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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 | $923K | 0.5% | 3,216 SH | New |
| AMAZON COM INC | COM | $613K | 0.3%Prev: 0.2% | 2,942 SH | Increased+1,682 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $806K | 0.4%Prev: 0.6% | 7,300 SH | Decreased-2,770 SH |
| APPLE INC | COM | $1.7M | 0.9%Prev: 0.9% | 6,776 SH | Increased+451 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $215K | 0.1% | 163 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $224K | 0.1% | 467 SH | New |
| BROADCOM INC | COM | $336K | 0.2% | 1,085 SH | New |
| CHEVRON CORPORATION | COM | $577K | 0.3% | 2,788 SH | New |
| EXXON MOBIL CORP | COM | $488K | 0.2%Prev: 0.2% | 2,879 SH | Increased+452 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.8M | 1.4%Prev: 1.3% | 4,884 SH | Increased+500 SH |
| ISHARES GOLD TR | ISHARES NEW | $263K | 0.1% | 2,981 SH | New |
| JOHNSON & JOHNSON | COM | $223K | 0.1% | 912 SH | New |
| JPMORGAN CHASE & CO | COM | $721K | 0.4% | 2,452 SH | New |
| MASTERCARD INCORPORATED | CL A | $257K | 0.1% | 515 SH | New |
| META PLATFORMS INC | CL A | $243K | 0.1% | 424 SH | New |
| MICROSOFT CORP | COM | $802K | 0.4%Prev: 0.4% | 2,165 SH | Increased+489 SH |
| NEXTERA ENERGY INC | COM | $319K | 0.2%Prev: 0.2% | 3,429 SH | Increased+133 SH |
| NVIDIA CORPORATION | COM | $3.4M | 1.7%Prev: 1.4% | 19,345 SH | Increased-1,226 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $495K | 0.2%Prev: 0.3% | 3,381 SH | Increased-2,252 SH |
| SCHWAB CHARLES CORP | COM | $221K | 0.1% | 2,350 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $748K | 0.4%Prev: 0.4% | 30,206 SH | Increased |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $479K | 0.2% | 1,418 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $701K | 0.4%Prev: 0.4% | 9,111 SH | Increased+646 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $272K | 0.1%Prev: 0.2% | 3,474 SH | Decreased-91 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $18.0M | 9.0%Prev: 8.6% | 244,675 SH | Increased+62,096 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $15.5M | 7.8%Prev: 8.8% | 323,152 SH | Increased+42,582 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $7.1M | 3.6%Prev: 3.4% | 34,416 SH | Increased+3,673 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $4.1M | 2.1%Prev: 2.4% | 9,427 SH | Increased-530 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $301K | 0.2%Prev: 0.2% | 1,631 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $605K | 0.3%Prev: 0.4% | 2,105 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.9M | 6.5%Prev: 6.9% | 21,655 SH | Increased+959 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $961K | 0.5%Prev: 0.5% | 4,421 SH | Increased+339 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $534K | 0.3%Prev: 0.3% | 2,038 SH | Increased-30 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $77.8M | 39.0%Prev: 39.7% | 242,408 SH | Increased+18,357 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.6M | 1.8%Prev: 1.9% | 18,197 SH | Increased+1,254 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $4.4M | 2.2%Prev: 2.0% | 58,210 SH | Increased+7,253 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $304K | 0.2%Prev: 0.1% | 5,624 SH | Increased+604 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $713K | 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 | $1.0M | 0.5% | 12,500 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $818K | 0.4% | 10,327 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $765K | 0.4%Prev: 0.5% | 3,556 SH | Decreased-710 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $27.2M | 13.7%Prev: 13.7% | 353,407 SH | Increased+12,009 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.3M | 1.7%Prev: 1.6% | 51,873 SH | Increased+2,308 SH |
| WALMART INC | COM | $352K | 0.2%Prev: 0.2% | 2,836 SH | Increased+99 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 |