CIK: 0002116061
Total Value
$318.77B
Holdings
77
Latest Filing
Mar 5, 2026
Quarterly Filings
1
VANGUARD INDEX FDS
83K shares
$51.95B
16.3%
ISHARES TR
431K shares
$41.39B
13.0%
VANGUARD BD INDEX FDS
550K shares
$40.71B
12.8%
SCHWAB STRATEGIC TR
938K shares
$30.60B
9.6%
VANGUARD WELLINGTON FD
202K shares
$30.38B
9.5%
VANECK ETF TRUST
570K shares
$16.73B
5.2%
CAPITAL GROUP GROWTH ETF
305K shares
$13.56B
4.3%
PACER FDS TR
356K shares
$11.52B
3.6%
ELI LILLY & CO
11K shares
$11.33B
3.6%
ISHARES TR
84K shares
$8.38B
2.6%
CIK
0002116061
Latest Report Period
Dec 31, 2025
Report Type
13F-HR
Accession Number
0002116061-26-000001