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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 | $332K | 0.2% | 928 SH | New |
| APPLE INC | COM | $321K | 0.2%Prev: 0.3% | 1,111 SH | Increased-264 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $491K | 0.3% | 8,525 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $27.0M | 18.1%Prev: 20.5% | 36,623 SH | Increased-2,416 SH |
| ISHARES TR | CORE S&P MCP ETF | $22.1M | 14.8%Prev: 14.3% | 286,085 SH | Increased+42,708 SH |
| ISHARES TR | MORNINGSTAR GRWT | $309K | 0.2%Prev: 0.3% | 2,638 SH | Increased-362 SH |
| ISHARES TR | RUSSELL 2000 ETF | $9.8M | 6.6% | 32,625 SH | New |
| TESLA INC | COM | $568K | 0.4%Prev: 0.5% | 1,350 SH | Increased-150 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $11.4M | 7.6%Prev: 8.8% | 164,964 SH | Increased+32,352 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $11.5M | 7.7% | 156,616 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $318K | 0.2%Prev: 0.2% | 463 SH | Increased+22 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $7.7M | 5.1% | 91,376 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $11.4M | 7.7%Prev: 15.2% | 144,727 SH | Decreased-55,999 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $46.1M | 30.9%Prev: 40.0% | 348,831 SH | Increased-35,362 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 |