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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 | $318K | 0.2%Prev: 0.2% | 1,393 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $324K | 0.2%Prev: 0.2% | 1,514 SH | Increased-93 SH |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.6%Prev: 0.5% | 3,623 SH | Increased+105 SH |
| ALPHABET INC | CAP STK CL C | $4.2M | 2.4%Prev: 2.0% | 13,432 SH | Increased-277 SH |
| AMAZON COM INC | COM | $2.9M | 1.7%Prev: 1.7% | 12,681 SH | Increased-597 SH |
| AMERICAN ELEC PWR CO INC | COM | $639K | 0.4% | 5,544 SH | New |
| AMERICAN EXPRESS CO | COM | $473K | 0.3%Prev: 0.2% | 1,278 SH | Increased |
| APPLE INC | COM | $4.7M | 2.7%Prev: 2.6% | 17,218 SH | Increased-48 SH |
| ARGAN INC | COM | $213K | 0.1% | 680 SH | New |
| ARISTA NETWORKS INC | COM SHS | $1.6M | 0.9%Prev: 1.0% | 12,252 SH | Decreased |
| ASTRAZENECA PLC | SPONSORED ADR | $233K | 0.1% | 2,532 SH | New |
| ATMOS ENERGY CORP | COM | $280K | 0.2%Prev: 0.2% | 1,673 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.8M | 3.9%Prev: 4.0% | 13,474 SH | Decreased-87 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $8.9M | 5.1%Prev: 4.4% | 145,895 SH | Increased+19,481 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $210K | 0.1% | 3,977 SH | New |
| BROOKFIELD CORP | CL A LTD VT SH | $551K | 0.3%Prev: 0.3% | 12,011 SH | Decreased+3,639 SH |
| CHEVRON CORP NEW | COM | $238K | 0.1%Prev: 0.1% | 1,562 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $347K | 0.2%Prev: 0.2% | 402 SH | Decreased |
| DANAHER CORPORATION | COM | $246K | 0.1%Prev: 0.2% | 1,075 SH | Decreased-341 SH |
| ELI LILLY & CO | COM | $239K | 0.1% | 222 SH | New |
| EXXON MOBIL CORP | COM | $1.5M | 0.9%Prev: 0.8% | 12,615 SH | Increased |
| GE AEROSPACE | COM NEW | $573K | 0.3%Prev: 0.3% | 1,860 SH | Increased+50 SH |
| GE VERNOVA INC | COM | $316K | 0.2%Prev: 0.2% | 484 SH | Increased |
| HARBOR ETF TRUST | HARBOR COMMODITY | $252K | 0.1%Prev: 0.1% | 10,164 SH | Increased+986 SH |
| HILTON WORLDWIDE HLDGS INC | COM | $408K | 0.2%Prev: 0.2% | 1,421 SH | Increased |
| HUNTINGTON INGALLS INDS INC | COM | $253K | 0.1%Prev: 0.1% | 744 SH | Increased |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $236K | 0.1%Prev: 2.8% | 7,036 SH | Decreased-138,607 SH |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $801K | 0.5%Prev: 0.5% | 21,854 SH | Increased-475 SH |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | $751K | 0.4%Prev: 0.4% | 21,910 SH | Increased+355 SH |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $273K | 0.2%Prev: 0.2% | 6,850 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | $292K | 0.2%Prev: 0.2% | 5,750 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY ULTRA BU | $5.2M | 3.0% | 135,531 SH | New |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $487K | 0.3%Prev: 0.3% | 9,701 SH | Increased+620 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $296K | 0.2%Prev: 0.2% | 1,545 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $817K | 0.5%Prev: 0.5% | 1,330 SH | Increased+10 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $482K | 0.3%Prev: 0.3% | 9,717 SH | Increased+2,890 SH |
