CIK: 0002118380
Total Value
$162.17B
Holdings
68
Latest Filing
Mar 11, 2026
Quarterly Filings
1
SCHWAB STRATEGIC TR
750K shares
$19.99B
12.3%
SCHWAB STRATEGIC TR
673K shares
$17.09B
10.5%
SCHWAB STRATEGIC TR
545K shares
$13.66B
8.4%
VANGUARD INDEX FDS
40K shares
$13.21B
8.1%
VANGUARD INDEX FDS
34K shares
$10.45B
6.4%
SCHWAB STRATEGIC TR
399K shares
$10.41B
6.4%
VANGUARD STAR FDS
93K shares
$7.37B
4.5%
SCHWAB STRATEGIC TR
218K shares
$6.91B
4.3%
VANGUARD SCOTTSDALE FDS
107K shares
$6.44B
4.0%
ISHARES TR
55K shares
$4.93B
3.0%
CIK
0002118380
Latest Report Period
Dec 31, 2025
Report Type
13F-HR
Accession Number
0002118380-26-000001