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CIK 0001818207 • 6 13F filings • Apr 30, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $263K | 0.0% | 1,254 SH | |
| AGILENT TECHNOLOGIES INC | COM | $206K | 0.0% | 1,761 SH | |
| ALLSTATE CORP | COM | $227K | 0.0% | 1,094 SH | |
| ALPHABET INC | CAP STK CL A | $298K | 0.1% | 1,928 SH | |
| ALPHABET INC | CAP STK CL C | $401K | 0.1% | 2,568 SH | |
| ALTRIA GROUP INC | COM | $799K | 0.1% | 13,315 SH | |
| AMAZON COM INC | COM | $1.4M | 0.3% | 7,384 SH | |
| AMERICAN EXPRESS CO | COM | $203K | 0.0% | 755 SH | |
| AMERICAN TOWER CORP NEW | COM | $728K | 0.1% | 3,344 SH | |
| AMGEN INC | COM | $219K | 0.0% | 703 SH | |
| APPLE INC | COM | $10.0M | 1.8% | 45,059 SH | |
| AT&T INC | COM | $433K | 0.1% | 15,319 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 0.3% | 3,496 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $31.6M | 5.7% | 648,713 SH | |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $2.2M | 0.4% | 69,298 SH | |
| BLACKROCK ETF TRUST | US CARBON TRANS | $4.6M | 0.8% | 75,307 SH | |
| BLACKROCK ETF TRUST | WORLD EX US CARB | $882K | 0.2% | 19,101 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $17.4M | 3.1% | 332,364 SH | |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | $9.1M | 1.6% | 195,497 SH | |
| BORGWARNER INC | COM | $254K | 0.0% | 8,853 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $463K | 0.1% | 7,589 SH | |
| BROADCOM INC | COM | $816K | 0.1% | 4,873 SH | |
| CATERPILLAR INC | COM | $640K | 0.1% | 1,942 SH | |
| CENTERSPACE | COM | $391K | 0.1% | 6,045 SH | |
| CHEVRON CORP NEW | COM | $3.5M | 0.6% | 21,146 SH | |
| CISCO SYS INC | COM | $912K | 0.2% | 14,782 SH | |
| COCA COLA CO | COM | $653K | 0.1% | 9,115 SH | |
| COLUMBIA ETF TR I | MULTI SEC MUNI | $250K | 0.0% | 12,414 SH | |
| CONOCOPHILLIPS | COM | $219K | 0.0% | 2,088 SH | |
| CONSOLIDATED EDISON INC | COM | $331K | 0.1% | 2,990 SH | |
| COSTCO WHSL CORP NEW | COM | $1.7M | 0.3% | 1,813 SH | |
| CROWN CASTLE INC | COM | $1.0M | 0.2% | 10,006 SH | |
| CUMMINS INC | COM | $504K | 0.1% | 1,608 SH | |
| DIGITAL RLTY TR INC | COM | $2.3M | 0.4% | 15,965 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $241K | 0.0% | 7,314 SH | |
| DNP SELECT INCOME FD INC | COM | $131K | 0.0% | 13,285 SH | |
| EASTGROUP PPTYS INC | COM | $1.3M | 0.2% | 7,496 SH | |
| ELI LILLY & CO | COM | $388K | 0.1% | 470 SH | |
| ESSEX PPTY TR INC | COM | $987K | 0.2% | 3,220 SH | |
| EXTRA SPACE STORAGE INC | COM | $400K | 0.1% | 2,696 SH | |
| EXXON MOBIL CORP | COM | $479K | 0.1% | 4,030 SH | |
| FIRST CTZNS BANCSHARES INC N | CL A | $226K | 0.0% | 122 SH | |
| FIRST TR EXCHANGE-TRADED FD | SSI STRG ETF | $215K | 0.0% | 6,159 SH | |
| FIRST TR MORNINGSTAR DIVID L | SHS | $240K | 0.0% | 5,519 SH | |
| FIRST TR VALUE LINE DIVID IN | SHS | $223K | 0.0% | 5,010 SH | |
| GE AEROSPACE | COM NEW | $250K | 0.0% | 1,251 SH | |
| GILEAD SCIENCES INC | COM | $251K | 0.0% | 2,243 SH | |
| GOLDMAN SACHS GROUP INC | COM | $652K | 0.1% | 1,193 SH | |
| HA SUSTAINABLE INFRA CAP INC | COM | $1.1M | 0.2% | 38,832 SH | |
| HOME DEPOT INC | COM | $251K | 0.0% | 684 SH | |
| HP INC | COM | $218K | 0.0% | 7,860 SH | |
| ILLINOIS TOOL WKS INC | COM | $234K | 0.0% | 946 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $5.9M | 1.1% | 63,541 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $5.3M | 1.0% | 116,236 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $673K | 0.1% | 1,435 SH | |
