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CIK 0001807288 • 6 13F filings • May 1, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | $293K | 0.1% | 1,725 SH | New |
| ALPHA TAU MEDICAL LTD | ORDINARY SHARES | $265K | 0.1%Prev: 0.0% | 53,606 SH | Increased |
| ALPHABET INC | CAP STK CL A | $4.6M | 0.9%Prev: 0.7% | 14,777 SH | Increased+11 SH |
| ALPHABET INC | CAP STK CL C | $3.8M | 0.7%Prev: 0.6% | 11,980 SH | Increased-309 SH |
| AMAZON COM INC | COM | $2.1M | 0.4%Prev: 0.4% | 9,014 SH | Increased+1 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.2M | 0.2%Prev: 0.1% | 17,435 SH | Increased+8,557 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $233K | 0.0%Prev: 0.0% | 2,830 SH | Increased+33 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $329K | 0.1% | 3,498 SH | New |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $964K | 0.2%Prev: 0.2% | 22,140 SH | Decreased+240 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $63.2M | 12.3%Prev: 12.3% | 619,836 SH | Increased+198 SH |
| APPLE INC | COM | $14.6M | 2.8%Prev: 2.7% | 53,745 SH | Increased-10 SH |
| APPLIED MATLS INC | COM | $284K | 0.1%Prev: 0.0% | 1,105 SH | Increased+2 SH |
| AT&T INC | COM | $303K | 0.1%Prev: 0.1% | 12,183 SH | Decreased+45 SH |
| BANK AMERICA CORP | COM | $222K | 0.0%Prev: 0.0% | 4,042 SH | Increased+20 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $23.5M | 4.6%Prev: 4.7% | 46,728 SH | Decreased-254 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $287K | 0.1%Prev: 0.0% | 5,315 SH | Increased+71 SH |
| CISCO SYS INC | COM | $644K | 0.1%Prev: 0.1% | 8,358 SH | Increased+97 SH |
| CITIGROUP INC | COM NEW | $228K | 0.0% | 1,950 SH | New |
| CONSOLIDATED EDISON INC | COM | $372K | 0.1%Prev: 0.1% | 3,749 SH | Increased+50 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $628K | 0.1%Prev: 0.1% | 16,468 SH | Increased+7,144 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $54.7M | 10.6%Prev: 10.4% | 1,725,996 SH | Increased+9,726 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $311K | 0.1% | 9,448 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $48.4M | 9.4%Prev: 9.5% | 1,272,198 SH | Increased+10,927 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $9.7M | 1.9%Prev: 2.0% | 422,647 SH | Decreased+9,554 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $263K | 0.1%Prev: 0.1% | 8,211 SH | Increased+138 SH |
| ESTABLISHMENT LABS HLDGS | COM | $288K | 0.1% | 3,957 SH | New |
| EXXON MOBIL CORP | COM | $729K | 0.1%Prev: 0.1% | 6,060 SH | Increased+50 SH |
| FLEX LTD | ORD | $423K | 0.1% | 7,000 SH | New |
| GE AEROSPACE | COM NEW | $219K | 0.0%Prev: 0.0% | 710 SH | Increased |
| GILEAD SCIENCES INC | COM | $395K | 0.1%Prev: 0.1% | 3,220 SH | Increased+21 SH |
| GOLDMAN SACHS GROUP INC | COM | $282K | 0.1%Prev: 0.1% | 320 SH | Increased+2 SH |
| HERSHEY CO | COM | $472K | 0.1%Prev: 0.1% | 2,594 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $2.5M | 0.5%Prev: 0.5% | 30,648 SH | Increased-605 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $298K | 0.1%Prev: 0.1% | 2,907 SH | Increased+38 SH |
| ISHARES TR | CORE MSCI EAFE | $434K | 0.1%Prev: 0.1% | 4,857 SH | Increased+92 SH |
| ISHARES TR | CORE S&P TTL STK | $12.1M | 2.3%Prev: 2.4% | 81,411 SH | Increased+66 SH |
| ISHARES TR | CORE S&P US GWT | $355K | 0.1% | 2,113 SH | New |
