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CIK 0002056602 • 6 13F filings • Apr 15, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.0M | 1.5%Prev: 1.8% | 3,854 SH | Decreased-932 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $223K | 0.3%Prev: 0.4% | 443 SH | Decreased-86 SH |
| CATERPILLAR INC | COM | $957K | 1.4%Prev: 1.2% | 1,670 SH | Increased |
| EA SERIES TRUST | TBG DIVIDEND FOC | $261K | 0.4% | 7,804 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.3M | 3.4%Prev: 3.4% | 11,924 SH | Increased+48 SH |
| ISHARES TR | CORE MSCI INTL | $306K | 0.5%Prev: 0.4% | 3,710 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $360K | 0.5%Prev: 0.5% | 5,460 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $832K | 1.2%Prev: 1.2% | 1,215 SH | Increased |
| ISHARES TR | CR 5 10 YR ETF | $314K | 0.5%Prev: 0.5% | 7,100 SH | Decreased |
| ISHARES TR | SELECT DIVID ETF | $264K | 0.4% | 1,871 SH | New |
| KLA CORP | COM NEW | $2.2M | 3.3%Prev: 3.1% | 1,838 SH | Increased-100 SH |
| META PLATFORMS INC | CL A | $232K | 0.3%Prev: 0.5% | 351 SH | Decreased-136 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.3M | 6.4%Prev: 6.1% | 58,600 SH | Increased+3,568 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.0M | 2.9%Prev: 2.7% | 40,663 SH | Increased+3,484 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.6M | 8.3%Prev: 8.2% | 26,964 SH | Increased+790 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 1.6%Prev: 1.6% | 2,230 SH | Increased-27 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.9M | 21.9%Prev: 21.8% | 23,694 SH | Increased-148 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.5M | 8.0%Prev: 8.1% | 16,257 SH | Increased-200 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.6M | 2.3%Prev: 2.7% | 8,252 SH | Decreased-1,493 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.2M | 3.3%Prev: 3.4% | 30,565 SH | Decreased-1,816 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $449K | 0.7%Prev: 0.7% | 8,351 SH | Decreased-856 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $373K | 0.6%Prev: 0.6% | 6,356 SH | Decreased-802 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $13.4M | 19.7%Prev: 18.6% | 177,377 SH | Increased+7,669 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.1M | 3.1%Prev: 3.1% | 33,953 SH | Increased-994 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $630K | 0.9%Prev: 0.9% | 4,393 SH | Increased+156 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $4.3M | 6.4%Prev: 5.8% | 85,926 SH | Increased+8,163 SH |
| 13F-HR |
| 0001754960-26-000458 |
| $81.3M |
| View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000325 | $60.7M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000210 | $68.4M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000193 | $52.8M | View |