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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 | $1.3M | 1.1%Prev: 0.6% | 3,636 SH | Increased+432 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $903K | 0.8%Prev: 0.3% | 5,051 SH | Increased+1,351 SH |
| ALLSTATE CORP | COM | $1.6M | 1.4%Prev: 1.2% | 7,625 SH | Increased+2,102 SH |
| AMAZON COM INC | COM | $2.9M | 2.4%Prev: 2.0% | 13,406 SH | Increased+4,315 SH |
| AMERICAN EXPRESS CO | COM | $1.5M | 1.3% | 4,618 SH | New |
| APPLE INC | COM | $3.3M | 2.7%Prev: 2.4% | 12,799 SH | Increased+3,683 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 1.0% | 2,286 SH | New |
| BOOKING HOLDINGS INC | COM | $1.4M | 1.1%Prev: 0.8% | 255 SH | Increased-4,659 SH |
| BROADCOM INC | COM | $1.4M | 1.1%Prev: 1.0% | 4,189 SH | Increased+1,253 SH |
| CAPITAL ONE FINL CORP | COM | $1.4M | 1.2%Prev: 0.9% | 6,740 SH | Increased+1,643 SH |
| CARRIER GLOBAL CORPORATION | COM | $1.6M | 1.4%Prev: 0.9% | 27,585 SH | Increased+14,764 SH |
| CASEYS GEN STORES INC | COM | $1.7M | 1.4%Prev: 1.3% | 3,071 SH | Increased+1,273 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $697K | 0.6% | 17,788 SH | New |
| CONOCOPHILLIPS | COM | $737K | 0.6%Prev: 0.6% | 7,789 SH | Increased+1,410 SH |
| DBX ETF TR | XTRACKERS MSCI | $470K | 0.4%Prev: 0.3% | 7,661 SH | Increased+3,257 SH |
| DIAMONDBACK ENERGY INC | COM | $643K | 0.5%Prev: 0.5% | 4,495 SH | Increased+1,184 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $632K | 0.5%Prev: 0.6% | 1,956 SH | Increased+347 SH |
| ELI LILLY & CO | COM | $2.1M | 1.8%Prev: 2.2% | 2,797 SH | Decreased+767 SH |
| HCA HEALTHCARE INC | COM | $1.2M | 1.0%Prev: 0.8% | 2,869 SH | Increased+761 SH |
| INTUIT | COM | $794K | 0.7% | 1,163 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $2.4M | 2.0%Prev: 2.3% | 21,467 SH | Decreased+1,639 SH |
| ISHARES TR | IBOXX HI YD ETF | $752K | 0.6%Prev: 0.7% | 9,257 SH | Decreased-863 SH |
| ISHARES TR | JPMORGAN USD EMG | $1.4M | 1.2%Prev: 1.5% | 14,918 SH | Decreased-2,300 SH |
| JPMORGAN CHASE & CO. | COM | $1.8M | 1.5% | 5,851 SH | New |
| KEURIG DR PEPPER INC | COM | $999K | 0.8% | 39,170 SH | New |
| MASTERCARD INCORPORATED | CL A | $2.2M | 1.9%Prev: 0.9% | 3,914 SH | Increased+1,925 SH |
| META PLATFORMS INC | CL A | $1.8M | 1.5%Prev: 1.0% | 2,392 SH | Increased+426 SH |
| MICROSOFT CORP | COM | $4.6M | 3.8%Prev: 1.5% | 8,913 SH | Increased+4,562 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.5M | 1.2%Prev: 0.9% | 3,197 SH | Increased+883 SH |
| NVIDIA CORPORATION | COM | $6.6M | 5.5%Prev: 4.0% | 35,527 SH | Increased+13,963 SH |
| ON HLDG AG | NAMEN AKT A | $1.2M | 1.0% | 27,958 SH | New |
| PALO ALTO NETWORKS INC | COM | $1.4M | 1.2%Prev: 1.6% | 6,971 SH | Decreased+1,855 SH |
| PARKER-HANNIFIN CORP | COM | $2.4M | 2.0%Prev: 1.3% | 3,134 SH | Increased+1,683 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $1.4M | 1.1%Prev: 1.3% | 14,430 SH | Decreased-686 SH |
| PIMCO ETF TR | INV GRD CRP BD | $484K | 0.4% | 4,903 SH | New |
| S&P GLOBAL INC | COM | $1.7M | 1.4%Prev: 0.6% | 3,464 SH | Increased+1,966 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $2.1M | 1.8%Prev: 2.2% | 84,566 SH | Decreased-12,468 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $8.3M | 6.9%Prev: 9.1% | 358,348 SH | Decreased+3,231 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.3M | 1.1%Prev: 1.3% | 40,908 SH | Decreased-2,506 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.1M | 1.8%Prev: 2.3% | 83,517 SH | Decreased-1,796 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $4.2M | 3.5%Prev: 4.5% | 133,013 SH | Decreased-10,755 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.4M | 2.8%Prev: 4.1% | 115,157 SH | Decreased-13,045 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $7.0M | 5.8%Prev: 7.7% | 266,107 SH | Decreased-16,841 SH |
| SONY GROUP CORP | SPONSORED ADR | $2.4M | 2.0% | 82,639 SH | New |
| SPDR GOLD TR | GOLD SHS | $222K | 0.2%Prev: 0.3% | 624 SH | Decreased-203 SH |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | $5.3M | 4.4% | 71,318 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $4.3M | 3.6% | 167,217 SH | New |
| SPDR SERIES TRUST | S&P 400 MDCP GRW | $2.0M | 1.7% | 22,152 SH | New |
| SPDR SERIES TRUST | S&P 400 MDCP VAL | $2.0M | 1.7% | 24,012 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $2.0M | 1.6% | 20,883 SH | New |
| SYNOPSYS INC | COM | $910K | 0.8% | 1,845 SH | New |
| T-MOBILE US INC | COM | $1.6M | 1.3% | 6,652 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.4M | 2.0% | 8,531 SH | New |
| TESLA INC | COM | $231K | 0.2% | 519 SH | New |
| TRAVELERS COMPANIES INC | COM | $1.4M | 1.2%Prev: 1.1% | 4,990 SH | Increased+1,417 SH |
| UBER TECHNOLOGIES INC | COM | $1.5M | 1.2%Prev: 0.7% | 14,863 SH | Increased+3,957 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.7M | 2.2%Prev: 3.0% | 35,895 SH | Decreased-7,681 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $213K | 0.2% | 986 SH | New |
| VISA INC | COM CL A | $2.4M | 2.0%Prev: 1.6% | 6,890 SH | Increased+1,753 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 |