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CIK 0002110687 • 3 13F filings • Feb 12, 2026 – Aug 17, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $360K | 0.3%Prev: 0.4% | 1,325 SH | Decreased-30 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $742K | 0.7%Prev: 0.9% | 2,934 SH | Decreased-103 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.5M | 3.4%Prev: 3.7% | 5,705 SH | Decreased+568 SH |
| ISHARES TR | CORE S&P500 ETF | $9.0M | 8.7%Prev: 9.2% | 13,212 SH | Decreased+520 SH |
| ISHARES TR | MSCI USA MIN VOL | $3.3M | 3.2% | 34,973 SH | New |
| ISHARES TR | SELECT DIVID ETF | $888K | 0.9%Prev: 0.9% | 6,294 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $355K | 0.3% | 1,103 SH | New |
| MICROSOFT CORP | COM | $293K | 0.3% | 605 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $590K | 0.6% | 11,259 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.4M | 1.4%Prev: 1.7% | 58,563 SH | Decreased-15,234 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.1M | 1.0% | 7,642 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $7.8M | 7.5%Prev: 7.1% | 105,909 SH | Increased+5,821 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.0M | 1.0%Prev: 0.9% | 11,566 SH | Increased+1,785 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.4M | 3.2%Prev: 3.5% | 5,376 SH | Decreased+25 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $23.7M | 22.7%Prev: 19.7% | 70,679 SH | Increased+15,539 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $17.7M | 16.9%Prev: 18.2% | 80,375 SH | Decreased+784 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.6M | 2.5%Prev: 1.5% | 34,590 SH | Increased+16,809 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $16.9M | 16.2%Prev: 16.6% | 118,038 SH | Decreased+9,128 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $3.3M | 3.1%Prev: 3.3% | 17,584 SH | Decreased+124 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $6.4M | 6.2%Prev: 7.8% | 128,077 SH | Decreased-33,310 SH |
| 13F-HR |
| 0002110687-26-000002 |
| $103.6M |
| View |