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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 | $230K | 0.2%Prev: 0.2% | 948 SH | Decreased+20 SH |
| APPLE INC | COM | $345K | 0.3%Prev: 0.2% | 1,353 SH | Increased+242 SH |
| INVESCO QQQ TR | UNIT SER 1 | $25.9M | 20.4%Prev: 18.1% | 43,158 SH | Decreased+6,535 SH |
| ISHARES TR | CORE S&P MCP ETF | $17.9M | 14.1%Prev: 14.8% | 274,005 SH | Decreased-12,080 SH |
| ISHARES TR | MORNINGSTAR GRWT | $313K | 0.2%Prev: 0.2% | 3,000 SH | Increased+362 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $6.7M | 5.3% | 248,356 SH | New |
| TESLA INC | COM | $667K | 0.5%Prev: 0.4% | 1,500 SH | Increased+150 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $7.0M | 5.5%Prev: 7.6% | 98,431 SH | Decreased-66,533 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $9.2M | 7.3%Prev: 7.7% | 124,354 SH | Decreased-32,262 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $284K | 0.2%Prev: 0.2% | 463 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $10.9M | 8.6%Prev: 7.7% | 136,285 SH | Decreased-8,442 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $47.5M | 37.4%Prev: 30.9% | 401,203 SH | Increased+52,372 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 |