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CIK 0002050968 • 7 13F filings • Apr 21, 2025 – Oct 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $237K | 0.3% | 1,520 SH | |
| ALPS ETF TR | DISRUPTIVE TECH | $315K | 0.3% | 7,239 SH | |
| AMAZON COM INC | COM | $275K | 0.3% | 1,447 SH | |
| APPLE INC | COM | $1.2M | 1.3% | 5,469 SH | |
| BRAZE INC | COM CL A | $605K | 0.6% | 16,766 SH | |
| BROADSTONE NET LEASE INC | COM | $227K | 0.2% | 13,315 SH | |
| DIGITALOCEAN HLDGS INC | COM | $1.8M | 1.9% | 54,236 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $295K | 0.3% | 11,401 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.3M | 1.4% | 34,848 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $591K | 0.6% | 9,765 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $486K | 0.5% | 8,139 SH | |
| GOLDMAN SACHS ETF TR | JUST US LRG CP | $1.0M | 1.1% | 12,726 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.0M | 2.1% | 11,411 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $900K | 0.9% | 1,919 SH | |
| ISHARES GOLD TR | ISHARES NEW | $297K | 0.3% | 5,041 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $1.3M | 1.3% | 12,555 SH | |
| ISHARES TR | CORE S&P TTL STK | $329K | 0.3% | 2,692 SH | |
| ISHARES TR | CORE S&P500 ETF | $814K | 0.9% | 1,448 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.0M | 3.2% | 30,757 SH | |
| ISHARES TR | EAFE SML CP ETF | $1.5M | 1.5% | 23,105 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $2.4M | 2.5% | 29,097 SH | |
| ISHARES TR | GLB INFRASTR ETF | $638K | 0.7% | 11,676 SH | |
| ISHARES TR | IBOXX HI YD ETF | $210K | 0.2% | 2,663 SH | |
| ISHARES TR | IBOXX INV CP ETF | $1.0M | 1.1% | 9,395 SH | |
| ISHARES TR | JPMORGAN USD EMG | $1.6M | 1.7% | 17,708 SH | |
| ISHARES TR | MSCI EAFE ETF | $6.3M | 6.6% | 77,123 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $1.6M | 1.7% | 36,176 SH | |
| ISHARES TR | NATIONAL MUN ETF | $3.7M | 3.9% | 35,447 SH | |
| ISHARES TR | PFD AND INCM SEC | $694K | 0.7% | 22,592 SH | |
| ISHARES TR | RESIDENTIAL MULT | $1.2M | 1.3% | 14,084 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $867K | 0.9% | 2,401 SH | |
| ISHARES TR | RUS MID CAP ETF | $5.6M | 6.0% | 66,394 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $2.9M | 3.1% | 14,604 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $376K | 0.4% | 6,575 SH | |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $2.0M | 2.1% | 33,377 SH | |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $204K | 0.2% | 4,077 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $431K | 0.5% | 8,472 SH | |
| META PLATFORMS INC | CL A | $1.0M | 1.1% | 1,806 SH | |
| MICROSOFT CORP | COM | $278K | 0.3% | 740 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $1.4M | 1.5% | 34,533 SH | |
| NVIDIA CORPORATION | COM | $408K | 0.4% | 3,765 SH | |
| SPDR GOLD TR | GOLD SHS | $2.0M | 2.1% | 6,800 SH | |
| SPDR INDEX SHS FDS | S&P GBLINF ETF | $399K | 0.4% | 6,436 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $16.8M | 17.7% | 29,965 SH | |
| SPDR SER TR | BLOOMBERG HIGH Y | $1.4M | 1.5% | 14,865 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $336K | 0.4% | 13,335 SH | |
| TIDAL TRUST III | NAACP MINO ETF | $309K | 0.3% | 7,748 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.2M | 1.3% | 16,217 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.4M | 2.5% | 9,184 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.2M | 1.3% | 13,754 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $204K | 0.2% | 397 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $449K | 0.5% | 1,635 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $213K | 0.2% | 4,710 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $1.6M | 1.7% | 14,119 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $396K | 0.4% | 9,785 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.0M | 2.1% | 39,653 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.0M | 2.1% | 24,241 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $243K | 0.3% | 3,014 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.4M | 3.6% | 17,477 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.3M | 3.5% | 64,928 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $259K | 0.3% | 4,030 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $245K | 0.3% | 4,156 SH | |
| WISDOMTREE TR | EMER MKT HIGH FD | $1.1M | 1.1% | 25,907 SH |
| 13F-HR |
| 0002050968-25-000002 |
| $116.8M |
| View |
| Jul 6, 2026 | Q2 2026 | 13F-HR | 0002050968-26-000003 | $147.3M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000484 | $106.4M | View |
| Apr 6, 2026 | Q1 2026 | 13F-HR | 0002050968-26-000002 | $131.9M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000228 | $94.8M | View |