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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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $275K | 0.1%Prev: 0.2% | 2,199 SH | Decreased |
| ABBVIE INC | COM | $722K | 0.4%Prev: 0.4% | 3,160 SH | Decreased+25 SH |
| ALPHABET INC | CAP STK CL A | $331K | 0.2%Prev: 0.2% | 1,056 SH | Increased-25 SH |
| ALPHABET INC | CAP STK CL C | $533K | 0.3%Prev: 0.2% | 1,700 SH | Increased |
| AMAZON COM INC | COM | $2.8M | 1.5%Prev: 1.5% | 12,221 SH | Increased+18 SH |
| AMERICAN EXPRESS CO | COM | $257K | 0.1%Prev: 0.1% | 694 SH | Increased |
| AMGEN INC | COM | $8.9M | 4.7%Prev: 2.1% | 27,140 SH | Increased+14,302 SH |
| APPLE INC | COM | $6.2M | 3.3%Prev: 3.3% | 22,827 SH | Increased+43 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $466K | 0.2%Prev: 0.3% | 1,813 SH | Decreased+6 SH |
| BANK AMERICA CORP | COM | $274K | 0.1%Prev: 0.1% | 4,975 SH | Increased+207 SH |
| BANK NEW YORK MELLON CORP | COM | $503K | 0.3%Prev: 0.3% | 4,334 SH | Increased+52 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.3M | 2.8%Prev: 2.9% | 10,607 SH | Increased+454 SH |
| BLACKSTONE INC | COM | $469K | 0.2%Prev: 0.3% | 3,040 SH | Decreased |
| BROADCOM INC | COM | $1.5M | 0.8%Prev: 0.8% | 4,202 SH | Increased-39 SH |
| CHEVRON CORP NEW | COM | $291K | 0.2%Prev: 0.2% | 1,912 SH | Increased+136 SH |
| CISCO SYS INC | COM | $428K | 0.2%Prev: 0.2% | 5,555 SH | Increased+1,418 SH |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.6%Prev: 0.7% | 1,419 SH | Decreased+8 SH |
| DISNEY WALT CO | COM | $215K | 0.1% | 1,887 SH | New |
| ELEVANCE HEALTH INC FORMERLY | COM | $1.3M | 0.7%Prev: 0.7% | 3,736 SH | Increased+2 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $422K | 0.2%Prev: 0.2% | 6,074 SH | Increased+297 SH |
| GILEAD SCIENCES INC | COM | $234K | 0.1% | 1,903 SH | New |
| HCA HEALTHCARE INC | COM | $308K | 0.2% | 660 SH | New |
| HOME DEPOT INC | COM | $212K | 0.1% | 616 SH | New |
| ISHARES TR | 0-5YR HI YL CP | $2.1M | 1.1%Prev: 1.1% | 49,562 SH | Increased+3,203 SH |
| ISHARES TR | CORE MSCI EAFE | $4.5M | 2.4%Prev: 2.4% | 50,132 SH | Increased+1,205 SH |
| ISHARES TR | CORE S&P500 ETF | $671K | 0.4%Prev: 0.4% | 980 SH | Increased+1 SH |
| ISHARES TR | EAFE GRWTH ETF | $4.4M | 2.3%Prev: 2.4% | 38,503 SH | Increased+1,398 SH |
| ISHARES TR | ISHS 5-10YR INVT | $332K | 0.2%Prev: 0.2% | 6,155 SH | Decreased-100 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.3M | 2.3%Prev: 2.5% | 31,136 SH | Decreased+786 SH |
| JOHNSON & JOHNSON | COM | $246K | 0.1%Prev: 0.1% | 1,190 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $1.9M | 1.0%Prev: 1.0% | 5,743 SH | Increased+480 SH |
| MARCUS & MILLICHAP INC | COM | $228K | 0.1%Prev: 0.2% | 8,344 SH | Decreased-1,362 SH |
| MASTERCARD INCORPORATED | CL A | $259K | 0.1%Prev: 0.1% | 454 SH | Increased+8 SH |
| MCDONALDS CORP | COM | $268K | 0.1%Prev: 0.1% | 876 SH | Increased+19 SH |
| META PLATFORMS INC | CL A | $1.2M | 0.6%Prev: 0.4% | 1,815 SH | Increased+916 SH |
| MICROSOFT CORP | COM | $3.1M | 1.6%Prev: 1.9% | 6,407 SH | Decreased+128 SH |
| NVIDIA CORPORATION | COM | $5.5M | 2.9%Prev: 3.2% | 29,487 SH | Decreased-142 SH |
| PACER FDS TR | GLOBL CASH ETF | $247K | 0.1%Prev: 0.1% | 5,998 SH | Increased+215 SH |
| PACER FDS TR | US CASH COWS 100 | $630K | 0.3%Prev: 0.3% | 10,474 SH | Increased+171 SH |
| PEPSICO INC | COM | $279K | 0.1%Prev: 0.2% | 1,943 SH | Increased+7 SH |
| PROGRESSIVE CORP | COM | $244K | 0.1% | 1,070 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.2M | 2.7%Prev: 2.8% | 188,626 SH | Increased+6,744 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.8M | 0.9%Prev: 1.0% | 38,116 SH | Increased+1,606 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $64.0M | 33.9% | 873,819 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $3.6M | 1.9% | 88,201 SH | New |
| SSGA ACTIVE TR | STATE STREET DOU | $7.1M | 3.8% | 149,814 SH | New |
| STARBUCKS CORP | COM | $991K | 0.5%Prev: 0.5% | 11,765 SH | Increased+1,665 SH |
| TESLA INC | COM | $206K | 0.1%Prev: 0.1% | 457 SH | Decreased-72 SH |
| UNITEDHEALTH GROUP INC | COM | $261K | 0.1%Prev: 0.1% | 789 SH | Increased+168 SH |
| VANECK ETF TRUST | PREFERRED SECURT | $259K | 0.1%Prev: 0.1% | 14,676 SH | Increased+503 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $11.1M | 5.9%Prev: 6.1% | 22,758 SH | Increased+365 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.7M | 2.5%Prev: 2.6% | 16,050 SH | Increased+550 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $322K | 0.2%Prev: 0.2% | 513 SH | Increased |
| VANGUARD MALVERN FDS | CORE BD ETF | $7.1M | 3.8%Prev: 3.9% | 91,391 SH | Increased+5,158 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.2M | 2.2%Prev: 2.3% | 49,887 SH | Increased+2,803 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $6.5M | 3.4%Prev: 3.6% | 29,626 SH | Increased+891 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $5.9M | 3.1%Prev: 3.2% | 41,102 SH | Increased+1,089 SH |
| VISA INC | COM CL A | $557K | 0.3%Prev: 0.3% | 1,588 SH | Increased+1 SH |
| WALMART INC | COM | $1.3M | 0.7%Prev: 0.6% | 11,730 SH | Increased+1,178 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $212K | 0.1% | 2,489 SH | New |
| 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 |