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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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $240K | 0.2% | 1,260 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $878K | 0.6% | 10,070 SH | |
| APPLE INC | COM | $1.4M | 0.9% | 6,325 SH | |
| BROOKFIELD CORP | CL A LTD VT SH | $266K | 0.2% | 5,074 SH | |
| CHEVRON CORP NEW | COM | $446K | 0.3% | 2,665 SH | |
| EXXON MOBIL CORP | COM | $289K | 0.2% | 2,427 SH | |
| GARMIN LTD | SHS | $276K | 0.2% | 1,270 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.1M | 1.3% | 4,384 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $279K | 0.2% | 772 SH | |
| JPMORGAN CHASE & CO. | COM | $575K | 0.4% | 2,346 SH | |
| MICROSOFT CORP | COM | $629K | 0.4% | 1,676 SH | |
| NEXTERA ENERGY INC | COM | $234K | 0.2% | 3,296 SH | |
| NVIDIA CORPORATION | COM | $2.2M | 1.4% | 20,571 SH | |
| OCCIDENTAL PETE CORP | COM | $518K | 0.3% | 10,449 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $475K | 0.3% | 5,633 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $597K | 0.4% | 30,206 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $536K | 0.3% | 19,170 SH | |
| TRI CONTL CORP | COM | $900K | 0.6% | 29,345 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $646K | 0.4% | 8,465 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $278K | 0.2% | 3,565 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $13.4M | 8.6% | 182,579 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $13.7M | 8.8% | 280,570 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.3M | 3.4% | 30,743 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $3.7M | 2.4% | 9,957 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $262K | 0.2% | 1,631 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $544K | 0.4% | 2,105 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.6M | 6.9% | 20,696 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $760K | 0.5% | 4,082 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $459K | 0.3% | 2,068 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $61.6M | 39.7% | 224,051 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $2.9M | 1.9% | 16,943 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $3.1M | 2.0% | 50,957 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $227K | 0.1% | 5,020 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $827K | 0.5% | 4,266 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $21.2M | 13.7% | 341,398 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.5M | 1.6% | 49,565 SH | |
| WALMART INC | COM | $241K | 0.2% | 2,737 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 |