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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 | $488K | 0.7% | 2,108 SH | New |
| AMAZON COM INC | COM | $207K | 0.3% | 941 SH | New |
| APPLE INC | COM | $1.2M | 1.8%Prev: 1.3% | 4,786 SH | Increased+1,155 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $266K | 0.4%Prev: 0.3% | 529 SH | Increased+86 SH |
| CATERPILLAR INC | COM | $797K | 1.2%Prev: 2.2% | 1,670 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.3M | 3.4%Prev: 2.8% | 11,876 SH | Decreased+1,096 SH |
| ISHARES TR | CORE MSCI INTL | $297K | 0.4%Prev: 0.4% | 3,710 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $356K | 0.5%Prev: 0.5% | 5,460 SH | Decreased |
| ISHARES TR | CORE S&P SCP ETF | $231K | 0.3% | 1,945 SH | New |
| ISHARES TR | CORE S&P500 ETF | $813K | 1.2%Prev: 1.1% | 1,215 SH | Decreased |
| ISHARES TR | CR 5 10 YR ETF | $314K | 0.5%Prev: 0.4% | 7,100 SH | Increased |
| KLA CORP | COM NEW | $2.1M | 3.1%Prev: 6.8% | 1,938 SH | Decreased-16,442 SH |
| META PLATFORMS INC | CL A | $358K | 0.5%Prev: 0.3% | 487 SH | Increased+27 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.1M | 6.1%Prev: 6.4% | 55,032 SH | Decreased-16,321 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.8M | 2.7%Prev: 3.1% | 37,179 SH | Decreased-15,140 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.5M | 8.2%Prev: 8.3% | 26,174 SH | Decreased-1,176 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 1.6%Prev: 1.4% | 2,257 SH | Decreased-10,698 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.6M | 21.8%Prev: 21.0% | 23,842 SH | Decreased-1,074 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $394K | 0.6% | 1,549 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.4M | 8.1%Prev: 8.1% | 16,457 SH | Decreased-1,390 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.8M | 2.7%Prev: 2.0% | 9,745 SH | Increased+2,425 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.3M | 3.4%Prev: 3.1% | 32,381 SH | Decreased+2,178 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $499K | 0.7%Prev: 0.6% | 9,207 SH | Increased+1,019 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $337K | 0.5% | 2,366 SH | New |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $421K | 0.6%Prev: 0.4% | 7,158 SH | Increased+1,706 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $12.5M | 18.6%Prev: 19.7% | 169,708 SH | Decreased-17,232 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.1M | 3.1%Prev: 2.8% | 34,947 SH | Decreased+2,846 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $597K | 0.9%Prev: 0.9% | 4,237 SH | Decreased-156 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $3.9M | 5.8%Prev: 4.3% | 77,763 SH | Increased+8,023 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 |