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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 | $700K | 0.7% | 3,202 SH | |
| APPLE INC | COM | $458K | 0.5% | 1,791 SH | |
| HONEYWELL INTL INC | COM | $328K | 0.3% | 1,436 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $441K | 0.4% | 755 SH | |
| ISHARES TR | CORE S&P500 ETF | $259K | 0.3% | 394 SH | |
| ISHARES TR | TIPS BD ETF | $1.3M | 1.3% | 11,855 SH | |
| ISHARES TR | US INFRASTRUC | $302K | 0.3% | 5,231 SH | |
| MICRON TECHNOLOGY INC | COM | $302K | 0.3% | 821 SH | |
| MICROSOFT CORP | COM | $1.5M | 1.5% | 3,976 SH | |
| NVIDIA CORPORATION | COM | $667K | 0.7% | 3,796 SH | |
| SPDR GOLD TR | GOLD SHS | $865K | 0.9% | 1,975 SH | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $200K | 0.2% | 430 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.4M | 3.4% | 5,242 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.4M | 1.4% | 18,636 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $16.4M | 16.3% | 330,287 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.8M | 1.8% | 8,688 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $4.1M | 4.1% | 9,284 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.5M | 1.5% | 4,918 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.5M | 1.5% | 5,193 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.3M | 14.2% | 23,677 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 1.7% | 6,660 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $11.7M | 11.6% | 36,286 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $4.9M | 4.8% | 24,774 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.4M | 1.4% | 27,688 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $230K | 0.2% | 2,785 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $11.1M | 11.0% | 190,042 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.0M | 4.9% | 23,014 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.7M | 1.7% | 22,388 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $519K | 0.5% | 3,510 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $1.9M | 1.9% | 8,657 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $503K | 0.5% | 3,013 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $529K | 0.5% | 4,378 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $242K | 0.2% | 881 SH | |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $2.8M | 2.8% | 8,899 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $730K | 0.7% | 1,033 SH | |
| VANGUARD WORLD FD | MATERIALS ETF | $469K | 0.5% | 2,053 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $1.6M | 1.6% | 8,228 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.0M | 1.0% | 20,780 SH | |
| WILLIS TOWERS WATSON PLC LTD | SHS | $860K | 0.9% | 2,991 SH |
| 13F-HR |
| 0001754960-26-000408 |
| $106.1M |
| View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000206 | $100.7M | View |