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CIK 0001836110 • 7 13F filings • Apr 11, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $381K | 0.1% | 2,870 SH | |
| ABBVIE INC | COM | $696K | 0.1% | 3,322 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $469K | 0.1% | 1,502 SH | |
| ALPHABET INC | CAP STK CL A | $3.6M | 0.6% | 23,592 SH | |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.2% | 8,723 SH | |
| ALPS ETF TR | ALERIAN MLP | $16.1M | 2.7% | 309,203 SH | |
| AMAZON COM INC | COM | $5.7M | 1.0% | 30,007 SH | |
| AMERICAN EXPRESS CO | COM | $357K | 0.1% | 1,327 SH | |
| AMPLIFY ETF TR | AMPLIFY ETHO CLI | $241K | 0.0% | 4,375 SH | |
| APPLE INC | COM | $9.6M | 1.6% | 43,411 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $549K | 0.1% | 1,796 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $394K | 0.1% | 740 SH | |
| BROADCOM INC | COM | $401K | 0.1% | 2,393 SH | |
| CATERPILLAR INC | COM | $227K | 0.0% | 689 SH | |
| CHEVRON CORP NEW | COM | $2.4M | 0.4% | 14,130 SH | |
| COCA COLA CO | COM | $9.4M | 1.6% | 130,633 SH | |
| COSTCO WHSL CORP NEW | COM | $1.5M | 0.3% | 1,582 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $1.7M | 0.3% | 4,829 SH | |
| DANAHER CORPORATION | COM | $572K | 0.1% | 2,792 SH | |
| DEERE & CO | COM | $236K | 0.0% | 502 SH | |
| EASTGROUP PPTYS INC | COM | $1.8M | 0.3% | 10,213 SH | |
| ELI LILLY & CO | COM | $351K | 0.1% | 425 SH | |
| EMERSON ELEC CO | COM | $225K | 0.0% | 2,050 SH | |
| ENERGY TRANSFER L P | COM UT LTD PTN | $5.4M | 0.9% | 288,474 SH | |
| ENSTAR GROUP LIMITED | SHS | $316K | 0.1% | 950 SH | |
| EOG RES INC | COM | $212K | 0.0% | 1,650 SH | |
| EXXON MOBIL CORP | COM | $12.8M | 2.2% | 107,214 SH | |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $14.6M | 2.5% | 232,022 SH | |
| FORTINET INC | COM | $1.7M | 0.3% | 17,243 SH | |
| GOLDMAN SACHS GROUP INC | COM | $400K | 0.1% | 732 SH | |
| HOME DEPOT INC | COM | $3.2M | 0.5% | 8,597 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $4.6M | 0.8% | 23,860 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.2% | 2,233 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $4.6M | 0.8% | 55,942 SH | |
| ISHARES TR | CORE MSCI EAFE | $6.5M | 1.1% | 86,017 SH | |
| ISHARES TR | CORE S&P MCP ETF | $9.3M | 1.6% | 158,868 SH | |
| ISHARES TR | CORE S&P SCP ETF | $6.8M | 1.2% | 64,627 SH | |
| ISHARES TR | CORE S&P500 ETF | $48.0M | 8.2% | 85,477 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $1.1M | 0.2% | 20,941 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $3.3M | 0.6% | 62,725 SH | |
| ISHARES TR | MSCI USA MIN VOL | $871K | 0.1% | 9,301 SH | |
| ISHARES TR | RUS 1000 ETF | $53.5M | 9.1% | 174,538 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $3.6M | 0.6% | 9,913 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.3M | 0.2% | 7,096 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $474K | 0.1% | 3,761 SH | |
| ISHARES TR | RUS MID CAP ETF | $222K | 0.0% | 2,608 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $1.3M | 0.2% | 6,711 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.1M | 0.2% | 12,216 SH | |
| ISHARES TR | SP SMCP600VL ETF | $544K | 0.1% | 5,583 SH | |
| ISHARES TR | US OIL GS EX ETF | $964K | 0.2% | 10,191 SH | |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $37.4M | 6.4% | 811,781 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $7.1M | 1.2% | 140,281 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $541K | 0.1% | 10,643 SH | |
| JOHNSON & JOHNSON | COM | $566K | 0.1% | 3,414 SH | |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.2% | 4,739 SH | |
| MARVELL TECHNOLOGY INC | COM | $201K | 0.0% | 3,262 SH | |
| MCDONALDS CORP | COM | $525K | 0.1% | 1,680 SH | |
| META PLATFORMS INC | CL A | $4.5M | 0.8% | 7,843 SH | |
| MICROSOFT CORP | COM | $11.7M | 2.0% | 31,150 SH | |
