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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 | $651K | 0.2%Prev: 0.2% | 2,822 SH | Increased |
| APPLE INC | COM | $2.4M | 0.9%Prev: 0.8% | 8,954 SH | Increased-24 SH |
| BNY MELLON ETF TRUST | US LRG CP CORE | $2.5M | 0.9%Prev: 0.9% | 19,192 SH | Increased+315 SH |
| ELI LILLY & CO | COM | $240K | 0.1% | 224 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $21.1M | 7.5%Prev: 7.6% | 230,452 SH | Decreased-7,136 SH |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | $9.4M | 3.4%Prev: 3.2% | 364,226 SH | Increased-1,324 SH |
| GLOBAL X FDS | RBTCS ARTFL INTE | $371K | 0.1%Prev: 0.1% | 10,230 SH | Increased |
| GLOBAL X FDS | US PFD ETF | $4.2M | 1.5%Prev: 1.5% | 219,554 SH | Decreased+1,052 SH |
| GOLDMAN SACHS ETF TR | ACCESS US AGRAT | $3.9M | 1.4%Prev: 1.4% | 93,136 SH | Increased+995 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $2.8M | 1.0%Prev: 1.1% | 58,344 SH | Decreased-1,720 SH |
| INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | $11.8M | 4.2% | 206,047 SH | New |
| ISHARES INC | JP MRG EM CRP BD | $286K | 0.1%Prev: 0.1% | 6,226 SH | Decreased-325 SH |
| ISHARES TR | 0-5YR HI YL CP | $3.8M | 1.4%Prev: 1.4% | 89,488 SH | Increased+955 SH |
| ISHARES TR | BROAD USD HIGH | $4.0M | 1.4%Prev: 1.5% | 107,443 SH | Decreased+732 SH |
| ISHARES TR | CORE S&P500 ETF | $832K | 0.3%Prev: 0.3% | 1,215 SH | Increased+2 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.7M | 0.6%Prev: 0.6% | 7,984 SH | Increased+334 SH |
| JPMORGAN CHASE & CO. | COM | $268K | 0.1%Prev: 0.1% | 831 SH | Decreased-30 SH |
| MICROSOFT CORP | COM | $409K | 0.1%Prev: 0.2% | 845 SH | Decreased |
| RBB FD INC | US TRSRY 6 MNTH | $491K | 0.2%Prev: 0.2% | 9,813 SH | Increased+460 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $7.2M | 2.6%Prev: 2.7% | 154,536 SH | Decreased-3,279 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $492K | 0.2%Prev: 0.2% | 722 SH | Increased+1 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.7M | 0.6% | 56,305 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET ULT | $4.3M | 1.5% | 105,601 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.4M | 1.2%Prev: 1.2% | 46,009 SH | Decreased-258 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $19.6M | 6.9%Prev: 9.2% | 392,286 SH | Decreased-116,483 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $10.7M | 3.8%Prev: 3.9% | 36,965 SH | Decreased-383 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $7.3M | 2.6%Prev: 2.6% | 82,207 SH | Increased+3,474 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $70.1M | 24.9%Prev: 25.2% | 111,761 SH | Increased-2,645 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $12.2M | 4.3%Prev: 4.4% | 47,353 SH | Increased-483 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $34.3M | 12.2%Prev: 12.2% | 102,338 SH | Increased-857 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $222K | 0.1%Prev: 0.1% | 2,785 SH | Increased+151 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $15.9M | 5.7%Prev: 5.7% | 210,800 SH | Increased-5,557 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $4.5M | 1.6%Prev: 1.6% | 66,558 SH | Increased+659 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $6.5M | 2.3%Prev: 2.1% | 22,537 SH | Increased+585 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $3.0M | 1.1%Prev: 1.0% | 11,947 SH | Increased+103 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $662K | 0.2%Prev: 0.2% | 1,604 SH | Increased+121 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $7.1M | 2.5%Prev: 2.7% | 38,406 SH | Decreased-1,098 SH |
| WISDOMTREE TR | YIELD ENHANCD US | $1.1M | 0.4%Prev: 0.4% | 25,614 SH | Decreased-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 |