Location: Los Altos, CA
CIK: 0001911695 · Show all filings
Period: Q2 2026 (← Previous) (Next →)
Filing Date: Jul 20, 2026
Total Value: $260M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 154,081 | $57.02M | 21.9% | $370.04 | $234.18 | +58.0% | COM | 922908769 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 104,202 | $24.66M | 9.5% | $236.62 | $163.42 | +44.8% | COM | 921908844 |
| VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 271,144 | $23.18M | 8.9% | $85.49 | $60.43 | +41.5% | COM | 921909768 |
| BE | Bloom Energy Corporation Com C L A | 68,000 | $20.58M | 7.9% | $302.70 | $16.94 | +1686.5% | COM | 093712107 |
| VBR | VANGUARD SMALL CAP VALUE ETF | 73,425 | $17.84M | 6.9% | $242.99 | $175.19 | +38.7% | COM | 922908611 |
| VMBS | VANGUARD MORTGAGE-BACK SEC ETF | 346,727 | $16.23M | 6.2% | $46.81 | $48.01 | -2.5% | COM | 92206C771 |
| VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 82,953 | $12.8M | 4.9% | $154.29 | $122.35 | +26.1% | COM | 922042718 |
| VOO | Vanguard S&P 500 ETF | 16,643 | $11.43M | 4.4% | $686.81 | $418.03 | +64.3% | COM | 922908363 |
| VCIT | VANGUARD INT-TERM CORP ETF | 119,883 | $9.908M | 3.8% | $82.65 | $81.50 | +1.4% | COM | 92206C870 |
| VTIP | VANGUARD STRM INFPROIDX ETF | 163,287 | $8.202M | 3.2% | $50.23 | $48.12 | +4.4% | COM | 922020805 |
| VTV | VANGUARD VALUE ETF | 35,630 | $7.765M | 3.0% | $217.93 | $143.29 | +52.1% | COM | 922908744 |
| VUG | VANGUARD GROWTH ETF | 70,948 | $6.111M | 2.4% | $86.14 | $78.92 | +9.1% | COM | 922908736 |
| VWO | VANGUARD FTSE EMR MKT ETF | 65,553 | $3.913M | 1.5% | $59.69 | $45.26 | +31.9% | COM | 922042858 |
| AAUA | ALPHA ARCHITECT US EQUTY 3 ETF | 63,129 | $3.594M | 1.4% | $56.92 | $49.00 | +16.2% | COM | 02072Q275 |
| DFIV | DIMENSIONAL ETF INTERNATIONAL VALUE | 64,540 | $3.486M | 1.3% | $54.02 | $33.62 | +60.7% | COM | 25434V807 |
| VXF | VANGUARD EXTEND MKT ETF | 14,089 | $3.469M | 1.3% | $246.21 | $173.95 | +41.5% | COM | 922908652 |
| DFUV | DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | 54,645 | $3.006M | 1.2% | $55.01 | $36.38 | +51.2% | COM | 25434V724 |
| VEA | VANGUARD FTSE DEV MKT ETF | 39,454 | $2.811M | 1.1% | $71.25 | $48.50 | +46.9% | COM | 921943858 |
| VEU | VANGUARD ALLWRLD EX US ETF | 28,128 | $2.356M | 0.9% | $83.75 | $61.26 | +36.7% | COM | 922042775 |
| VNQ | Vanguard Real Estate ETF | 22,729 | $2.192M | 0.8% | $96.43 | $97.99 | -1.6% | COM | 922908553 |
| AVGO | Broadcom Inc | 5,600 | $2.115M | 0.8% | $377.75 | $400.96 | -5.8% | COM | 11135F101 |
| DUSB | DIMENSNL ULTRASHRT FIXED INCM ETF | 28,419 | $1.443M | 0.6% | $50.78 | $50.76 | +0.0% | COM | 25434V591 |
