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CIK 0001906798 • 7 13F filings • Apr 14, 2025 – Oct 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $1.5M | 1.2%Prev: 0.7% | 4,148 SH | Increased+928 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $747K | 0.6%Prev: 0.4% | 5,095 SH | Increased+1,381 SH |
| ALLSTATE CORP | COM | $1.6M | 1.3%Prev: 1.1% | 7,635 SH | Increased+2,352 SH |
| AMAZON COM INC | COM | $3.0M | 2.5%Prev: 2.1% | 12,952 SH | Increased+3,880 SH |
| AMERICAN EXPRESS CO | COM | $1.7M | 1.4% | 4,687 SH | New |
| APPLE INC | COM | $3.3M | 2.7%Prev: 2.8% | 12,304 SH | Increased+3,191 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.9% | 2,214 SH | New |
| BOOKING HOLDINGS INC | COM | $1.4M | 1.1%Prev: 0.7% | 256 SH | Increased-4,436 SH |
| BROADCOM INC | COM | $1.4M | 1.2%Prev: 0.9% | 4,075 SH | Increased+1,230 SH |
| CAPITAL ONE FINL CORP | COM | $1.6M | 1.3%Prev: 0.9% | 6,630 SH | Increased+1,529 SH |
| CARRIER GLOBAL CORPORATION | COM | $946K | 0.8%Prev: 0.6% | 17,899 SH | Increased+5,787 SH |
| CASEYS GEN STORES INC | COM | $1.7M | 1.4%Prev: 0.9% | 3,064 SH | Increased+1,351 SH |
| CONOCOPHILLIPS | COM | $767K | 0.6%Prev: 0.7% | 8,190 SH | Decreased+1,805 SH |
| DBX ETF TR | XTRACKERS MSCI | $482K | 0.4%Prev: 0.3% | 7,583 SH | Increased+3,179 SH |
| DIAMONDBACK ENERGY INC | COM | $678K | 0.6%Prev: 0.6% | 4,507 SH | Increased+1,209 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $698K | 0.6%Prev: 0.6% | 1,990 SH | Increased+380 SH |
| ELI LILLY & CO | COM | $3.0M | 2.4%Prev: 2.1% | 2,747 SH | Increased+713 SH |
| HCA HEALTHCARE INC | COM | $1.4M | 1.1%Prev: 0.8% | 2,935 SH | Increased+830 SH |
| INTUIT | COM | $1.0M | 0.8% | 1,528 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $2.6M | 2.1%Prev: 2.2% | 22,432 SH | Increased+2,391 SH |
| ISHARES TR | IBOXX HI YD ETF | $817K | 0.7%Prev: 0.7% | 10,139 SH | Increased-307 SH |
| ISHARES TR | JPMORGAN USD EMG | $1.6M | 1.3%Prev: 1.5% | 17,017 SH | Increased-697 SH |
| JPMORGAN CHASE & CO. | COM | $1.9M | 1.5% | 5,772 SH | New |
| MASTERCARD INCORPORATED | CL A | $2.2M | 1.8%Prev: 1.0% | 3,898 SH | Increased+1,925 SH |
| META PLATFORMS INC | CL A | $1.8M | 1.5%Prev: 0.6% | 2,712 SH | Increased+1,750 SH |
| MICROSOFT CORP | COM | $4.2M | 3.4%Prev: 2.0% | 8,665 SH | Increased+4,338 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.2M | 1.0%Prev: 0.9% | 3,243 SH | Increased+926 SH |
| NETFLIX INC | COM | $796K | 0.7% | 8,494 SH | New |
| NVIDIA CORPORATION | COM | $6.4M | 5.3%Prev: 4.4% | 34,409 SH | Increased+13,141 SH |
| PALO ALTO NETWORKS INC | COM | $1.3M | 1.0%Prev: 1.7% | 6,893 SH | Decreased+2,118 SH |
| PARKER-HANNIFIN CORP | COM | $1.8M | 1.5%Prev: 1.3% | 2,083 SH | Increased+630 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $1.4M | 1.1%Prev: 1.3% | 14,439 SH | Decreased-1,221 SH |
| PIMCO ETF TR | INV GRD CRP BD | $475K | 0.4% | 4,857 SH | New |
| S&P GLOBAL INC | COM | $1.8M | 1.5%Prev: 0.5% | 3,469 SH | Increased+2,064 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $2.4M | 2.0%Prev: 2.2% | 95,798 SH | Increased-4,827 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $9.1M | 7.5%Prev: 8.9% | 379,456 SH | Decreased+23,333 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.4M | 1.1%Prev: 1.2% | 43,853 SH | Increased-818 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.3M | 1.9%Prev: 2.1% | 87,594 SH | Increased+9,647 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $4.5M | 3.7%Prev: 4.6% | 139,332 SH | Decreased-2,842 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.7M | 3.0%Prev: 3.8% | 123,435 SH | Decreased-2,998 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $7.6M | 6.2%Prev: 7.7% | 281,185 SH | Decreased+46 SH |
| SONY GROUP CORP | SPONSORED ADR | $2.1M | 1.7% | 81,939 SH | New |
| SPDR GOLD TR | GOLD SHS | $300K | 0.2%Prev: 0.3% | 757 SH | Decreased-113 SH |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | $5.8M | 4.7% | 75,217 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $11.3M | 9.3% | 259,758 SH | New |
| SYNOPSYS INC | COM | $877K | 0.7% | 1,868 SH | New |
| T-MOBILE US INC | COM | $1.3M | 1.1% | 6,574 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.5M | 2.0% | 8,213 SH | New |
| TRAVELERS COMPANIES INC | COM | $1.4M | 1.2%Prev: 1.1% | 4,935 SH | Increased+1,541 SH |
| UBER TECHNOLOGIES INC | COM | $1.2M | 1.0%Prev: 0.7% | 14,896 SH | Increased+3,963 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.0M | 2.5%Prev: 2.9% | 40,746 SH | Decreased-4,255 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $217K | 0.2% | 986 SH | New |
| VISA INC | COM CL A | $2.5M | 2.0%Prev: 1.7% | 6,997 SH | Increased+1,882 SH |
| 13F-HR |
| 0001754960-25-000780 |
| $120.3M |
| View |
| Aug 6, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000689 | $108.4M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000493 | $114.1M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000203 | $116.9M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000179 | $112.4M | View |