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CIK 0002110688 • 3 13F filings • Feb 17, 2026 – Aug 6, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $719K | 0.7% | 2,833 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED HIGH YI | $631K | 0.6% | 12,991 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $1.5M | 1.4% | 39,405 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED MID | $784K | 0.8% | 21,798 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED SMALL | $495K | 0.5% | 13,039 SH | |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $4.6M | 4.5% | 171,333 SH | |
| ISHARES GOLD TR | SHARES REPRESENT | $590K | 0.6% | 12,640 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $836K | 0.8% | 8,079 SH | |
| ISHARES TR | 0-5YR INVT GR CP | $3.6M | 3.5% | 71,494 SH | |
| ISHARES TR | CORE 1 5 YR USD | $6.5M | 6.2% | 133,175 SH | |
| ISHARES TR | CORE MSCI TOTAL | $5.5M | 5.3% | 63,764 SH | |
| ISHARES TR | CORE S&P MCP ETF | $11.9M | 11.5% | 176,630 SH | |
| ISHARES TR | CORE S&P SCP ETF | $7.2M | 7.0% | 57,994 SH | |
| ISHARES TR | CORE S&P TTL STK | $453K | 0.4% | 3,177 SH | |
| ISHARES TR | CORE S&P US VLU | $6.8M | 6.5% | 66,066 SH | |
| ISHARES TR | CORE S&P500 ETF | $26.1M | 25.2% | 39,909 SH | |
| ISHARES TR | CORE US AGGBD ET | $12.3M | 11.9% | 124,398 SH | |
| ISHARES TR | ESG AWR US AGRGT | $219K | 0.2% | 4,614 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $463K | 0.4% | 18,454 SH | |
| ISHARES TR | IBOXX INV CP ETF | $6.1M | 5.9% | 55,631 SH | |
| ISHARES TR | S&P MC 400VL ETF | $306K | 0.3% | 2,312 SH | |
| ISHARES TR | TIPS BD ETF | $2.1M | 2.1% | 19,253 SH | |
| NUSHARES ETF TR | NUVEEN ESG US | $655K | 0.6% | 29,495 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $449K | 0.4% | 5,816 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $522K | 0.5% | 6,654 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $205K | 0.2% | 2,311 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $283K | 0.3% | 3,948 SH | |
| VANGUARD WORLD FD | ESG US CORP BD | $464K | 0.4% | 7,391 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $1.1M | 1.1% | 9,847 SH |
| 13F-HR |
| 0002110688-26-000002 |
| $103.3M |
| View |