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CIK 0001840306 • 4 13F filings • Apr 23, 2025 – Feb 17, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $303K | 0.2%Prev: 0.2% | 2,422 SH | Decreased-115 SH |
| ABBVIE INC | COM | $821K | 0.5%Prev: 0.6% | 3,595 SH | Decreased-159 SH |
| ALPHABET INC | CAP STK CL A | $332K | 0.2%Prev: 0.2% | 1,060 SH | Increased-221 SH |
| AMAZON COM INC | COM | $668K | 0.4%Prev: 0.4% | 2,893 SH | Decreased-220 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $877K | 0.6% | 11,393 SH | New |
| APOLLO GLOBAL MGMT INC | COM | $3.9M | 2.5%Prev: 2.1% | 26,866 SH | Increased+2,161 SH |
| APPLE INC | COM | $1.5M | 0.9%Prev: 0.9% | 5,345 SH | Increased-165 SH |
| BANK AMERICA CORP | COM | $665K | 0.4%Prev: 0.4% | 12,093 SH | Increased-733 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $363K | 0.2%Prev: 0.3% | 723 SH | Decreased-60 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $1.1M | 0.7%Prev: 0.3% | 34,505 SH | Increased+20,318 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $2.9M | 1.8%Prev: 1.7% | 47,637 SH | Increased+3,391 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $1.1M | 0.7%Prev: 0.7% | 27,548 SH | Increased+616 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.2M | 0.8%Prev: 0.7% | 22,741 SH | Increased+1,260 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | $2.0M | 1.3%Prev: 1.3% | 44,306 SH | Increased+993 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $287K | 0.2%Prev: 0.2% | 5,326 SH | Increased-292 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $11.7M | 7.4%Prev: 7.4% | 267,294 SH | Increased-8,661 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $9.3M | 5.9%Prev: 5.9% | 209,630 SH | Increased+719 SH |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $4.9M | 3.1%Prev: 3.2% | 166,732 SH | Decreased-3,555 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $13.7M | 8.7%Prev: 8.7% | 603,327 SH | Decreased+1,866 SH |
| CHEVRON CORP NEW | COM | $1.5M | 1.0%Prev: 1.0% | 10,105 SH | Decreased-264 SH |
| CHUBB LIMITED | COM | $418K | 0.3%Prev: 0.3% | 1,338 SH | Increased-58 SH |
| CISCO SYS INC | COM | $602K | 0.4%Prev: 0.4% | 7,809 SH | Increased-551 SH |
| COSTCO WHSL CORP NEW | COM | $851K | 0.5%Prev: 0.7% | 987 SH | Decreased-112 SH |
| DEERE & CO | COM | $316K | 0.2%Prev: 0.2% | 678 SH | Decreased-33 SH |
| DELL TECHNOLOGIES INC | CL C | $364K | 0.2%Prev: 0.3% | 2,890 SH | Decreased-133 SH |
| EMERSON ELEC CO | COM | $425K | 0.3%Prev: 0.3% | 3,204 SH | Decreased-167 SH |
| EOG RES INC | COM | $275K | 0.2%Prev: 0.2% | 2,617 SH | Decreased-156 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $209K | 0.1%Prev: 0.1% | 929 SH | Increased+1 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $399K | 0.3% | 6,157 SH | New |
| HERSHEY CO | COM | $285K | 0.2%Prev: 0.2% | 1,567 SH | Decreased-60 SH |
| HONEYWELL INTL INC | COM | $381K | 0.2%Prev: 0.3% | 1,954 SH | Decreased-90 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.1M | 0.7%Prev: 0.5% | 9,485 SH | Increased+3,493 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $222K | 0.1%Prev: 0.2% | 3,106 SH | Decreased-648 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $2.3M | 1.4%Prev: 0.7% | 38,554 SH | Increased+18,433 SH |
