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CIK 0001756485 • 6 13F filings • May 13, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $264K | 0.1%Prev: 0.1% | 1,157 SH | Decreased |
| AGNICO EAGLE MINES LTD | COM | $725K | 0.3%Prev: 0.3% | 4,275 SH | Increased |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.5%Prev: 0.3% | 3,505 SH | Increased+422 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 0.7%Prev: 0.6% | 5,430 SH | Increased-270 SH |
| AMAZON COM INC | COM | $301K | 0.1%Prev: 0.1% | 1,305 SH | Increased+372 SH |
| AMERICAN EXPRESS CO | COM | $715K | 0.3%Prev: 0.3% | 1,932 SH | Increased |
| AMERIPRISE FINL INC | COM | $210K | 0.1%Prev: 0.1% | 428 SH | Decreased |
| APPLE INC | COM | $2.1M | 0.9%Prev: 0.8% | 7,633 SH | Increased+110 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $272K | 0.1%Prev: 0.1% | 1,058 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.6%Prev: 0.6% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.7M | 2.4%Prev: 2.4% | 11,308 SH | Increased+147 SH |
| COSTCO WHSL CORP NEW | COM | $549K | 0.2%Prev: 0.2% | 637 SH | Increased+82 SH |
| DOUBLELINE ETF TRUST | COMMERCIAL REAL | $3.7M | 1.6%Prev: 1.5% | 69,183 SH | Increased |
| ELI LILLY & CO | COM | $537K | 0.2%Prev: 0.2% | 500 SH | Increased |
| HILTON GRAND VACATIONS INC | COM | $566K | 0.2%Prev: 0.2% | 12,652 SH | Increased |
| ILLINOIS TOOL WKS INC | COM | $313K | 0.1%Prev: 0.1% | 1,271 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | $1.1M | 0.5%Prev: 0.5% | 8,414 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $638K | 0.3%Prev: 0.3% | 1,039 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.7M | 0.7%Prev: 0.9% | 32,850 SH | Decreased+1,750 SH |
| ISHARES GOLD TR | ISHARES NEW | $31.4M | 13.1%Prev: 12.1% | 386,883 SH | Increased-5,231 SH |
| ISHARES INC | MSCI CDA ETF | $334K | 0.1%Prev: 0.1% | 6,200 SH | Increased |
| ISHARES TR | 0-5 YR TIPS ETF | $2.1M | 0.9%Prev: 0.6% | 20,070 SH | Increased+6,670 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.2M | 0.5%Prev: 0.5% | 13,978 SH | Decreased-190 SH |
| ISHARES TR | 7-10 YR TRSY BD | $478K | 0.2%Prev: 0.4% | 4,969 SH | Decreased-4,213 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 0.6%Prev: 0.6% | 21,890 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $2.6M | 1.1%Prev: 1.1% | 21,267 SH | Increased+210 SH |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.4%Prev: 0.4% | 1,568 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $268K | 0.1%Prev: 0.1% | 2,682 SH | Decreased |
| ISHARES TR | FLTG RATE NT ETF | $479K | 0.2%Prev: 0.2% | 9,420 SH | Decreased |
| ISHARES TR | IBOXX INV CP ETF | $606K | 0.3%Prev: 0.3% | 5,500 SH | Decreased |
| ISHARES TR | MSCI EAFE ETF | $689K | 0.3%Prev: 0.3% | 7,174 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $1.1M | 0.5%Prev: 0.5% | 20,688 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $18.3M | 7.6%Prev: 7.5% | 86,911 SH | Increased |
| ISHARES TR | RUS 2000 VAL ETF | $6.3M | 2.6%Prev: 2.6% | 34,597 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $202K | 0.1%Prev: 0.1% | 2,100 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $8.1M | 3.4%Prev: 3.4% | 33,011 SH | Increased |
| ISHARES TR | S&P MC 400VL ETF | $308K | 0.1%Prev: 0.1% | 2,340 SH | Increased |
| ISHARES TR | SP SMCP600VL ETF | $1.1M | 0.5%Prev: 0.5% | 10,080 SH | Increased |
| ISHARES TR | TIPS BD ETF | $1.8M | 0.8%Prev: 0.8% | 16,526 SH | Decreased-1,410 SH |
| ISHARES TR | US OIL GS EX ETF | $1.1M | 0.5%Prev: 0.5% | 12,754 SH | Decreased |
