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CIK 0002041807 • 7 13F filings • Apr 21, 2025 – Oct 20, 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 | |||||
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $202K | 0.1%Prev: 0.2% | 422 SH | Decreased-34 SH |
| BROADCOM INC | COM | $233K | 0.1% | 754 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $490K | 0.3% | 492 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $712K | 0.4%Prev: 0.2% | 12,063 SH | Increased+7,813 SH |
| FIRST MAJESTIC SILVER CORP | COM | $380K | 0.2% | 17,678 SH | New |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $4.9M | 3.1%Prev: 4.0% | 72,208 SH | Increased-10,848 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | $394K | 0.2%Prev: 0.3% | 15,044 SH | Increased-20 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $5.4M | 3.4%Prev: 3.7% | 170,707 SH | Increased+14,110 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $273K | 0.2%Prev: 0.2% | 5,851 SH | Increased+792 SH |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $409K | 0.3% | 16,107 SH | New |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $295K | 0.2% | 10,680 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $2.9M | 1.8%Prev: 1.8% | 33,020 SH | Increased-3,995 SH |
| ISHARES SILVER TR | ISHARES | $313K | 0.2% | 4,595 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $237K | 0.1% | 2,000 SH | New |
| ISHARES TR | ESG AWRE USD ETF | $322K | 0.2%Prev: 0.2% | 13,897 SH | Increased+1,351 SH |
| ISHARES TR | MSCI USA MIN VOL | $392K | 0.2%Prev: 0.4% | 4,228 SH | Decreased-437 SH |
| ISHARES U S ETF TR | SHORT MATURITY M | $1.6M | 1.0%Prev: 0.9% | 31,913 SH | Increased+9,743 SH |
| MICROSOFT CORP | COM | $246K | 0.2%Prev: 0.3% | 664 SH | Decreased-167 SH |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $260K | 0.2%Prev: 0.2% | 5,506 SH | Increased-488 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $222K | 0.1% | 2,203 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.0M | 0.6%Prev: 0.7% | 32,602 SH | Increased-819 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $818K | 0.5% | 8,931 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $323K | 0.2% | 792 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.8M | 1.1%Prev: 1.0% | 22,972 SH | Increased+6,806 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $23.8M | 14.8%Prev: 15.3% | 323,481 SH | Increased+67,375 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $5.6M | 3.5%Prev: 2.2% | 116,352 SH | Increased+62,100 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.9M | 1.8%Prev: 1.6% | 13,948 SH | Increased+2,756 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $14.2M | 8.8%Prev: 10.5% | 32,420 SH | Increased-2,431 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $5.3M | 3.3%Prev: 3.3% | 18,401 SH | Increased+2,653 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.7M | 1.1%Prev: 0.8% | 19,334 SH | Increased+9,000 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.6M | 6.6%Prev: 7.2% | 17,719 SH | Increased+583 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $8.6M | 5.3%Prev: 5.6% | 32,797 SH | Increased+1,638 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $218K | 0.1% | 722 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.9M | 3.7%Prev: 3.5% | 18,477 SH | Increased+2,964 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.4M | 7.7%Prev: 8.4% | 63,433 SH | Increased+3,373 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $20.7M | 12.8%Prev: 12.3% | 275,154 SH | Increased+25,630 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $230K | 0.1%Prev: 0.2% | 4,251 SH | Decreased-1,004 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.7M | 1.0%Prev: 0.7% | 11,943 SH | Increased+4,994 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $10.2M | 6.3%Prev: 3.9% | 170,816 SH | Increased+89,160 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.5M | 0.9%Prev: 0.9% | 24,773 SH | Increased+5,980 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.0M | 1.8%Prev: 2.0% | 37,343 SH | Increased+6,586 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $5.3M | 3.3%Prev: 2.9% | 78,106 SH | Increased+26,387 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $261K | 0.2% | 3,389 SH | New |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.1M | 1.3%Prev: 1.5% | 23,575 SH | Increased+1,504 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $300K | 0.2%Prev: 0.2% | 4,180 SH | Increased-38 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $405K | 0.3%Prev: 0.3% | 3,606 SH | Increased-108 SH |
| 13F-HR |
| 0001754960-25-000653 |
| $147.9M |
| View |
| Aug 13, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000761 | $176.7M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000394 | $135.1M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000272 | $160.9M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000219 | $122.8M | View |