CIK: 0002126147
Total Value
$134.46B
Holdings
184
Latest Filing
Mar 31, 2026
Quarterly Filings
1
SCHWAB STRATEGIC TR
666K shares
$16.58B
12.3%
VANGUARD SPECIALIZED FUNDS
38K shares
$8.37B
6.2%
SPDR SERIES TRUST
385K shares
$8.23B
6.1%
VANGUARD INTL EQUITY INDEX F
140K shares
$7.53B
5.6%
SCHWAB STRATEGIC TR
221K shares
$5.94B
4.4%
SCHWAB STRATEGIC TR
120K shares
$5.46B
4.1%
VANGUARD INDEX FDS
22K shares
$4.60B
3.4%
SCHWAB STRATEGIC TR
167K shares
$4.01B
3.0%
ALPS ETF TR
77K shares
$3.37B
2.5%
MICROSOFT CORP
7K shares
$3.25B
2.4%
CIK
0002126147
Latest Report Period
Dec 31, 2025
Report Type
13F-HR
Accession Number
0002126147-26-000001