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CIK 0001840775 • 6 13F filings • Apr 29, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $292K | 0.2% | 1,393 SH | |
| ALPHABET INC | CAP STK CL A | $603K | 0.5% | 3,902 SH | |
| ALPHABET INC | CAP STK CL C | $2.2M | 1.7% | 14,205 SH | |
| AMAZON COM INC | COM | $2.5M | 2.0% | 13,047 SH | |
| AMERICAN EXPRESS CO | COM | $344K | 0.3% | 1,278 SH | |
| AMERICAN TOWER CORP NEW | COM | $283K | 0.2% | 1,301 SH | |
| APPLE INC | COM | $3.7M | 2.9% | 16,838 SH | |
| ARISTA NETWORKS INC | COM SHS | $949K | 0.7% | 12,252 SH | |
| ATMOS ENERGY CORP | COM | $259K | 0.2% | 1,673 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $7.3M | 5.8% | 13,746 SH | |
| BROOKFIELD CORP | CL A LTD VT SH | $437K | 0.3% | 8,342 SH | |
| CHECK POINT SOFTWARE TECH LT | ORD | $202K | 0.2% | 888 SH | |
| CHEVRON CORP NEW | COM | $261K | 0.2% | 1,562 SH | |
| COSTCO WHSL CORP NEW | COM | $382K | 0.3% | 404 SH | |
| DANAHER CORPORATION | COM | $278K | 0.2% | 1,354 SH | |
| EXXON MOBIL CORP | COM | $1.5M | 1.2% | 12,967 SH | |
| GE AEROSPACE | COM NEW | $362K | 0.3% | 1,810 SH | |
| HILTON WORLDWIDE HLDGS INC | COM | $321K | 0.3% | 1,412 SH | |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $2.1M | 1.6% | 65,597 SH | |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $6.3M | 5.0% | 201,453 SH | |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | $582K | 0.5% | 21,555 SH | |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $237K | 0.2% | 6,850 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | $248K | 0.2% | 5,750 SH | |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $455K | 0.4% | 9,081 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $268K | 0.2% | 1,545 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $590K | 0.5% | 1,258 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $321K | 0.3% | 6,852 SH | |
| ISHARES GOLD TR | ISHARES NEW | $1.7M | 1.4% | 29,658 SH | |
| ISHARES TR | 0-5YR INVT GR CP | $725K | 0.6% | 14,413 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $2.0M | 1.6% | 24,715 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $4.1M | 3.2% | 34,414 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $333K | 0.3% | 3,495 SH | |
| ISHARES TR | CORE DIV GRWTH | $2.4M | 1.9% | 39,351 SH | |
| ISHARES TR | CORE S&P MCP ETF | $290K | 0.2% | 4,977 SH | |
| ISHARES TR | CORE S&P SCP ETF | $239K | 0.2% | 2,285 SH | |
| ISHARES TR | CORE S&P TTL STK | $268K | 0.2% | 2,197 SH | |
| ISHARES TR | CORE S&P500 ETF | $20.7M | 16.3% | 36,833 SH | |
| ISHARES TR | EXPND TEC SC ETF | $391K | 0.3% | 4,314 SH | |
| ISHARES TR | GLOBAL TECH ETF | $254K | 0.2% | 3,352 SH | |
| ISHARES TR | IBDS DEC28 ETF | $631K | 0.5% | 24,969 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $1.2M | 1.0% | 52,834 SH | |
| ISHARES TR | IBONDS 26 TRM TS | $304K | 0.2% | 13,260 SH | |
| ISHARES TR | IBONDS 27 ETF | $1.1M | 0.8% | 44,536 SH | |
| ISHARES TR | IBONDS 27 TRM TS | $945K | 0.7% | 42,157 SH | |
| ISHARES TR | IBONDS 28 TRM TS | $212K | 0.2% | 9,533 SH | |
