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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 | $620K | 0.2%Prev: 0.2% | 2,822 SH | Decreased |
| APPLE INC | COM | $2.3M | 0.8%Prev: 0.9% | 8,978 SH | Decreased+67 SH |
| BNY MELLON ETF TRUST | US LRG CP CORE | $2.4M | 0.9%Prev: 1.0% | 18,877 SH | Decreased-1,238 SH |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $21.2M | 7.6%Prev: 2.6% | 237,588 SH | Increased+161,547 SH |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | $8.9M | 3.2%Prev: 3.1% | 365,550 SH | Decreased+24,632 SH |
| GLOBAL X FDS | RBTCS ARTFL INTE | $362K | 0.1%Prev: 0.1% | 10,230 SH | Decreased |
| GLOBAL X FDS | US PFD ETF | $4.2M | 1.5%Prev: 0.2% | 218,502 SH | Increased+181,444 SH |
| GOLDMAN SACHS ETF TR | ACCESS US AGRAT | $3.8M | 1.4%Prev: 1.3% | 92,141 SH | Decreased-1,965 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $3.0M | 1.1%Prev: 0.9% | 60,064 SH | Increased+3,927 SH |
| ISHARES INC | JP MRG EM CRP BD | $303K | 0.1%Prev: 0.1% | 6,551 SH | Increased+1,593 SH |
| ISHARES TR | 0-5YR HI YL CP | $3.8M | 1.4%Prev: 0.2% | 88,533 SH | Increased+77,408 SH |
| ISHARES TR | BROAD USD HIGH | $4.0M | 1.5%Prev: 0.2% | 106,711 SH | Increased+92,797 SH |
| ISHARES TR | CORE S&P500 ETF | $812K | 0.3%Prev: 0.2% | 1,213 SH | Increased+358 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.6M | 0.6%Prev: 0.7% | 7,650 SH | Decreased-774 SH |
| JPMORGAN CHASE & CO. | COM | $272K | 0.1% | 861 SH | New |
| MICROSOFT CORP | COM | $438K | 0.2%Prev: 0.1% | 845 SH | Increased |
| RBB FD INC | US TRSRY 6 MNTH | $469K | 0.2%Prev: 0.1% | 9,353 SH | Increased+3,913 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $7.4M | 2.7% | 157,815 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $481K | 0.2% | 721 SH | New |
| SPDR SERIES TRUST | PORTFOLIO CRPORT | $1.7M | 0.6% | 57,103 SH | New |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | $8.2M | 3.0% | 201,742 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.4M | 1.2%Prev: 1.0% | 46,267 SH | Increased+4,028 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $25.4M | 9.2%Prev: 5.8% | 508,769 SH | Increased+154,537 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $11.0M | 3.9%Prev: 3.8% | 37,348 SH | Decreased-106,331 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $7.2M | 2.6%Prev: 2.7% | 78,733 SH | Decreased-5,298 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $70.1M | 25.2%Prev: 25.7% | 114,406 SH | Decreased+1,179 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $12.2M | 4.4%Prev: 4.7% | 47,836 SH | Decreased+1,013 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $33.9M | 12.2%Prev: 11.7% | 103,195 SH | Decreased+7,265 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $211K | 0.1% | 2,634 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $15.9M | 5.7%Prev: 6.6% | 216,357 SH | Decreased-16,195 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $4.4M | 1.6%Prev: 0.4% | 65,899 SH | Increased+47,744 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $5.7M | 2.1%Prev: 2.0% | 21,952 SH | Decreased+2,123 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $2.9M | 1.0%Prev: 1.5% | 11,844 SH | Decreased-4,324 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $597K | 0.2%Prev: 0.2% | 1,483 SH | Decreased-6,024 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $7.5M | 2.7%Prev: 1.8% | 39,504 SH | Increased+11,902 SH |
| WISDOMTREE TR | YIELD ENHANCD US | $1.1M | 0.4%Prev: 0.4% | 25,887 SH | Increased+1,460 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 |