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CIK 0001859195 • 6 13F filings • Apr 10, 2025 – Jul 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $297K | 0.2%Prev: 0.2% | 948 SH | Decreased+20 SH |
| APPLE INC | COM | $368K | 0.3%Prev: 0.3% | 1,353 SH | Decreased+242 SH |
| INVESCO QQQ TR | UNIT SER 1 | $26.3M | 19.4%Prev: 15.2% | 42,755 SH | Increased+12,817 SH |
| ISHARES TR | CORE S&P MCP ETF | $18.2M | 13.5%Prev: 14.0% | 276,228 SH | Decreased-7,111 SH |
| ISHARES TR | MORNINGSTAR GRWT | $312K | 0.2%Prev: 0.2% | 3,000 SH | Increased+493 SH |
| ISHARES TR | RUSSELL 2000 ETF | $5.8M | 4.3%Prev: 7.8% | 23,469 SH | Decreased-17,522 SH |
| TESLA INC | COM | $675K | 0.5%Prev: 0.3% | 1,500 SH | Increased+180 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $9.6M | 7.1%Prev: 6.9% | 138,449 SH | Decreased-21,193 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $13.9M | 10.2%Prev: 7.2% | 187,104 SH | Increased+38,953 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $290K | 0.2%Prev: 0.2% | 463 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $11.0M | 8.1%Prev: 9.3% | 137,917 SH | Decreased-36,093 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $48.6M | 35.9%Prev: 29.7% | 401,994 SH | Increased+84,021 SH |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000074 |
| $127.0M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000646 | $149.3M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000731 | $105.2M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000328 | $129.9M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000391 | $101.3M | View |