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CIK 0002001544 • 6 13F filings • May 7, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $244K | 0.1% | 776 SH | New |
| AMAZON COM INC | COM | $243K | 0.1%Prev: 0.1% | 1,054 SH | Increased+107 SH |
| AMERICAN EXPRESS CO | COM | $340K | 0.2%Prev: 0.2% | 918 SH | Increased |
| APPLE INC | COM | $2.1M | 1.1%Prev: 1.1% | 7,670 SH | Increased |
| ARISTA NETWORKS INC | COM SHS | $483K | 0.3%Prev: 0.3% | 3,686 SH | Decreased |
| BANK NEW YORK MELLON CORP | COM | $467K | 0.3%Prev: 0.3% | 4,020 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.8%Prev: 0.9% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $26.4M | 14.5%Prev: 14.7% | 52,497 SH | Increased+1,599 SH |
| DEERE & CO | COM | $242K | 0.1%Prev: 0.1% | 519 SH | Increased |
| FIDELITY NATIONAL FINANCIAL | COM SHS | $220K | 0.1%Prev: 0.1% | 4,034 SH | Decreased |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $438K | 0.2%Prev: 0.3% | 6,400 SH | Decreased |
| HOME DEPOT INC | COM | $298K | 0.2%Prev: 0.2% | 867 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $254K | 0.1%Prev: 0.1% | 857 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $25.4M | 13.9%Prev: 14.1% | 132,428 SH | Increased+3,320 SH |
| ISHARES TR | CORE S&P MCP ETF | $6.9M | 3.8%Prev: 3.8% | 104,339 SH | Increased+3,198 SH |
| ISHARES TR | CORE S&P SCP ETF | $7.0M | 3.8%Prev: 3.9% | 57,860 SH | Increased+1,385 SH |
| ISHARES TR | CORE S&P TTL STK | $2.0M | 1.1%Prev: 1.1% | 13,202 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $25.0M | 13.7%Prev: 13.8% | 36,478 SH | Increased+527 SH |
| ISHARES TR | CORE US AGGBD ET | $342K | 0.2%Prev: 0.2% | 3,422 SH | Increased+350 SH |
| ISHARES TR | ESG AW MSCI EAFE | $366K | 0.2%Prev: 0.2% | 3,853 SH | Increased-65 SH |
| ISHARES TR | JPMORGAN USD EMG | $1.9M | 1.1%Prev: 1.1% | 20,082 SH | Increased+708 SH |
| ISHARES TR | MSCI EAFE ETF | $985K | 0.5%Prev: 0.6% | 10,257 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $372K | 0.2%Prev: 0.2% | 6,794 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $2.6M | 1.5%Prev: 1.5% | 24,707 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $336K | 0.2%Prev: 0.2% | 1,597 SH | Increased-10 SH |
| ISHARES TR | RUS MID CAP ETF | $265K | 0.1%Prev: 0.2% | 2,750 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $1.3M | 0.7%Prev: 0.8% | 5,421 SH | Increased |
| ISHARES TR | TIPS BD ETF | $4.2M | 2.3%Prev: 2.3% | 38,307 SH | Increased+2,656 SH |
| MILESTONE PHARMACEUTICALS IN | COM | $40K | 0.0%Prev: 0.0% | 20,000 SH | Increased |
| MORGAN STANLEY | COM NEW | $222K | 0.1% | 1,249 SH | New |
| NIKE INC | CL B | $222K | 0.1% | 3,482 SH | New |
| NVIDIA CORPORATION | COM | $694K | 0.4%Prev: 0.1% | 3,720 SH | Increased+2,400 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $221K | 0.1%Prev: 0.1% | 9,207 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $436K | 0.2%Prev: 0.2% | 1,100 SH | Increased+6 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.3M | 2.4%Prev: 2.4% | 6,355 SH | Increased+47 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.9M | 1.1% | 19,816 SH | New |
| UNITEDHEALTH GROUP INC | COM | $224K | 0.1%Prev: 0.1% | 678 SH | Decreased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $11.1M | 6.1%Prev: 6.2% | 142,056 SH | Increased+4,679 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $18.3M | 10.1%Prev: 9.7% | 232,262 SH | Increased+18,700 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $259K | 0.1%Prev: 0.1% | 531 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $267K | 0.1%Prev: 0.1% | 426 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $222K | 0.1%Prev: 0.1% | 859 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $332K | 0.2%Prev: 0.2% | 4,507 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.3M | 3.5%Prev: 3.5% | 117,201 SH | Increased+3,222 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $24.8M | 13.6%Prev: 13.5% | 397,478 SH | Increased+4,539 SH |
| 13F-HR |
| 0001172661-26-002880 |
| $213.5M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002974 | $164.6M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001723 | $184.4M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001602 | $153.9M | View |