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CIK 0002004980 • 6 13F filings • Apr 11, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | $7.7M | 1.8% | 59,457 SH | |
| ALPHABET INC | CAP STK CL A | $208K | 0.0% | 1,346 SH | |
| ALPHABET INC | CAP STK CL C | $210K | 0.0% | 1,346 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $15.7M | 3.7% | 180,367 SH | |
| APPLE INC | COM | $2.5M | 0.6% | 11,420 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.3% | 2,600 SH | |
| DEERE & CO | COM | $247K | 0.1% | 527 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.4M | 1.7% | 287,064 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $597K | 0.1% | 9,872 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $409K | 0.1% | 9,924 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $301K | 0.1% | 5,032 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $266K | 0.1% | 7,433 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $266K | 0.1% | 5,172 SH | |
| ELI LILLY & CO | COM | $331K | 0.1% | 401 SH | |
| ETFS GOLD TR | PHYSCL GOLD SHS | $22.0M | 5.2% | 738,788 SH | |
| GLOBAL SELF STORAGE INC | COM | $230K | 0.1% | 45,730 SH | |
| HARBOR ETF TRUST | LONG TERM GROWER | $29.0M | 6.8% | 1,183,767 SH | |
| ISHARES GOLD TR | ISHARES NEW | $8.3M | 1.9% | 141,321 SH | |
| ISHARES TR | CORE S&P500 ETF | $944K | 0.2% | 1,680 SH | |
| ISHARES TR | CORE US AGGBD ET | $299K | 0.1% | 3,022 SH | |
| JANUS DETROIT STR TR | HENDERSON MTG | $20.2M | 4.7% | 447,911 SH | |
| KIMBERLY-CLARK CORP | COM | $250K | 0.1% | 1,759 SH | |
| LOOP INDS INC | COM | $78K | 0.0% | 67,857 SH | |
| MICROSOFT CORP | COM | $267K | 0.1% | 711 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $467K | 0.1% | 9,054 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $19.8M | 4.6% | 814,215 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $20.5M | 4.8% | 732,531 SH | |
| SPDR GOLD TR | GOLD SHS | $3.4M | 0.8% | 11,836 SH | |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $684K | 0.2% | 23,122 SH | |
| TRAVELERS COMPANIES INC | COM | $241K | 0.1% | 912 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $3.5M | 0.8% | 122,805 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $300K | 0.1% | 4,080 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $766K | 0.2% | 2,067 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $402K | 0.1% | 1,556 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $126.5M | 29.6% | 460,228 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $520K | 0.1% | 3,011 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $234K | 0.1% | 3,862 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $261K | 0.1% | 5,239 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $15.8M | 3.7% | 317,590 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $29.0M | 6.8% | 488,406 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $3.2M | 0.8% | 55,755 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.4M | 0.3% | 23,263 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $27.9M | 6.5% | 353,133 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $53.3M | 12.5% | 858,852 SH |
| Q3 2025 |
| 13F-HR |
| 0001172661-25-004322 |
| $460.4M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000908 | $509.5M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002786 | $435.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000439 | $477.8M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001485 | $427.5M | View |