| ISHARES GOLD TR | ISHARES NEW | $2.6M | 1.5%Prev: 1.4% | 32,291 SH | Increased+93 SH |
| ISHARES TR | 0-5YR INVT GR CP | $693K | 0.4%Prev: 0.4% | 13,671 SH | Decreased-430 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.9M | 1.1%Prev: 1.1% | 22,394 SH | Decreased-1,068 SH |
| ISHARES TR | 3 7 YR TREAS BD | $6.4M | 3.7%Prev: 2.9% | 54,012 SH | Increased+12,060 SH |
| ISHARES TR | 7-10 YR TRSY BD | $293K | 0.2%Prev: 0.2% | 3,048 SH | Decreased-205 SH |
| ISHARES TR | CORE DIV GRWTH | $2.5M | 1.5%Prev: 1.5% | 36,723 SH | Decreased-789 SH |
| ISHARES TR | CORE S&P MCP ETF | $280K | 0.2%Prev: 0.2% | 4,239 SH | Decreased-226 SH |
| ISHARES TR | CORE S&P SCP ETF | $224K | 0.1%Prev: 0.1% | 1,860 SH | Decreased-86 SH |
| ISHARES TR | CORE S&P TTL STK | $284K | 0.2%Prev: 0.2% | 1,909 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $26.2M | 15.0%Prev: 15.0% | 38,297 SH | Increased+85 SH |
| ISHARES TR | EXPND TEC SC ETF | $495K | 0.3%Prev: 0.3% | 3,834 SH | Increased |
| ISHARES TR | GLOBAL TECH ETF | $320K | 0.2%Prev: 0.2% | 3,044 SH | Decreased-53 SH |
| ISHARES TR | IBDS DEC28 ETF | $743K | 0.4%Prev: 0.4% | 29,191 SH | Increased+5,842 SH |
| ISHARES TR | IBONDS 26 TRM TS | $280K | 0.2%Prev: 0.2% | 12,242 SH | Decreased+32 SH |
| ISHARES TR | IBONDS 27 ETF | $995K | 0.6%Prev: 0.7% | 40,962 SH | Decreased-4,557 SH |
| ISHARES TR | IBONDS 27 TRM TS | $820K | 0.5%Prev: 0.5% | 36,491 SH | Decreased-929 SH |
| ISHARES TR | IBONDS DEC 2030 | $335K | 0.2%Prev: 0.2% | 15,168 SH | Increased+100 SH |
| ISHARES TR | IBONDS DEC 2031 | $471K | 0.3%Prev: 0.1% | 22,260 SH | Increased+12,700 SH |
| ISHARES TR | IBONDS DEC 29 | $2.2M | 1.2%Prev: 0.2% | 92,600 SH | Increased+78,395 SH |
| ISHARES TR | IBONDS DEC2026 | $2.1M | 1.2%Prev: 1.0% | 85,795 SH | Increased+17,466 SH |
| ISHARES TR | ISHS 1-5YR INVS | $249K | 0.1%Prev: 0.2% | 4,709 SH | Decreased-1,180 SH |
| ISHARES TR | ISHS 5-10YR INVT | $878K | 0.5%Prev: 0.5% | 16,286 SH | Decreased-463 SH |
| ISHARES TR | MSCI USA MIN VOL | $591K | 0.3%Prev: 0.4% | 6,275 SH | Decreased-25 SH |
| ISHARES TR | MSCI USA MMENTM | $270K | 0.2%Prev: 0.2% | 1,078 SH | Decreased+1 SH |
| ISHARES TR | MSCI USA QLT FCT | $716K | 0.4%Prev: 0.4% | 3,607 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $836K | 0.5%Prev: 0.5% | 7,807 SH | Decreased-370 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.0M | 0.6%Prev: 0.6% | 8,477 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $517K | 0.3%Prev: 0.3% | 2,439 SH | Increased-15 SH |
| ISHARES TR | US TREAS BD ETF | $327K | 0.2%Prev: 0.2% | 14,198 SH | Decreased-1,214 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $516K | 0.3%Prev: 0.3% | 10,104 SH | Decreased |
