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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 | $949K | 1.4%Prev: 2.1% | 3,741 SH | Decreased-1,179 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $212K | 0.3% | 443 SH | New |
| CATERPILLAR INC | COM | $1.2M | 1.7%Prev: 1.0% | 1,670 SH | Increased |
| EA SERIES TRUST | TBG DIVIDEND FOC | $343K | 0.5% | 9,853 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.1M | 3.0%Prev: 4.6% | 10,731 SH | Decreased-3,250 SH |
| ISHARES TR | CORE MSCI INTL | $310K | 0.5%Prev: 0.5% | 3,710 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $369K | 0.5%Prev: 0.5% | 5,460 SH | Increased+1,155 SH |
| ISHARES TR | CORE S&P500 ETF | $794K | 1.2%Prev: 1.3% | 1,215 SH | Increased |
| ISHARES TR | CR 5 10 YR ETF | $311K | 0.5%Prev: 0.6% | 7,100 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $356K | 0.5% | 2,351 SH | New |
| KLA CORP | COM NEW | $2.7M | 4.0%Prev: 2.6% | 1,838 SH | Increased-216 SH |
| META PLATFORMS INC | CL A | $235K | 0.3% | 411 SH | New |
| PHILLIPS 66 | COM | $204K | 0.3% | 1,120 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.0M | 5.9%Prev: 6.1% | 54,420 SH | Increased+10,511 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.0M | 2.9%Prev: 2.9% | 40,818 SH | Increased+9,374 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.5M | 8.0%Prev: 8.4% | 26,657 SH | Increased+915 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $977K | 1.4%Prev: 1.6% | 2,236 SH | Increased+28 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.5M | 21.2%Prev: 23.4% | 24,290 SH | Increased+199 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.7M | 8.3%Prev: 9.2% | 17,618 SH | Increased-46 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.5M | 2.2%Prev: 3.1% | 7,739 SH | Decreased-1,883 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.3M | 3.3%Prev: 3.6% | 30,365 SH | Increased-811 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $444K | 0.6%Prev: 0.9% | 8,216 SH | Decreased-1,750 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $352K | 0.5%Prev: 0.9% | 6,018 SH | Decreased-2,406 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $14.1M | 20.6%Prev: 17.8% | 182,621 SH | Increased+31,082 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.1M | 3.0%Prev: 3.6% | 32,210 SH | Increased-5,118 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $651K | 1.0%Prev: 1.2% | 4,393 SH | Decreased-723 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $4.4M | 6.4%Prev: 0.4% | 86,472 SH | Increased+81,784 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 |