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CIK 0002109861 • 4 13F filings • Feb 17, 2026 – Oct 19, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $240K | 0.2% | 884 SH | |
| BLACKROCK ETF TRUST II | ISHARES SHORT-TE | $209K | 0.2% | 4,128 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $1.6M | 1.5% | 40,063 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $4.0M | 3.8% | 20,021 SH | |
| ISHARES INC | CORE MSCI EMKT | $4.7M | 4.4% | 60,437 SH | |
| ISHARES TR | CORE DIV GRWTH | $408K | 0.4% | 5,603 SH | |
| ISHARES TR | CORE MSCI EAFE | $7.8M | 7.3% | 81,937 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.9M | 1.8% | 26,315 SH | |
| ISHARES TR | CORE S&P SCP ETF | $248K | 0.2% | 1,818 SH | |
| ISHARES TR | CORE S&P500 ETF | $999K | 0.9% | 1,393 SH | |
| ISHARES TR | CORE UNIVRSL USD | $615K | 0.6% | 13,265 SH | |
| ISHARES TR | CORE US AGGBD ET | $6.1M | 5.7% | 60,871 SH | |
| ISHARES TR | IBDS DEC28 ETF | $864K | 0.8% | 34,071 SH | |
| ISHARES TR | IBONDS 2026 TERM | $459K | 0.4% | 20,063 SH | |
| ISHARES TR | IBONDS 2027 TERM | $435K | 0.4% | 19,600 SH | |
| ISHARES TR | IBONDS 27 ETF | $825K | 0.8% | 34,024 SH | |
| ISHARES TR | IBONDS 28 TR HI | $408K | 0.4% | 17,294 SH | |
| ISHARES TR | IBONDS 29 TR HI | $369K | 0.3% | 15,702 SH | |
| ISHARES TR | IBONDS DEC 2030 | $212K | 0.2% | 9,635 SH | |
| ISHARES TR | IBONDS DEC 29 | $632K | 0.6% | 27,118 SH | |
| ISHARES TR | IBONDS DEC2026 | $783K | 0.7% | 32,294 SH | |
| ISHARES TR | INTL DIV GRWTH | $6.5M | 6.1% | 74,542 SH | |
| ISHARES TR | MRGSTR SM CP GR | $415K | 0.4% | 6,856 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $466K | 0.4% | 5,105 SH | |
| ISHARES TR | MSCI INTL QUALTY | $328K | 0.3% | 6,689 SH | |
| ISHARES TR | MSCI USA MIN VOL | $2.6M | 2.4% | 27,167 SH | |
| ISHARES TR | MSCI USA QLT FCT | $10.4M | 9.7% | 49,940 SH | |
| ISHARES TR | NATIONAL MUN ETF | $1.1M | 1.1% | 10,693 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $628K | 0.6% | 1,310 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $439K | 0.4% | 1,930 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $225K | 0.2% | 4,421 SH | |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $248K | 0.2% | 6,050 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $204K | 0.2% | 1,423 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $653K | 0.6% | 18,212 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $276K | 0.3% | 10,498 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $12.8M | 12.0% | 379,814 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $273K | 0.3% | 382 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.4M | 3.2% | 35,618 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $11.9M | 11.2% | 18,195 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $458K | 0.4% | 1,616 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.3M | 1.3% | 3,986 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.3M | 1.2% | 26,280 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.0M | 1.0% | 3,187 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $4.9M | 4.6% | 44,163 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $10.1M | 9.5% | 44,717 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $674K | 0.6% | 9,885 SH |
| 13F-HR |
| 0002109861-26-000004 |
| $113.7M |
| View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0002109861-26-000003 | $106.5M | View |