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CIK 0002063635 • 7 13F filings • Apr 7, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALASKA AIR GROUP INC | COM | $226K | 0.2% | 4,500 SH | New |
| AMAZON COM INC | COM | $218K | 0.2% | 945 SH | New |
| BOEING CO | COM | $1.2M | 0.9% | 5,686 SH | New |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $2.6M | 1.8%Prev: 1.7% | 45,402 SH | Increased-854 SH |
| CONOCOPHILLIPS | COM | $215K | 0.2% | 2,300 SH | New |
| EXXON MOBIL CORP | COM | $622K | 0.4%Prev: 0.5% | 5,167 SH | Increased+282 SH |
| HARRIS OAKMARK ETF TRUST | OAKMARK U S LRG | $241K | 0.2% | 8,500 SH | New |
| INTERNATIONAL TOWER HILL MIN | COM | $19K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| ISHARES TR | 0-3 MNTH TREASRY | $5.2M | 3.6% | 51,842 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $895K | 0.6%Prev: 0.9% | 7,500 SH | Increased |
| ISHARES TR | 7-10 YR TRSY BD | $933K | 0.7%Prev: 0.9% | 9,705 SH | Increased+250 SH |
| ISHARES TR | CORE 30/70 CONSE | $940K | 0.7% | 23,436 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $11.5M | 8.0% | 177,547 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $989K | 0.7% | 8,973 SH | New |
| JELD-WEN HLDG INC | COM | $79K | 0.1% | 32,000 SH | New |
| PIMCO ETF TR | ENHAN SHRT MA AC | $6.7M | 4.7% | 66,589 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $825K | 0.6% | 25,180 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $1.3M | 0.9%Prev: 0.7% | 29,230 SH | Increased+7,810 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $689K | 0.5%Prev: 0.4% | 25,306 SH | Increased+7,306 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $690K | 0.5%Prev: 1.0% | 27,514 SH | Decreased-12,172 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $5.6M | 3.9%Prev: 4.0% | 234,637 SH | Increased+19,078 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $9.8M | 6.8%Prev: 9.4% | 402,053 SH | Increased+10,454 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $34.3M | 23.9%Prev: 22.3% | 1,468,133 SH | Increased+485,096 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $29.9M | 20.8%Prev: 24.6% | 1,138,394 SH | Increased+55,578 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $7.2M | 5.0%Prev: 4.9% | 263,047 SH | Increased+82,530 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $554K | 0.4%Prev: 0.5% | 16,984 SH | Increased-268 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $375K | 0.3%Prev: 0.3% | 12,660 SH | Increased+660 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3.7M | 2.6%Prev: 3.1% | 136,750 SH | Increased+1,522 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.9M | 2.0%Prev: 1.1% | 101,187 SH | Increased+59,389 SH |
| SPDR GOLD TR | GOLD SHS | $304K | 0.2% | 766 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $2.7M | 1.9% | 29,169 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET GLO | $8.4M | 5.8% | 169,463 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.0M | 0.7% | 12,690 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $302K | 0.2%Prev: 0.3% | 6,250 SH | Decreased |
| VISA INC | COM CL A | $237K | 0.2%Prev: 0.2% | 675 SH | Increased |
| 13F-HR |
| 0002063364-25-000258 |
| $130.6M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0002063364-26-000281 | $148.4M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0002063364-25-000139 | $101.4M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0002063364-26-000109 | $150.0M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0002063364-25-000069 | $101.6M | View |