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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 | $346K | 0.6% | 1,864 SH | New |
| APPLE INC | COM | $1.0M | 1.7%Prev: 1.4% | 4,920 SH | Increased+1,179 SH |
| CATERPILLAR INC | COM | $648K | 1.1%Prev: 1.7% | 1,670 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.5M | 4.2%Prev: 3.0% | 13,981 SH | Increased+3,250 SH |
| ISHARES TR | CORE MSCI INTL | $282K | 0.5%Prev: 0.5% | 3,710 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $267K | 0.4%Prev: 0.5% | 4,305 SH | Decreased-1,155 SH |
| ISHARES TR | CORE S&P500 ETF | $754K | 1.2%Prev: 1.2% | 1,215 SH | Decreased |
| ISHARES TR | CR 5 10 YR ETF | $310K | 0.5%Prev: 0.5% | 7,100 SH | Decreased |
| KLA CORP | COM NEW | $1.7M | 2.9%Prev: 4.0% | 1,938 SH | Decreased+100 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $332K | 0.5% | 12,531 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.4M | 5.5%Prev: 5.9% | 45,513 SH | Decreased-8,907 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.6M | 2.6%Prev: 2.9% | 32,270 SH | Decreased-8,548 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.1M | 8.4%Prev: 8.0% | 26,484 SH | Decreased-173 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $985K | 1.6%Prev: 1.4% | 2,247 SH | Increased+11 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.2M | 23.3%Prev: 21.2% | 24,947 SH | Decreased+657 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $561K | 0.9% | 2,367 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.3M | 8.8%Prev: 8.3% | 17,492 SH | Decreased-126 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.7M | 2.8%Prev: 2.2% | 9,707 SH | Increased+1,968 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.1M | 3.5%Prev: 3.3% | 31,559 SH | Decreased+1,194 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $445K | 0.7%Prev: 0.6% | 9,001 SH | Increased+785 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $446K | 0.7% | 3,316 SH | New |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $451K | 0.7%Prev: 0.5% | 7,679 SH | Increased+1,661 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $11.0M | 18.2%Prev: 20.6% | 159,642 SH | Decreased-22,979 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.0M | 3.3%Prev: 3.0% | 34,815 SH | Decreased+2,605 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $565K | 0.9%Prev: 1.0% | 4,237 SH | Decreased-156 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $2.6M | 4.3%Prev: 6.4% | 52,484 SH | Decreased-33,988 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 |