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CIK 0001867731 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACM RESH INC | COM CL A | $395K | 0.1%Prev: 2.7% | 10,000 SH | Decreased-183,242 SH |
| ALPHABET INC | CAP STK CL A | $2.4M | 0.8%Prev: 0.7% | 7,720 SH | Increased |
| AMAZON COM INC | COM | $1.2M | 0.4%Prev: 0.4% | 5,320 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $752K | 0.3%Prev: 0.3% | 8,000 SH | Increased |
| AMPHENOL CORP NEW | CL A | $361K | 0.1%Prev: 0.1% | 2,668 SH | Increased |
| ANGLOGOLD ASHANTI PLC | COM SHS | $341K | 0.1%Prev: 0.1% | 3,993 SH | Increased |
| APPLE INC | COM | $6.3M | 2.2%Prev: 2.1% | 23,268 SH | Increased |
| APPLIED MATLS INC | COM | $289K | 0.1%Prev: 0.1% | 1,125 SH | Increased |
| BANCO SANTANDER CHILE NEW | SP ADR REP COM | $247K | 0.1%Prev: 0.1% | 7,943 SH | Increased |
| BANK AMERICA CORP | COM | $303K | 0.1%Prev: 0.1% | 5,502 SH | Increased |
| BROADCOM INC | COM | $665K | 0.2%Prev: 0.2% | 1,920 SH | Increased |
| CELESTICA INC | COM | $27.7M | 9.6%Prev: 9.7% | 93,637 SH | Increased-18,305 SH |
| COSTCO WHSL CORP NEW | COM | $205K | 0.1%Prev: 0.1% | 238 SH | Decreased |
| CRH PLC | ORD | $221K | 0.1%Prev: 0.1% | 1,767 SH | Increased |
| DBX ETF TR | XTRACK HRVST CSI | $1.4M | 0.5%Prev: 0.5% | 44,106 SH | Decreased |
| ELI LILLY & CO | COM | $434K | 0.2%Prev: 0.1% | 404 SH | Increased |
| EQT CORP | COM | $6.6M | 2.3%Prev: 2.0% | 122,204 SH | Increased+16,182 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $329K | 0.1%Prev: 0.1% | 6,552 SH | Decreased-1,523 SH |
| FIRST CTZNS BANCSHARES INC D | CL A | $5.8M | 2.0%Prev: 0.9% | 2,698 SH | Increased+1,264 SH |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $512K | 0.2%Prev: 0.2% | 13,221 SH | Decreased |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $4.4M | 1.5%Prev: 2.1% | 64,207 SH | Decreased-1,900 SH |
| HOME DEPOT INC | COM | $284K | 0.1%Prev: 0.1% | 825 SH | Decreased |
| INTEL CORP | COM | $8.3M | 2.9%Prev: 2.6% | 226,071 SH | Increased+5,341 SH |
| INTUIT | COM | $250K | 0.1%Prev: 0.1% | 378 SH | Decreased |
| INTUITIVE SURGICAL INC | COM NEW | $262K | 0.1%Prev: 0.1% | 462 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $1.7M | 0.6%Prev: 0.6% | 26,019 SH | Increased |
| ISHARES INC | MSCI CHILE ETF | $13.7M | 4.7%Prev: 3.9% | 338,177 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $5.6M | 1.9%Prev: 1.9% | 62,425 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $428K | 0.1%Prev: 0.1% | 2,876 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $2.2M | 0.8%Prev: 0.7% | 31,000 SH | Increased |
| ISHARES TR | EXPND TEC SC ETF | $489K | 0.2%Prev: 0.2% | 3,786 SH | Increased |
| ISHARES TR | TIPS BD ETF | $936K | 0.3%Prev: 0.3% | 8,515 SH | Decreased |
| ISHARES TR | US TREAS BD ETF | $267K | 0.1%Prev: 0.1% | 11,600 SH | Decreased |
| JOHNSON & JOHNSON | COM | $355K | 0.1%Prev: 0.1% | 1,713 SH | Increased |
