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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 LABORATORIES | COM | $258K | 0.1% | 2,610 SH | New |
| ABBVIE INC | COM | $742K | 0.3%Prev: 0.3% | 2,837 SH | Increased+285 SH |
| AGNC INVT CORP | COM | $236K | 0.1% | 26,005 SH | New |
| AMAZON COM INC | COM | $230K | 0.1%Prev: 0.2% | 925 SH | Decreased-477 SH |
| APPLE INC | COM | $1.6M | 0.7%Prev: 0.7% | 4,936 SH | Increased+343 SH |
| ARES COML REAL ESTATE CORP | COM | $65K | 0.0% | 17,000 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $597K | 0.3%Prev: 0.4% | 1,198 SH | Decreased-20 SH |
| BLUE OWL CAPITAL CORPORATION | COM | $115K | 0.0% | 11,000 SH | New |
| BRIGHTSPIRE CAPITAL INC | COM CL A | $56K | 0.0% | 14,500 SH | New |
| CHEVRON CORPORATION | COM | $204K | 0.1% | 1,000 SH | New |
| DYNEX CAP INC | COM | $168K | 0.1% | 15,116 SH | New |
| EAGLE POINT CR CO | COM | $125K | 0.1% | 36,175 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $279K | 0.1% | 14,100 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $406K | 0.2% | 11,412 SH | New |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $816K | 0.3% | 5,012 SH | New |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $220K | 0.1% | 10,784 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $218K | 0.1%Prev: 0.1% | 2,786 SH | Decreased-244 SH |
| ISHARES TR | 0-3 MTH TREASURY | $1.4M | 0.6% | 13,692 SH | New |
| ISHARES TR | CORE S&P500 ETF | $424K | 0.2%Prev: 0.2% | 553 SH | Increased-6 SH |
| ISHARES TR | CORE US AGGBD ET | $501K | 0.2%Prev: 0.4% | 5,301 SH | Decreased-1,956 SH |
| ISHARES TR | ESG MSCI USA ETF | $480K | 0.2%Prev: 0.3% | 7,046 SH | Increased-446 SH |
| MICROSOFT CORP | COM | $435K | 0.2%Prev: 0.1% | 848 SH | Increased+422 SH |
| MPLX LP | COM UNIT REP LTD | $1.0M | 0.4% | 18,500 SH | New |
| NVIDIA CORPORATION | COM | $910K | 0.4%Prev: 0.3% | 3,984 SH | Increased+988 SH |
| OXFORD LANE CAP CORP | COM | $156K | 0.1% | 17,262 SH | New |
| PIMCO DYNAMIC INCOME FD | SHS | $320K | 0.1% | 22,787 SH | New |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $10.7M | 4.6%Prev: 5.9% | 452,044 SH | Increased+54,129 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.5M | 1.9%Prev: 2.5% | 162,999 SH | Increased-20,078 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $3.8M | 1.6%Prev: 2.2% | 133,022 SH | Increased+17,596 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.4M | 0.6%Prev: 0.8% | 48,135 SH | Increased-5,008 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.4M | 0.6%Prev: 0.8% | 43,275 SH | Decreased-8,801 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $10.6M | 4.6%Prev: 5.9% | 354,174 SH | Increased-23,278 SH |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $4.2M | 1.8% | 38,710 SH | New |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $4.5M | 1.9% | 40,274 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $19.1M | 8.2% | 97,444 SH | New |
| SLR INVESTMENT CORP | COM | $139K | 0.1% | 12,000 SH | New |
| SPDR SERIES TRUST | ST PORT HIGH ETF | $214K | 0.1% | 9,472 SH | New |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $1.1M | 0.5% | 12,279 SH | New |
| SPDR SERIES TRUST | ST STR PR SP1500 | $407K | 0.2% | 4,423 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $76.1M | 32.7% | 99,828 SH | New |
| TESLA INC | COM | $1.2M | 0.5%Prev: 0.8% | 3,289 SH | Decreased+113 SH |
| TRIPLEPOINT VENTURE GROWTH B | COM | $66K | 0.0% | 13,610 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $18.6M | 8.0%Prev: 8.3% | 264,870 SH | Increased+75,880 SH |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $691K | 0.3% | 1,845 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.9M | 4.3%Prev: 4.4% | 14,170 SH | Increased+1,989 SH |
| VANGUARD INSTL INDEX FD | ULTR SHOR TR ETF | $1.3M | 0.6% | 17,135 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $228K | 0.1%Prev: 0.1% | 2,744 SH | Increased-176 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.7M | 0.7%Prev: 0.4% | 10,929 SH | Increased+5,636 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $49.2M | 21.1%Prev: 20.3% | 696,154 SH | Increased+122,384 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 |