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CIK 0001840888 • 6 13F filings • Apr 18, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $205K | 0.1% | 2,000 SH | |
| ALPHABET INC | CAP STK CL C | $312K | 0.1% | 2,000 SH | |
| AMAZON COM INC | COM | $422K | 0.2% | 2,220 SH | |
| APA CORPORATION | COM | $503K | 0.2% | 23,951 SH | |
| APPLE INC | COM | $2.4M | 0.9% | 10,765 SH | |
| BROADCOM | COM | $385K | 0.2% | 2,300 SH | |
| EXXON MOBIL CORP | COM | $634K | 0.3% | 5,332 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $796K | 0.3% | 3,200 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $17.1M | 6.7% | 98,526 SH | |
| ISHARES INC | CORE MSCI EMKT | $7.5M | 2.9% | 138,301 SH | |
| ISHARES TR | CORE MSCI EAFE | $57.0M | 22.5% | 753,725 SH | |
| ISHARES TR | CORE S&P SCP ETF | $19.2M | 7.6% | 183,606 SH | |
| ISHARES TR | CORE S&P500 ETF | $52.8M | 20.9% | 93,950 SH | |
| ISHARES TR | MSCI ACWI ETF | $1.8M | 0.7% | 15,802 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $1.0M | 0.4% | 9,873 SH | |
| JPMORGAN CHASE & COM | COM | $460K | 0.2% | 1,877 SH | |
| META PLATFORMS INC | CL A | $266K | 0.1% | 462 SH | |
| MICROSOFT CORP | COM | $411K | 0.2% | 1,094 SH | |
| NVIDIA CORPORATION | COM | $867K | 0.3% | 8,000 SH | |
| SCHLUMBERGER LTD | COM | $288K | 0.1% | 6,900 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $30.5M | 12.0% | 54,471 SH | |
| UNITEDHEALTH GROUP INC | COM | $228K | 0.1% | 435 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.3M | 5.7% | 27,864 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.0M | 1.2% | 13,630 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $309K | 0.1% | 1,126 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.7M | 0.7% | 38,180 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $210K | 0.1% | 4,210 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $13.8M | 5.4% | 277,684 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $15.1M | 5.9% | 253,463 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $837K | 0.3% | 14,256 SH | |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $8.9M | 3.5% | 174,291 SH |
| Q3 2025 |
| 13F-HR |
| 0001840888-25-000010 |
| $296.7M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001840888-26-000003 | $336.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001840888-25-000004 | $277.4M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001840888-26-000002 | $292.9M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001840888-25-000003 | $253.2M | View |