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CIK 0001804785 • 6 13F filings • May 12, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | $769K | 0.8% | 813 SH | |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | $4.4M | 4.3% | 118,750 SH | |
| GOLUB CAP BDC INC | COM | $508K | 0.5% | 33,565 SH | |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | $971K | 1.0% | 20,552 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.2M | 1.1% | 21,419 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $608K | 0.6% | 5,754 SH | |
| ISHARES TR | TIPS BD ETF | $378K | 0.4% | 3,399 SH | |
| PETCO HEALTH & WELLNESS CO I | COM | $105K | 0.1% | 34,400 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $4.6M | 4.6% | 8,237 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.5M | 1.5% | 19,256 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.0M | 4.0% | 54,914 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 1.6% | 3,138 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $247K | 0.2% | 1,115 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $64.4M | 63.9% | 234,370 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.4M | 1.4% | 12,492 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.7M | 3.6% | 74,206 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $351K | 0.3% | 6,095 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $10.1M | 10.0% | 163,194 SH |
| 13F-HR |
| 0001172661-26-003024 |
| $171.7M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002915 | $114.4M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001715 | $139.6M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001700 | $100.9M | View |