Disclosed positions
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $51,294,860 | 138,620 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $32,418,893 | 651,243 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $24,463,635 | 33,221 | SH | None |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $23,683,375 | 312,941 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $18,838,364 | 120,028 | SH | None |
| MICROSOFT CORP | MSFT | COM | $18,580,903 | 49,812 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $13,867,638 | 137,753 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $12,940,092 | 42,690 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $12,395,858 | 56,880 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $12,256,792 | 152,126 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $11,469,250 | 15,315 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $11,240,469 | 253,392 | SH | None |
| CHIME FINL INC | CHYM | COM SHS CL A | $9,488,548 | 463,308 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $7,506,524 | 21,827 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $6,785,410 | 76,232 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $6,745,407 | 133,864 | SH | None |
| APPLE INC | AAPL | COM | $6,716,196 | 23,211 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $6,264,018 | 31,306 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $6,215,768 | 120,042 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $5,913,756 | 61,327 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $5,671,749 | 66,344 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $4,341,095 | 39,801 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $3,445,748 | 44,925 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $3,280,383 | 38,082 | SH | None |
| FIREFLY AEROSPACE INC | FLY | COM | $3,269,809 | 111,218 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,954,625 | 49,500 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,692,015 | 7,533 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,557,167 | 3,424 | SH | None |
| ISHARES TR | IVLU | MSCI INTL VLU FT | $2,483,272 | 59,380 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,389,120 | 10,024 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $2,388,713 | 49,323 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $2,369,757 | 2,053 | SH | None |
| HOME DEPOT INC | HD | COM | $2,135,047 | 6,054 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $2,027,833 | 13,143 | SH | None |
| SPDR SERIES TRUST | JNK | ST BLOO HIGH ETF | $2,008,640 | 20,843 | SH | None |
| ISHARES U S ETF TR | LQDH | INT RT HDG C B | $1,956,991 | 21,013 | SH | None |
| WALMART INC | WMT | COM | $1,951,130 | 17,227 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,758,995 | 3,028 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,720,341 | 3,438 | SH | None |
| BROADCOM INC | AVGO | COM | $1,613,370 | 4,271 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,527,093 | 4,665 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,509,251 | 1,613 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,498,473 | 4,241 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $1,492,352 | 20,329 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,364,055 | 9,977 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $1,251,353 | 2,436 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,107,055 | 4,359 | SH | None |
| TESLA INC | TSLA | COM | $1,061,174 | 2,523 | SH | None |
| META PLATFORMS INC | META | CL A | $987,420 | 1,753 | SH | None |
| MERCK & CO INC | MRK | COM | $963,750 | 7,500 | SH | None |
No matching rows. Clear the filter to see all records.
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. 1 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.