| ISHARES U S ETF TR | SHORT MATURITY M | $864K | 0.5%Prev: 0.5% | 17,174 SH | Decreased-565 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $492K | 0.3%Prev: 0.3% | 8,604 SH | Increased |
| JOHNSON & JOHNSON | COM | $451K | 0.3%Prev: 0.2% | 2,178 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $334K | 0.2%Prev: 0.2% | 1,036 SH | Increased |
| LENNOX INTL INC | COM | $243K | 0.1%Prev: 0.2% | 501 SH | Decreased |
| MARRIOTT INTL INC NEW | CL A | $359K | 0.2%Prev: 0.2% | 1,156 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $1.5M | 0.9%Prev: 0.9% | 2,703 SH | Decreased-62 SH |
| MCDONALDS CORP | COM | $462K | 0.3%Prev: 0.3% | 1,512 SH | Decreased-70 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.6%Prev: 0.7% | 1,668 SH | Decreased+43 SH |
| MICROSOFT CORP | COM | $2.3M | 1.3%Prev: 1.5% | 4,854 SH | Decreased-171 SH |
| MOODYS CORP | COM | $427K | 0.2%Prev: 0.2% | 837 SH | Increased-15 SH |
| NETFLIX INC | COM | $383K | 0.2%Prev: 0.3% | 4,080 SH | Decreased+3,637 SH |
| NEXTERA ENERGY INC | COM | $204K | 0.1% | 2,543 SH | New |
| NORTHROP GRUMMAN CORP | COM | $2.2M | 1.2%Prev: 1.4% | 3,804 SH | Decreased |
| NVIDIA CORPORATION | COM | $5.5M | 3.1%Prev: 3.2% | 29,373 SH | Decreased-54 SH |
| ORACLE CORP | COM | $963K | 0.6%Prev: 0.8% | 4,943 SH | Decreased+30 SH |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $418K | 0.2% | 6,384 SH | New |
| SPDR GOLD TR | GOLD SHS | $778K | 0.4%Prev: 0.4% | 1,962 SH | Increased-28 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $878K | 0.5%Prev: 0.5% | 1,287 SH | Increased |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $10.7M | 6.1%Prev: 5.9% | 279,558 SH | Increased+11,974 SH |
| T ROWE PRICE ETF INC | CAPITAL APPRECIA | $2.1M | 1.2%Prev: 0.9% | 87,813 SH | Increased+23,064 SH |
| T ROWE PRICE ETF INC | FLOATING RATE | $7.7M | 4.4%Prev: 6.0% | 149,231 SH | Decreased-49,626 SH |
| T ROWE PRICE ETF INC | INTERNATIONAL EQ | $17.2M | 9.8%Prev: 9.8% | 497,448 SH | Increased+3,704 SH |
| T ROWE PRICE ETF INC | TECHNOLOGY ETF | $6.0M | 3.4%Prev: 2.7% | 183,711 SH | Increased+41,460 SH |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | $1.7M | 1.0%Prev: 0.8% | 33,577 SH | Increased+5,660 SH |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | $2.0M | 1.1%Prev: 1.1% | 46,146 SH | Increased+614 SH |
| TESLA INC | COM | $2.0M | 1.1%Prev: 1.2% | 4,434 SH | Increased-31 SH |
| TRANSDIGM GROUP INC | COM | $477K | 0.3%Prev: 0.3% | 359 SH | Decreased-4 SH |
| UNITEDHEALTH GROUP INC | COM | $244K | 0.1%Prev: 0.1% | 738 SH | Decreased+21 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $212K | 0.1%Prev: 0.1% | 434 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $731K | 0.4%Prev: 0.4% | 2,180 SH | Increased+123 SH |
| VISA INC | COM CL A | $384K | 0.2%Prev: 0.2% | 1,096 SH | Increased-7 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 |