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CIK 0002056427 • 6 13F filings • May 13, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $240K | 0.2%Prev: 0.2% | 883 SH | Increased |
| NVIDIA CORPORATION | COM | $259K | 0.2%Prev: 0.2% | 1,389 SH | Decreased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $7.3M | 6.3%Prev: 6.5% | 223,677 SH | Decreased-573 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $17.3M | 14.9%Prev: 14.7% | 719,597 SH | Increased-2,003 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $37.8M | 32.6%Prev: 32.7% | 1,404,347 SH | Increased-18,237 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $15.6M | 13.4%Prev: 13.4% | 517,868 SH | Increased+837 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $36.4M | 31.4%Prev: 31.1% | 491,967 SH | Increased+11,990 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 0.9%Prev: 1.0% | 1,736 SH | Decreased-186 SH |
| 13F-HR |
| 0002056427-26-000003 |
| $124.2M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0002056427-25-000004 | $109.1M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002056427-26-000002 | $113.1M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0002056427-25-000002 | $103.0M | View |