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CIK 0001774552 • 6 13F filings • Apr 14, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | $252K | 2.2%Prev: 2.1% | 5,046,330 SH | Increased+690,992 SH |
| ISHARES CORE S&P 500 ETF | ETF | $386K | 3.4%Prev: 3.1% | 563,199 SH | Increased+62,612 SH |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | $1.1M | 9.8%Prev: 9.7% | 11,159,114 SH | Increased+747,366 SH |
| ISHARES GOLD TRUST | ETF | $575K | 5.1%Prev: 4.8% | 7,089,248 SH | Increased-41,295 SH |
| ISHARES TIPS BOND ETF | ETF | $76K | 0.7%Prev: 0.7% | 692,532 SH | Decreased-34,713 SH |
| ISHARES U.S. REAL ESTATE ETF | ETF | $548K | 4.8%Prev: 4.8% | 5,838,937 SH | Increased+540,270 SH |
| SPDR GOLD SHARES | ETF | $261K | 2.3%Prev: 2.4% | 657,586 SH | Decreased-80,402 SH |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $3.1M | 27.3%Prev: 27.1% | 49,538,873 SH | Increased+741,263 SH |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | $852K | 7.5%Prev: 7.7% | 15,857,145 SH | Increased+546,684 SH |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | $4.2M | 36.7%Prev: 37.6% | 12,394,779 SH | Increased+32,017 SH |
| 13F-HR |
| 0001104659-26-086034 |
| $12.8M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001104659-25-068814 | $9.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001104659-26-045706 | $11.5M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001104659-25-034358 | $9.0M | View |