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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 WHOLESALE CORPORATION | COM | $811K | 0.6% | 814 SH | New |
| COUPANG INC | CL A | $273K | 0.2% | 14,466 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $301K | 0.2% | 5,100 SH | New |
| GARTNER INC | COM | $592K | 0.4% | 3,740 SH | New |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | $5.3M | 3.8%Prev: 4.3% | 118,750 SH | Increased |
| GOLUB CAP BDC INC | COM | $425K | 0.3%Prev: 0.5% | 33,565 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | $1.2M | 0.9%Prev: 1.0% | 22,008 SH | Increased+1,456 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $381K | 0.3% | 9,928 SH | New |
| ISHARES INC | CORE MSCI EMKT | $903K | 0.6%Prev: 1.1% | 12,943 SH | Decreased-8,476 SH |
| ISHARES TR | CORE MSCI EAFE | $495K | 0.4% | 5,469 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $709K | 0.5% | 5,700 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 1.3% | 2,722 SH | New |
| ISHARES TR | TIPS BD ETF | $556K | 0.4%Prev: 0.4% | 5,036 SH | Increased+1,637 SH |
| PETCO HEALTH & WELLNESS CO I | COM | $96K | 0.1%Prev: 0.1% | 34,400 SH | Decreased |
| SANDISK CORP | COM | $9.2M | 6.6% | 14,500 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $701K | 0.5% | 1,078 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $335K | 0.2% | 990 SH | New |
| USA RARE EARTH INC | COM | $795K | 0.6% | 52,500 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.5M | 1.1%Prev: 1.5% | 19,256 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.3M | 3.8%Prev: 4.0% | 72,151 SH | Increased+17,237 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $897K | 0.6% | 3,125 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.4M | 2.5%Prev: 1.6% | 5,738 SH | Increased+2,600 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $292K | 0.2%Prev: 0.2% | 1,115 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $81.7M | 58.5%Prev: 63.9% | 254,654 SH | Increased+20,284 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.9M | 3.5%Prev: 3.6% | 98,735 SH | Increased+24,529 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $547K | 0.4%Prev: 0.3% | 9,885 SH | Increased+3,790 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $16.1M | 11.6%Prev: 10.0% | 209,434 SH | Increased+46,240 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 |