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CIK 0001958491 • 6 13F filings • Apr 23, 2025 – Jul 21, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $814K | 0.6% | 5,267 SH | |
| ALPHABET INC | CAP STK CL C | $598K | 0.4% | 3,830 SH | |
| AMAZON COM INC | COM | $2.0M | 1.4% | 10,753 SH | |
| AMGEN INC | COM | $2.1M | 1.5% | 6,882 SH | |
| APPLE INC | COM | $5.3M | 3.6% | 23,684 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $548K | 0.4% | 1,795 SH | |
| BANK NEW YORK MELLON CORP | COM | $357K | 0.2% | 4,258 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.1M | 2.1% | 5,821 SH | |
| BLACKSTONE INC | COM | $425K | 0.3% | 3,040 SH | |
| BROADCOM INC | COM | $714K | 0.5% | 4,263 SH | |
| CHEVRON CORP NEW | COM | $308K | 0.2% | 1,842 SH | |
| CISCO SYS INC | COM | $354K | 0.2% | 5,734 SH | |
| COSTCO WHSL CORP NEW | COM | $1.3M | 0.9% | 1,361 SH | |
| ELEVANCE HEALTH INC | COM | $1.9M | 1.3% | 4,328 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $6.7M | 4.5% | 146,316 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $287K | 0.2% | 4,898 SH | |
| ISHARES TR | 0-5YR HI YL CP | $2.1M | 1.4% | 48,483 SH | |
| ISHARES TR | CORE MSCI EAFE | $3.6M | 2.5% | 47,736 SH | |
| ISHARES TR | CORE S&P500 ETF | $599K | 0.4% | 1,067 SH | |
| ISHARES TR | EAFE GRWTH ETF | $3.6M | 2.5% | 36,284 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $346K | 0.2% | 6,579 SH | |
| ISHARES TR | NATIONAL MUN ETF | $230K | 0.2% | 2,177 SH | |
| ISHARES TR | RUS MD CP GR ETF | $3.5M | 2.4% | 29,841 SH | |
| JOHNSON & JOHNSON | COM | $316K | 0.2% | 1,908 SH | |
| JPMORGAN CHASE & CO. | COM | $1.3M | 0.9% | 5,169 SH | |
| MARCUS & MILLICHAP INC | COM | $264K | 0.2% | 7,676 SH | |
| MASTERCARD INCORPORATED | CL A | $359K | 0.2% | 655 SH | |
| MCDONALDS CORP | COM | $313K | 0.2% | 1,002 SH | |
| MICROSOFT CORP | COM | $1.6M | 1.1% | 4,162 SH | |
| NVIDIA CORPORATION | COM | $2.8M | 1.9% | 25,869 SH | |
| PACER FDS TR | GLOBL CASH ETF | $205K | 0.1% | 5,539 SH | |
| PACER FDS TR | US CASH COWS 100 | $509K | 0.3% | 9,290 SH | |
| PEPSICO INC | COM | $506K | 0.3% | 3,373 SH | |
| PRUDENTIAL FINL INC | COM | $211K | 0.1% | 1,889 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.1M | 4.2% | 219,382 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.4M | 0.9% | 35,364 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $14.5M | 9.8% | 157,699 SH | |
| SPDR SER TR | BLOOMBERG 3-12 M | $331K | 0.2% | 3,327 SH | |
| SPDR SER TR | PORTFOLIO INTRMD | $3.5M | 2.4% | 105,206 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $926K | 0.6% | 14,088 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $4.3M | 2.9% | 104,755 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $16.8M | 11.4% | 208,532 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $10.5M | 7.1% | 204,951 SH | |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $3.7M | 2.5% | 89,250 SH | |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | $346K | 0.2% | 8,590 SH | |
| SSGA ACTIVE TR | SPDR DBLELN SHRT | $6.7M | 4.6% | 142,534 SH | |
| UNION PAC CORP | COM | $216K | 0.1% | 916 SH | |
| VANECK ETF TRUST | PREFERRED SECURT | $257K | 0.2% | 15,326 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $8.4M | 5.7% | 22,554 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $3.9M | 2.7% | 15,156 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $261K | 0.2% | 508 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $273K | 0.2% | 994 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.7M | 2.5% | 45,850 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.5M | 3.8% | 28,576 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $5.2M | 3.6% | 40,685 SH | |
| VISA INC | COM CL A | $594K | 0.4% | 1,696 SH | |
| WALMART INC | COM | $820K | 0.6% | 9,338 SH |
| 13F-HR |
| 0001754960-25-000695 |
| $174.6M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000570 | $206.9M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000370 | $160.3M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000295 | $186.1M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000236 | $147.3M | View |