| MONDELEZ INTL INC | CL A | $238K | 0.0% | 3,505 SH | |
| NEXTERA ENERGY INC | COM | $553K | 0.1% | 7,803 SH | |
| NIKE INC | CL B | $314K | 0.1% | 4,941 SH | |
| NVIDIA CORPORATION | COM | $7.3M | 1.2% | 67,424 SH | |
| ORACLE CORP | COM | $2.3M | 0.4% | 16,163 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $3.4M | 0.6% | 40,863 SH | |
| PARKER-HANNIFIN CORP | COM | $209K | 0.0% | 344 SH | |
| PAYCHEX INC | COM | $302K | 0.1% | 1,957 SH | |
| PEPSICO INC | COM | $328K | 0.1% | 2,186 SH | |
| PROCEPT BIOROBOTICS CORP | COM | $1.7M | 0.3% | 29,068 SH | |
| PROCTER AND GAMBLE CO | COM | $690K | 0.1% | 4,049 SH | |
| PROGRESSIVE CORP | COM | $278K | 0.0% | 981 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $2.6M | 0.4% | 25,268 SH | |
| REGENERON PHARMACEUTICALS | COM | $310K | 0.1% | 488 SH | |
| RTX CORPORATION | COM | $518K | 0.1% | 3,911 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.7M | 0.3% | 86,698 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.6M | 0.4% | 94,004 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $11.4M | 1.9% | 515,314 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $363K | 0.1% | 13,841 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $894K | 0.2% | 38,147 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $17.2M | 2.9% | 183,646 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $271K | 0.0% | 3,318 SH | |
| SOUTHERN CO | COM | $324K | 0.1% | 3,526 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $968K | 0.2% | 26,591 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $3.7M | 0.6% | 6,593 SH | |
| SPDR SER TR | AEROSPACE DEF | $13.8M | 2.3% | 85,638 SH | |
| SPDR SER TR | S&P OILGAS EXP | $492K | 0.1% | 3,735 SH | |
| SPDR SER TR | SPDR S&P 500 ETF | $595K | 0.1% | 13,001 SH | |
| STRYKER CORPORATION | COM | $392K | 0.1% | 1,054 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $211K | 0.0% | 1,273 SH | |
| TESLA INC | COM | $247K | 0.0% | 953 SH | |
| TJX COS INC NEW | COM | $245K | 0.0% | 2,014 SH | |
| UNITEDHEALTH GROUP INC | COM | $1.6M | 0.3% | 3,128 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $294K | 0.1% | 4,003 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $7.6M | 1.3% | 152,576 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $291K | 0.0% | 1,687 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $12.4M | 2.1% | 33,372 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $650K | 0.1% | 2,656 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $28.2M | 4.8% | 108,903 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.0M | 1.7% | 19,477 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $381K | 0.1% | 1,717 SH | |
| VANGUARD MALVERN FDS | CORE BD ETF | $2.4M | 0.4% | 30,952 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $16.0M | 2.7% | 321,448 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $337K | 0.1% | 5,741 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $2.5M | 0.4% | 9,976 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $278K | 0.0% | 3,444 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $71.7M | 12.2% | 369,568 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $227K | 0.0% | 3,660 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.1M | 1.6% | 179,143 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $1.4M | 0.2% | 10,975 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $21.7M | 3.7% | 40,042 SH | |
| VISA INC | COM CL A | $366K | 0.1% | 1,045 SH | |
| WALMART INC | COM | $12.5M | 2.1% | 141,821 SH |
| 13F-HR |
| 0001754960-25-000665 |
| $654.7M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000518 | $790.4M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000422 | $619.0M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000223 | $729.5M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000173 | $585.9M | View |