| ISHARES INC | CORE MSCI EMKT | $1.5M | 1.0%Prev: 1.1% | 22,366 SH | Decreased-4,137 SH |
| ISHARES TR | CORE INTL AGGR | $939K | 0.6%Prev: 0.6% | 18,769 SH | Increased+1,182 SH |
| ISHARES TR | CORE S&P500 ETF | $784K | 0.5%Prev: 0.5% | 1,145 SH | Increased-1 SH |
| ISHARES TR | CORE UNIVRSL USD | $2.1M | 1.3% | 45,770 SH | New |
| ISHARES TR | CORE US AGGBD ET | $255K | 0.2%Prev: 0.2% | 2,554 SH | Decreased-377 SH |
| ISHARES TR | EAFE VALUE ETF | $2.0M | 1.3%Prev: 1.7% | 27,936 SH | Decreased-10,341 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.7M | 1.1%Prev: 1.1% | 11,713 SH | Increased+52 SH |
| ISHARES TR | JPMORGAN USD EMG | $415K | 0.3%Prev: 0.2% | 4,313 SH | Increased+232 SH |
| ISHARES TR | MBS ETF | $1.6M | 1.0%Prev: 1.0% | 16,809 SH | Increased+709 SH |
| ISHARES TR | MSCI ACWI ETF | $529K | 0.3%Prev: 0.3% | 3,742 SH | Increased |
| ISHARES TR | MSCI USA MIN VOL | $228K | 0.1%Prev: 0.2% | 2,421 SH | Decreased-336 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.8M | 1.1%Prev: 2.1% | 8,935 SH | Decreased-8,258 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.9M | 1.8%Prev: 1.8% | 23,194 SH | Increased-337 SH |
| ISHARES TR | S&P 500 VAL ETF | $2.9M | 1.9%Prev: 1.3% | 13,829 SH | Increased+3,805 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $6.8M | 4.3%Prev: 4.1% | 135,166 SH | Increased+9,667 SH |
| JOHNSON & JOHNSON | COM | $666K | 0.4%Prev: 0.4% | 3,218 SH | Increased-144 SH |
| JPMORGAN CHASE & CO. | COM | $941K | 0.6%Prev: 0.6% | 2,921 SH | Decreased-115 SH |
| KINDER MORGAN INC DEL | COM | $400K | 0.3%Prev: 0.3% | 14,559 SH | Decreased-665 SH |
| LENNAR CORP | CL A | $300K | 0.2%Prev: 0.2% | 2,921 SH | Decreased-172 SH |
| LOCKHEED MARTIN CORP | COM | $480K | 0.3%Prev: 0.3% | 992 SH | Decreased-45 SH |
| LOWES COS INC | COM | $356K | 0.2%Prev: 0.2% | 1,478 SH | Decreased-71 SH |
| M & T BK CORP | COM | $414K | 0.3%Prev: 0.3% | 2,055 SH | Decreased-106 SH |
| MCDONALDS CORP | COM | $490K | 0.3%Prev: 0.3% | 1,605 SH | Decreased-61 SH |
| MICROSOFT CORP | COM | $2.0M | 1.3%Prev: 1.5% | 4,168 SH | Decreased-338 SH |
| MONDELEZ INTL INC | CL A | $243K | 0.2%Prev: 0.2% | 4,522 SH | Decreased-231 SH |
| NORFOLK SOUTHN CORP | COM | $521K | 0.3%Prev: 0.4% | 1,806 SH | Decreased-86 SH |
| NUCOR CORP | COM | $608K | 0.4%Prev: 0.3% | 3,730 SH | Increased-179 SH |
| NVIDIA CORPORATION | COM | $648K | 0.4%Prev: 0.5% | 3,474 SH | Decreased-660 SH |
| PEPSICO INC | COM | $287K | 0.2%Prev: 0.2% | 2,003 SH | Decreased-75 SH |
| PNC FINL SVCS GROUP INC | COM | $368K | 0.2%Prev: 0.2% | 1,763 SH | Decreased-84 SH |
| PPL CORP | COM | $455K | 0.3%Prev: 0.3% | 12,991 SH | Decreased-683 SH |
| PROCTER AND GAMBLE CO | COM | $320K | 0.2%Prev: 0.2% | 2,234 SH | Decreased-74 SH |
| QUALCOMM INC | COM | $504K | 0.3%Prev: 0.3% | 2,947 SH | Decreased-141 SH |
