES TR | MSCI USA MIN VOL | $862K | 0.3%Prev: 0.2% | 9,169 SH | Increased+3,083 SH |
| ISHARES TR | MSCI USA MMENTM | $4.8M | 1.6%Prev: 2.7% | 20,131 SH | Decreased-16,216 SH |
| ISHARES TR | MSCI USA QLT FCT | $20.1M | 6.7%Prev: 3.5% | 108,127 SH | Increased+49,147 SH |
| ISHARES TR | MSCI USA VALUE | $298K | 0.1%Prev: 0.1% | 2,554 SH | Decreased-79 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.6M | 1.5%Prev: 1.7% | 44,377 SH | Decreased-6,997 SH |
| ISHARES TR | RUS 1000 ETF | $888K | 0.3%Prev: 0.3% | 2,549 SH | Decreased+9 SH |
| ISHARES TR | S&P 100 ETF | $11.3M | 3.8%Prev: 1.4% | 36,067 SH | Increased+21,925 SH |
| ISHARES TR | S&P 500 GRWT ETF | $18.8M | 6.3%Prev: 5.9% | 166,133 SH | Decreased-1,914 SH |
| ISHARES TR | S&P 500 VAL ETF | $14.0M | 4.7%Prev: 6.1% | 69,798 SH | Decreased-23,735 SH |
| ISHARES TR | U.S. TECH ETF | $8.7M | 2.9%Prev: 0.7% | 48,798 SH | Increased+36,944 SH |
| ISHARES TR | US TREAS BD ETF | $562K | 0.2%Prev: 2.5% | 24,679 SH | Decreased-330,678 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $309K | 0.1%Prev: 0.1% | 6,068 SH | Increased+802 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $306K | 0.1%Prev: 0.1% | 5,562 SH | Decreased |
| LOAR HOLDINGS INC | COM SHS | $21.5M | 7.2%Prev: 5.2% | 293,319 SH | Increased |
| MICROSOFT CORP | COM | $649K | 0.2%Prev: 0.2% | 1,282 SH | Increased-68 SH |
| NVIDIA CORPORATION | COM | $10.3M | 3.4%Prev: 3.1% | 60,037 SH | Increased+2,335 SH |
| QUALCOMM INC | COM | $256K | 0.1%Prev: 0.1% | 1,600 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $457K | 0.2%Prev: 0.1% | 20,128 SH | Increased+3,722 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $466K | 0.2%Prev: 0.1% | 20,224 SH | Increased+973 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $10.2M | 3.4% | 229,650 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.4% | 1,831 SH | New |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $578K | 0.2%Prev: 0.2% | 12,766 SH | Increased+1,056 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $334K | 0.1%Prev: 0.1% | 4,575 SH | Decreased |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.7M | 1.6%Prev: 1.7% | 96,304 SH | Decreased-21,487 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $259K | 0.1%Prev: 0.1% | 445 SH | Increased+80 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.9M | 2.6%Prev: 2.3% | 162,999 SH | Increased+15,747 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $7.0M | 2.3%Prev: 2.5% | 151,460 SH | Decreased-21,864 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $458K | 0.2%Prev: 0.1% | 2,197 SH | Decreased |
| WALMART INC | COM | $253K | 0.1%Prev: 0.1% | 2,641 SH | Decreased+103 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 |