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CIK 0002051348 • 6 13F filings • Apr 10, 2025 – Jul 7, 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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $586K | 0.6%Prev: 0.6% | 2,669 SH | Increased-100 SH |
| APPLE INC | COM | $1.9M | 1.9%Prev: 2.1% | 9,115 SH | Decreased+520 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $574K | 0.6%Prev: 0.4% | 1,862 SH | Increased+77 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $393K | 0.4%Prev: 0.4% | 808 SH | Increased+34 SH |
| BLOCK INC | CL A | $406K | 0.4%Prev: 0.3% | 5,979 SH | Increased+1,341 SH |
| CAPITAL ONE FINL CORP | COM | $433K | 0.4%Prev: 0.4% | 2,033 SH | Increased-4 SH |
| CITIGROUP INC | COM NEW | $311K | 0.3%Prev: 0.2% | 3,657 SH | Increased+1,552 SH |
| ETSY INC | COM | $314K | 0.3%Prev: 0.3% | 6,260 SH | Increased+1,123 SH |
| ISHARES INC | MSCI EMRG CHN | $1.7M | 1.7%Prev: 1.2% | 26,158 SH | Increased+10,658 SH |
| ISHARES TR | ISHS 1-5YR INVS | $18.6M | 19.4%Prev: 19.8% | 353,089 SH | Decreased-30,253 SH |
| KRAFT HEINZ CO | COM | $246K | 0.3% | 9,546 SH | New |
| LOWES COS INC | COM | $715K | 0.7%Prev: 0.8% | 3,225 SH | Decreased-4 SH |
| MICROSOFT CORP | COM | $364K | 0.4%Prev: 0.3% | 732 SH | Increased |
| NOVARTIS AG | SPONSORED ADR | $204K | 0.2%Prev: 0.2% | 1,689 SH | Decreased+139 SH |
| PAYCHEX INC | COM | $936K | 1.0%Prev: 0.5% | 6,432 SH | Increased+408 SH |
| PAYCOM SOFTWARE INC | COM | $353K | 0.4% | 1,524 SH | New |
| PAYPAL HLDGS INC | COM | $493K | 0.5% | 6,639 SH | New |
| PFIZER INC | COM | $238K | 0.2% | 9,826 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $313K | 0.3%Prev: 0.3% | 13,148 SH | Decreased |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $17.5M | 18.2%Prev: 16.9% | 631,175 SH | Increased+67,762 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $677K | 0.7% | 12,921 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $1.8M | 1.8% | 21,850 SH | New |
| STARBUCKS CORP | COM | $331K | 0.3%Prev: 0.3% | 3,608 SH | Increased-9 SH |
| UNITED PARCEL SERVICE INC | CL B | $429K | 0.4% | 4,250 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $10.2M | 10.6%Prev: 9.2% | 52,374 SH | Increased+9,501 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $5.8M | 6.0%Prev: 4.7% | 70,129 SH | Increased+12,439 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $20.9M | 21.7%Prev: 24.0% | 262,940 SH | Decreased-44,859 SH |
| WISDOMTREE TR | JAPN HEDGE EQT | $9.6M | 10.0%Prev: 12.0% | 83,901 SH | Decreased+6,775 SH |
| 13F-HR |
| 0001754960-25-000634 |
| $98.2M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000392 | $114.3M | View |
| Jul 3, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000317 | $96.2M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000198 | $101.5M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000170 | $96.2M | View |