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CIK 0001874146 • 5 13F filings • May 20, 2025 – May 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.4%Prev: 0.4% | 1 SH | Increased |
| EXXON MOBIL CORP | COM | $311K | 0.2%Prev: 0.2% | 2,581 SH | Increased |
| ISHARES TR | CORE INTL AGGR | $2.1M | 1.0%Prev: 0.2% | 41,192 SH | Increased+34,739 SH |
| ISHARES TR | CORE S&P500 ETF | $939K | 0.5%Prev: 0.5% | 1,371 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $299K | 0.2%Prev: 0.2% | 2,990 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $1.8M | 0.9%Prev: 0.8% | 16,816 SH | Increased+2,800 SH |
| ISHARES TR | RUSSELL 2000 ETF | $246K | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.7M | 0.9%Prev: 0.9% | 51,445 SH | Decreased-3,017 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $5.5M | 2.8%Prev: 2.8% | 230,864 SH | Increased-1,905 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $21.4M | 10.8%Prev: 10.8% | 913,651 SH | Increased+27,577 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $286K | 0.1%Prev: 0.1% | 10,425 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.4M | 1.2%Prev: 1.2% | 72,543 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $395K | 0.2%Prev: 0.2% | 13,341 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $5.0M | 2.5%Prev: 2.5% | 185,345 SH | Increased |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.1M | 0.5%Prev: 0.5% | 35,041 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.7M | 0.8%Prev: 0.8% | 58,580 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $6.4M | 3.3% | 140,767 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.1M | 1.6%Prev: 1.6% | 41,413 SH | Decreased+81 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $11.9M | 6.0%Prev: 6.9% | 246,190 SH | Decreased-22,758 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $21.9M | 11.1%Prev: 11.4% | 44,946 SH | Decreased-1,015 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $5.7M | 2.9%Prev: 3.1% | 20,437 SH | Decreased+230 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $5.7M | 2.9%Prev: 2.9% | 32,199 SH | Increased+378 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $238K | 0.1%Prev: 0.1% | 2,695 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $282K | 0.1%Prev: 0.1% | 449 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $4.9M | 2.5%Prev: 2.5% | 23,250 SH | Increased+427 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.9M | 2.5%Prev: 2.4% | 16,177 SH | Increased+290 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.8M | 4.0%Prev: 4.0% | 23,341 SH | Increased-415 SH |
| VANGUARD INDEX FDS | VALUE ETF | $19.9M | 10.1%Prev: 10.1% | 103,979 SH | Increased-340 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.0M | 4.0%Prev: 4.1% | 148,335 SH | Increased+2,611 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $8.8M | 4.5%Prev: 4.2% | 175,930 SH | Increased+12,702 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.3M | 0.7%Prev: 0.7% | 6,040 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $11.3M | 5.7%Prev: 5.8% | 150,198 SH | Increased-2,017 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $29.5M | 14.9%Prev: 14.4% | 471,686 SH | Increased+8,611 SH |
| 13F-HR |
| 0001874146-25-000006 |
| $183.3M |
| View |
| May 27, 2026 | Q1 2026 | 13F-HR | 0001874146-26-000005 | $207.0M | View |
| May 20, 2025 | Q1 2025 | 13F-HR | 0001874146-25-000005 | $164.9M | View |