CIK 2105032
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 100.00% | 3 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | GVI | ISHARES TR | Unclassified | 53.42% |
| 2 | VTHR | VANGUARD SCOTTSDALE FDS | Unclassified | 35.22% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | Unclassified | 11.37% |
0/3 names classified · sector 0.0% of weight · industry 0.0% · mkt cap 0.0%; unclassified names shown, never dropped.
Only 0% of book weight classified — the grid is NOT representative of the whole book.
Classified: 0.0% of book weight (0/3 names) · unclassified 100.0%: GVI, VTHR, VEU. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
Where this firm's principals came from and which firms its alumni went on to found.
