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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 | $2.4M | 2.1% | 6,147 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $688K | 0.6% | 5,204 SH | |
| ALLSTATE CORP | COM | $1.6M | 1.4% | 7,864 SH | |
| AMAZON COM INC | COM | $2.7M | 2.4% | 13,993 SH | |
| AMERICAN EXPRESS CO | COM | $1.2M | 1.1% | 4,610 SH | |
| APPLE INC | COM | $3.1M | 2.7% | 13,868 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 1.7% | 3,494 SH | |
| BOOKING HOLDINGS INC | COM | $1.2M | 1.1% | 263 SH | |
| CAPITAL ONE FINL CORP | COM | $1.2M | 1.1% | 6,877 SH | |
| CARRIER GLOBAL CORPORATION | COM | $1.8M | 1.6% | 28,407 SH | |
| CASEYS GEN STORES INC | COM | $1.4M | 1.2% | 3,212 SH | |
| CENTENE CORP DEL | COM | $742K | 0.7% | 12,215 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $920K | 0.8% | 18,327 SH | |
| CONOCOPHILLIPS | COM | $805K | 0.7% | 7,664 SH | |
| CONSTELLATION BRANDS INC | CL A | $1.1M | 1.0% | 5,835 SH | |
| DBX ETF TR | XTRACKERS MSCI | $390K | 0.3% | 7,738 SH | |
| DIAMONDBACK ENERGY INC | COM | $719K | 0.6% | 4,498 SH | |
| ELEVANCE HEALTH INC | COM | $969K | 0.9% | 2,227 SH | |
| ELI LILLY & CO | COM | $2.4M | 2.2% | 2,962 SH | |
| HCA HEALTHCARE INC | COM | $1.0M | 0.9% | 2,921 SH | |
| ISHARES TR | IBOXX HI YD ETF | $752K | 0.7% | 9,528 SH | |
| ISHARES TR | JPMORGAN USD EMG | $1.4M | 1.3% | 15,845 SH | |
| JPMORGAN CHASE & CO. | COM | $1.5M | 1.3% | 6,051 SH | |
| KEURIG DR PEPPER INC | COM | $1.4M | 1.2% | 40,530 SH | |
| MASTERCARD INCORPORATED | CL A | $2.2M | 2.0% | 4,015 SH | |
| META PLATFORMS INC | CL A | $836K | 0.7% | 1,451 SH | |
| MICROSOFT CORP | COM | $3.4M | 3.1% | 9,164 SH | |
| MONSTER BEVERAGE CORP NEW | COM | $1.1M | 0.9% | 18,208 SH | |
| NVIDIA CORPORATION | COM | $4.1M | 3.6% | 37,408 SH | |
| OCCIDENTAL PETE CORP | COM | $211K | 0.2% | 4,283 SH | |
| ON HLDG AG | NAMEN AKT A | $1.3M | 1.1% | 28,550 SH | |
| PALO ALTO NETWORKS INC | COM | $1.2M | 1.1% | 7,163 SH | |
| PARKER-HANNIFIN CORP | COM | $2.2M | 1.9% | 3,603 SH | |
| PIMCO ETF TR | 0-5 HIGH YIELD | $1.5M | 1.3% | 15,520 SH | |
| PIMCO ETF TR | INV GRD CRP BD | $501K | 0.4% | 5,175 SH | |
| PULTE GROUP INC | COM | $858K | 0.8% | 8,351 SH | |
| S&P GLOBAL INC | COM | $1.8M | 1.6% | 3,538 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $2.3M | 2.0% | 91,525 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.5M | 4.0% | 229,793 SH | |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.4M | 1.3% | 43,490 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.8M | 1.6% | 84,844 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.5M | 3.1% | 139,904 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.2M | 2.8% | 118,808 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $6.2M | 5.5% | 281,140 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.6M | 4.1% | 194,751 SH | |
| SKECHERS U S A INC | CL A | $899K | 0.8% | 15,839 SH | |
| SONY GROUP CORP | SPONSORED ADR | $2.2M | 2.0% | 86,532 SH | |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | $4.6M | 4.1% | 73,576 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $4.4M | 3.9% | 173,255 SH | |
| SPDR SER TR | S&P 400 MDCP GRW | $1.8M | 1.6% | 22,377 SH | |
| SPDR SER TR | S&P 400 MDCP VAL | $1.9M | 1.7% | 24,462 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $1.8M | 1.6% | 21,263 SH | |
| SYNOPSYS INC | COM | $812K | 0.7% | 1,894 SH | |
| T-MOBILE US INC | COM | $1.8M | 1.6% | 6,838 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.5M | 1.3% | 8,908 SH | |
| TRAVELERS COMPANIES INC | COM | $1.4M | 1.2% | 5,167 SH | |
| UBER TECHNOLOGIES INC | COM | $1.1M | 1.0% | 15,326 SH | |
| UNION PAC CORP | COM | $1.0M | 0.9% | 4,244 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.9M | 2.5% | 38,956 SH | |
| VISA INC | COM CL A | $2.5M | 2.2% | 7,157 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 |