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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 | $10.6M | 2.2%Prev: 1.8% | 48,320 SH | Increased-11,137 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $10.5M | 2.2%Prev: 3.7% | 95,190 SH | Decreased-85,177 SH |
| APPLE INC | COM | $217K | 0.0%Prev: 0.6% | 856 SH | Decreased-10,564 SH |
| BANK OF N T BUTTERFIELD & SO | SHS NEW | $1.4M | 0.3% | 27,155 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $345K | 0.1%Prev: 0.3% | 720 SH | Decreased-1,880 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $9.3M | 1.9%Prev: 1.7% | 273,986 SH | Increased-13,078 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $210K | 0.0% | 4,948 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $231K | 0.0% | 4,375 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $707K | 0.1%Prev: 0.1% | 9,969 SH | Increased+97 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $489K | 0.1%Prev: 0.1% | 10,087 SH | Increased+163 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $288K | 0.1%Prev: 0.1% | 4,052 SH | Decreased-980 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $364K | 0.1%Prev: 0.1% | 8,870 SH | Increased+1,437 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $328K | 0.1%Prev: 0.1% | 5,258 SH | Increased+86 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $22.2M | 4.6%Prev: 5.2% | 497,813 SH | Increased-240,975 SH |
| GLOBAL SELF STORAGE INC | COM | $247K | 0.1%Prev: 0.1% | 48,375 SH | Increased+2,645 SH |
| HARBOR ETF TRUST | LONG TERM GROWER | $31.7M | 6.6%Prev: 6.8% | 1,142,388 SH | Increased-41,379 SH |
| ISHARES GOLD TR | ISHARES NEW | $9.6M | 2.0%Prev: 1.9% | 108,996 SH | Increased-32,325 SH |
| ISHARES TR | CORE S&P500 ETF | $976K | 0.2%Prev: 0.2% | 1,494 SH | Increased-186 SH |
| ISHARES TR | CORE US AGGBD ET | $205K | 0.0%Prev: 0.1% | 2,066 SH | Decreased-956 SH |
| ISHARES TR | RUS 1000 ETF | $747K | 0.2% | 2,096 SH | New |
| JANUS DETROIT STR TR | HENDERSON MTG | $27.8M | 5.8%Prev: 4.7% | 615,498 SH | Increased+167,587 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $2.6M | 0.5% | 26,068 SH | New |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $20.1M | 4.2% | 432,937 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $13.3M | 2.8%Prev: 4.6% | 549,185 SH | Decreased-265,030 SH |
| SPDR GOLD TR | GOLD SHS | $4.4M | 0.9%Prev: 0.8% | 10,138 SH | Increased-1,698 SH |
| SPDR INDEX SHS FDS | STATE STREET SPD | $529K | 0.1% | 14,445 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $266K | 0.1% | 7,510 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $3.9M | 0.8%Prev: 0.8% | 136,038 SH | Increased+13,233 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $311K | 0.1%Prev: 0.1% | 4,220 SH | Increased+140 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $522K | 0.1%Prev: 0.2% | 1,195 SH | Decreased-872 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $222K | 0.0%Prev: 0.1% | 775 SH | Decreased-781 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $148.6M | 31.1%Prev: 29.6% | 463,348 SH | Increased+3,120 SH |
| VANGUARD INDEX FDS | VALUE ETF | $360K | 0.1%Prev: 0.1% | 1,836 SH | Decreased-1,175 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $274K | 0.1%Prev: 0.1% | 3,643 SH | Increased-219 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.4M | 0.3% | 10,159 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $260K | 0.1%Prev: 0.1% | 5,214 SH | Decreased-25 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $17.3M | 3.6%Prev: 3.7% | 347,016 SH | Increased+29,426 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $35.6M | 7.5%Prev: 6.8% | 598,185 SH | Increased+109,779 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $7.7M | 1.6%Prev: 0.8% | 139,985 SH | Increased+84,230 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.4M | 0.3%Prev: 0.3% | 23,944 SH | Increased+681 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $26.9M | 5.6%Prev: 6.5% | 339,670 SH | Decreased-13,463 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $63.3M | 13.2%Prev: 12.5% | 820,572 SH | Increased-38,280 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 |