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CIK 0001802277 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BNY MELLON ETF TRUST | US LRG CP CORE | $2.3M | 1.3% | 17,897 SH | New |
| DBX ETF TR | XTRACK INTL REAL | $259K | 0.1%Prev: 0.2% | 11,177 SH | Decreased-1 SH |
| ISHARES INC | CORE MSCI EMKT | $2.0M | 1.1%Prev: 1.1% | 29,231 SH | Increased-88 SH |
| ISHARES INC | JP MORGAN EM ETF | $967K | 0.6%Prev: 0.5% | 23,308 SH | Increased+512 SH |
| ISHARES TR | CORE MSCI INTL | $1.6M | 0.9%Prev: 0.9% | 19,403 SH | Increased-127 SH |
| ISHARES TR | CORE S&P MCP ETF | $220K | 0.1%Prev: 0.1% | 3,338 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $614K | 0.3%Prev: 0.4% | 5,107 SH | Decreased-113 SH |
| ISHARES TR | CORE S&P500 ETF | $787K | 0.4%Prev: 0.4% | 1,149 SH | Increased |
| ISHARES TR | CRE U S REIT ETF | $1.0M | 0.6%Prev: 0.6% | 17,737 SH | Decreased+4 SH |
| ISHARES TR | MRGSTR SM CP ETF | $233K | 0.1%Prev: 0.1% | 3,580 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.3M | 1.9%Prev: 2.0% | 101,832 SH | Decreased-1,112 SH |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $6.3M | 3.6%Prev: 3.5% | 237,534 SH | Increased+8,828 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.7M | 2.7%Prev: 2.6% | 195,099 SH | Increased+96 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $7.8M | 4.4%Prev: 4.6% | 170,239 SH | Decreased-2,363 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $24.6M | 14.0%Prev: 15.5% | 939,186 SH | Decreased-104,106 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.3M | 1.3%Prev: 1.3% | 74,880 SH | Decreased-3,414 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $10.1M | 5.8%Prev: 5.7% | 483,962 SH | Increased+24,511 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $20.1M | 11.4%Prev: 12.0% | 704,165 SH | Decreased-37,546 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.3M | 0.8%Prev: 0.8% | 50,746 SH | Increased+1,259 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $16.5M | 9.4%Prev: 9.1% | 371,396 SH | Increased+3,715 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.8M | 1.0%Prev: 1.1% | 39,233 SH | Decreased-357 SH |
| SPDR SER TR | NUVEEN BBG BRCLY | $258K | 0.1%Prev: 0.1% | 10,352 SH | Increased+29 SH |
| SPDR SER TR | PORTFLI HIGH YLD | $1.3M | 0.7%Prev: 0.8% | 54,972 SH | Increased+671 SH |
| SPDR SER TR | PORTFOLI S&P1500 | $2.7M | 1.6%Prev: 1.6% | 33,307 SH | Increased+3 SH |
| SPDR SER TR | PORTFOLIO AGRGTE | $281K | 0.2%Prev: 0.2% | 10,928 SH | Increased+123 SH |
| SPDR SER TR | PORTFOLIO S&P400 | $1.0M | 0.6%Prev: 0.5% | 17,904 SH | Increased+2,657 SH |
| SPDR SERIES TRUST | PORTFOLIO SM ETF | $8.4M | 4.8%Prev: 3.8% | 178,434 SH | Increased+35,397 SH |
| VANGUARD BD INDEX FD INC | TOTAL BND MRKT | $1.5M | 0.8%Prev: 0.8% | 19,592 SH | Decreased-113 SH |
| VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | $3.3M | 1.9%Prev: 1.9% | 69,126 SH | Increased+3,038 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $4.4M | 2.5%Prev: 2.6% | 21,020 SH | Decreased-6 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $283K | 0.2%Prev: 0.2% | 975 SH | Decreased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $382K | 0.2%Prev: 0.2% | 4,315 SH | Decreased+1 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $415K | 0.2%Prev: 0.2% | 662 SH | Decreased-38 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.4M | 3.1%Prev: 3.1% | 16,166 SH | Increased-70 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $16.8M | 9.6%Prev: 9.7% | 312,660 SH | Increased+3,084 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $11.2M | 6.4%Prev: 6.4% | 78,498 SH | Increased+1,193 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $5.4M | 3.1%Prev: 3.1% | 117,551 SH | Increased+5,734 SH |
| VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | $2.8M | 1.6%Prev: 1.5% | 44,199 SH | Increased-40 SH |
| VANGUARD WHITEHALL FDS INC | EMERG MKT BD ETF | $1.1M | 0.6%Prev: 0.6% | 16,042 SH | Increased+675 SH |
| 13F-HR |
| 0001214659-26-010179 |
| $191.6M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011946 | $160.6M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006173 | $170.9M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007548 | $145.0M | View |