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CIK 0001857588 • 3 13F filings • May 15, 2026 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLSPRING GLOBAL DIVIDEND OP | COM | $71K | 0.0% | 12,103 SH | |
| ALPHABET INC | CAP STK CL C | $2.1M | 1.5% | 7,220 SH | |
| AMAZON COM INC | COM | $893K | 0.6% | 4,289 SH | |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $655K | 0.5% | 13,094 SH | |
| AMERICAN CENTY ETF TR | SHORT DURTN STRG | $2.8M | 2.0% | 54,588 SH | |
| APPLE INC | COM | $2.2M | 1.6% | 8,657 SH | |
| AST SPACEMOBILE INC | COM CL A | $207K | 0.1% | 2,500 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $972K | 0.7% | 2,029 SH | |
| BROADCOM INC | COM | $356K | 0.3% | 1,151 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $996K | 0.7% | 24,770 SH | |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $803K | 0.6% | 25,443 SH | |
| EA SERIES TRUST | CAMBRIA US EQUAL | $3.5M | 2.5% | 72,093 SH | |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $309K | 0.2% | 11,496 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $5.7M | 4.0% | 124,707 SH | |
| HUMACYTE INC | COM | $8K | 0.0% | 13,000 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $13.3M | 9.4% | 128,691 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $30.7M | 21.7% | 408,328 SH | |
| ISHARES TR | CORE 60/40 BALAN | $686K | 0.5% | 10,666 SH | |
| ISHARES TR | CORE 80/20 AGGRE | $901K | 0.6% | 10,185 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.7M | 1.9% | 29,535 SH | |
| ISHARES TR | CORE S&P MCP ETF | $788K | 0.6% | 11,670 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.1M | 0.8% | 8,988 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.0M | 2.1% | 30,561 SH | |
| ISHARES TR | MSCI INTL QUALTY | $9.1M | 6.5% | 197,467 SH | |
| ISHARES TR | MSCI USA MIN VOL | $350K | 0.2% | 3,778 SH | |
| ISHARES TR | MSCI USA MMENTM | $3.3M | 2.3% | 13,721 SH | |
| ISHARES TR | TIPS BD ETF | $517K | 0.4% | 4,682 SH | |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $4.3M | 3.1% | 92,944 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $13.1M | 9.2% | 259,167 SH | |
| LATTICE STRATEGIES TR | HARTFORD MLT ETF | $592K | 0.4% | 15,015 SH | |
| LOAR HOLDINGS INC | COM SHS | $1.5M | 1.1% | 27,001 SH | |
| MICROSOFT CORP | COM | $1.2M | 0.9% | 3,259 SH | |
| NUSHARES ETF TR | NUVEEN ESG INTL | $304K | 0.2% | 8,405 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $362K | 0.3% | 3,976 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $351K | 0.2% | 7,705 SH | |
| NUSHARES ETF TR | NUVEEN ESG US | $223K | 0.2% | 10,047 SH | |
| NVIDIA CORPORATION | COM | $1.3M | 0.9% | 7,451 SH | |
| ORACLE CORP | COM | $999K | 0.7% | 6,794 SH | |
| PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | $211K | 0.1% | 16,354 SH | |
| REKOR SYSTEMS INC | COM | $12K | 0.0% | 15,000 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.7M | 1.2% | 59,980 SH | |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $438K | 0.3% | 7,149 SH | |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $525K | 0.4% | 3,583 SH | |
| SELECT SECTOR SPDR TR | STATE STREET REA | $1.3M | 1.0% | 33,032 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $2.7M | 1.9% | 20,647 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $705K | 0.5% | 15,026 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $6.3M | 4.5% | 79,269 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.0M | 2.8% | 6,107 SH | |
| T3 DEFENSE INC | COM NEW | $29K | 0.0% | 40,952 SH | |
| TESLA INC | COM | $473K | 0.3% | 1,273 SH | |
| TRANSMEDICS GROUP INC | COM | $231K | 0.2% | 2,326 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $735K | 0.5% | 2,459 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.8M | 1.3% | 6,416 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.8M | 2.0% | 4,685 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $735K | 0.5% | 3,744 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.4M | 1.0% | 27,357 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.6M | 1.1% | 20,099 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $247K | 0.2% | 3,850 SH | |
| VISA INC | COM CL A | $991K | 0.7% | 3,279 SH |
| 13F-HR |
| 0001754960-26-000388 |
| $141.4M |
| View |