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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 | $282K | 0.3%Prev: 0.2% | 1,375 SH | Increased+440 SH |
| INVESCO QQQ TR | UNIT SER 1 | $21.5M | 20.5%Prev: 16.4% | 39,039 SH | Increased+2,162 SH |
| ISHARES TR | CORE S&P MCP ETF | $15.1M | 14.3%Prev: 14.9% | 243,377 SH | Decreased-42,437 SH |
| ISHARES TR | MORNINGSTAR GRWT | $291K | 0.3%Prev: 0.2% | 3,000 SH | Increased+362 SH |
| TESLA INC | COM | $476K | 0.5%Prev: 0.4% | 1,500 SH | Decreased |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $9.2M | 8.8%Prev: 8.6% | 132,612 SH | Decreased-29,472 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $251K | 0.2%Prev: 0.2% | 441 SH | Decreased-22 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $16.0M | 15.2%Prev: 8.7% | 200,726 SH | Increased+57,828 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $42.1M | 40.0%Prev: 30.0% | 384,193 SH | Increased+36,979 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 |