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CIK 0002054083 • 6 13F filings • May 9, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $211 | 0.1% | 677 SH | New |
| ALPHABET INC | CAP STK CL C | $1K | 0.4%Prev: 1.5% | 3,549 SH | Decreased-13,999 SH |
| APPLE INC | COM | $2K | 0.5%Prev: 0.5% | 5,579 SH | Increased-99 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $255 | 0.1%Prev: 0.1% | 508 SH | |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | $26K | 9.1%Prev: 9.2% | 519,214 SH | Decreased-15,086 SH |
| CHEVRON CORP NEW | COM | $400 | 0.1%Prev: 0.1% | 2,631 SH | Decreased |
| COLUMBIA ETF TR II | EM CORE EX ETF | $2K | 0.8%Prev: 0.7% | 57,569 SH | Increased+4,539 SH |
| COSTCO WHSL CORP NEW | COM | $2K | 0.6%Prev: 0.9% | 1,880 SH | Decreased-972 SH |
| DAVITA INC | COM | $330 | 0.1%Prev: 0.2% | 2,913 SH | Decreased-1,071 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4K | 1.4%Prev: 1.3% | 6,400 SH | Increased-79 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $22K | 7.5%Prev: 7.1% | 210,264 SH | Increased+8,681 SH |
| ISHARES TR | CORE MSCI EAFE | $6K | 2.0%Prev: 1.9% | 64,077 SH | Increased+1,185 SH |
| ISHARES TR | CORE S&P MCP ETF | $12K | 4.1%Prev: 4.0% | 176,978 SH | Increased-1,430 SH |
| ISHARES TR | CORE S&P SCP ETF | $11K | 3.8%Prev: 3.7% | 90,717 SH | Increased+820 SH |
| ISHARES TR | CORE S&P500 ETF | $428 | 0.1%Prev: 0.3% | 626 SH | Decreased-859 SH |
| ISHARES TR | RUS MID CAP ETF | $254 | 0.1%Prev: 0.1% | 2,642 SH | Decreased |
| LAM RESEARCH CORP | COM NEW | $331 | 0.1%Prev: 0.7% | 1,937 SH | Decreased-12,295 SH |
| MICROSOFT CORP | COM | $682 | 0.2%Prev: 2.0% | 1,411 SH | Decreased-9,915 SH |
| NVIDIA CORPORATION | COM | $4K | 1.4%Prev: 1.5% | 22,001 SH | Decreased-2,135 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $330 | 0.1%Prev: 0.1% | 689 SH | Increased |
| SPDR INDEX SHS FDS | EURO STOXX 50 | $219 | 0.1% | 3,411 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $58K | 20.3% | 1,296,243 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $2K | 0.6%Prev: 0.6% | 15,015 SH | Increased+54 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $4K | 1.4%Prev: 1.4% | 13,010 SH | Increased-17 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2K | 0.6%Prev: 0.6% | 5,894 SH | Decreased-92 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $73K | 25.6%Prev: 22.8% | 116,948 SH | Increased+8,499 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $7K | 2.5%Prev: 2.6% | 22,954 SH | Decreased-2,094 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $3K | 1.0%Prev: 0.9% | 27,502 SH | Increased+101 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $44K | 15.3%Prev: 13.6% | 702,923 SH | Increased+38,788 SH |
| 13F-HR |
| 0002054083-26-000003 |
| $307K |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001908380-25-000007 | $271K | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0002054083-26-000002 | $281K | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001842974-25-000008 | $242K | View |