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CIK 0001859195 • 6 13F filings • Apr 10, 2025 – Jul 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $305K | 0.3% | 1,375 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $18.6M | 18.4% | 39,699 SH | |
| ISHARES TR | CORE S&P MCP ETF | $14.4M | 14.2% | 246,319 SH | |
| ISHARES TR | MORNINGSTAR GRWT | $265K | 0.3% | 3,276 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $9.0M | 8.9% | 45,327 SH | |
| TESLA INC | COM | $389K | 0.4% | 1,500 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $6.3M | 6.3% | 90,148 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $227K | 0.2% | 441 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $13.2M | 13.0% | 167,154 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $38.6M | 38.1% | 393,972 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 |