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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 | $207K | 0.2% | 720 SH | New |
| APPLE INC | COM | $237K | 0.2%Prev: 0.3% | 935 SH | Decreased-440 SH |
| INVESCO QQQ TR | UNIT SER 1 | $21.3M | 16.4%Prev: 18.4% | 36,877 SH | Increased-2,822 SH |
| ISHARES TR | CORE S&P MCP ETF | $19.3M | 14.9%Prev: 14.2% | 285,814 SH | Increased+39,495 SH |
| ISHARES TR | MORNINGSTAR GRWT | $252K | 0.2%Prev: 0.3% | 2,638 SH | Decreased-638 SH |
| ISHARES TR | RUSSELL 2000 ETF | $8.1M | 6.2%Prev: 8.9% | 32,567 SH | Decreased-12,760 SH |
| TESLA INC | COM | $558K | 0.4%Prev: 0.4% | 1,500 SH | Increased |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $11.1M | 8.6%Prev: 6.3% | 162,084 SH | Increased+71,936 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $11.4M | 8.8% | 155,335 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $277K | 0.2%Prev: 0.2% | 463 SH | Increased+22 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $6.8M | 5.2% | 90,544 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $11.3M | 8.7%Prev: 13.0% | 142,898 SH | Decreased-24,256 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $39.0M | 30.0%Prev: 38.1% | 347,214 SH | Increased-46,758 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 |