| JOHNSON & JOHNSON | COM | $300K | 0.1%Prev: 0.1% | 1,449 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $709K | 0.3%Prev: 0.3% | 2,200 SH | Increased |
| LISTED FDS TR | HORIZON KINETICS | $7.2M | 3.0%Prev: 3.0% | 161,294 SH | Increased+849 SH |
| META PLATFORMS INC | CL A | $389K | 0.2%Prev: 0.1% | 590 SH | Increased+127 SH |
| MICROSOFT CORP | COM | $2.3M | 1.0%Prev: 1.0% | 4,767 SH | Decreased |
| MONSTER BEVERAGE CORP NEW | COM | $281K | 0.1% | 3,667 SH | New |
| NEW GOLD INC CDA | COM | $733K | 0.3%Prev: 0.3% | 84,114 SH | Increased |
| NEWMONT CORP | COM | $558K | 0.2%Prev: 0.2% | 5,593 SH | Increased |
| ORACLE CORP | COM | $367K | 0.2%Prev: 0.2% | 1,884 SH | Decreased |
| PACER FDS TR | GLOBL CASH ETF | $425K | 0.2%Prev: 0.2% | 10,315 SH | Increased |
| PEPSICO INC | COM | $235K | 0.1%Prev: 0.1% | 1,635 SH | Increased |
| PNC FINL SVCS GROUP INC | COM | $209K | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| PRIMORIS SVCS CORP | COM | $248K | 0.1%Prev: 0.1% | 2,000 SH | Decreased |
| PROGRESSIVE CORP | COM | $253K | 0.1% | 1,109 SH | New |
| PTC INC | COM | $20.7M | 8.7%Prev: 10.5% | 119,000 SH | Decreased-2,934 SH |
| SCOTTS MIRACLE-GRO CO | CL A | $1.7M | 0.7%Prev: 0.7% | 29,342 SH | Increased |
| SHERWIN WILLIAMS CO | COM | $1.8M | 0.8%Prev: 0.8% | 5,656 SH | Decreased-1 SH |
| SPDR GOLD TR | GOLD SHS | $11.8M | 4.9%Prev: 4.5% | 29,808 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $31.5M | 13.2%Prev: 13.0% | 46,220 SH | Increased |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | $693K | 0.3%Prev: 0.2% | 15,140 SH | Increased |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $1.7M | 0.7%Prev: 0.6% | 51,316 SH | Increased |
| SSGA ACTIVE ETF TR | STATE STREET MUL | $1.2M | 0.5% | 39,611 SH | New |
| STRATEGY INC | CL A NEW | $623K | 0.3%Prev: 0.6% | 4,100 SH | Decreased |
| T-MOBILE US INC | COM | $460K | 0.2%Prev: 0.3% | 2,268 SH | Decreased-232 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.6M | 1.1%Prev: 1.0% | 8,685 SH | Increased |
| TECK RESOURCES LTD | CL B | $263K | 0.1%Prev: 0.1% | 5,500 SH | Increased |
| THERMO FISHER SCIENTIFIC INC | COM | $1.3M | 0.5%Prev: 0.5% | 2,257 SH | Increased |
| TOAST INC | CL A | $8.9M | 3.7%Prev: 4.2% | 250,000 SH | Decreased-20,000 SH |
| TRI CONTL CORP | COM | $228K | 0.1%Prev: 0.1% | 6,987 SH | Decreased |
| VANECK ETF TRUST | GOLD MINERS ETF | $2.3M | 1.0%Prev: 0.9% | 26,795 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.1M | 0.5%Prev: 0.5% | 14,007 SH | Decreased-375 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.1M | 6.3%Prev: 6.1% | 24,071 SH | Increased+416 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.4M | 2.3%Prev: 2.3% | 24,747 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.2M | 0.5%Prev: 0.5% | 15,774 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.6M | 2.8%Prev: 2.7% | 106,190 SH | Increased+810 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $1.2M | 0.5%Prev: 0.5% | 5,640 SH | Decreased |
| VANGUARD WORLD FD | HEALTH CAR ETF | $389K | 0.2%Prev: 0.1% | 1,350 SH | Increased |
| VANGUARD WORLD FD | UTILITIES ETF | $1.4M | 0.6%Prev: 0.6% | 7,450 SH | Decreased |
| WALMART INC | COM | $281K | 0.1%Prev: 0.1% | 2,520 SH | Increased |
| 13F-HR |
| 0001951757-26-001227 |
| $248.9M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001072 | $215.7M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000873 | $243.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000549 | $190.1M | View |