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CIK 0001820363 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | $9.8M | 4.1%Prev: 3.7% | 260,022 SH | Increased+35,420 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.9M | 0.8%Prev: 0.8% | 3,035 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $6.9M | 2.8%Prev: 2.7% | 84,629 SH | Increased |
| ISHARES TR | 1 3 YR TREAS BD | $2.6M | 1.1%Prev: 1.1% | 31,705 SH | Decreased |
| ISHARES TR | 3 7 YR TREAS BD | $2.5M | 1.0%Prev: 1.1% | 20,710 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $285K | 0.1%Prev: 0.1% | 4,320 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $368K | 0.2%Prev: 0.2% | 3,066 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $2.8M | 1.2%Prev: 3.8% | 28,384 SH | Decreased-59,061 SH |
| ISHARES TR | INTL SEL DIV ETF | $270K | 0.1%Prev: 0.1% | 6,845 SH | Increased |
| ISHARES TR | MBS ETF | $302K | 0.1%Prev: 0.4% | 3,169 SH | Decreased-6,626 SH |
| ISHARES TR | S&P 500 VAL ETF | $265K | 0.1%Prev: 0.1% | 1,250 SH | Increased |
| ISHARES TR | TRUST ISHARE 0-1 | $7.0M | 2.9% | 63,237 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $303K | 0.1%Prev: 0.1% | 12,620 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.3M | 0.6%Prev: 0.6% | 49,806 SH | Increased |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | $494K | 0.2%Prev: 0.2% | 6,435 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.3M | 0.5%Prev: 0.5% | 1,844 SH | Increased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.2M | 0.5%Prev: 0.5% | 13,805 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $25.5M | 10.5%Prev: 10.3% | 75,916 SH | Increased+3,107 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 0.6% | 27,023 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $126.7M | 52.2%Prev: 48.2% | 898,109 SH | Increased+87,714 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $12.1M | 5.0%Prev: 5.3% | 202,320 SH | Decreased-2,920 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $28.7M | 11.8%Prev: 13.8% | 488,196 SH | Decreased-56,367 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $8.5M | 3.5%Prev: 3.2% | 113,010 SH | Increased+11,222 SH |
| 13F-HR |
| 0001820363-26-000005 |
| $296.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001879202-25-000029 | $171.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001820363-26-000003 | $246.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001879202-25-000015 | $150.9M | View |