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CIK 0001714450 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | $1.7M | 0.3%Prev: 0.4% | 34,465 SH | Decreased |
| ISHARES INC | CORE MSCI EMKT | $9.4M | 1.6%Prev: 1.6% | 139,847 SH | Increased+2,010 SH |
| ISHARES TR | CORE MSCI EAFE | $28.3M | 4.8%Prev: 4.7% | 316,577 SH | Increased+5,105 SH |
| ISHARES TR | CORE S&P500 ETF | $148.8M | 25.0%Prev: 25.3% | 217,296 SH | Increased+714 SH |
| THE CHARLES SCHWAB CORPORATION | COM | $351.9M | 59.1%Prev: 58.7% | 3,522,501 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $12.2M | 2.0%Prev: 2.1% | 226,667 SH | Increased+4,291 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $43.3M | 7.3%Prev: 7.1% | 692,632 SH | Increased+11,363 SH |
| 13F-HR |
| 0001104659-26-096663 |
| $593.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001104659-25-078074 | $568.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001104659-26-062017 | $570.7M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001104659-25-048498 | $497.9M | View |