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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 | $673K | 0.2%Prev: 0.2% | 2,822 SH | Increased-160 SH |
| APPLE INC | COM | $2.6M | 0.9%Prev: 0.7% | 8,911 SH | Increased-110 SH |
| BNY MELLON ETF TRUST | US LRG CP CORE | $2.9M | 1.0%Prev: 0.8% | 20,115 SH | Increased+1,336 SH |
| ELI LILLY & CO | COM | $268K | 0.1% | 224 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $7.8M | 2.6%Prev: 7.2% | 76,041 SH | Decreased-164,530 SH |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | $9.3M | 3.1%Prev: 3.3% | 340,918 SH | Increased-34,858 SH |
| GLOBAL X FDS | RBTCS ARTFL INTE | $388K | 0.1%Prev: 0.1% | 10,230 SH | Increased |
| GLOBAL X FDS | US PFD ETF | $693K | 0.2%Prev: 1.6% | 37,058 SH | Decreased-192,629 SH |
| GOLDMAN SACHS ETF TR | ACCESS US AGRAT | $3.9M | 1.3%Prev: 1.5% | 94,106 SH | Decreased-2,530 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $18.4M | 6.1% | 60,880 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $2.9M | 0.9%Prev: 1.1% | 56,137 SH | Decreased-6,495 SH |
| ISHARES INC | JP MRG EM CRP BD | $226K | 0.1%Prev: 0.1% | 4,958 SH | Decreased-3,427 SH |
| ISHARES TR | 0-5YR HI YL CP | $472K | 0.2%Prev: 1.5% | 11,125 SH | Decreased-80,556 SH |
| ISHARES TR | BROAD USD HIGH | $515K | 0.2%Prev: 1.5% | 13,914 SH | Decreased-96,369 SH |
| ISHARES TR | CORE S&P500 ETF | $640K | 0.2%Prev: 0.3% | 855 SH | Decreased-357 SH |
| ISHARES TR | ISHS 1-5YR INVS | $3.4M | 1.1% | 64,760 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $2.0M | 0.7%Prev: 0.5% | 8,424 SH | Increased+867 SH |
| ISHARES TR | ULTRA SHORT DUR | $3.4M | 1.1% | 67,495 SH | New |
| JPMORGAN CHASE & CO | COM | $233K | 0.1% | 712 SH | New |
| MICROSOFT CORP | COM | $315K | 0.1%Prev: 0.2% | 845 SH | Decreased |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $250K | 0.1% | 4,324 SH | New |
| RBB FD INC | US TRSRY 6 MNTH | $272K | 0.1%Prev: 0.2% | 5,440 SH | Decreased-7,303 SH |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $3.1M | 1.0% | 57,428 SH | New |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $3.5M | 1.1% | 18,779 SH | New |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $3.3M | 1.1% | 39,182 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $3.5M | 1.2% | 18,579 SH | New |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $7.9M | 2.6% | 152,251 SH | New |
| SPDR SERIES TRUST | ST STR CORPO ETF | $1.5M | 0.5% | 52,207 SH | New |
| SSGA ACTIVE ETF TR | ST STR UL BD ETF | $4.3M | 1.4% | 106,107 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $539K | 0.2% | 722 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.1M | 1.0%Prev: 1.4% | 42,239 SH | Decreased-7,522 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $17.6M | 5.8%Prev: 9.8% | 354,232 SH | Decreased-172,654 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $11.6M | 3.8%Prev: 4.0% | 143,679 SH | Increased+105,800 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $8.1M | 2.7%Prev: 2.6% | 84,031 SH | Increased+4,756 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $77.8M | 25.7%Prev: 24.7% | 113,227 SH | Increased-3,008 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $14.2M | 4.7%Prev: 4.3% | 46,823 SH | Increased-1,706 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $35.5M | 11.7%Prev: 12.0% | 95,930 SH | Increased-9,754 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $7.0M | 2.3% | 120,630 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $19.9M | 6.6%Prev: 5.7% | 232,552 SH | Increased+11,741 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $1.2M | 0.4%Prev: 1.6% | 18,155 SH | Decreased-48,640 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $5.9M | 2.0%Prev: 2.0% | 19,829 SH | Increased-2,098 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $4.4M | 1.5%Prev: 1.0% | 16,168 SH | Increased+4,235 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $660K | 0.2%Prev: 0.1% | 7,507 SH | Increased+6,915 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $5.4M | 1.8%Prev: 2.6% | 27,602 SH | Decreased-12,462 SH |
| WISDOMTREE TR | YIELD ENHANCD US | $1.1M | 0.4%Prev: 0.4% | 24,427 SH | Decreased-1,533 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 |