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CIK 0001954126 • 6 13F filings • Apr 23, 2025 – Jul 22, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $567K | 0.2% | 2,982 SH | |
| APPLE INC | COM | $2.0M | 0.8% | 9,063 SH | |
| BNY MELLON ETF TRUST | US LRG CP CORE | $1.9M | 0.8% | 18,239 SH | |
| ELI LILLY & CO | COM | $226K | 0.1% | 273 SH | |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $15.8M | 6.3% | 232,492 SH | |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | $8.2M | 3.3% | 383,365 SH | |
| GLOBAL X FDS | RBTCS ARTFL INTE | $291K | 0.1% | 10,230 SH | |
| GLOBAL X FDS | US PFD ETF | $8.0M | 3.2% | 421,415 SH | |
| GOLDMAN SACHS ETF TR | ACCESS US AGRAT | $9.2M | 3.7% | 223,349 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $3.2M | 1.3% | 64,414 SH | |
| ISHARES INC | JP MRG EM CRP BD | $3.3M | 1.3% | 73,858 SH | |
| ISHARES TR | 0-5YR HI YL CP | $5.0M | 2.0% | 117,690 SH | |
| ISHARES TR | BROAD USD HIGH | $5.3M | 2.1% | 142,667 SH | |
| ISHARES TR | CORE S&P500 ETF | $694K | 0.3% | 1,235 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.4M | 0.5% | 7,279 SH | |
| JPMORGAN CHASE & CO. | COM | $223K | 0.1% | 911 SH | |
| MICROSOFT CORP | COM | $317K | 0.1% | 845 SH | |
| RBB FD INC | US TRSRY 6 MNTH | $661K | 0.3% | 13,175 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $6.4M | 2.5% | 161,341 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $403K | 0.2% | 721 SH | |
| SPDR SER TR | PORTFOLIO CRPORT | $1.7M | 0.7% | 59,394 SH | |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | $8.5M | 3.4% | 208,977 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.8M | 1.5% | 51,999 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $26.0M | 10.3% | 520,961 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $9.8M | 3.9% | 37,940 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $7.1M | 2.8% | 78,680 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $43.7M | 17.4% | 85,082 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $10.8M | 4.3% | 48,526 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $29.5M | 11.7% | 107,382 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $242K | 0.1% | 3,064 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $16.7M | 6.6% | 268,557 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $4.3M | 1.7% | 66,755 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $5.5M | 2.2% | 20,875 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $2.4M | 1.0% | 11,851 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $6.9M | 2.7% | 40,135 SH | |
| WISDOMTREE TR | YIELD ENHANCD US | $1.1M | 0.5% | 26,273 SH |
| 13F-HR |
| 0001954126-25-000002 |
| $277.8M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001954126-26-000004 | $302.6M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003899 | $267.7M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001954126-26-000002 | $278.9M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002244 | $251.2M | View |