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CIK 0002082673 • 10 13F filings • Aug 28, 2025 – Jul 27, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.1M | 0.8%Prev: 0.4% | 11,070 SH | Increased+3,770 SH |
| NVIDIA CORPORATION | COM | $2.8M | 2.0%Prev: 1.9% | 20,571 SH | Decreased-189 SH |
| OCCIDENTAL PETE CORP | COM | $516K | 0.4%Prev: 0.2% | 10,449 SH | Increased+676 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $561K | 0.4%Prev: 0.3% | 30,206 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $526K | 0.4% | 19,170 SH | New |
| TRI CONTL CORP | COM | $928K | 0.7%Prev: 0.5% | 29,345 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $11.8M | 8.6%Prev: 7.4% | 164,680 SH | Decreased-41,720 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $12.7M | 9.3%Prev: 7.6% | 258,950 SH | Decreased-61,102 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.7M | 4.2%Prev: 3.4% | 30,095 SH | Decreased-3,693 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $11.0M | 8.1%Prev: 6.6% | 20,481 SH | Decreased-1,846 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $62.2M | 45.4%Prev: 40.2% | 214,520 SH | Decreased-39,080 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.7M | 2.0%Prev: 1.6% | 15,773 SH | Decreased-1,779 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.9M | 2.1%Prev: 3.5% | 50,944 SH | Decreased-49,223 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $19.1M | 14.0%Prev: 13.0% | 323,081 SH | Decreased-42,267 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.4M | 1.7%Prev: 1.5% | 49,358 SH | Decreased-1,559 SH |
| Q4 2024 |
| 13F-HR/A |
| 0002082673-25-000004 |
| $136.9M |
| View |
| Oct 22, 2025 | Q3 2025 | 13F-HR | 0002082673-25-000007 | $206.8M | View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0002082673-26-000004 | $319.8M | View |
| Sep 5, 2025 | Q2 2025 | 13F-HR/A | 0002082673-25-000006 | $180.6M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002082673-26-000002 | $199.3M | View |
| Sep 5, 2025 | Q1 2025 | 13F-HR/A | 0002082673-25-000005 | $155.1M | View |