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CIK 0002108283 • 2 13F filings • May 7, 2026 – Aug 13, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | $260K | 0.3% | 5,256 SH | |
| FEDEX CORP | COM | $223K | 0.3% | 772 SH | |
| ISHARES INC | MSCI EMRG CHN | $635K | 0.8% | 8,739 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $5.4M | 6.8% | 45,170 SH | |
| ISHARES TR | CORE MSCI EAFE | $584K | 0.7% | 6,528 SH | |
| ISHARES TR | CORE MSCI PAC | $506K | 0.6% | 6,917 SH | |
| ISHARES TR | CORE S&P US GWT | $697K | 0.9% | 4,152 SH | |
| ISHARES TR | CORE S&P US VLU | $898K | 1.1% | 8,755 SH | |
| ISHARES TR | CRE U S REIT ETF | $394K | 0.5% | 6,922 SH | |
| ISHARES TR | HDG MSCI EAFE | $2.9M | 3.7% | 70,634 SH | |
| ISHARES TR | IBONDS 26 TRM TS | $1.6M | 2.1% | 70,680 SH | |
| ISHARES TR | IBONDS 27 TRM TS | $1.7M | 2.2% | 77,202 SH | |
| ISHARES TR | IBONDS 28 TRM TS | $1.8M | 2.2% | 79,218 SH | |
| ISHARES TR | IBONDS 29 TRM TS | $1.8M | 2.2% | 80,283 SH | |
| ISHARES TR | IBONDS DEC 26 | $1.2M | 1.5% | 45,990 SH | |
| ISHARES TR | IBONDS DEC 27 | $1.2M | 1.5% | 46,292 SH | |
| ISHARES TR | IBONDS DEC 28 | $1.2M | 1.5% | 45,927 SH | |
| ISHARES TR | MSCI ACWI EX US | $6.1M | 7.7% | 90,132 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $2.0M | 2.5% | 36,387 SH | |
| ISHARES TR | RUS MID CAP ETF | $687K | 0.9% | 7,134 SH | |
| ISHARES TR | S&P MC 400GR ETF | $2.5M | 3.2% | 25,948 SH | |
| ISHARES TR | US SML CAP EQT | $2.3M | 2.9% | 30,437 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $4.4M | 5.6% | 61,090 SH | |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $305K | 0.4% | 4,593 SH | |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $325K | 0.4% | 6,813 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $3.2M | 4.1% | 63,645 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $1.0M | 1.3% | 10,876 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.3M | 5.4% | 176,820 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $12.3M | 15.6% | 377,469 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.7M | 3.5% | 92,196 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $4.7M | 6.0% | 156,384 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $927K | 1.2% | 32,538 SH | |
| SSGA ACTIVE ETF TR | STATE STREET DOU | $4.6M | 5.8% | 114,083 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $311K | 0.4% | 10,591 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.3M | 4.1% | 5,185 SH |