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CIK 0002056602 • 6 13F filings • Apr 15, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $387K | 0.7% | 1,848 SH | |
| APPLE INC | COM | $1.1M | 2.1% | 4,920 SH | |
| CATERPILLAR INC | COM | $551K | 1.0% | 1,670 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.4M | 4.6% | 13,981 SH | |
| ISHARES TR | CORE MSCI INTL | $256K | 0.5% | 3,710 SH | |
| ISHARES TR | CORE S&P MCP ETF | $251K | 0.5% | 4,305 SH | |
| ISHARES TR | CORE S&P500 ETF | $683K | 1.3% | 1,215 SH | |
| ISHARES TR | CR 5 10 YR ETF | $308K | 0.6% | 7,100 SH | |
| KLA CORP | COM NEW | $1.4M | 2.6% | 2,054 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $616K | 1.2% | 22,042 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.2M | 6.1% | 43,909 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.5M | 2.9% | 31,444 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $4.4M | 8.4% | 25,742 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $819K | 1.6% | 2,208 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.4M | 23.4% | 24,091 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $525K | 1.0% | 2,367 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.9M | 9.2% | 17,664 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.7M | 3.1% | 9,622 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.9M | 3.6% | 31,176 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $451K | 0.9% | 9,966 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $383K | 0.7% | 3,316 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $494K | 0.9% | 8,424 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.4M | 17.8% | 151,539 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.9M | 3.6% | 37,328 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $660K | 1.2% | 5,116 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $236K | 0.4% | 4,688 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 |