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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 | $729K | 0.4% | 779 SH | New |
| COUPANG INC | CL A | $251K | 0.1% | 14,466 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $352K | 0.2% | 6,894 SH | New |
| GARTNER INC | COM | $485K | 0.3%Prev: 1.3% | 3,740 SH | Decreased |
| GOLUB CAP BDC INC | COM | $432K | 0.3% | 33,565 SH | New |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | $1.3M | 0.8%Prev: 0.9% | 22,008 SH | Increased+1,456 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $2.5M | 1.4% | 74,448 SH | New |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.6%Prev: 0.5% | 12,943 SH | Increased+3,013 SH |
| ISHARES TR | CORE MSCI EAFE | $528K | 0.3% | 5,469 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $845K | 0.5% | 5,700 SH | New |
| ISHARES TR | CORE S&P500 ETF | $2.0M | 1.2% | 2,723 SH | New |
| ISHARES TR | TIPS BD ETF | $551K | 0.3%Prev: 0.3% | 5,036 SH | Increased+1,637 SH |
| PETCO HEALTH & WELLNESS CO I | CL A COM | $94K | 0.1% | 34,400 SH | New |
| QUALCOMM INC | COM | $994K | 0.6% | 5,381 SH | New |
| SANDISK CORP | COM | $16.5M | 9.6% | 7,252 SH | New |
| SPDR GOLD TR | GOLD SHS | $10.5M | 6.1% | 28,465 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $868K | 0.5% | 1,163 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $522K | 0.3% | 1,094 SH | New |
| USA RARE EARTH INC | COM | $1.1M | 0.7% | 52,500 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.5M | 0.9%Prev: 1.3% | 19,256 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.4M | 3.7%Prev: 4.3% | 87,248 SH | Increased+20,997 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 0.6% | 12,500 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.5M | 2.1%Prev: 1.7% | 5,149 SH | Increased+1,698 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $338K | 0.2%Prev: 0.2% | 1,115 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $93.3M | 54.4%Prev: 67.7% | 252,227 SH | Increased-2,387 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $214K | 0.1%Prev: 1.4% | 1,362 SH | Decreased-11,143 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.0M | 2.9%Prev: 3.8% | 98,980 SH | Increased+10,091 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $545K | 0.3%Prev: 0.3% | 9,885 SH | Increased+3,790 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $18.2M | 10.6%Prev: 10.2% | 212,794 SH | Increased+43,966 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 |