| ISHARES TR | IBONDS DEC 2030 | $327K | 0.3% | 15,068 SH | |
| ISHARES TR | IBONDS DEC 25 | $204K | 0.2% | 7,614 SH | |
| ISHARES TR | IBONDS DEC 29 | $347K | 0.3% | 15,009 SH | |
| ISHARES TR | IBONDS DEC2026 | $1.3M | 1.0% | 51,871 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $4.4M | 3.5% | 175,514 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $312K | 0.2% | 5,954 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $971K | 0.8% | 18,489 SH | |
| ISHARES TR | MSCI USA MIN VOL | $681K | 0.5% | 7,267 SH | |
| ISHARES TR | MSCI USA MMENTM | $220K | 0.2% | 1,089 SH | |
| ISHARES TR | MSCI USA QLT FCT | $659K | 0.5% | 3,858 SH | |
| ISHARES TR | NATIONAL MUN ETF | $935K | 0.7% | 8,871 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $796K | 0.6% | 8,578 SH | |
| ISHARES TR | S&P 500 VAL ETF | $470K | 0.4% | 2,464 SH | |
| ISHARES TR | US TREAS BD ETF | $412K | 0.3% | 17,940 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $518K | 0.4% | 10,189 SH | |
| ISHARES U S ETF TR | SHORT MATURITY M | $895K | 0.7% | 17,815 SH | |
| JOHNSON & JOHNSON | COM | $385K | 0.3% | 2,324 SH | |
| JPMORGAN CHASE & CO. | COM | $261K | 0.2% | 1,063 SH | |
| LENNOX INTL INC | COM | $281K | 0.2% | 501 SH | |
| MARRIOTT INTL INC NEW | CL A | $292K | 0.2% | 1,224 SH | |
| MASTERCARD INCORPORATED | CL A | $1.6M | 1.2% | 2,843 SH | |
| MCDONALDS CORP | COM | $354K | 0.3% | 1,132 SH | |
| META PLATFORMS INC | CL A | $949K | 0.7% | 1,647 SH | |
| MICROSOFT CORP | COM | $1.9M | 1.5% | 5,030 SH | |
| MOODYS CORP | COM | $397K | 0.3% | 852 SH | |
| NETFLIX INC | COM | $395K | 0.3% | 424 SH | |
| NORTHROP GRUMMAN CORP | COM | $2.0M | 1.6% | 3,867 SH | |
| NVIDIA CORPORATION | COM | $3.5M | 2.8% | 32,436 SH | |
| ORACLE CORP | COM | $698K | 0.6% | 4,990 SH | |
| PACCAR INC | COM | $204K | 0.2% | 2,100 SH | |
| SPDR GOLD TR | GOLD SHS | $581K | 0.5% | 2,015 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $720K | 0.6% | 1,287 SH | |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $8.1M | 6.4% | 251,658 SH | |
| T ROWE PRICE ETF INC | FLOATING RATE | $8.4M | 6.7% | 165,396 SH | |
| T ROWE PRICE ETF INC | INTERNATIONAL EQ | $4.0M | 3.2% | 138,038 SH | |
| T ROWE PRICE ETF INC | TECHNOLOGY ETF | $2.2M | 1.7% | 93,034 SH | |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | $1.3M | 1.0% | 26,042 SH | |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | $335K | 0.3% | 9,530 SH | |
| TESLA INC | COM | $1.2M | 0.9% | 4,470 SH | |
| THE CIGNA GROUP | COM | $226K | 0.2% | 687 SH | |
| TRANSDIGM GROUP INC | COM | $506K | 0.4% | 366 SH | |
| UNITEDHEALTH GROUP INC | COM | $440K | 0.3% | 840 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $557K | 0.4% | 2,026 SH | |
| VISA INC | COM CL A | $377K | 0.3% | 1,077 SH |
| 13F-HR |
| 0001754960-26-000594 |
| $203.9M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000523 | $148.0M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000353 | $175.9M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000260 | $126.8M | View |