Disclosed positions
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $34,289,338 | 99,704 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $19,954,728 | 241,437 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $18,624,035 | 315,769 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $9,283,258 | 115,220 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $6,603,625 | 21,786 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $6,585,086 | 78,628 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $3,961,865 | 20,795 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $1,956,848 | 11,519 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,905,872 | 8,745 | SH | None |
| RBB FD INC | TMFC | MOTLEY FOL ETF | $1,572,213 | 20,644 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $1,500,412 | 4,073 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $1,190,051 | 35,748 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $812,744 | 1,065 | SH | None |
| AMAZON COM INC | AMZN | COM | $519,105 | 2,178 | SH | None |
| TESLA INC | TSLA | COM | $473,596 | 1,126 | SH | None |
| CAVCO INDS INC DEL | CVCO | COM | $462,628 | 753 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $417,257 | 812 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $396,433 | 3,472 | SH | None |
| ISHARES TR | IWL | RUS TOP 200 ETF | $354,626 | 1,917 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $347,204 | 4,730 | SH | None |
| ISHARES TR | SLQD | 0-5YR INVT GR CP | $291,779 | 5,793 | SH | None |
| AXON ENTERPRISE INC | AXON | COM | $272,456 | 486 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $236,805 | 663 | SH | None |
| APPLE INC | AAPL | COM | $230,693 | 797 | SH | None |
| ISHARES TR | SOXX | ISHARES SEMICDTR | $226,829 | 354 | SH | None |
| MICRON TECHNOLOGY INC | Unresolved | CALL | $69,360 | 2 | 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.