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CIK 0002130930 • 3 13F filings • May 8, 2026 – Jul 24, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ISHARES TR | 0-3 MNTH TREASRY | $7.5M | 7.1% | 75,000 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $370K | 0.3%Prev: 0.2% | 781 SH | Decreased-2,343 SH |
| ISHARES TR | S&P 500 GRWT ETF | $360K | 0.3%Prev: 0.2% | 2,920 SH | Decreased-2 SH |
| MERCK & CO INC | COM | $228K | 0.2%Prev: 0.1% | 2,166 SH | Decreased+57 SH |
| SCHWAB STRATEGIC TR | GOVERNMENT MONEY | $2.6M | 2.4% | 25,829 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $443K | 0.4% | 650 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $228K | 0.2%Prev: 0.1% | 2,928 SH | Decreased-118 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $10.5M | 9.9%Prev: 13.2% | 142,344 SH | Decreased-175,294 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $9.0M | 8.4%Prev: 8.5% | 185,613 SH | Decreased-123,814 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $4.1M | 3.8%Prev: 3.1% | 19,400 SH | Decreased-3,174 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.4M | 2.3%Prev: 1.8% | 4,929 SH | Decreased-31,754 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $369K | 0.3%Prev: 1.0% | 1,270 SH | Decreased-21,054 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.2M | 7.7%Prev: 9.6% | 13,140 SH | Decreased-11,087 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $323K | 0.3%Prev: 1.0% | 1,252 SH | Decreased-4,460 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $27.8M | 26.1%Prev: 23.3% | 82,870 SH | Decreased-27,235 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.9M | 1.8%Prev: 1.5% | 10,063 SH | Decreased-1,958 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $10.3M | 9.6%Prev: 7.1% | 139,652 SH | Decreased-10,856 SH |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | $537K | 0.5%Prev: 0.7% | 5,323 SH | Decreased-6,276 SH |
| VANGUARD MUN BD FDS | LONG TERM TAX EX | $393K | 0.4%Prev: 0.5% | 3,790 SH | Decreased-4,358 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.3M | 1.2%Prev: 2.6% | 15,631 SH | Decreased-40,763 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.8M | 1.6%Prev: 0.9% | 7,977 SH | Increased+1,066 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $15.0M | 14.1%Prev: 16.0% | 198,756 SH | Decreased-132,177 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $537K | 0.5%Prev: 1.0% | 8,592 SH | Decreased-15,100 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $402K | 0.4%Prev: 0.5% | 3,954 SH | Decreased-4,267 SH |
| 13F-HR |
| 0001951757-26-000802 |
| $139.9M |
| View |