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CIK 0001911328 • 7 13F filings • May 1, 2025 – Oct 19, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| EQUITY RESIDENTIAL | SH BEN INT | $318K | 0.2% | 4,446 SH | |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $123K | 0.1% | 10,980 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $4.5M | 2.6% | 26,007 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $6.2M | 3.6% | 13,199 SH | |
| ISHARES GOLD TR | ISHARES NEW | $246K | 0.1% | 4,178 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $285K | 0.2% | 2,990 SH | |
| ISHARES TR | CORE MSCI EAFE | $1.3M | 0.8% | 17,496 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.0M | 1.2% | 34,066 SH | |
| ISHARES TR | CORE S&P TTL STK | $16.0M | 9.4% | 131,287 SH | |
| ISHARES TR | CORE S&P500 ETF | $24.0M | 14.0% | 42,699 SH | |
| ISHARES TR | CORE US AGGBD ET | $491K | 0.3% | 4,965 SH | |
| ISHARES TR | IBOXX INV CP ETF | $967K | 0.6% | 8,901 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $896K | 0.5% | 17,108 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $529K | 0.3% | 3,504 SH | |
| ISHARES TR | ULTRA SHORT-TERM | $671K | 0.4% | 13,242 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $1.0M | 0.6% | 11,978 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $4.0M | 2.3% | 42,959 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $3.2M | 1.9% | 31,773 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $2.1M | 1.3% | 81,286 SH | |
| PIMCO ETF TR | SR LN ACTIVE ETF | $14.7M | 8.6% | 291,126 SH | |
| PROLOGIS INC. | COM | $672K | 0.4% | 6,010 SH | |
| RUBRIK INC. | CL A | $321K | 0.2% | 5,259 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $312K | 0.2% | 13,200 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $13.3M | 7.8% | 619,921 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $400K | 0.2% | 17,054 SH | |
| SPDR GOLD TR | GOLD SHS | $983K | 0.6% | 3,413 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $10.3M | 6.0% | 18,434 SH | |
| SPDR SER TR | BLOOMBERG INVT | $565K | 0.3% | 18,320 SH | |
| SPDR SER TR | S&P DIVID ETF | $1.8M | 1.1% | 13,470 SH | |
| SPDR SER TR | SPDR S&P1500VL | $7.5M | 4.4% | 40,666 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.3M | 1.4% | 31,600 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $5.0M | 2.9% | 19,467 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $372K | 0.2% | 4,114 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.7M | 1.0% | 3,334 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $32.3M | 18.9% | 117,549 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $1.1M | 0.7% | 16,298 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $321K | 0.2% | 2,767 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $328K | 0.2% | 4,008 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.3M | 1.3% | 48,925 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $210K | 0.1% | 2,666 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 1.0% | 8,590 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.2M | 1.9% | 52,215 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $213K | 0.1% | 803 SH |
| 13F-HR |
| 0001172661-25-004429 |
| $179.9M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002657 | $127.3M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002607 | $179.4M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001813 | $122.3M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001553 | $170.9M | View |