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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 | $740K | 0.1%Prev: 0.1% | 2,558 SH | Increased-82 SH |
| ISHARES INC | CORE MSCI EMKT | $17.0M | 2.8%Prev: 2.8% | 205,491 SH | Increased-28,264 SH |
| ISHARES TR | 1 3 YR TREAS BD | $440K | 0.1%Prev: 0.1% | 5,356 SH | Increased+381 SH |
| ISHARES TR | 20 YR TR BD ETF | $208K | 0.0% | 2,411 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $1.9M | 0.3%Prev: 0.4% | 16,501 SH | Increased+316 SH |
| ISHARES TR | 7-10 YR TRSY BD | $51.3M | 8.4%Prev: 8.3% | 541,981 SH | Increased+105,572 SH |
| ISHARES TR | BROAD USD HIGH | $6.9M | 1.1%Prev: 0.3% | 185,359 SH | Increased+142,729 SH |
| ISHARES TR | CORE MSCI EAFE | $29.5M | 4.8%Prev: 4.8% | 305,116 SH | Increased+12,606 SH |
| ISHARES TR | CORE S&P MCP ETF | $29.2M | 4.8%Prev: 4.6% | 378,917 SH | Increased+3,443 SH |
| ISHARES TR | CORE S&P SCP ETF | $24.6M | 4.0%Prev: 3.7% | 165,931 SH | Increased-4,249 SH |
| ISHARES TR | CORE S&P500 ETF | $69.7M | 11.4%Prev: 11.8% | 93,090 SH | Increased-2,871 SH |
| ISHARES TR | CORE US AGGBD ET | $51.0M | 8.3%Prev: 8.2% | 515,560 SH | Increased+99,407 SH |
| ISHARES TR | IBOXX HI YD ETF | $19.4M | 3.2%Prev: 3.9% | 242,205 SH | Decreased-1,662 SH |
| ISHARES TR | IBOXX INV CP ETF | $12.8M | 2.1%Prev: 2.1% | 117,726 SH | Increased+21,036 SH |
| ISHARES TR | MSCI EAFE ETF | $2.0M | 0.3%Prev: 0.4% | 18,881 SH | Increased-1,131 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.8M | 0.3%Prev: 0.2% | 16,623 SH | Increased+7,430 SH |
| ISHARES TR | RUS 1000 GRW ETF | $769K | 0.1%Prev: 0.1% | 6,196 SH | Increased+4,643 SH |
| ISHARES TR | SELECT DIVID ETF | $351K | 0.1%Prev: 0.1% | 2,244 SH | Decreased-650 SH |
| ISHARES TR | US TREAS BD ETF | $4.3M | 0.7%Prev: 0.6% | 187,305 SH | Increased+60,662 SH |
| NVIDIA CORPORATION | COM | $299K | 0.0%Prev: 0.0% | 1,496 SH | Increased+162 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $357K | 0.1%Prev: 0.1% | 9,846 SH | Increased-294 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $569K | 0.1%Prev: 0.1% | 23,081 SH | Increased+3,520 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $966K | 0.2%Prev: 0.2% | 34,857 SH | Increased-3,510 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.1M | 0.2%Prev: 0.2% | 44,973 SH | Increased+3,136 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.4M | 0.2%Prev: 0.2% | 59,964 SH | Increased+8,822 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $790K | 0.1%Prev: 0.1% | 27,279 SH | Increased-1,895 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.1M | 0.2%Prev: 0.2% | 38,364 SH | Increased-3,957 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $670K | 0.1%Prev: 0.1% | 18,181 SH | Increased-467 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.1M | 0.2%Prev: 0.2% | 30,132 SH | Increased-1,857 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $59.2M | 9.7%Prev: 9.5% | 806,604 SH | Increased+157,234 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $567K | 0.1%Prev: 0.1% | 6,585 SH | Increased+5,411 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $22.6M | 3.7%Prev: 3.8% | 280,883 SH | Increased+212,655 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $65.8M | 10.7%Prev: 11.0% | 95,820 SH | Increased-1,528 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $23.2M | 3.8%Prev: 3.6% | 76,439 SH | Increased-500 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $15.1M | 2.5%Prev: 2.6% | 253,446 SH | Increased-8,852 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.3M | 0.2%Prev: 0.3% | 25,629 SH | Decreased-9,019 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.3M | 0.2%Prev: 0.2% | 15,345 SH | Increased+5,902 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $15.8M | 2.6%Prev: 2.6% | 200,399 SH | Increased+35,724 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $28.8M | 4.7%Prev: 4.8% | 404,555 SH | Increased-18,986 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $46.3M | 7.6%Prev: 7.7% | 293,079 SH | Increased+1,966 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 |