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CIK 0002021320 • 7 13F filings • Apr 15, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | $449K | 0.3% | 3,919 SH | |
| ALPHABET INC | CAP STK CL C | $209K | 0.2% | 1,309 SH | |
| AMAZON COM INC | COM | $389K | 0.3% | 2,107 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $8.4M | 6.4% | 145,958 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $18.1M | 13.8% | 267,435 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $17.7M | 13.5% | 223,695 SH | |
| APPLE INC | COM | $674K | 0.5% | 3,401 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $709K | 0.5% | 1,353 SH | |
| CINTAS CORP | COM | $365K | 0.3% | 1,770 SH | |
| CONSTELLATION BRANDS INC | CL A | $364K | 0.3% | 1,960 SH | |
| COSTCO WHSL CORP NEW | COM | $333K | 0.3% | 346 SH | |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | $220K | 0.2% | 4,340 SH | |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $356K | 0.3% | 5,576 SH | |
| ISHARES TR | CORE S&P500 ETF | $227K | 0.2% | 423 SH | |
| MICROSOFT CORP | COM | $1.1M | 0.8% | 2,781 SH | |
| NVIDIA CORPORATION | COM | $457K | 0.3% | 4,120 SH | |
| PROGRESSIVE CORP | COM | $251K | 0.2% | 909 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $370K | 0.3% | 3,850 SH | |
| QUALCOMM INC | COM | $228K | 0.2% | 1,636 SH | |
| SEMPRA | COM | $257K | 0.2% | 3,764 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.0M | 0.8% | 1,952 SH | |
| TETRA TECH INC NEW | COM | $313K | 0.2% | 10,363 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $338K | 0.3% | 937 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $585K | 0.4% | 2,382 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $14.9M | 11.3% | 178,041 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $370K | 0.3% | 754 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $17.1M | 13.0% | 65,428 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $251K | 0.2% | 1,551 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $16.0M | 12.2% | 273,160 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.4M | 6.4% | 195,398 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $20.4M | 15.5% | 410,764 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $236K | 0.2% | 454 SH | |
| VISA INC | COM CL A | $249K | 0.2% | 748 SH |
| 13F-HR |
| 0001754960-25-000674 |
| $166.7M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000479 | $217.8M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000382 | $151.8M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000258 | $184.3M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000197 | $131.3M | View |