| BRK/B | Berkshire Hathaway | 2,768 | $1.385M | 0.5% | $500.39 | $294.80 | +69.7% | COM | 084670702 |
| VSGX | Vanguard EST International Stock ETF | 16,779 | $1.382M | 0.5% | $82.34 | $55.45 | +48.5% | COM | 921910725 |
| ESGV | Vanguard ESG US Stock ETF | 9,678 | $1.28M | 0.5% | $132.24 | $80.41 | +64.5% | COM | 921910733 |
| TSLA | Tesla Inc. | 2,778 | $1.168M | 0.4% | $420.60 | $296.68 | +41.8% | COM | 88160R101 |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | 14,528 | $1.099M | 0.4% | $75.68 | $75.37 | +0.4% | COM | 922040845 |
| AAEQ | ALPHA ARCHITECT ETF US 2 EQUITY | 19,852 | $1.056M | 0.4% | $53.19 | $49.56 | +7.3% | COM | 02072Q358 |
| IBND | SPDR Blmbg Intl Corp Bd ETF | 24,982 | $779K | 0.3% | $31.18 | $32.01 | -2.6% | COM | 78464A151 |
| BWX | SPDR Blmbg Intl Trs Bd ETF | 35,835 | $777K | 0.3% | $21.68 | $22.52 | -3.7% | COM | 78464A516 |
| EBND | SPDR Blmbg Em Mkts Lcl Bd ETF | 36,368 | $761K | 0.3% | $20.92 | $21.37 | -2.1% | COM | 78464A391 |
| DFEV | DIMENSIONAL ETF TR EMERGING MKTS VA | 17,336 | $740K | 0.3% | $42.67 | $27.60 | +54.6% | COM | 25434V740 |
| VB | Vanguard Small Cap ETF | 1,978 | $600K | 0.2% | $303.12 | $224.35 | +35.1% | COM | 922908751 |
| VNQI | VANGUARD GLB EX US ETF | 12,079 | $542K | 0.2% | $44.85 | $47.50 | -5.6% | COM | 922042676 |
| VUSB | Vanguard Ultra-Short Bond ETF | 9,643 | $480K | 0.2% | $49.78 | $49.74 | +0.1% | COM | 92203C303 |
| GLDM | SPDR Gold MiniShares | 5,543 | $440K | 0.2% | $79.42 | $95.34 | -16.7% | COM | 98149E303 |
| AAPL | Apple | 1,507 | $436K | 0.2% | $289.36 | $188.37 | +53.6% | COM | 037833100 |
| DFSV | Dimensional US Small Cap Value ETF | 11,214 | $435K | 0.2% | $38.79 | $27.92 | +39.0% | COM | 25434V815 |
| BNDX | Vanguard Total International Bond ETF | 7,213 | $349K | 0.1% | $48.43 | $49.22 | -1.6% | COM | 92203J407 |
| NVDA | NVIDIA CORP COM | 1,670 | $334K | 0.1% | $200.09 | $205.61 | -2.7% | COM | 67066G104 |
| IGF | iShares Global Infrastructure ETF | 4,673 | $311K | 0.1% | $66.60 | $67.14 | -0.8% | COM | 464288372 |
| VGT | Vanguard Information Technology ETF | 2,128 | $254K | 0.1% | $119.52 | $109.49 | +9.2% | COM | 92204A702 |
| DISV | International Small Cap Value ETF | 6,297 | $253K | 0.1% | $40.13 | $24.46 | +64.1% | COM | 25434V781 |
| WCCB | West Coast Community Bancorp | 4,648 | $232K | 0.1% | $50.00 | $41.74 | +19.8% | COM | 952170108 |
| ORCL | Oracle Corp Com | 1,562 | $229K | 0.1% | $146.55 | $89.47 | +63.8% | COM | 68389X105 |
| SLV | iSHARES SILVER TRUST | 4,190 | $224K | 0.1% | $53.47 | $66.30 | -19.4% | COM | 46428Q109 |
| AMZN | Amazon.com | 899 | $214K | 0.1% | $238.34 | $251.01 | -5.0% | COM | 023135106 |