| SCHWAB CHARLES CORP | COM | $396K | 0.3%Prev: 0.3% | 3,963 SH | Decreased-195 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $213K | 0.1% | 9,289 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $682K | 0.4%Prev: 0.4% | 20,830 SH | Decreased-234 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $448K | 0.3%Prev: 0.3% | 12,421 SH | Decreased-526 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $2.1M | 1.3%Prev: 1.3% | 45,634 SH | Increased-441 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $3.7M | 2.4%Prev: 2.3% | 137,409 SH | Increased+170 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $497K | 0.3%Prev: 0.3% | 15,765 SH | Increased+147 SH |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $475K | 0.3%Prev: 0.2% | 17,977 SH | Increased+8,917 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.7M | 2.4%Prev: 2.4% | 155,890 SH | Increased-1,829 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $846K | 0.5%Prev: 0.5% | 18,592 SH | Increased+472 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.6M | 1.0%Prev: 0.9% | 64,164 SH | Increased+4,672 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $11.8M | 7.5%Prev: 7.5% | 505,777 SH | Increased+8,189 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $728K | 0.5%Prev: 0.6% | 26,527 SH | Decreased-8,269 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.3M | 2.1%Prev: 2.1% | 100,351 SH | Increased-358 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $5.7M | 3.6%Prev: 3.6% | 212,105 SH | Increased-766 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $1.2M | 0.8%Prev: 0.8% | 58,227 SH | Decreased-131 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $996K | 0.6%Prev: 0.6% | 34,971 SH | Increased+577 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $310K | 0.2%Prev: 0.2% | 11,692 SH | Increased+1,711 SH |
| SMITH A O CORP | COM | $289K | 0.2%Prev: 0.2% | 4,319 SH | Decreased-204 SH |
| SPDR GOLD TR | GOLD SHS | $611K | 0.4%Prev: 0.4% | 1,542 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $265K | 0.2%Prev: 0.2% | 389 SH | Increased+7 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $6.5M | 4.1% | 81,063 SH | New |
| TE CONNECTIVITY PLC | ORD SHS | $430K | 0.3%Prev: 0.3% | 1,888 SH | Decreased-93 SH |
| TESLA INC | COM | $268K | 0.2%Prev: 0.2% | 596 SH | Increased |
| THE CIGNA GROUP | COM | $283K | 0.2%Prev: 0.2% | 1,030 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $264K | 0.2%Prev: 0.1% | 3,565 SH | Increased+454 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.9M | 1.2%Prev: 1.2% | 3,109 SH | Decreased-79 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $313K | 0.2%Prev: 0.2% | 1,425 SH | Increased+129 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $417K | 0.3%Prev: 0.2% | 2,902 SH | Increased+352 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.1M | 0.7%Prev: 0.7% | 8,758 SH | Decreased-188 SH |
| WALMART INC | COM | $649K | 0.4%Prev: 0.4% | 5,829 SH | Increased-429 SH |
| WASTE MGMT INC DEL | COM | $470K | 0.3%Prev: 0.3% | 2,138 SH | Decreased-103 SH |
| WILLAMETTE VY VINEYARD INC | COM | $48K | 0.0%Prev: 0.0% | 15,622 SH | Decreased+98 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $323K | 0.2%Prev: 0.1% | 3,613 SH | Increased+990 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $903K | 0.6%Prev: 0.4% | 10,572 SH | Increased+3,030 SH |
| WP CAREY INC | COM | $203K | 0.1%Prev: 0.1% | 3,154 SH | Decreased-151 SH |
| 13F-HR |
| 0001754960-25-000482 |
| $143.5M |
| View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000241 | $133.8M | View |