Disclosed positions
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $35,099,161 | 65,142 | SH | None |
| SPDR SER TR | JNK | BLOOMBERG HIGH Y | $23,103,740 | 242,000 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $7,865,000 | 100,000 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $7,652,922 | 160,036 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONV | VNG RUS1000VAL | $7,053,069 | 86,807 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $4,814,033 | 18,226 | SH | None |
| VANGUARD ADMIRAL FDS INC | IVOO | MIDCP 400 IDX | $3,509,352 | 33,264 | SH | None |
| GREENFIRE RES LTD NEW | GFR | COM SHS | $2,850,051 | 403,690 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,660,633 | 60,414 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $2,577,003 | 10,725 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $452,705 | 5,082 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $434,487 | 8,404 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $320,870 | 3,914 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $952 | 5 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.