Saturday, August 9, 2026
Home face — rocks, next actions, readiness.
Q3: September forum launch (~5 members)
Engine Decision → Nov 1 (EOS vs Ascend)
Aug: Guest Month
Sep 6: A1C follow-up
📅 Calendar (read-only mirror) — static snapshot, as of 2026-08-09
- Aug 13Call Schwab (statements)
- Aug 14Athletico PT
- Aug 15Garden Party (Bertsche)
- Aug 16C12 Family Picnic
- Aug 17JHU “Value Proposition” call — Judd Walson + Sara
- Aug 18Daniel 1:1
- Aug 21C12 New Chair Commissioning
Readiness
Health feeds pending (Oura / Withings tokens).
Pipeline
C12 recruiting & membership funnel — live from HubSpot.
Membership
Members
11
Live Recruit Pursuits
Non-cold total
42
Engaged 11 · Mtg Sched 0 · Mtg Held 1 · Nurture 15 · Enrolled 10 · misc
Active Introducers
Active
30
tempo: slow 16 · active 14
Cold Pond
Records
3,496
C12 Prospects Funnel
Outreach Sent
Engaged
Meeting Held
Nurture
Enrolled
Lost
Introducers
- Active30
- — slow tempo16
- — active tempo14
- Engaged5
- Approached2
- Dormant1
HQ Monthly Contacts
Definition: first two-way conversation, based on first_engaged_date.
August counting — first automated report Sep 1, 7am.
Lead Source Split
2nd-degree and phil-walter are staged relationships.
Finance
Kubera live 2026-08-09 · portfolio ThayMero 2025.
Net Worth
$2,288,167
vs 1 mo ago
−$39,676 (−1.7%)
vs 1 yr ago
+$469,274 (+25.8%)
Net-Worth Trend (12mo)
Weekly points, 2025-08-09 → 2026-08-09. 2026-01-24 excluded (ACAT transfer double-count artifact, ~$2.55M).
Portfolio vs S&P 500
1 month
Investible portfolio−2.9%
S&P 500+3.7%
Spread−6.6 pp
1 year
Investible portfolio+25.7%
S&P 500+22.4%
Spread+3.4 pp
Kubera CAGR (time-weighted, contributions/withdrawals excluded): yearly investable +25.73% · yearly net worth +25.80%. The portfolio % change above is not the same measure — it includes contributions/withdrawals, so it will diverge from CAGR. Label honestly: refinement coming with the statement ledger.
Balance Sheet
| Item | Now | 1 mo ago | Δ 1mo | 1 yr ago | Δ 1yr |
|---|---|---|---|---|---|
| Net cash | −$20,376 | next refresh | — | next refresh | — |
| LT investments | $1,627,750 | $1,677,211 | −$49,461 | $1,294,611 | +$333,139 |
| Cars | $39,910 | $40,580 | −$670 | $46,590 | −$6,680 |
| House | $1,013,900 | $1,010,100 | +$3,800 | $914,500 | +$99,400 |
| Net worth | $2,288,167 | $2,327,842 | −$39,676 | $1,818,893 | +$469,274 |
Net cash = Kubera Cash On Hand ($1,030) minus credit-card balances ($21,406); mortgage and auto loans excluded (captured against House/Cars gross values above, not netted). Item-level 1mo/1yr cash history not pulled this refresh — next refresh.
Full Dashboard
Statement-verified lineage figures (IRA, HSA, Roth, TIAA detail) live in the Guirguis Finance Dashboard artifact (4 tabs, refreshed 10am CT daily, gate-protected).
Health
Oura live to 2026-08-09 · Apple/Withings weight trend · clinical picture through Sep 6 visit prep.
Insights — clinical × wearable
- ✓Zepbound works — the gap didn't: weight rose to 217 lb peak (Mar 2026) during the 9-month insurance gap (Jul 2025–May 2026, Point B exit → BCBS non-coverage), falling since the 10 mg self-pay restart — ~209 lb now.