| ISHARES GOLD TR | ISHARES NEW | $3.4M | 0.6% | 58,323 SH | |
| ISHARES INC | CORE MSCI EMKT | $8.1M | 1.5% | 150,106 SH | |
| ISHARES INC | EMNG MKTS EQT | $485K | 0.1% | 10,371 SH | |
| ISHARES INC | ESG AWR MSCI EM | $1.2M | 0.2% | 33,808 SH | |
| ISHARES INC | MSCI EMRG CHN | $10.4M | 1.9% | 188,939 SH | |
| ISHARES INC | MSCI WORLD ETF | $247K | 0.0% | 1,614 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $2.4M | 0.4% | 23,049 SH | |
| ISHARES TR | 20 YR TR BD ETF | $10.5M | 1.9% | 114,943 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $288K | 0.1% | 3,016 SH | |
| ISHARES TR | CONV BD ETF | $1.7M | 0.3% | 20,219 SH | |
| ISHARES TR | CORE S&P SCP ETF | $240K | 0.0% | 2,294 SH | |
| ISHARES TR | CORE S&P TTL STK | $451K | 0.1% | 3,697 SH | |
| ISHARES TR | CORE S&P500 ETF | $12.1M | 2.2% | 21,464 SH | |
| ISHARES TR | CORE TOTAL USD | $40.3M | 7.2% | 873,600 SH | |
| ISHARES TR | EAFE GRWTH ETF | $11.7M | 2.1% | 117,387 SH | |
| ISHARES TR | EAFE VALUE ETF | $18.4M | 3.3% | 313,023 SH | |
| ISHARES TR | ESG ADV TTL USD | $1.8M | 0.3% | 41,926 SH | |
| ISHARES TR | ESG AWR MSCI USA | $3.4M | 0.6% | 27,969 SH | |
| ISHARES TR | ESG AWR US AGRGT | $4.2M | 0.8% | 88,255 SH | |
| ISHARES TR | ESG AWRE USD ETF | $3.7M | 0.7% | 160,198 SH | |
| ISHARES TR | ESG EAFE ETF | $1.5M | 0.3% | 21,935 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $3.2M | 0.6% | 31,293 SH | |
| ISHARES TR | ESG MSCI USA ETF | $3.4M | 0.6% | 72,723 SH | |
| ISHARES TR | EUROPE ETF | $615K | 0.1% | 10,575 SH | |
| ISHARES TR | EXPND TEC SC ETF | $364K | 0.1% | 4,016 SH | |
| ISHARES TR | GNMA BOND ETF | $2.4M | 0.4% | 53,879 SH | |
| ISHARES TR | HDG MSCI EAFE | $3.1M | 0.6% | 84,860 SH | |
| ISHARES TR | HIGH YLD SYSTM B | $279K | 0.1% | 5,930 SH | |
| ISHARES TR | IBOXX INV CP ETF | $424K | 0.1% | 3,897 SH | |
| ISHARES TR | JPMORGAN USD EMG | $5.2M | 0.9% | 56,951 SH | |
| ISHARES TR | MBS ETF | $20.6M | 3.7% | 219,912 SH | |
| ISHARES TR | MORNINGSTAR GRWT | $1.5M | 0.3% | 19,084 SH | |
| ISHARES TR | MORNINGSTAR VALU | $830K | 0.1% | 10,188 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $471K | 0.1% | 10,770 SH | |
| ISHARES TR | MSCI INTL VLU FT | $1.5M | 0.3% | 49,134 SH | |
| ISHARES TR | MSCI USA MIN VOL | $253K | 0.0% | 2,700 SH | |
| ISHARES TR | MSCI USA MMENTM | $1.7M | 0.3% | 8,323 SH | |
| ISHARES TR | MSCI USA QLT FCT | $34.1M | 6.1% | 199,531 SH | |
| ISHARES TR | NATIONAL MUN ETF | $319K | 0.1% | 3,028 SH | |
| ISHARES TR | RUS 1000 ETF | $1.1M | 0.2% | 3,624 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $388K | 0.1% | 1,076 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $256K | 0.0% | 1,360 SH | |
| ISHARES TR | RUS MD CP GR ETF | $1.9M | 0.3% | 16,435 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $1.8M | 0.3% | 13,997 SH | |
| ISHARES TR | RUS TP200 GR ETF | $14.2M | 2.6% | 67,478 SH | |
| ISHARES TR | RUS TP200 VL ETF | $9.8M | 1.8% | 119,449 SH | |
| ISHARES TR | S&P 100 ETF | $3.6M | 0.6% | 13,272 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $26.8M | 4.8% | 288,914 SH | |
| ISHARES TR | S&P 500 VAL ETF | $18.0M | 3.2% | 94,576 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $332K | 0.1% | 3,140 SH | |
| ISHARES TR | U.S. TECH ETF | $11.9M | 2.1% | 84,623 SH | |
| ISHARES TR | US INFRASTRUC | $448K | 0.1% | 9,945 SH | |
| ISHARES TR | US TREAS BD ETF | $2.0M | 0.4% | 85,049 SH | |
| JOHNSON & JOHNSON | COM | $715K | 0.1% | 4,309 SH | |
