Disclosed positions
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $123,526,383 | 333,819 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $52,543,576 | 544,042 | SH | None |
| ISHARES TR | TFLO | TRS FLT RT BD | $51,214,523 | 1,011,545 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $51,141,722 | 1,108,163 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $19,715,189 | 330,293 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $3,778,899 | 5,046 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,649,438 | 23,150 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $1,543,169 | 16,169 | SH | None |
| ISHARES TR | AOA | CORE 80 20 ETF | $940,376 | 9,635 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $933,123 | 15,821 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $741,288 | 8,969 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $685,424 | 7,108 | SH | None |
| ISHARES TR | MBB | MBS ETF | $536,023 | 5,671 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $500,524 | 10,335 | SH | None |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $339,969 | 12,829 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $238,907 | 1,194 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $217,604 | 2,822 | 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.