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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 | $8.8M | 1.7%Prev: 1.6% | 48,619 SH | Increased-2,522 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $11.2M | 2.2%Prev: 2.0% | 89,555 SH | Increased-5,629 SH |
| BANK OF N T BUTTERFIELD & SO | SHS NEW | $1.6M | 0.3% | 27,155 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $360K | 0.1%Prev: 0.1% | 720 SH | Decreased-243 SH |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | $311K | 0.1% | 7,000 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $10.5M | 2.1%Prev: 1.9% | 261,269 SH | Increased-24,533 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $224K | 0.0% | 4,971 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $240K | 0.0% | 4,440 SH | New |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $819K | 0.2% | 9,993 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $557K | 0.1%Prev: 0.1% | 10,121 SH | Increased+150 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $335K | 0.1%Prev: 0.1% | 4,064 SH | Increased-424 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $412K | 0.1%Prev: 0.1% | 8,846 SH | Increased+548 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $369K | 0.1%Prev: 0.1% | 5,276 SH | Increased+81 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $19.0M | 3.7%Prev: 4.6% | 498,155 SH | Decreased-131,991 SH |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $270K | 0.1% | 3,000 SH | New |
| GLOBAL SELF STORAGE INC | COM | $257K | 0.1%Prev: 0.1% | 49,047 SH | Increased+2,695 SH |
| HARBOR ETF TRUST | LONG TERM GROWER | $37.2M | 7.3%Prev: 7.8% | 1,146,114 SH | Increased-18,921 SH |
| ISHARES GOLD TR | ISHARES NEW | $8.4M | 1.7%Prev: 1.6% | 111,410 SH | Increased-3,241 SH |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.2%Prev: 0.2% | 1,488 SH | Increased-42 SH |
| ISHARES TR | CORE US AGGBD ET | $204K | 0.0%Prev: 0.1% | 2,066 SH | Decreased-771 SH |
| ISHARES TR | RUS 1000 ETF | $858K | 0.2% | 2,096 SH | New |
| JANUS DETROIT STR TR | HENDERSON MTG | $28.1M | 5.5%Prev: 6.0% | 624,815 SH | Increased+46,595 SH |
| NUSHARES ETF TR | ESG LARGE CAP | $223K | 0.0% | 4,110 SH | New |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.4M | 0.3% | 13,790 SH | New |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $21.9M | 4.3% | 429,046 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $13.4M | 2.6%Prev: 3.0% | 557,119 SH | Increased+21,948 SH |
| SPDR GOLD TR | GOLD SHS | $3.9M | 0.8%Prev: 0.7% | 10,620 SH | Increased+243 SH |
| SPDR INDEX SHS FDS | ST STR ACWI ETF | $590K | 0.1% | 14,514 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $227K | 0.0% | 7,510 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $4.1M | 0.8%Prev: 0.9% | 139,119 SH | Increased+10,760 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $294K | 0.1%Prev: 0.1% | 4,008 SH | Decreased-295 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $617K | 0.1%Prev: 0.2% | 7,167 SH | Decreased+5,578 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $250K | 0.0%Prev: 0.1% | 3,099 SH | Increased+2,288 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $527K | 0.1% | 767 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $169.4M | 33.3%Prev: 32.3% | 457,869 SH | Increased-6,136 SH |
| VANGUARD INDEX FDS | VALUE ETF | $400K | 0.1%Prev: 0.1% | 1,836 SH | Increased-309 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $305K | 0.1%Prev: 0.1% | 3,644 SH | Increased-94 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.6M | 0.3% | 10,159 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $262K | 0.1%Prev: 0.1% | 5,215 SH | Increased+96 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $18.8M | 3.7%Prev: 3.7% | 372,164 SH | Increased+43,187 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $35.8M | 7.0%Prev: 7.6% | 607,217 SH | Increased+51,330 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $7.9M | 1.5%Prev: 1.7% | 142,551 SH | Increased+12,600 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $680K | 0.1%Prev: 0.3% | 11,681 SH | Decreased-8,538 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $26.4M | 5.2%Prev: 5.8% | 333,820 SH | Increased+13,655 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $69.1M | 13.6%Prev: 12.9% | 808,202 SH | Increased-4,666 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $222K | 0.0% | 2,691 SH | New |
| 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 |