Disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $256,093,236 | 341,964 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | SCHWAB FDT US LG | $56,858,700 | 1,828,254 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $56,471,640 | 152,610 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LARGE CAP ETF | $38,183,718 | 1,297,442 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $18,982,853 | 120,933 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $18,235,587 | 248,417 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $16,140,856 | 557,350 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $4,746,887 | 35,896 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $3,728,498 | 9,105 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $3,639,955 | 35,040 | SH | None |
| VANGUARD INDEX FDS | VT | TT WRLD ST ETF | $3,054,706 | 19,463 | SH | None |
| SPDR DOW JONES INDL AVERAGE | DIA | UT SER 1 | $2,095,182 | 4,000 | SH | None |
| SPDR S&P MIDCAP 400 ETF TR | MDY | UTSER1 S&PDCRP | $959,562 | 1,361 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $935,573 | 4,293 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $674,991 | 1,583 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $640,717 | 5,160 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $628,327 | 6,142 | SH | None |
| SPDR SER TR | SDY | S&P DIVID ETF | $608,720 | 4,000 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $546,522 | 3,685 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $481,938 | 6,250 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $466,223 | 679 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $387,496 | 11,640 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $223,583 | 2,315 | 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. 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.