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CIK 0002031137 • 6 13F filings • Apr 24, 2025 – Jul 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.1M | 0.7%Prev: 0.8% | 5,346 SH | Decreased+390 SH |
| HOME DEPOT INC | COM | $608K | 0.4%Prev: 0.3% | 1,659 SH | Increased+160 SH |
| INVESCO QQQ TR | UNIT SER 1 | $816K | 0.5%Prev: 0.5% | 1,480 SH | Decreased+42 SH |
| ISHARES TR | CORE S&P500 ETF | $35.4M | 23.8%Prev: 23.5% | 57,059 SH | Decreased-2,459 SH |
| JPMORGAN CHASE & CO. | COM | $383K | 0.3% | 1,321 SH | New |
| NVIDIA CORPORATION | COM | $217K | 0.1%Prev: 0.8% | 1,375 SH | Decreased-5,879 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.5M | 2.3%Prev: 2.3% | 115,021 SH | Decreased+1,444 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $20.8M | 13.9%Prev: 13.9% | 939,774 SH | Decreased+10,173 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $866K | 0.6%Prev: 0.5% | 20,344 SH | Decreased+1,370 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $9.1M | 6.1%Prev: 6.4% | 375,085 SH | Decreased-63,453 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $28.4M | 19.0%Prev: 18.6% | 1,221,958 SH | Decreased-104,312 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $330K | 0.2%Prev: 0.2% | 13,860 SH | Decreased+79 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $405K | 0.3%Prev: 0.3% | 15,277 SH | Decreased+1,498 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $516K | 0.3%Prev: 0.3% | 17,664 SH | Increased+2,414 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.9M | 1.9%Prev: 1.8% | 103,492 SH | Decreased+4,828 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $15.4M | 10.4%Prev: 10.5% | 729,453 SH | Decreased-76,869 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $14.3M | 9.6%Prev: 10.1% | 566,783 SH | Decreased-4,810 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $11.3M | 7.6%Prev: 7.3% | 423,520 SH | Decreased-28,321 SH |
| SPDR GOLD TR | GOLD SHS | $302K | 0.2%Prev: 0.2% | 992 SH | Decreased+103 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $321K | 0.2%Prev: 0.2% | 1,354 SH | Decreased |
| VANGUARD INDEX FDS | VALUE ETF | $467K | 0.3%Prev: 0.3% | 2,643 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $461K | 0.3%Prev: 0.3% | 6,854 SH | Decreased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $255K | 0.2%Prev: 0.2% | 1,916 SH | Increased+231 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $630K | 0.4%Prev: 0.4% | 4,951 SH | Increased+32 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $256K | 0.2%Prev: 0.2% | 1,452 SH | Decreased |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000029 |
| $158.6M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0002031137-26-000001 | $184.4M | View |
| Sep 4, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001265 | $149.1M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000404 | $165.4M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002031137-25-000002 | $141.0M | View |