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CIK 0002020560 • 7 13F filings • Apr 15, 2025 – Oct 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $346K | 0.2% | 2,610 SH | |
| ABBVIE INC | COM | $535K | 0.3% | 2,552 SH | |
| AMAZON COM INC | COM | $293K | 0.2% | 1,542 SH | |
| APPLE INC | COM | $1.2M | 0.8% | 5,381 SH | |
| COCA COLA CO | COM | $236K | 0.2% | 3,300 SH | |
| EXXON MOBIL CORP | COM | $392K | 0.3% | 3,295 SH | |
| GLOBAL X FDS | GLBL X MLP ETF | $2.7M | 1.7% | 50,065 SH | |
| INVESCO EXCH TRADED FD TR II | KBW BK ETF | $4.1M | 2.7% | 64,606 SH | |
| ISHARES TR | CORE S&P500 ETF | $294K | 0.2% | 523 SH | |
| ISHARES TR | CORE US AGGBD ET | $394K | 0.3% | 3,979 SH | |
| ISHARES TR | ESG MSCI USA ETF | $324K | 0.2% | 6,943 SH | |
| JPMORGAN CHASE & CO. | COM | $223K | 0.1% | 910 SH | |
| MICROSOFT CORP | COM | $329K | 0.2% | 876 SH | |
| NORTHROP GRUMMAN CORP | COM | $434K | 0.3% | 848 SH | |
| NVIDIA CORPORATION | COM | $334K | 0.2% | 3,086 SH | |
| PACER FDS TR | US SMALL CAP CAS | $4.1M | 2.7% | 110,087 SH | |
| S&P GLOBAL INC | COM | $364K | 0.2% | 716 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $7.6M | 4.9% | 303,985 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.8M | 2.5% | 194,277 SH | |
| SCHWAB STRATEGIC TR | LONG TERM US | $2.8M | 1.8% | 84,925 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.2M | 0.8% | 56,138 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.1M | 1.4% | 76,587 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $7.5M | 4.9% | 341,413 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $241K | 0.2% | 9,213 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $4.5M | 3.0% | 46,899 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $4.0M | 2.6% | 20,041 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $3.8M | 2.5% | 25,706 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $8.4M | 5.5% | 40,735 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $35.1M | 23.0% | 62,801 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $356K | 0.2% | 5,231 SH | |
| TESLA INC | COM | $814K | 0.5% | 3,139 SH | |
| VANECK ETF TRUST | BDC INCOME ETF | $260K | 0.2% | 15,522 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $10.4M | 6.8% | 141,486 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.5M | 2.3% | 6,728 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $512K | 0.3% | 1,863 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.5M | 4.9% | 166,333 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $328K | 0.2% | 2,828 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $228K | 0.1% | 4,600 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $31.4M | 20.5% | 617,403 SH |
| 13F-HR |
| 0001754960-25-000724 |
| $169.7M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000414 | $222.9M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000392 | $156.2M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000202 | $183.8M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000186 | $152.9M | View |