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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 | $649K | 0.1%Prev: 0.1% | 2,557 SH | Increased-282 SH |
| ISHARES INC | CORE MSCI EMKT | $15.4M | 2.7%Prev: 2.6% | 221,123 SH | Increased-7,880 SH |
| ISHARES TR | 1 3 YR TREAS BD | $421K | 0.1%Prev: 0.1% | 5,093 SH | Decreased-243 SH |
| ISHARES TR | 3 7 YR TREAS BD | $2.0M | 0.4%Prev: 0.4% | 16,776 SH | Increased+446 SH |
| ISHARES TR | 7-10 YR TRSY BD | $47.4M | 8.5%Prev: 8.5% | 497,065 SH | Increased+78,947 SH |
| ISHARES TR | BROAD USD HIGH | $5.0M | 0.9%Prev: 0.3% | 135,532 SH | Increased+92,902 SH |
| ISHARES TR | CORE MSCI EAFE | $27.1M | 4.8%Prev: 4.8% | 299,724 SH | Increased+744 SH |
| ISHARES TR | CORE S&P MCP ETF | $25.9M | 4.6%Prev: 4.6% | 384,100 SH | Increased+8,916 SH |
| ISHARES TR | CORE S&P SCP ETF | $21.6M | 3.8%Prev: 3.7% | 173,598 SH | Increased+4,519 SH |
| ISHARES TR | CORE S&P500 ETF | $64.1M | 11.4%Prev: 11.6% | 98,082 SH | Increased+383 SH |
| ISHARES TR | CORE US AGGBD ET | $47.2M | 8.4%Prev: 8.3% | 475,327 SH | Increased+79,816 SH |
| ISHARES TR | IBOXX HI YD ETF | $19.3M | 3.4%Prev: 4.1% | 242,688 SH | Decreased-2,312 SH |
| ISHARES TR | IBOXX INV CP ETF | $11.9M | 2.1%Prev: 2.2% | 109,412 SH | Increased+14,552 SH |
| ISHARES TR | MSCI EAFE ETF | $1.8M | 0.3%Prev: 0.3% | 18,978 SH | Increased-1,103 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.2M | 0.2%Prev: 0.2% | 11,169 SH | Increased+2,469 SH |
| ISHARES TR | RUS 1000 GRW ETF | $660K | 0.1%Prev: 0.1% | 1,549 SH | Increased-4 SH |
| ISHARES TR | SELECT DIVID ETF | $361K | 0.1%Prev: 0.1% | 2,383 SH | Decreased-680 SH |
| ISHARES TR | US TREAS BD ETF | $3.6M | 0.6%Prev: 0.5% | 156,171 SH | Increased+47,362 SH |
| NVIDIA CORPORATION | COM | $261K | 0.0%Prev: 0.1% | 1,494 SH | Decreased-1,174 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $333K | 0.1%Prev: 0.1% | 10,117 SH | Increased+250 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $523K | 0.1%Prev: 0.1% | 20,977 SH | Increased+1,786 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $921K | 0.2%Prev: 0.2% | 37,214 SH | Increased-1,712 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.1M | 0.2%Prev: 0.2% | 45,162 SH | Increased+5,350 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.3M | 0.2%Prev: 0.3% | 57,009 SH | Increased+5,155 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $699K | 0.1%Prev: 0.1% | 27,829 SH | Increased-1,280 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.0M | 0.2%Prev: 0.2% | 40,121 SH | Increased-3,964 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $567K | 0.1%Prev: 0.1% | 18,318 SH | Increased-165 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $908K | 0.2%Prev: 0.2% | 31,207 SH | Increased+58 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $55.1M | 9.8%Prev: 9.5% | 748,499 SH | Increased+136,896 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $494K | 0.1%Prev: 0.1% | 1,131 SH | Increased-65 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $20.2M | 3.6%Prev: 3.7% | 70,303 SH | Increased+3,058 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $59.0M | 10.5%Prev: 10.7% | 98,770 SH | Increased+860 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $20.5M | 3.6%Prev: 3.5% | 78,142 SH | Increased+4,101 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $13.9M | 2.5%Prev: 2.5% | 256,815 SH | Increased-3,791 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.8M | 0.3%Prev: 0.4% | 36,266 SH | Increased+573 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $988K | 0.2%Prev: 0.1% | 11,945 SH | Increased+4,338 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $14.8M | 2.6%Prev: 2.7% | 186,907 SH | Increased+22,830 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $26.6M | 4.7%Prev: 4.7% | 414,535 SH | Increased-25,100 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $44.2M | 7.9%Prev: 7.9% | 298,225 SH | Increased+10,360 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 |