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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 | $2.3M | 2.0%Prev: 0.9% | 5,820 SH | Increased+1,549 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $574K | 0.5%Prev: 0.6% | 5,063 SH | Decreased-190 SH |
| ALLSTATE CORP | COM | $1.5M | 1.3%Prev: 1.4% | 7,607 SH | Decreased-283 SH |
| AMAZON COM INC | COM | $3.0M | 2.6%Prev: 2.4% | 13,455 SH | Increased+183 SH |
| AMERICAN EXPRESS CO | COM | $1.5M | 1.3% | 4,598 SH | New |
| APPLE INC | COM | $2.6M | 2.3%Prev: 2.8% | 12,569 SH | Decreased-153 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 1.0% | 2,290 SH | New |
| BOOKING HOLDINGS INC | COM | $1.5M | 1.3%Prev: 1.0% | 255 SH | Increased-11 SH |
| CAPITAL ONE FINL CORP | COM | $1.4M | 1.3%Prev: 1.1% | 6,745 SH | Increased-176 SH |
| CARRIER GLOBAL CORPORATION | COM | $2.0M | 1.8%Prev: 0.9% | 27,459 SH | Increased+8,982 SH |
| CASEYS GEN STORES INC | COM | $1.6M | 1.4%Prev: 1.8% | 3,088 SH | Decreased+272 SH |
| CENTENE CORP DEL | COM | $648K | 0.6% | 11,934 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $999K | 0.9% | 17,788 SH | New |
| CONOCOPHILLIPS | COM | $679K | 0.6%Prev: 1.0% | 7,564 SH | Decreased-896 SH |
| CONSTELLATION BRANDS INC | CL A | $933K | 0.8% | 5,733 SH | New |
| DBX ETF TR | XTRACKERS MSCI | $438K | 0.4%Prev: 0.4% | 7,701 SH | Decreased-298 SH |
| DIAMONDBACK ENERGY INC | COM | $610K | 0.5%Prev: 0.8% | 4,436 SH | Decreased-193 SH |
| ELEVANCE HEALTH INC | COM | $848K | 0.7% | 2,180 SH | New |
| ELI LILLY & CO | COM | $2.2M | 1.9%Prev: 2.2% | 2,799 SH | Decreased-45 SH |
| HCA HEALTHCARE INC | COM | $1.1M | 1.0%Prev: 1.2% | 2,869 SH | Decreased-152 SH |
| INTUIT | COM | $824K | 0.7%Prev: 0.6% | 1,046 SH | Increased-541 SH |
| INUVO INC | COM NEW | $72K | 0.1% | 15,612 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $2.4M | 2.1%Prev: 2.3% | 21,270 SH | Decreased-2,392 SH |
| ISHARES TR | IBOXX HI YD ETF | $759K | 0.7%Prev: 0.7% | 9,411 SH | Decreased-922 SH |
| ISHARES TR | JPMORGAN USD EMG | $1.4M | 1.2%Prev: 1.4% | 15,237 SH | Decreased-2,041 SH |
| KEURIG DR PEPPER INC | COM | $1.3M | 1.1% | 38,979 SH | New |
| MASTERCARD INCORPORATED | CL A | $2.2M | 1.9%Prev: 1.8% | 3,914 SH | Increased-291 SH |
| META PLATFORMS INC | CL A | $1.4M | 1.2%Prev: 1.4% | 1,892 SH | Decreased-928 SH |
| MICROSOFT CORP | COM | $4.4M | 3.9%Prev: 1.9% | 8,845 SH | Increased+2,872 SH |
| NVIDIA CORPORATION | COM | $5.7M | 5.0%Prev: 4.6% | 36,374 SH | Increased+5,416 SH |
| ON HLDG AG | NAMEN AKT A | $1.4M | 1.3% | 27,755 SH | New |
| PALO ALTO NETWORKS INC | COM | $1.4M | 1.3%Prev: 1.0% | 7,000 SH | Increased-205 SH |
| PARKER-HANNIFIN CORP | COM | $2.4M | 2.1%Prev: 1.6% | 3,440 SH | Increased+1,310 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $1.4M | 1.2%Prev: 1.2% | 14,597 SH | Decreased-341 SH |
| PIMCO ETF TR | INV GRD CRP BD | $477K | 0.4%Prev: 0.4% | 4,906 SH | Increased+101 SH |
| S&P GLOBAL INC | COM | $1.8M | 1.6%Prev: 0.7% | 3,450 SH | Increased+1,514 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $2.2M | 1.9%Prev: 2.1% | 87,934 SH | Decreased-9,889 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $8.0M | 7.1%Prev: 8.2% | 364,241 SH | Decreased-22,633 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.3M | 1.2%Prev: 1.2% | 42,279 SH | Decreased-1,886 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.1M | 1.9%Prev: 1.8% | 88,773 SH | Decreased+3,791 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $4.0M | 3.5%Prev: 3.5% | 136,794 SH | Decreased-5,438 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.2M | 2.8%Prev: 3.3% | 116,658 SH | Decreased-9,955 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $6.7M | 5.9%Prev: 6.2% | 274,107 SH | Decreased-7,718 SH |
| SONY GROUP CORP | SPONSORED ADR | $2.2M | 1.9%Prev: 1.6% | 82,730 SH | Increased-8,942 SH |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | $5.0M | 4.4% | 73,085 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $4.3M | 3.8% | 168,449 SH | New |
| SPDR SERIES TRUST | S&P 400 MDCP GRW | $1.9M | 1.7% | 22,273 SH | New |
| SPDR SERIES TRUST | S&P 400 MDCP VAL | $1.9M | 1.7% | 24,459 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $1.9M | 1.6% | 21,162 SH | New |
| SYNOPSYS INC | COM | $948K | 0.8%Prev: 0.7% | 1,850 SH | Increased-79 SH |
| T-MOBILE US INC | COM | $1.6M | 1.4% | 6,649 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.9M | 1.7% | 8,587 SH | New |
| TRAVELERS COMPANIES INC | COM | $1.3M | 1.2%Prev: 1.3% | 5,016 SH | Decreased-82 SH |
| UBER TECHNOLOGIES INC | COM | $1.4M | 1.2%Prev: 1.0% | 14,893 SH | Increased-605 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.7M | 2.4%Prev: 2.7% | 37,095 SH | Decreased-5,040 SH |
| VISA INC | COM CL A | $2.4M | 2.1%Prev: 1.9% | 6,876 SH | Increased-363 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 |