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CIK 0001767121 • 6 13F filings • Apr 22, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $890K | 0.4%Prev: 0.3% | 2,842 SH | Increased |
| ALPHABET INC | CAP STK CL C | $281K | 0.1%Prev: 0.1% | 895 SH | Increased-20 SH |
| APPLE INC | COM | $411K | 0.2%Prev: 0.2% | 1,511 SH | Increased-2 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.8M | 2.5%Prev: 2.6% | 11,486 SH | Decreased |
| BROADCOM INC | COM | $208K | 0.1%Prev: 0.1% | 600 SH | Increased-21 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $2.2M | 1.0%Prev: 1.0% | 46,275 SH | Increased-600 SH |
| DOUGLAS EMMETT INC | COM | $140K | 0.1%Prev: 0.1% | 12,742 SH | Decreased-485 SH |
| GE AEROSPACE | COM NEW | $1.7M | 0.7%Prev: 0.8% | 5,571 SH | Increased |
| GLOBAL PMTS INC | COM | $773K | 0.3%Prev: 0.4% | 9,992 SH | Decreased |
| INVESCO DB MULTI-SECTOR | AGRICULTURE FD | $291K | 0.1% | 11,400 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $377K | 0.2%Prev: 0.2% | 4,650 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.5%Prev: 0.5% | 16,688 SH | Increased-100 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $5.5M | 2.4%Prev: 1.9% | 53,720 SH | Increased+12,670 SH |
| ISHARES TR | CORE S&P SCP ETF | $667K | 0.3%Prev: 0.3% | 5,550 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $388K | 0.2%Prev: 0.2% | 566 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $7.5M | 3.2%Prev: 3.1% | 74,775 SH | Increased+5,175 SH |
| ISHARES TR | IBOXX HI YD ETF | $379K | 0.2%Prev: 0.1% | 4,700 SH | Increased+1,300 SH |
| ISHARES TR | MSCI EAFE ETF | $432K | 0.2%Prev: 0.2% | 4,500 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $2.9M | 1.3%Prev: 1.3% | 7,795 SH | Increased-100 SH |
| ISHARES TR | RUS 1000 GRW ETF | $4.2M | 1.8%Prev: 1.9% | 8,900 SH | Decreased-275 SH |
| ISHARES TR | RUS 1000 VAL ETF | $5.1M | 2.2%Prev: 2.3% | 24,238 SH | Decreased-1,080 SH |
| ISHARES TR | RUS 2000 GRW ETF | $12.1M | 5.2%Prev: 5.5% | 37,550 SH | Decreased-480 SH |
| ISHARES TR | RUS 2000 VAL ETF | $12.7M | 5.5%Prev: 5.7% | 70,330 SH | Increased-825 SH |
| ISHARES TR | RUSSELL 2000 ETF | $19.9M | 8.6%Prev: 8.6% | 80,987 SH | Increased+1,675 SH |
| ISHARES TR | TIPS BD ETF | $7.6M | 3.3%Prev: 2.5% | 69,035 SH | Increased+19,075 SH |
| JPMORGAN CHASE & CO. | COM | $965K | 0.4%Prev: 0.4% | 2,995 SH | Increased |
| MICROSOFT CORP | COM | $352K | 0.2%Prev: 0.2% | 728 SH | Decreased |
| NVIDIA CORPORATION | COM | $508K | 0.2%Prev: 0.2% | 2,725 SH | Decreased |
| PNC FINL SVCS GROUP INC | COM | $212K | 0.1%Prev: 0.1% | 1,014 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $217K | 0.1%Prev: 0.1% | 6,640 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $240K | 0.1%Prev: 0.1% | 8,091 SH | Decreased-1,200 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $1.2M | 0.5% | 59,050 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $607K | 0.3% | 13,580 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $445K | 0.2% | 8,125 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $774K | 0.3% | 5,000 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $698K | 0.3% | 4,500 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.1M | 0.5%Prev: 0.4% | 2,800 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $12.5M | 5.4%Prev: 5.6% | 18,368 SH | Increased-200 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.0M | 1.7% | 33,045 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $818K | 0.4%Prev: 0.4% | 10,374 SH | Decreased-500 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $206K | 0.1%Prev: 0.1% | 2,775 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $4.4M | 1.9%Prev: 2.0% | 9,100 SH | Decreased-400 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $398K | 0.2%Prev: 0.2% | 4,500 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $58.1M | 25.0%Prev: 25.5% | 92,635 SH | Increased+120 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $268K | 0.1%Prev: 0.1% | 800 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $4.3M | 1.8%Prev: 1.9% | 22,500 SH | Increased |
| VANGUARD INTL EQUITY INDEX | ALLWRLD EX US | $14.2M | 6.1% | 193,029 SH | New |
| VANGUARD INTL EQUITY INDEX | FTSE EMR MKT ETF | $7.2M | 3.1% | 134,341 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.3M | 3.2%Prev: 3.0% | 87,470 SH | Increased+6,850 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $16.2M | 7.0%Prev: 6.9% | 259,083 SH | Increased+3,600 SH |
| VANGUARD WORLD FD | INF TECH ETF | $1.3M | 0.5%Prev: 0.4% | 1,675 SH | Increased+375 SH |
| 13F-HR |
| 0001214659-26-008732 |
| $279.4M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010741 | $212.7M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005142 | $246.9M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006208 | $202.0M | View |