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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 | $7.1M | 1.6%Prev: 2.2% | 51,141 SH | Decreased+2,821 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $8.7M | 2.0%Prev: 2.2% | 95,184 SH | Decreased-6 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $468K | 0.1%Prev: 0.1% | 963 SH | Increased+243 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $8.3M | 1.9%Prev: 1.9% | 285,802 SH | Decreased+11,816 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $663K | 0.2%Prev: 0.1% | 9,899 SH | Decreased-70 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $422K | 0.1%Prev: 0.1% | 9,971 SH | Decreased-116 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $286K | 0.1%Prev: 0.1% | 4,488 SH | Decreased+436 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $326K | 0.1%Prev: 0.1% | 8,298 SH | Decreased-572 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $280K | 0.1%Prev: 0.1% | 5,195 SH | Decreased-63 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $19.9M | 4.6%Prev: 4.6% | 630,146 SH | Decreased+132,333 SH |
| GLOBAL SELF STORAGE INC | COM | $248K | 0.1%Prev: 0.1% | 46,352 SH | Increased-2,023 SH |
| HARBOR ETF TRUST | LONG TERM GROWER | $33.9M | 7.8%Prev: 6.6% | 1,165,035 SH | Increased+22,647 SH |
| ISHARES GOLD TR | ISHARES NEW | $7.1M | 1.6%Prev: 2.0% | 114,651 SH | Decreased+5,655 SH |
| ISHARES TR | CORE S&P500 ETF | $950K | 0.2%Prev: 0.2% | 1,530 SH | Decreased+36 SH |
| ISHARES TR | CORE US AGGBD ET | $281K | 0.1%Prev: 0.0% | 2,837 SH | Increased+771 SH |
| JANUS DETROIT STR TR | HENDERSON MTG | $26.0M | 6.0%Prev: 5.8% | 578,220 SH | Decreased-37,278 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $13.0M | 3.0%Prev: 2.8% | 535,171 SH | Decreased-14,014 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $17.9M | 4.1% | 676,651 SH | New |
| SPDR GOLD TR | GOLD SHS | $3.2M | 0.7%Prev: 0.9% | 10,377 SH | Decreased+239 SH |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $474K | 0.1% | 14,526 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $3.8M | 0.9%Prev: 0.8% | 128,359 SH | Decreased-7,679 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $317K | 0.1%Prev: 0.1% | 4,303 SH | Increased+83 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $697K | 0.2%Prev: 0.1% | 1,589 SH | Increased+394 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $227K | 0.1%Prev: 0.0% | 811 SH | Increased+36 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $141.0M | 32.3%Prev: 31.1% | 464,005 SH | Decreased+657 SH |
| VANGUARD INDEX FDS | VALUE ETF | $379K | 0.1%Prev: 0.1% | 2,145 SH | Increased+309 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $251K | 0.1%Prev: 0.1% | 3,738 SH | Decreased+95 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $257K | 0.1%Prev: 0.1% | 5,119 SH | Decreased-95 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $16.1M | 3.7%Prev: 3.6% | 328,977 SH | Decreased-18,039 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $33.2M | 7.6%Prev: 7.5% | 555,887 SH | Decreased-42,298 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $7.3M | 1.7%Prev: 1.6% | 129,951 SH | Decreased-10,034 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.2M | 0.3%Prev: 0.3% | 20,219 SH | Decreased-3,725 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $25.5M | 5.8%Prev: 5.6% | 320,165 SH | Decreased-19,505 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $56.2M | 12.9%Prev: 13.2% | 812,868 SH | Decreased-7,704 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 |