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CIK 0002114344 • 3 13F filings • Mar 3, 2026 – Aug 10, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $287K | 0.2%Prev: 0.2% | 918 SH | Increased+137 SH |
| ALPHABET INC | CAP STK CL C | $647K | 0.5%Prev: 0.5% | 2,063 SH | Decreased+116 SH |
| AMAZON COM INC | COM | $396K | 0.3%Prev: 0.3% | 1,716 SH | Increased+128 SH |
| APPLE INC | COM | $1.2M | 1.0%Prev: 0.9% | 4,531 SH | Decreased+123 SH |
| BLACKROCK INC | COM | $241K | 0.2%Prev: 0.1% | 225 SH | Increased+6 SH |
| BROADCOM INC | COM | $848K | 0.7%Prev: 0.6% | 2,450 SH | Decreased+36 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $365K | 0.3%Prev: 0.2% | 7,803 SH | Increased+2,376 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $6.3M | 5.2%Prev: 5.1% | 87,996 SH | Decreased-8,577 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 1.0%Prev: 0.9% | 2,002 SH | Decreased+205 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $702K | 0.6%Prev: 0.3% | 14,144 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $923K | 0.8%Prev: 0.8% | 13,725 SH | Decreased-75 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $233K | 0.2%Prev: 0.2% | 2,277 SH | Decreased-178 SH |
| ISHARES TR | CORE S&P500 ETF | $403K | 0.3%Prev: 0.3% | 588 SH | Increased+86 SH |
| ISHARES TR | ESG AW MSCI EAFE | $377K | 0.3%Prev: 0.3% | 3,965 SH | Decreased |
| ISHARES TR | ESG AWRE 1 5 YR | $281K | 0.2%Prev: 0.2% | 11,141 SH | Increased |
| ISHARES TR | ISHARES BIOTECH | $4.9M | 4.1%Prev: 1.4% | 29,235 SH | Increased+18,868 SH |
| ISHARES TR | MSCI EAFE ETF | $890K | 0.7%Prev: 0.7% | 9,268 SH | Decreased+200 SH |
| LOWES COS INC | COM | $335K | 0.3%Prev: 0.2% | 1,389 SH | Increased+26 SH |
| META PLATFORMS INC | CL A | $211K | 0.2% | 319 SH | New |
| MICROSOFT CORP | COM | $1.0M | 0.8%Prev: 0.5% | 2,097 SH | Increased+385 SH |
| NVIDIA CORPORATION | COM | $586K | 0.5%Prev: 0.4% | 3,141 SH | Decreased+184 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $328K | 0.3%Prev: 0.3% | 13,624 SH | Decreased+385 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $7.9M | 6.5% | 101,235 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $8.6M | 7.1% | 55,592 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $344K | 0.3% | 715 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $560K | 0.5% | 6,126 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $229K | 0.2% | 752 SH | New |
| TESLA INC | COM | $246K | 0.2%Prev: 0.2% | 546 SH | Increased-6 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $33.1M | 27.4%Prev: 25.1% | 446,556 SH | Decreased-37,168 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $43.1M | 35.8%Prev: 38.8% | 68,740 SH | Decreased-11,111 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 1.5%Prev: 1.4% | 6,996 SH | Decreased+330 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $314K | 0.3%Prev: 0.2% | 5,833 SH | Decreased+243 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $899K | 0.7%Prev: 0.7% | 14,388 SH | Decreased+1,384 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $321K | 0.3%Prev: 0.2% | 5,040 SH | Increased+277 SH |
| VISA INC | COM CL A | $203K | 0.2% | 580 SH | New |
| WILLIAMS SONOMA INC | COM | $209K | 0.2%Prev: 0.2% | 1,169 SH | Decreased |
| 13F-HR |
| 0001398344-26-006586 |
| $127.1M |
| View |