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CIK 0002081474 • 5 13F filings • Sep 29, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| iShares Inc | JP MRGN EM HI BD | $19 | 0.0% | 5 PRN | New |
| iShares TR | BROAD USD HIGH | $973K | 0.4% | 25,939 PRN | New |
| iShares TR | CORE INTL AGGR | $4.5M | 2.0% | 87,856 PRN | New |
| iShares Tr | CORE S&P SCP ETF | $9.6M | 4.3% | 87,946 PRN | New |
| iShares Tr | CORE S&P TTL STK | $553K | 0.2% | 4,093 PRN | New |
| iShares Tr | CORE S&P500 ETF | $41.2M | 18.6% | 66,317 PRN | New |
| iShares Tr | CORE US AGGBD ET | $35.4M | 16.0% | 356,572 PRN | New |
| iShares TR | MSCI USA QLT FCT | $148K | 0.1% | 810 PRN | New |
| iShares Tr | SHORT TREAS BD | $677K | 0.3% | 6,132 PRN | New |
| iShares Tr | TIPS BD ETF | $56K | 0.0% | 513 PRN | New |
| Schwab Strategic Tr | EMRG MKTEQ ETF | $9K | 0.0% | 289 PRN | New |
| Schwab Strategic Tr | INTL EQTY ETF | $38.0M | 17.1% | 1,718,806 PRN | New |
| Schwab Strategic Tr | SHT TM US TRES | $704K | 0.3% | 28,891 PRN | New |
| Schwab Strategic Tr | US AGGREGATE B | $105K | 0.0% | 4,512 PRN | New |
| Schwab Strategic Tr | US BRD MKT ETF | $10.7M | 4.8% | 448,494 PRN | New |
| Schwab Strategic Tr | US LCAP GR ETF | $34.1M | 15.4% | 1,166,941 PRN | New |
| Schwab Strategic Tr | US REIT ETF | $3.9M | 1.8% | 183,611 PRN | New |
| SPDR Series Trust | S&P 600 SMCP GRW | $632K | 0.3% | 7,123 PRN | New |
| SPDR Series Trust | S&P 600 SMCP VAL | $305 | 0.0% | 305 PRN | New |
| VanEck ETF Trust | FALLEN ANGEL HG | $24K | 0.0% | 812 PRN | New |
| Vanguard Index FDS | MID CAP ETF | $13.0M | 5.9% | 46,362 PRN | New |
| Vanguard Index FDS | SM CP VAL ETF | $1.3M | 0.6% | 6,678 PRN | New |
| Vanguard Index FDS | SML CP GRW ETF | $1.7M | 0.8% | 6,086 PRN | New |
| Vanguard Index FDS | VALUE ETF | $2.2M | 1.0% | 124,604 PRN | New |
| Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $16.6M | 7.5% | 334,625 PRN | New |
| Vanguard Intl Equity Index F | FTSE SMCAP ETF | $16K | 0.0% | 120 PRN | New |
| Vanguard Intl Equity Index F | TT WRLD ST ETF | $4.0M | 1.8% | 31,147 PRN | New |
| Vanguard Malvern FDS | STRM INFPROIDX | $547K | 0.2% | 10,871 PRN | New |
| Vanguard Scottsdale FDS | SHORT TERM TREAS | $683K | 0.3% | 11,618 PRN | New |
| Vanguard World FD | INF TECH ETF | $424K | 0.2% | 639 PRN | New |
| 13F-HR |
| 0002081474-26-000013 |
| $417.8M |
| View |
| Sep 29, 2025 | Q2 2025 | 13F-HR | 0002081474-25-000001 | $221.6M | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0002081474-26-000007 | $365.1M | View |