| LAM RESEARCH CORP | COM NEW | $264K | 0.1%Prev: 0.1% | 1,540 SH | Increased |
| LITHIUM ARGENTINA AG | COM SHS | $12.0M | 4.2%Prev: 2.1% | 2,148,931 SH | Increased+329,242 SH |
| MASTERCARD INCORPORATED | CL A | $259K | 0.1%Prev: 0.1% | 454 SH | Increased |
| META PLATFORMS INC | CL A | $912K | 0.3%Prev: 0.4% | 1,382 SH | Decreased |
| MICROSOFT CORP | COM | $2.5M | 0.9%Prev: 0.9% | 5,126 SH | Decreased |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | $3.7M | 1.3%Prev: 1.3% | 234,566 SH | Decreased |
| NU HLDGS LTD | ORD SHS CL A | $11.2M | 3.9%Prev: 3.8% | 666,652 SH | Increased |
| NVIDIA CORPORATION | COM | $3.3M | 1.2%Prev: 1.2% | 17,840 SH | Decreased |
| ORACLE CORP | COM | $441K | 0.2%Prev: 0.2% | 2,265 SH | Decreased |
| PAMPA ENERGIA S A | SPONS ADR LVL I | $12.6M | 4.4% | 142,151 SH | New |
| PDD HOLDINGS INC | SPONSORED ADS | $5.5M | 1.9%Prev: 2.3% | 48,226 SH | Decreased-1,250 SH |
| PROCTER AND GAMBLE CO | COM | $262K | 0.1%Prev: 0.1% | 1,828 SH | Decreased |
| REDDIT INC | CL A | $4.1M | 1.4%Prev: 2.7% | 17,843 SH | Decreased-15,557 SH |
| SMITHFIELD FOODS INC | COM | $2.5M | 0.9%Prev: 0.6% | 112,199 SH | Increased+40,925 SH |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | $15.2M | 5.3%Prev: 3.3% | 220,657 SH | Increased+4,099 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $363K | 0.1% | 4,068 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.2M | 0.4%Prev: 0.4% | 3,823 SH | Increased |
| TALEN ENERGY CORP | COM | $26.6M | 9.2%Prev: 10.6% | 70,864 SH | Decreased |
| TERADYNE INC | COM | $7.2M | 2.5%Prev: 1.8% | 37,352 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $227K | 0.1%Prev: 0.1% | 687 SH | Decreased |
| UNITY SOFTWARE INC | COM | $3.6M | 1.2%Prev: 2.2% | 80,620 SH | Decreased-77,200 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.6M | 0.6%Prev: 0.6% | 21,582 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $14.7M | 5.1%Prev: 6.2% | 43,798 SH | Decreased-10,300 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 0.5%Prev: 0.5% | 27,148 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $30.1M | 10.4%Prev: 10.3% | 213,135 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.3M | 3.2%Prev: 3.1% | 149,017 SH | Increased |
| VANGUARD WORLD FD | CONSUM STP ETF | $10.1M | 3.5%Prev: 3.6% | 47,593 SH | Decreased |
| VERTIV HOLDINGS CO | COM CL A | $2.9M | 1.0%Prev: 1.3% | 18,128 SH | Decreased-7,090 SH |
| VICTORIAS SECRET AND CO | COMMON STOCK | $8.4M | 2.9% | 155,950 SH | New |
| VISA INC | COM CL A | $525K | 0.2%Prev: 0.2% | 1,496 SH | Increased |
| WALMART INC | COM | $307K | 0.1%Prev: 0.1% | 2,754 SH | Increased |
| 13F-HR |
| 0002073679-26-000095 |
| $319.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001867731-25-000007 | $230.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002073679-26-000058 | $272.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001867731-25-000005 | $158.9M | View |