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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 | $657K | 0.6%Prev: 2.0% | 3,204 SH | Decreased-2,616 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $355K | 0.3%Prev: 0.5% | 3,700 SH | Decreased-1,363 SH |
| ALLSTATE CORP | COM | $1.3M | 1.2%Prev: 1.3% | 5,523 SH | Decreased-2,084 SH |
| AMAZON COM INC | COM | $2.2M | 2.0%Prev: 2.6% | 9,091 SH | Decreased-4,364 SH |
| ANGLOGOLD ASHANTI PLC | COM SHS | $686K | 0.6% | 8,478 SH | New |
| APPLE INC | COM | $2.6M | 2.4%Prev: 2.3% | 9,116 SH | Increased-3,453 SH |
| BOOKING HOLDINGS INC | COM | $876K | 0.8%Prev: 1.3% | 4,914 SH | Decreased+4,659 SH |
| BROADCOM INC | COM | $1.1M | 1.0% | 2,936 SH | New |
| CAPITAL ONE FINL CORP | COM | $1.0M | 0.9%Prev: 1.3% | 5,097 SH | Decreased-1,648 SH |
| CARRIER GLOBAL CORPORATION | COM | $940K | 0.9%Prev: 1.8% | 12,821 SH | Decreased-14,638 SH |
| CASEYS GEN STORES INC | COM | $1.4M | 1.3%Prev: 1.4% | 1,798 SH | Decreased-1,290 SH |
| COLGATE PALMOLIVE CO | COM | $1.2M | 1.1% | 12,798 SH | New |
| CONOCOPHILLIPS | COM | $663K | 0.6%Prev: 0.6% | 6,379 SH | Decreased-1,185 SH |
| DBX ETF TR | XTRACKERS MSCI | $306K | 0.3%Prev: 0.4% | 4,404 SH | Decreased-3,297 SH |
| DIAMONDBACK ENERGY INC | COM | $582K | 0.5%Prev: 0.5% | 3,311 SH | Decreased-1,125 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $622K | 0.6% | 1,609 SH | New |
| ELI LILLY & CO | COM | $2.4M | 2.2%Prev: 1.9% | 2,030 SH | Increased-769 SH |
| HCA HEALTHCARE INC | COM | $822K | 0.8%Prev: 1.0% | 2,108 SH | Decreased-761 SH |
| HDFC BANK LTD | SPONSORED ADS | $684K | 0.6% | 26,491 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $2.5M | 2.3%Prev: 2.1% | 19,828 SH | Increased-1,442 SH |
| ISHARES TR | IBOXX HI YD ETF | $809K | 0.7%Prev: 0.7% | 10,120 SH | Increased+709 SH |
| ISHARES TR | JPMORGAN USD EMG | $1.7M | 1.5%Prev: 1.2% | 17,218 SH | Increased+1,981 SH |
| MASTERCARD INCORPORATED | CL A | $1.0M | 0.9%Prev: 1.9% | 1,989 SH | Decreased-1,925 SH |
| META PLATFORMS INC | CL A | $1.1M | 1.0%Prev: 1.2% | 1,966 SH | Decreased+74 SH |
| MICRON TECHNOLOGY INC | COM | $748K | 0.7% | 648 SH | New |
| MICROSOFT CORP | COM | $1.6M | 1.5%Prev: 3.9% | 4,351 SH | Decreased-4,494 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $961K | 0.9% | 2,314 SH | New |
| NVIDIA CORPORATION | COM | $4.3M | 4.0%Prev: 5.0% | 21,564 SH | Decreased-14,810 SH |
| PALO ALTO NETWORKS INC | COM | $1.7M | 1.6%Prev: 1.3% | 5,116 SH | Increased-1,884 SH |
| PARKER-HANNIFIN CORP | COM | $1.4M | 1.3%Prev: 2.1% | 1,451 SH | Decreased-1,989 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $1.4M | 1.3%Prev: 1.2% | 15,116 SH | Increased+519 SH |
| QUANTA SVCS INC | COM | $1.5M | 1.3% | 2,015 SH | New |
| S&P GLOBAL INC | COM | $610K | 0.6%Prev: 1.6% | 1,498 SH | Decreased-1,952 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $2.4M | 2.2%Prev: 1.9% | 97,034 SH | Increased+9,100 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $9.8M | 9.1%Prev: 7.1% | 355,117 SH | Increased-9,124 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.4M | 1.3%Prev: 1.2% | 43,414 SH | Increased+1,135 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.5M | 2.3%Prev: 1.9% | 85,313 SH | Increased-3,460 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $4.9M | 4.5%Prev: 3.5% | 143,768 SH | Increased+6,974 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $4.5M | 4.1%Prev: 2.8% | 128,202 SH | Increased+11,544 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $8.3M | 7.7%Prev: 5.9% | 282,948 SH | Increased+8,841 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.1M | 1.9% | 56,987 SH | New |
| SPDR GOLD TR | GOLD SHS | $305K | 0.3% | 827 SH | New |
| SPDR INDEX SHS FDS | ST STR MSCI GLB | $6.6M | 6.1% | 77,495 SH | New |
| SPDR SERIES TRUST | ST STR AGGRE ETF | $5.3M | 4.9% | 206,472 SH | New |
| SPDR SERIES TRUST | ST STR SP400GRW | $2.7M | 2.5% | 24,094 SH | New |
| SPDR SERIES TRUST | ST STR SP400VAL | $2.6M | 2.4% | 27,020 SH | New |
| SPDR SERIES TRUST | ST STR SP600GRWO | $2.8M | 2.6% | 23,686 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $2.7M | 2.5% | 5,633 SH | New |
| TRAVELERS COMPANIES INC | COM | $1.2M | 1.1%Prev: 1.2% | 3,573 SH | Decreased-1,443 SH |
| UBER TECHNOLOGIES INC | COM | $787K | 0.7%Prev: 1.2% | 10,906 SH | Decreased-3,987 SH |
| VALERO ENERGY CORP | COM | $880K | 0.8% | 3,379 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.2M | 3.0%Prev: 2.4% | 43,576 SH | Increased+6,481 SH |
| VISA INC | COM CL A | $1.8M | 1.6%Prev: 2.1% | 5,137 SH | Decreased-1,739 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 |