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CIK 0001911052 • 6 13F filings • Apr 17, 2025 – Jul 16, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $396K | 0.3%Prev: 0.3% | 2,474 SH | Increased-20 SH |
| AMAZON COM INC | COM | $267K | 0.2%Prev: 0.2% | 1,158 SH | Increased+201 SH |
| AMGEN INC | COM | $296K | 0.2%Prev: 0.2% | 905 SH | Increased+3 SH |
| APPLE INC | COM | $1.3M | 1.0%Prev: 1.0% | 4,798 SH | Increased+343 SH |
| CAPITAL GROUP GLOBAL EQUITY | SHS | $18.9M | 15.2%Prev: 10.3% | 598,625 SH | Increased+226,280 SH |
| EXXON MOBIL CORP | COM | $566K | 0.5%Prev: 0.4% | 4,706 SH | Increased+781 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $1.7M | 1.3%Prev: 1.3% | 32,869 SH | Increased+3,292 SH |
| ISHARES TR | MSCI USA SZE FT | $27.3M | 21.8%Prev: 23.5% | 168,732 SH | Increased+5,854 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $25.6M | 20.5%Prev: 21.3% | 439,846 SH | Increased+26,869 SH |
| JPMORGAN CHASE & CO. | COM | $543K | 0.4%Prev: 0.5% | 1,684 SH | Increased+12 SH |
| MICROSOFT CORP | COM | $1.6M | 1.3%Prev: 1.5% | 3,290 SH | Decreased+54 SH |
| NVIDIA CORPORATION | COM | $982K | 0.8%Prev: 0.8% | 5,266 SH | Increased+745 SH |
| PROGRESSIVE CORP | COM | $783K | 0.6%Prev: 0.8% | 3,440 SH | Decreased+2 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $28.3M | 22.7%Prev: 23.7% | 89,975 SH | Increased+4,162 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $15.7M | 12.6%Prev: 13.8% | 54,175 SH | Increased+1,877 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $270K | 0.2%Prev: 0.2% | 430 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $298K | 0.2%Prev: 0.3% | 2,450 SH | Decreased-50 SH |
| 13F-HR |
| 0001754960-26-000547 |
| $131.0M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000443 | $110.2M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000287 | $115.5M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000215 | $89.7M | View |