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CIK 0002065810 • 3 13F filings • Jan 30, 2026 – Aug 11, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $269K | 0.2%Prev: 0.1% | 1,176 SH | Increased+288 SH |
| ALPHABET INC | CAP STK CL A | $481K | 0.4%Prev: 0.4% | 1,536 SH | Decreased-250 SH |
| ALPHABET INC | CAP STK CL C | $400K | 0.4%Prev: 0.3% | 1,274 SH | Decreased-176 SH |
| ALPS ETF TR | ALERIAN ENERGY | $2.8M | 2.5%Prev: 6.4% | 89,731 SH | Decreased-162,321 SH |
| AMAZON COM INC | COM | $611K | 0.5%Prev: 0.3% | 2,646 SH | Increased+631 SH |
| AMERICAN HEALTHCARE REIT INC | COM SHS | $241K | 0.2%Prev: 0.2% | 5,115 SH | Decreased-1,905 SH |
| AMERICAN HOMES 4 RENT | CL A | $307K | 0.3% | 9,565 SH | New |
| AMERICAN TOWER CORP NEW | COM | $478K | 0.4% | 2,722 SH | New |
| AMERICOLD REALTY TRUST INC | COM | $198K | 0.2% | 15,385 SH | New |
| APPLE INC | COM | $1.1M | 1.0%Prev: 0.7% | 4,218 SH | Increased+624 SH |
| AVALONBAY CMNTYS INC | COM | $281K | 0.2%Prev: 0.2% | 1,548 SH | Decreased-187 SH |
| BRIXMOR PPTY GROUP INC | COM | $309K | 0.3%Prev: 0.3% | 11,780 SH | Decreased-1,140 SH |
| BROADCOM INC | COM | $770K | 0.7%Prev: 0.5% | 2,224 SH | Increased+265 SH |
| CAMDEN PPTY TR | SH BEN INT | $268K | 0.2%Prev: 0.2% | 2,436 SH | Increased+296 SH |
| DIGITAL RLTY TR INC | COM | $388K | 0.3%Prev: 0.3% | 2,509 SH | Decreased-350 SH |
| ELI LILLY & CO | COM | $290K | 0.3%Prev: 0.2% | 270 SH | Decreased+4 SH |
| EQUINIX INC | COM | $730K | 0.6%Prev: 0.7% | 953 SH | Decreased-70 SH |
| FRONTVIEW REIT INC | COM | $172K | 0.2%Prev: 0.2% | 11,653 SH | Decreased-2,242 SH |
| HEALTHCARE RLTY TR | CL A COM | $311K | 0.3%Prev: 0.2% | 18,342 SH | Increased+3,213 SH |
| HIGHWOODS PPTYS INC | COM | $201K | 0.2% | 7,799 SH | New |
| INVENTRUST PPTYS CORP | COM NEW | $296K | 0.3%Prev: 0.3% | 10,495 SH | Decreased-2,035 SH |
| INVITATION HOMES INC | COM | $254K | 0.2% | 9,124 SH | New |
| ISHARES TR | RUSSELL 3000 ETF | $1.1M | 1.0%Prev: 0.8% | 2,918 SH | Decreased-1 SH |
| ISHARES TR | S&P 500 GRWT ETF | $179K | 0.2%Prev: 0.1% | 1,454 SH | Decreased |
| ISHARES TR | SHRT NAT MUN ETF | $24.6M | 21.6%Prev: 16.7% | 230,806 SH | Decreased-4,007 SH |
| JPMORGAN CHASE & CO. | COM | $281K | 0.2% | 873 SH | New |
| META PLATFORMS INC | CL A | $431K | 0.4%Prev: 0.2% | 653 SH | Increased+74 SH |
| MICROSOFT CORP | COM | $1.2M | 1.1%Prev: 0.5% | 2,562 SH | Increased+495 SH |
| NVIDIA CORPORATION | COM | $1.3M | 1.2%Prev: 1.0% | 7,086 SH | Decreased-144 SH |
| PHILIP MORRIS INTL INC | COM | $246K | 0.2%Prev: 0.2% | 1,533 SH | Decreased+112 SH |
| PROLOGIS INC. | COM | $745K | 0.7%Prev: 0.7% | 5,834 SH | Decreased-1,400 SH |
| PUBLIC STORAGE OPER CO | COM | $244K | 0.2% | 939 SH | New |
| REXFORD INDL RLTY INC | COM | $290K | 0.3% | 7,485 SH | New |
| SBA COMMUNICATIONS CORP NEW | CL A | $306K | 0.3% | 1,584 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $3.4M | 3.0%Prev: 3.0% | 126,145 SH | Decreased-19,684 SH |
| SILA REALTY TRUST INC | COMMON STOCK | $212K | 0.2% | 9,095 SH | New |
| SUN CMNTYS INC | COM | $290K | 0.3%Prev: 0.2% | 2,343 SH | Increased-15 SH |
| TESLA INC | COM | $389K | 0.3%Prev: 0.2% | 865 SH | Increased-9 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.6M | 1.4%Prev: 1.2% | 3,699 SH | Decreased-17,576 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $27.7M | 24.3%Prev: 23.6% | 82,597 SH | Decreased-12,878 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $2.3M | 2.0% | 30,759 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $483K | 0.4%Prev: 0.3% | 8,977 SH | Increased+2,306 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $12.6M | 11.1%Prev: 12.4% | 161,693 SH | Decreased-79,352 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $7.8M | 6.9%Prev: 6.4% | 64,138 SH | Decreased-10,693 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $596K | 0.5%Prev: 0.3% | 1,984 SH | Increased+496 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $7.7M | 6.8%Prev: 6.5% | 53,973 SH | Decreased-7,865 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $3.6M | 3.2%Prev: 2.8% | 39,889 SH | Decreased-3,377 SH |
| VANGUARD WORLD FD | INF TECH ETF | $1.6M | 1.4%Prev: 1.6% | 2,065 SH | Decreased-18,420 SH |
| VENTAS INC | COM | $595K | 0.5%Prev: 0.6% | 7,691 SH | Decreased-2,556 SH |
| WELLTOWER INC | COM | $374K | 0.3%Prev: 0.3% | 2,016 SH | Decreased |
| WHITESTONE REIT | COM | $213K | 0.2% | 15,342 SH | New |
| 13F-HR |
| 0001398344-26-008963 |
| $127.8M |
| View |