- ✓Recovery underway: resting HR 94 → 84 bpm and HRV 11 → 19 ms since the 2025 lows — both tracking the weight downturn.
- ▲Sleep is the chronic drag: lowest readiness contributor most days (Oura); med churn (doxepin → Belsomra → zaleplon) without a sleep study despite OSA on the problem list.
- ▲Watch labs: ALT 52 (high, Rinvoq monitoring) · eGFR 50 / creatinine 1.58 (stage 3a range) · fasting glucose 103 — all single Dec-2025 draws, trends pending Ravenswood download.
- ·Sep 6 (Dr. Lickerman): first A1C in 22 months, Zepbound dose+cost plan, LFT/renal recheck. Data gaps: no BP readings since 2018 (Withings cuff idle), Rinvoq specialty-pharmacy history.
sources: MyChart 2010–2024 · ImagineMD 2024–26 · pharmacy fills · Apple Health/Withings · Oura
Readiness
52
Aug 9 · 7-day trend (Aug 3–9)
Chronic drag: sleep balance contributor has been the weakest input most of the week (as low as 18/100 on Aug 8) — recovery capacity, not activity, is the ceiling right now.
Sleep
65
Aug 9 · 7-day trend (Aug 3–9)
Volatile week: 31 (Aug 5) to 74 (Aug 7) — no stable pattern yet.
Sep 6 — A1C / Rinvoq Follow-up
—
Dr. Lickerman — first A1C in 22 months (last 5.4%, Nov 2024) · eGFR 50 recheck · ALT 52 watch (Rinvoq) · Zepbound cost/dose plan.
Weight — 2024–2026 (monthly mean, lb)
Zepbound 15mg (Aug 2024–Jul 2025)
Off — insurance gap (Aug 2025–May 2026)
Restarted 10mg (May 28 2026–)
Peak ~217 lb Mar 2026 · now ~209 lb (latest Withings reading, Aug 3–4). Outliers >265 lb / <154 lb excluded.
Strategy Draft — pending review
Cascade view: 3-year vision → annual theme → Q3 rocks → this month.
3-Year
Retire together March 2033 · build durable engine + Kingdom impact.
2026 Theme
Choose and commit to THE engine (EOS vs Ascend, Nov 1) · C12 forum to sustainable rhythm.
Q3 Rocks
September forum launch (~5 members) · Engine Decision → Nov 1 (EOS vs Ascend) · Aug: Guest Month · Sep 6: A1C follow-up.
August
Guest month execution · Oslo family wedding ✓ · JHU Act-Two origination (Aug 17).
Counsel — August 9, 2026
Weekly synthesis — cross-domain, tied to the rocks.
Celebrate
- ✓Cloze→HubSpot migration completed Aug 8 — 211 deals, 14,414 contacts, verified exact. The CRM foundation the Action Engine was waiting on.
- ✓Full-source vault ingest hit definition-of-done — 283 transcripts, 118 Granola notes, 4 Gmail accounts reconciled into 93 notes.
- ✓Net worth held and recovered: $2.257M (Aug 2) → $2.288M (Aug 9), +$31k.
Drifting
- ▲Ascend's August tranche has no visible motion — Oct 31 gate needs 15 member conversations this month; nothing on calendar yet.
- ▲C12 recruiting unreadable, not necessarily stalled — every deal carries the Aug 8 migration timestamp; manual gut-check needed.
- ▲Cogent/JHU DIH: final synthesis due Aug 15, Judd Walson + Sara meeting Aug 17 — no visible prep on calendar.
The Cross-Domain Observation
This week's hours went almost entirely into building the system rather than the outreach it serves — fair one-time infrastructure cost, but if the pattern holds next week, the Nov 1 engine decision loses runway (Ascend gate Oct 31, August is the tranche month).
Next Week's Fulcrum
JHU — final synthesis by Aug 15, Judd Walson + Sara on Aug 17. Non-negotiable in every scenario; the only rock with a hard deadline this week.