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CIK 0001411268 • 6 13F filings • Apr 10, 2025 – Jul 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $631K | 0.1% | 2,839 SH | |
| ISHARES INC | CORE MSCI EMKT | $12.4M | 2.6% | 229,003 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $441K | 0.1% | 5,336 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $1.9M | 0.4% | 16,330 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $39.9M | 8.5% | 418,118 SH | |
| ISHARES TR | BROAD USD HIGH | $1.6M | 0.3% | 42,630 SH | |
| ISHARES TR | CORE MSCI EAFE | $22.6M | 4.8% | 298,980 SH | |
| ISHARES TR | CORE S&P MCP ETF | $21.9M | 4.6% | 375,184 SH | |
| ISHARES TR | CORE S&P SCP ETF | $17.7M | 3.7% | 169,079 SH | |
| ISHARES TR | CORE S&P500 ETF | $54.9M | 11.6% | 97,699 SH | |
| ISHARES TR | CORE US AGGBD ET | $39.1M | 8.3% | 395,511 SH | |
| ISHARES TR | IBOXX HI YD ETF | $19.3M | 4.1% | 245,000 SH | |
| ISHARES TR | IBOXX INV CP ETF | $10.3M | 2.2% | 94,860 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.6M | 0.3% | 20,081 SH | |
| ISHARES TR | NATIONAL MUN ETF | $917K | 0.2% | 8,700 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $561K | 0.1% | 1,553 SH | |
| ISHARES TR | SELECT DIVID ETF | $411K | 0.1% | 3,063 SH | |
| ISHARES TR | US TREAS BD ETF | $2.5M | 0.5% | 108,809 SH | |
| NVIDIA CORPORATION | COM | $289K | 0.1% | 2,668 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $272K | 0.1% | 9,867 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $477K | 0.1% | 19,191 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $770K | 0.2% | 38,926 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $969K | 0.2% | 39,812 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.2M | 0.3% | 51,854 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $627K | 0.1% | 29,109 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $973K | 0.2% | 44,085 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $484K | 0.1% | 18,483 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $730K | 0.2% | 31,149 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $44.9M | 9.5% | 611,603 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $444K | 0.1% | 1,196 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $17.4M | 3.7% | 67,245 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $50.3M | 10.7% | 97,910 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $16.4M | 3.5% | 74,041 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $11.8M | 2.5% | 260,606 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.8M | 0.4% | 35,693 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $622K | 0.1% | 7,607 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $13.0M | 2.7% | 164,077 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $22.3M | 4.7% | 439,635 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $37.1M | 7.9% | 287,865 SH |
| 13F-HR |
| 0001411268-25-000009 |
| $541.9M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001411268-26-000004 | $612.3M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001411268-25-000006 | $504.0M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001411268-26-000003 | $560.9M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001411268-25-000004 | $471.6M | View |