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CIK 0002110807 • 3 13F filings • Feb 18, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | COMM | $580K | 0.5% | 2,021 SH | |
| AMERICAN CENTY ETF TR | COMM | $3.6M | 3.0% | 32,212 SH | |
| APPLE INC | COMM | $578K | 0.5% | 2,277 SH | |
| BANK NEW YORK MELLON CORP | COMM | $438K | 0.4% | 3,694 SH | |
| BERKSHIRE HATHAWAY INC DEL | COMM | $229K | 0.2% | 478 SH | |
| CAPITAL GROUP CONSERVATIVE E | COMM | $7.4M | 6.1% | 246,978 SH | |
| CAPITAL GROUP DIVIDEND VALUE | COMM | $559K | 0.5% | 13,135 SH | |
| CAPITAL GROUP GBL GROWTH EQT | COMM | $370K | 0.3% | 11,089 SH | |
| CAPITAL GROUP GROWTH ETF | COMM | $7.6M | 6.3% | 189,129 SH | |
| CAPITAL GROUP INTL FOCUS EQT | COMM | $9.1M | 7.6% | 307,956 SH | |
| CAPITAL GRP FIXED INCM ETF T | COMM | $26.8M | 22.3% | 1,125,334 SH | |
| FIRST TR EXCHANGE-TRADED ALP | COMM | $3.8M | 3.2% | 32,141 SH | |
| FIRST TR EXCHANGE-TRADED FD | COMM | $3.1M | 2.6% | 63,859 SH | |
| INVESCO EXCH TRADED FD TR II | COMM | $1.4M | 1.2% | 19,778 SH | |
| INVESCO QQQ TR | COMM | $537K | 0.4% | 930 SH | |
| ISHARES TR | COMM | $236K | 0.2% | 4,660 SH | |
| J P MORGAN EXCHANGE TRADED F | COMM | $4.9M | 4.1% | 87,541 SH | |
| JPMORGAN CHASE & CO | COMM | $717K | 0.6% | 2,437 SH | |
| MICROSOFT CORP | COMM | $269K | 0.2% | 728 SH | |
| SPDR GOLD TR | COMM | $1.4M | 1.2% | 3,303 SH | |
| SPDR SERIES TRUST | COMM | $7.4M | 6.2% | 223,471 SH | |
| STATE STR SPDR S&P 500 ETF T | COMM | $419K | 0.3% | 644 SH | |
| VANGUARD BD INDEX FDS | COMM | $15.9M | 13.2% | 219,190 SH | |
| VANGUARD INDEX FDS | COMM | $10.1M | 8.4% | 42,892 SH | |
| VANGUARD STAR FDS | COMM | $2.1M | 1.7% | 26,832 SH | |
| VANGUARD WHITEHALL FDS | COMM | $10.5M | 8.7% | 111,211 SH |
| 13F-HR |
| 0002110807-26-000002 |
| $119.9M |
| View |