| JPMORGAN CHASE & CO. | COM | $672K | 0.1% | 2,738 SH | |
| MARKEL GROUP INC | COM | $1.3M | 0.2% | 676 SH | |
| MARVELL TECHNOLOGY INC | COM | $253K | 0.0% | 4,107 SH | |
| META PLATFORMS INC | CL A | $611K | 0.1% | 1,060 SH | |
| MICROSOFT CORP | COM | $2.5M | 0.4% | 6,561 SH | |
| MID-AMER APT CMNTYS INC | COM | $1.1M | 0.2% | 6,799 SH | |
| NEXPOINT RESIDENTIAL TR INC | COM | $640K | 0.1% | 16,187 SH | |
| NIKE INC | CL B | $3.1M | 0.6% | 48,710 SH | |
| NVIDIA CORPORATION | COM | $4.0M | 0.7% | 36,707 SH | |
| ONEOK INC NEW | COM | $916K | 0.2% | 9,232 SH | |
| ORACLE CORP | COM | $1.3M | 0.2% | 9,307 SH | |
| PACCAR INC | COM | $256K | 0.0% | 2,624 SH | |
| PALO ALTO NETWORKS INC | COM | $253K | 0.0% | 1,485 SH | |
| PEPSICO INC | COM | $304K | 0.1% | 2,026 SH | |
| PFIZER INC | COM | $325K | 0.1% | 12,809 SH | |
| PGIM ETF TR | ACTV HY BD ETF | $610K | 0.1% | 17,525 SH | |
| PHILIP MORRIS INTL INC | COM | $722K | 0.1% | 4,550 SH | |
| PROCTER AND GAMBLE CO | COM | $2.7M | 0.5% | 15,933 SH | |
| PUBLIC STORAGE OPER CO | COM | $606K | 0.1% | 2,023 SH | |
| REXFORD INDL RLTY INC | COM | $389K | 0.1% | 9,939 SH | |
| SBA COMMUNICATIONS CORP NEW | CL A | $350K | 0.1% | 1,589 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $34.5M | 6.2% | 1,488,509 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $747K | 0.1% | 33,846 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $213K | 0.0% | 8,111 SH | |
| SERVICE CORP INTL | COM | $226K | 0.0% | 2,817 SH | |
| SERVICENOW INC | COM | $1.3M | 0.2% | 1,616 SH | |
| SHOPIFY INC | CL A | $739K | 0.1% | 7,735 SH | |
| SOUTHWEST AIRLS CO | COM | $273K | 0.0% | 8,131 SH | |
| SPDR GOLD TR | GOLD SHS | $263K | 0.0% | 914 SH | |
| SPDR SER TR | BBG CONV SEC ETF | $910K | 0.2% | 11,880 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $346K | 0.1% | 5,092 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $48.6M | 8.7% | 739,218 SH | |
| SPDR SER TR | S&P DIVID ETF | $619K | 0.1% | 4,565 SH | |
| SPDR SER TR | SPDR S&P 500 ETF | $414K | 0.1% | 9,039 SH | |
| STARBUCKS CORP | COM | $633K | 0.1% | 6,455 SH | |
| TERRENO RLTY CORP | COM | $832K | 0.1% | 13,165 SH | |
| TESLA INC | COM | $4.4M | 0.8% | 17,097 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $427K | 0.1% | 859 SH | |
| UNITED PARCEL SERVICE INC | CL B | $1.5M | 0.3% | 13,216 SH | |
| US BANCORP DEL | COM NEW | $243K | 0.0% | 5,763 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $243K | 0.0% | 3,180 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $673K | 0.1% | 2,601 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $226K | 0.0% | 2,493 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $408K | 0.1% | 1,841 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.5M | 0.3% | 7,662 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $424K | 0.1% | 6,604 SH | |
| VERIZON COMMUNICATIONS INC | COM | $324K | 0.1% | 7,153 SH | |
| VISA INC | COM CL A | $360K | 0.1% | 1,026 SH | |
| WALMART INC | COM | $449K | 0.1% | 5,116 SH | |
| WELLS FARGO CO NEW | COM | $219K | 0.0% | 3,045 SH | |
| WIDEOPENWEST INC | COM | $51K | 0.0% | 10,332 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $6.1M | 1.1% | 98,047 SH |
| 13F-HR |
| 0001754960-26-000604 |
| $760.2M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000489 | $604.0M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000341 | $729.0M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000263 | $557.5M | View |