| ISHARES TR | CORE S&P500 ETF | $105.0M | 20.4%Prev: 20.8% | 153,309 SH | Increased-2,222 SH |
| ISHARES TR | NEW YORK MUN ETF | $17.3M | 3.4%Prev: 3.5% | 323,872 SH | Decreased-4,685 SH |
| JOHNSON & JOHNSON | COM | $494K | 0.1%Prev: 0.1% | 2,385 SH | Increased-4 SH |
| JPMORGAN CHASE & CO. | COM | $380K | 0.1%Prev: 0.1% | 1,179 SH | Increased+6 SH |
| LABCORP HOLDINGS INC | COM SHS | $285K | 0.1%Prev: 0.1% | 1,136 SH | Decreased+15 SH |
| MARRIOTT INTL INC NEW | CL A | $758K | 0.1%Prev: 0.1% | 2,442 SH | Increased+5 SH |
| MCDONALDS CORP | COM | $372K | 0.1%Prev: 0.1% | 1,218 SH | Increased+10 SH |
| MEDTRONIC PLC | SHS | $228K | 0.0%Prev: 0.0% | 2,372 SH | Increased+55 SH |
| META PLATFORMS INC | CL A | $993K | 0.2%Prev: 0.2% | 1,505 SH | Decreased+5 SH |
| MICROSOFT CORP | COM | $4.7M | 0.9%Prev: 1.0% | 9,685 SH | Decreased+218 SH |
| NEXTERA ENERGY INC | COM | $225K | 0.0%Prev: 0.0% | 2,801 SH | Increased+19 SH |
| ORACLE CORP | COM | $280K | 0.1%Prev: 0.1% | 1,435 SH | Decreased+2 SH |
| PFIZER INC | COM | $316K | 0.1%Prev: 0.1% | 12,708 SH | Decreased+208 SH |
| QUANTA SVCS INC | COM | $208K | 0.0%Prev: 0.0% | 493 SH | Increased |
| RTX CORPORATION | COM | $227K | 0.0%Prev: 0.0% | 1,239 SH | Increased+13 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $365K | 0.1%Prev: 0.1% | 15,190 SH | Increased+579 SH |
| SOUTHERN CO | COM | $308K | 0.1%Prev: 0.1% | 3,533 SH | Decreased+30 SH |
| SPDR GOLD TR | GOLD SHS | $443K | 0.1%Prev: 0.1% | 1,118 SH | Increased-36 SH |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $8.9M | 1.7%Prev: 1.7% | 142,670 SH | Increased+2,777 SH |
| SPDR SERIES TRUST | BLOOMBERG INTL T | $440K | 0.1%Prev: 0.1% | 19,510 SH | Decreased+152 SH |
| SPDR SERIES TRUST | BLOOMBERG SHORT | $553K | 0.1%Prev: 0.1% | 20,162 SH | Decreased+135 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $7.7M | 1.5% | 60,980 SH | New |
| SPROTT ETF TRUST | GOLD MINERS ETF | $494K | 0.1%Prev: 0.1% | 7,095 SH | Increased+70 SH |
| TESLA INC | COM | $989K | 0.2%Prev: 0.2% | 2,199 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $303K | 0.1%Prev: 0.1% | 917 SH | Decreased+8 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $284K | 0.1%Prev: 0.1% | 582 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $246K | 0.0%Prev: 0.0% | 392 SH | Increased+2 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $220K | 0.0%Prev: 0.0% | 1,037 SH | Increased+8 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $27.9M | 5.4%Prev: 5.3% | 83,258 SH | Increased+2,116 SH |
| VANGUARD INDEX FDS | VALUE ETF | $247K | 0.0%Prev: 0.0% | 1,294 SH | Increased+13 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $81.9M | 15.9%Prev: 16.1% | 1,655,868 SH | Increased+59,489 SH |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | $1.2M | 0.2%Prev: 0.1% | 11,480 SH | Increased+7,463 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $235K | 0.0%Prev: 0.0% | 3,110 SH | Increased+55 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $303K | 0.1%Prev: 0.1% | 4,848 SH | Increased+117 SH |
| VISA INC | COM CL A | $1.4M | 0.3%Prev: 0.3% | 3,865 SH | Increased+8 SH |
| 13F-HR |
| 0001214659-26-010046 |
| $627.2M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011960 | $469.7M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006186 | $566.5M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006748 | $446.9M | View |