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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $1.2M | 0.6% | 3,816 SH | New |
| AMAZON COM INC | COM | $596K | 0.3% | 2,582 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $744K | 0.4%Prev: 0.8% | 7,300 SH | Decreased-3,770 SH |
| APPLE INC | COM | $1.8M | 0.9% | 6,655 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $226K | 0.1% | 449 SH | New |
| CHEVRON CORP NEW | COM | $415K | 0.2% | 2,723 SH | New |
| EXXON MOBIL CORP | COM | $311K | 0.2% | 2,583 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $3.0M | 1.5% | 4,884 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $242K | 0.1% | 2,981 SH | New |
| JPMORGAN CHASE & CO. | COM | $787K | 0.4% | 2,442 SH | New |
| MASTERCARD INCORPORATED | CL A | $294K | 0.1% | 515 SH | New |
| MICROSOFT CORP | COM | $989K | 0.5% | 2,045 SH | New |
| NEXTERA ENERGY INC | COM | $274K | 0.1% | 3,409 SH | New |
| NVIDIA CORPORATION | COM | $3.6M | 1.8%Prev: 2.0% | 19,310 SH | Increased-1,261 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $592K | 0.3% | 3,330 SH | New |
| SCHWAB CHARLES CORP | COM | $234K | 0.1% | 2,344 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $726K | 0.4%Prev: 0.4% | 30,206 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $432K | 0.2% | 1,418 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $705K | 0.4% | 9,050 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $273K | 0.1% | 3,459 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $17.0M | 8.6%Prev: 8.6% | 229,881 SH | Increased+65,201 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $15.3M | 7.7%Prev: 9.3% | 316,791 SH | Increased+57,841 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $7.0M | 3.5%Prev: 4.2% | 33,381 SH | Increased+3,286 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $4.7M | 2.4% | 9,609 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $289K | 0.1% | 1,631 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $611K | 0.3% | 2,105 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $13.4M | 6.7%Prev: 8.1% | 21,319 SH | Increased+838 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $936K | 0.5% | 4,421 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $526K | 0.3% | 2,038 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $79.9M | 40.3%Prev: 45.4% | 238,231 SH | Increased+23,711 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.3M | 1.7%Prev: 2.0% | 17,264 SH | Increased+1,491 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $4.2M | 2.1%Prev: 2.1% | 57,636 SH | Increased+6,692 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $289K | 0.1% | 5,374 SH | New |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $714K | 0.4% | 9,342 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.6% | 23,348 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $429K | 0.2% | 5,128 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $394K | 0.2% | 4,941 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $779K | 0.4% | 3,544 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $26.3M | 13.3%Prev: 14.0% | 348,116 SH | Increased+25,035 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.2M | 1.6%Prev: 1.7% | 51,675 SH | Increased+2,317 SH |
| WALMART INC | COM | $316K | 0.2% | 2,835 SH | New |
| 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 |