
LLC
A Florida LLC for public equities and listed REITs. $10,000 seed. $1,000+ every month. Twenty years.
The gist
GIST is named for the family, and for the thing worth owning. It is a Florida LLC that holds an S&P 500 fund, SpaceX (which now includes xAI), two global ETFs, listed REITs, T-bills, and a euro reserve — starting at $10,000, then at least $1,000 every month for twenty years, extras on the same split, with no parent-level debt.
Seat in Florida. Built to compound quietly.
01
Developed markets as a matter of policy. The owner’s economic life is not one skyline.
02
Four sleeves, written bands, and a refusal to confuse a mood with an allocation.
03
An S&P 500 fund, SpaceX (and xAI inside it), and two global ETFs. Held for twenty years.
04
Only listed REITs and publicly traded real estate. No deeds, no tenants, no mortgages.
Identity
A geometric G of globe meridians and an architectural column — international reach, listed real estate, and a banker’s quiet.



Policy mix
Fifty percent public equities — VOO, VEA, VWO, SPCX. Thirty-five percent listed REITs. Ten percent T-bills. Five percent currency. Seed $10,000. Then $1,000 or more every month, extras the same way.
S&P 500, SPCX, two global ETFs
Band 40–60%
Public REITs only — no direct property
Band 25–45%
T-bills and cash in the brokerage
Band 5–20%
Currency holdings; special situations later
Band 0–10%

Identity
Public equities, listed REITs, a twenty-year horizon. The mark holds both books. The charter stays with the member.
The mark