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Disclosed positions
Old Peak Finance LLC: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- VANGUARD BD INDEX FDS
- Ticker
- BSV
- Class
- SHORT TRM BOND
- Reported value
- $44,251,574
- Reported amount
- 567,983
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002080991-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $44,251,574 | 567,983 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $38,893,169 | 876,762 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $34,944,192 | 948,539 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $14,829,322 | 74,113 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $5,227,639 | 14,127 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $4,382,313 | 61,506 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $4,005,987 | 12,238 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $3,714,370 | 43,448 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $3,161,156 | 4,233 | SH | None |
| APPLE INC | AAPL | COM | $2,649,003 | 9,155 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $2,549,022 | 31,108 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $2,214,893 | 3,225 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,709,567 | 4,583 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $1,704,125 | 23,214 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $1,674,675 | 28,056 | SH | None |
| FIRST CTZNS BANCSHARES INC D | FCNCA | CL A | $1,510,146 | 726 | SH | None |
| INTEL CORP | INTC | COM | $1,476,448 | 10,574 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $1,468,652 | 17,836 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,296,247 | 3,669 | SH | None |
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $1,261,154 | 27,046 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,093,266 | 4,587 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $975,114 | 7,132 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $942,450 | 5,209 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $928,459 | 7,958 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $874,674 | 9,480 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $872,697 | 2,442 | SH | None |
| ALTRIA GROUP INC | MO | COM | $857,673 | 11,920 | SH | None |
| ISHARES TR | ARTY | FUTU AI TECH ETF | $722,608 | 9,488 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $661,227 | 4,040 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $622,050 | 831 | SH | None |
| NUSHARES ETF TR | NULG | NUVEEN ESG LRGCP | $613,394 | 5,240 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $599,222 | 7,437 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $591,965 | 11,892 | SH | None |
| ISHARES TR | ISHG | 3YRTB ETF | $581,040 | 7,826 | SH | None |
| ISHARES TR | IGOV | INTL TREA BD ETF | $578,652 | 14,103 | SH | None |
| NUSHARES ETF TR | NULV | NUVEEN ESG LRGVL | $577,434 | 11,551 | SH | None |
| ELI LILLY & CO | LLY | COM | $567,594 | 473 | SH | None |
| PAN AMERN SILVER CORP | PAAS | COM | $566,325 | 12,644 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $532,417 | 723 | SH | None |
| TARGET CORP | TGT | COM | $511,077 | 3,913 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $510,537 | 7,304 | SH | None |
| DIMENSIONAL ETF TRUST | DFSI | INTERNATIONAL | $503,658 | 11,168 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $480,113 | 4,352 | SH | None |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $473,418 | 12,706 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $467,325 | 1,975 | SH | None |
| AGNICO EAGLE MINES LTD | AEM | COM | $462,597 | 2,982 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $459,575 | 4,766 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $457,129 | 3,457 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $436,651 | 10,345 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $436,245 | 3,172 | 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.