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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 | $718K | 0.7%Prev: 0.7% | 2,966 SH | Increased-236 SH |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | $227K | 0.2% | 2,165 SH | New |
| APPLE INC | COM | $534K | 0.5%Prev: 0.5% | 1,845 SH | Increased+54 SH |
| INVESCO QQQ TR | UNIT SER 1 | $585K | 0.6%Prev: 0.4% | 795 SH | Increased+40 SH |
| ISHARES TR | CORE 80 20 ETF | $218K | 0.2% | 2,230 SH | New |
| ISHARES TR | CORE S&P500 ETF | $222K | 0.2%Prev: 0.3% | 296 SH | Decreased-98 SH |
| ISHARES TR | ISHARES SEMICDTR | $234K | 0.2% | 365 SH | New |
| ISHARES TR | TIPS BD ETF | $1.6M | 1.5%Prev: 1.3% | 14,795 SH | Increased+2,940 SH |
| ISHARES TR | US INFRASTRUC | $336K | 0.3%Prev: 0.3% | 5,323 SH | Increased+92 SH |
| MICRON TECHNOLOGY INC | COM | $1.3M | 1.2%Prev: 0.3% | 1,139 SH | Increased+318 SH |
| MICROSOFT CORP | COM | $1.5M | 1.4%Prev: 1.5% | 3,922 SH | Decreased-54 SH |
| NVIDIA CORPORATION | COM | $743K | 0.7%Prev: 0.7% | 3,712 SH | Increased-84 SH |
| SPDR GOLD TR | GOLD SHS | $728K | 0.7%Prev: 0.9% | 1,975 SH | Decreased |
| SPDR SERIES TRUST | ST STR CONV ETF | $200K | 0.2% | 1,856 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $219K | 0.2%Prev: 0.2% | 419 SH | Increased-11 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.5M | 3.3%Prev: 3.4% | 4,635 SH | Increased-607 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.3M | 2.2%Prev: 1.4% | 30,577 SH | Increased+11,941 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $16.0M | 15.0%Prev: 16.3% | 320,831 SH | Decreased-9,456 SH |
| VANGUARD FIXED INCOME SECS F | HIGH-YIELD ACTV | $484K | 0.5% | 6,470 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.2M | 2.0%Prev: 1.8% | 8,774 SH | Increased+86 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $4.8M | 4.5%Prev: 4.1% | 55,893 SH | Increased+46,609 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.7M | 1.6%Prev: 1.5% | 4,896 SH | Increased-22 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.7M | 1.6%Prev: 1.5% | 21,367 SH | Increased+16,174 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $16.4M | 15.4%Prev: 14.2% | 23,838 SH | Increased+161 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 1.7%Prev: 1.7% | 6,057 SH | Increased-603 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $13.3M | 12.5%Prev: 11.6% | 35,974 SH | Increased-312 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.9M | 4.6%Prev: 4.8% | 22,378 SH | Increased-2,396 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.4M | 1.4%Prev: 1.4% | 28,792 SH | Increased+1,104 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $557K | 0.5%Prev: 0.2% | 6,734 SH | Increased+3,949 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $7.6M | 7.2%Prev: 11.0% | 130,738 SH | Decreased-59,304 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.3M | 5.0%Prev: 4.9% | 22,440 SH | Increased-574 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.6M | 1.5%Prev: 1.7% | 18,496 SH | Decreased-3,892 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $549K | 0.5%Prev: 0.5% | 3,476 SH | Increased-34 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $1.7M | 1.6%Prev: 1.9% | 7,668 SH | Decreased-989 SH |
| VANGUARD WORLD FD | ENERGY ETF | $382K | 0.4%Prev: 0.5% | 2,546 SH | Decreased-467 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $539K | 0.5%Prev: 0.5% | 4,099 SH | Increased-279 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $264K | 0.2%Prev: 0.2% | 883 SH | Increased+2 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $3.0M | 2.8%Prev: 2.8% | 8,322 SH | Increased-577 SH |
| VANGUARD WORLD FD | INF TECH ETF | $1.1M | 1.0%Prev: 0.7% | 9,235 SH | Increased+8,202 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $484K | 0.5%Prev: 0.5% | 2,117 SH | Increased+64 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $1.5M | 1.5%Prev: 1.6% | 7,899 SH | Decreased-329 SH |
| VERIZON COMMUNICATIONS INC | COM | $869K | 0.8%Prev: 1.0% | 20,518 SH | Decreased-262 SH |
| WILLIS TOWERS WATSON PLC LTD | SHS | $782K | 0.7%Prev: 0.9% | 2,991 SH | Decreased |
| 13F-HR |
| 0001754960-26-000408 |
| $106.1M |
| View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000206 | $100.7M | View |