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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 | $588K | 0.2%Prev: 0.2% | 2,822 SH | Increased-160 SH |
| APPLE INC | COM | $2.3M | 0.8%Prev: 0.8% | 8,974 SH | Increased-89 SH |
| BNY MELLON ETF TRUST | US LRG CP CORE | $2.5M | 0.9%Prev: 0.8% | 19,976 SH | Increased+1,737 SH |
| ELI LILLY & CO | COM | $206K | 0.1%Prev: 0.1% | 224 SH | Decreased-49 SH |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $19.9M | 7.1%Prev: 6.3% | 234,676 SH | Increased+2,184 SH |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | $9.6M | 3.4%Prev: 3.3% | 347,716 SH | Increased-35,649 SH |
| GLOBAL X FDS | RBTCS ARTFL INTE | $340K | 0.1%Prev: 0.1% | 10,230 SH | Increased |
| GLOBAL X FDS | US PFD ETF | $800K | 0.3%Prev: 3.2% | 43,504 SH | Decreased-377,911 SH |
| GOLDMAN SACHS ETF TR | ACCESS US AGRAT | $3.9M | 1.4%Prev: 3.7% | 94,023 SH | Decreased-129,326 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $2.9M | 1.0%Prev: 1.3% | 57,817 SH | Decreased-6,597 SH |
| INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | $13.0M | 4.6% | 216,952 SH | New |
| ISHARES INC | JP MRG EM CRP BD | $268K | 0.1%Prev: 1.3% | 5,921 SH | Decreased-67,937 SH |
| ISHARES TR | 0-5YR HI YL CP | $545K | 0.2%Prev: 2.0% | 12,872 SH | Decreased-104,818 SH |
| ISHARES TR | BROAD USD HIGH | $654K | 0.2%Prev: 2.1% | 17,748 SH | Decreased-124,919 SH |
| ISHARES TR | CORE S&P500 ETF | $558K | 0.2%Prev: 0.3% | 855 SH | Decreased-380 SH |
| ISHARES TR | ISHS 1-5YR INVS | $3.4M | 1.2% | 64,063 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $1.8M | 0.6%Prev: 0.5% | 8,373 SH | Increased+1,094 SH |
| ISHARES TR | ULTRA SHORT DUR | $3.4M | 1.2% | 67,110 SH | New |
| JPMORGAN CHASE & CO | COM | $209K | 0.1% | 712 SH | New |
| MICROSOFT CORP | COM | $313K | 0.1%Prev: 0.1% | 845 SH | Decreased |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $207K | 0.1% | 4,383 SH | New |
| RBB FD INC | US TRSRY 6 MNTH | $365K | 0.1%Prev: 0.3% | 7,301 SH | Decreased-5,874 SH |
| SPDR INDEX SHS FDS | STATE STREET SPD | $7.2M | 2.6% | 153,844 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.6M | 0.6% | 55,946 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET ULT | $4.4M | 1.6% | 107,590 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $469K | 0.2% | 722 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.4M | 1.2%Prev: 1.5% | 45,698 SH | Decreased-6,301 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $17.9M | 6.4%Prev: 10.3% | 360,196 SH | Decreased-160,765 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $10.8M | 3.9%Prev: 3.9% | 37,537 SH | Increased-403 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $7.5M | 2.7%Prev: 2.8% | 84,232 SH | Increased+5,552 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $67.8M | 24.3%Prev: 17.4% | 113,381 SH | Increased+28,299 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $12.4M | 4.4%Prev: 4.3% | 47,376 SH | Increased-1,150 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $31.9M | 11.5%Prev: 11.7% | 99,559 SH | Increased-7,823 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $7.0M | 2.5% | 119,020 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $18.0M | 6.4%Prev: 6.6% | 233,054 SH | Increased-35,503 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $1.3M | 0.5%Prev: 1.7% | 19,841 SH | Decreased-46,914 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $5.4M | 1.9%Prev: 2.2% | 19,831 SH | Decreased-1,044 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $3.9M | 1.4%Prev: 1.0% | 16,333 SH | Increased+4,482 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $585K | 0.2% | 1,591 SH | New |
| VANGUARD WORLD FD | UTILITIES ETF | $8.8M | 3.1%Prev: 2.7% | 44,173 SH | Increased+4,038 SH |
| WISDOMTREE TR | YIELD ENHANCD US | $1.1M | 0.4%Prev: 0.5% | 25,614 SH | Decreased-659 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 |