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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 | $1.1M | 1.3%Prev: 1.7% | 3,631 SH | Increased-1,289 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $222K | 0.3% | 443 SH | New |
| BLACKROCK ETF TRUST II | ISHAR INTER ETF | $252K | 0.3% | 10,406 SH | New |
| CATERPILLAR INC | COM | $1.8M | 2.2%Prev: 1.1% | 1,670 SH | Increased |
| EA SERIES TRUST | TBG DIVID FO ETF | $493K | 0.6% | 13,518 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.3M | 2.8%Prev: 4.2% | 10,780 SH | Decreased-3,201 SH |
| ISHARES TR | CORE MSCI INTL | $330K | 0.4%Prev: 0.5% | 3,710 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $421K | 0.5%Prev: 0.4% | 5,460 SH | Increased+1,155 SH |
| ISHARES TR | CORE S&P500 ETF | $910K | 1.1%Prev: 1.2% | 1,215 SH | Increased |
| ISHARES TR | CR 5 10 YR ETF | $310K | 0.4%Prev: 0.5% | 7,100 SH | Decreased |
| ISHARES TR | S&P 500 GRWT ETF | $217K | 0.3% | 1,576 SH | New |
| ISHARES TR | SELECT DIVID ETF | $503K | 0.6% | 3,216 SH | New |
| KLA CORP | COM NEW | $5.5M | 6.8%Prev: 2.9% | 18,380 SH | Increased+16,442 SH |
| META PLATFORMS INC | CL A | $259K | 0.3% | 460 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.2M | 6.4%Prev: 5.5% | 71,353 SH | Increased+25,840 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.5M | 3.1%Prev: 2.6% | 52,319 SH | Increased+20,049 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $6.7M | 8.3%Prev: 8.4% | 27,350 SH | Increased+866 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 1.4%Prev: 1.6% | 12,955 SH | Increased+10,708 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $17.1M | 21.0%Prev: 23.3% | 24,916 SH | Increased-31 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.6M | 8.1%Prev: 8.8% | 17,847 SH | Increased+355 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.6M | 2.0%Prev: 2.8% | 7,320 SH | Decreased-2,387 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.5M | 3.1%Prev: 3.5% | 30,203 SH | Increased-1,356 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $489K | 0.6%Prev: 0.7% | 8,188 SH | Increased-813 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $317K | 0.4%Prev: 0.7% | 5,452 SH | Decreased-2,227 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $16.0M | 19.7%Prev: 18.2% | 186,940 SH | Increased+27,298 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.3M | 2.8%Prev: 3.3% | 32,101 SH | Increased-2,714 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $694K | 0.9%Prev: 0.9% | 4,393 SH | Increased+156 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $3.5M | 4.3%Prev: 4.3% | 69,740 SH | Increased+17,256 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 |