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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 | $672K | 0.1%Prev: 0.1% | 2,641 SH | Decreased+83 SH |
| ISHARES INC | CORE MSCI EMKT | $15.5M | 2.9%Prev: 2.8% | 235,241 SH | Decreased+29,750 SH |
| ISHARES TR | 1 3 YR TREAS BD | $413K | 0.1%Prev: 0.1% | 4,975 SH | Decreased-381 SH |
| ISHARES TR | 3 7 YR TREAS BD | $1.9M | 0.4%Prev: 0.3% | 16,209 SH | Decreased-292 SH |
| ISHARES TR | 7-10 YR TRSY BD | $45.7M | 8.4%Prev: 8.4% | 473,893 SH | Decreased-68,088 SH |
| ISHARES TR | BROAD USD HIGH | $3.5M | 0.6%Prev: 1.1% | 92,768 SH | Decreased-92,591 SH |
| ISHARES TR | CORE MSCI EAFE | $25.9M | 4.8%Prev: 4.8% | 296,566 SH | Decreased-8,550 SH |
| ISHARES TR | CORE S&P MCP ETF | $24.5M | 4.5%Prev: 4.8% | 375,647 SH | Decreased-3,270 SH |
| ISHARES TR | CORE S&P SCP ETF | $20.5M | 3.8%Prev: 4.0% | 172,639 SH | Decreased+6,708 SH |
| ISHARES TR | CORE S&P500 ETF | $63.2M | 11.7%Prev: 11.4% | 94,488 SH | Decreased+1,398 SH |
| ISHARES TR | CORE US AGGBD ET | $44.9M | 8.3%Prev: 8.3% | 447,643 SH | Decreased-67,917 SH |
| ISHARES TR | IBOXX HI YD ETF | $19.8M | 3.7%Prev: 3.2% | 244,371 SH | Increased+2,166 SH |
| ISHARES TR | IBOXX INV CP ETF | $11.3M | 2.1%Prev: 2.1% | 101,761 SH | Decreased-15,965 SH |
| ISHARES TR | MSCI EAFE ETF | $1.9M | 0.3%Prev: 0.3% | 20,012 SH | Decreased+1,131 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.2M | 0.2%Prev: 0.3% | 11,078 SH | Decreased-5,545 SH |
| ISHARES TR | RUS 1000 GRW ETF | $726K | 0.1%Prev: 0.1% | 1,549 SH | Decreased-4,647 SH |
| ISHARES TR | SELECT DIVID ETF | $341K | 0.1%Prev: 0.1% | 2,401 SH | Decreased+157 SH |
| ISHARES TR | US TREAS BD ETF | $3.4M | 0.6%Prev: 0.7% | 144,992 SH | Decreased-42,313 SH |
| NVIDIA CORPORATION | COM | $279K | 0.1%Prev: 0.0% | 1,494 SH | Decreased-2 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $338K | 0.1%Prev: 0.1% | 10,140 SH | Decreased+294 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $514K | 0.1%Prev: 0.1% | 20,472 SH | Decreased-2,609 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $880K | 0.2%Prev: 0.2% | 37,816 SH | Decreased+2,959 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.0M | 0.2%Prev: 0.2% | 42,023 SH | Decreased-2,950 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.3M | 0.2%Prev: 0.2% | 53,848 SH | Decreased-6,116 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $730K | 0.1%Prev: 0.1% | 28,383 SH | Decreased+1,104 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.1M | 0.2%Prev: 0.2% | 40,412 SH | Decreased+2,048 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $552K | 0.1%Prev: 0.1% | 18,613 SH | Decreased+432 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $881K | 0.2%Prev: 0.2% | 31,566 SH | Decreased+1,434 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $51.8M | 9.6%Prev: 9.7% | 696,668 SH | Decreased-109,936 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $549K | 0.1%Prev: 0.1% | 1,144 SH | Decreased-5,441 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $20.3M | 3.7%Prev: 3.7% | 69,135 SH | Decreased-211,748 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $58.7M | 10.8%Prev: 10.7% | 95,935 SH | Decreased+115 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $19.8M | 3.6%Prev: 3.8% | 77,735 SH | Decreased+1,296 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $14.3M | 2.6%Prev: 2.5% | 263,879 SH | Decreased+10,433 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.2%Prev: 0.2% | 23,482 SH | Decreased-2,147 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $875K | 0.2%Prev: 0.2% | 10,398 SH | Decreased-4,947 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $14.0M | 2.6%Prev: 2.6% | 175,157 SH | Decreased-25,242 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $25.6M | 4.7%Prev: 4.7% | 427,061 SH | Decreased+22,506 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $41.8M | 7.7%Prev: 7.6% | 296,573 SH | Decreased+3,494 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 |