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CIK 0002106810 • 3 13F filings • Jan 23, 2026 – Jul 7, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMETEK INC | COM | $687K | 0.7%Prev: 0.7% | 3,346 SH | Decreased+380 SH |
| APPLE INC | COM | $627K | 0.6%Prev: 0.5% | 2,307 SH | Increased+462 SH |
| HONEYWELL INTL INC | COM | $279K | 0.3% | 1,429 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $483K | 0.5%Prev: 0.6% | 787 SH | Decreased-8 SH |
| ISHARES TR | CORE S&P500 ETF | $293K | 0.3%Prev: 0.2% | 428 SH | Increased+132 SH |
| ISHARES TR | TIPS BD ETF | $1.3M | 1.3%Prev: 1.5% | 12,214 SH | Decreased-2,581 SH |
| MICROSOFT CORP | COM | $1.9M | 1.9%Prev: 1.4% | 3,968 SH | Increased+46 SH |
| NVIDIA CORPORATION | COM | $803K | 0.8%Prev: 0.7% | 4,304 SH | Increased+592 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $200K | 0.2% | 417 SH | New |
| SPDR GOLD TR | GOLD SHS | $807K | 0.8%Prev: 0.7% | 2,037 SH | Increased+62 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.2M | 3.1% | 4,629 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.6M | 1.5%Prev: 2.2% | 20,022 SH | Decreased-10,555 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $16.5M | 16.2%Prev: 15.0% | 330,867 SH | Increased+10,036 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.8M | 1.8%Prev: 2.0% | 8,668 SH | Decreased-106 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $4.6M | 4.5%Prev: 4.5% | 9,382 SH | Decreased-46,511 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.6M | 1.6%Prev: 1.6% | 5,060 SH | Decreased+164 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.5M | 1.5%Prev: 1.6% | 5,217 SH | Decreased-16,150 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.2M | 15.0%Prev: 15.4% | 24,286 SH | Decreased+448 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $272K | 0.3% | 1,285 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 1.5%Prev: 1.7% | 6,007 SH | Decreased-50 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $12.4M | 12.1%Prev: 12.5% | 36,894 SH | Decreased+920 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.9M | 4.8%Prev: 4.6% | 25,410 SH | Decreased+3,032 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.4M | 1.4%Prev: 1.4% | 28,572 SH | Decreased-220 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $273K | 0.3%Prev: 0.5% | 3,263 SH | Decreased-3,471 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $10.3M | 10.2%Prev: 7.2% | 176,044 SH | Increased+45,306 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.1M | 5.0%Prev: 5.0% | 23,357 SH | Decreased+917 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.7M | 1.6%Prev: 1.5% | 22,158 SH | Increased+3,662 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $420K | 0.4%Prev: 0.5% | 2,926 SH | Decreased-550 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $1.9M | 1.9%Prev: 1.6% | 9,164 SH | Increased+1,496 SH |
| VANGUARD WORLD FD | ENERGY ETF | $403K | 0.4%Prev: 0.4% | 3,203 SH | Increased+657 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $607K | 0.6%Prev: 0.5% | 4,548 SH | Increased+449 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $253K | 0.2%Prev: 0.2% | 879 SH | Decreased-4 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $2.0M | 2.0%Prev: 2.8% | 6,740 SH | Decreased-1,582 SH |
| VANGUARD WORLD FD | INF TECH ETF | $906K | 0.9%Prev: 1.0% | 1,202 SH | Decreased-8,033 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $317K | 0.3%Prev: 0.5% | 1,528 SH | Decreased-589 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $458K | 0.4% | 1,822 SH | New |
| VANGUARD WORLD FD | UTILITIES ETF | $1.5M | 1.4%Prev: 1.5% | 7,932 SH | Decreased+33 SH |
| VERIZON COMMUNICATIONS INC | COM | $845K | 0.8%Prev: 0.8% | 20,750 SH | Decreased+232 SH |
| WILLIS TOWERS WATSON PLC LTD | SHS | $983K | 1.0%Prev: 0.7% | 2,991 SH | Increased |
| 13F-HR |
| 0001754960-26-000408 |
| $106.1M |
| View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000206 | $100.7M | View |