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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 | Decreased-100 SH |
| APPLE INC | COM | $2.3M | 2.4%Prev: 2.2% | 9,116 SH | Decreased+521 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $537K | 0.5%Prev: 0.3% | 1,829 SH | Increased+118 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $393K | 0.4%Prev: 0.3% | 781 SH | Increased+7 SH |
| BLOCK INC | CL A | $422K | 0.4%Prev: 0.3% | 5,834 SH | Increased+1,996 SH |
| CAPITAL ONE FINL CORP | COM | $432K | 0.4%Prev: 0.4% | 2,034 SH | Increased-5 SH |
| CITIGROUP INC | COM NEW | $371K | 0.4%Prev: 0.2% | 3,657 SH | Increased+1,762 SH |
| ETSY INC | COM | $408K | 0.4%Prev: 0.3% | 6,152 SH | Increased+1,145 SH |
| HOME DEPOT INC | COM | $203K | 0.2% | 500 SH | New |
| ISHARES INC | MSCI EMRG CHN | $1.3M | 1.3%Prev: 1.3% | 18,886 SH | Decreased+4,051 SH |
| ISHARES TR | ISHS 1-5YR INVS | $19.6M | 20.0%Prev: 17.6% | 370,523 SH | Decreased-13,092 SH |
| KRAFT HEINZ CO | COM | $249K | 0.3% | 9,551 SH | New |
| LOWES COS INC | COM | $811K | 0.8%Prev: 0.6% | 3,226 SH | Increased+288 SH |
| MICROSOFT CORP | COM | $379K | 0.4%Prev: 0.5% | 732 SH | Decreased-733 SH |
| PAYCHEX INC | COM | $793K | 0.8%Prev: 0.5% | 6,253 SH | Increased+436 SH |
| PAYCOM SOFTWARE INC | COM | $301K | 0.3% | 1,445 SH | New |
| PAYPAL HLDGS INC | COM | $436K | 0.4% | 6,497 SH | New |
| PFIZER INC | COM | $250K | 0.3% | 9,827 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $338K | 0.3%Prev: 0.3% | 13,148 SH | Decreased |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $17.1M | 17.4%Prev: 16.9% | 588,401 SH | Decreased+33,068 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $696K | 0.7% | 12,921 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $1.7M | 1.7% | 21,850 SH | New |
| STARBUCKS CORP | COM | $305K | 0.3%Prev: 0.3% | 3,611 SH | Decreased-9 SH |
| UNITED PARCEL SERVICE INC | CL B | $244K | 0.2% | 2,926 SH | New |
| UNITEDHEALTH GROUP INC | COM | $201K | 0.2%Prev: 0.2% | 582 SH | Decreased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.7M | 9.9%Prev: 9.0% | 46,661 SH | Decreased+4,411 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $5.1M | 5.2%Prev: 4.1% | 60,691 SH | Increased+4,308 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $22.6M | 23.0%Prev: 21.1% | 282,400 SH | Decreased-22,596 SH |
| WISDOMTREE TR | JAPN HEDGE EQT | $10.3M | 10.5%Prev: 11.3% | 80,578 SH | Decreased+5,968 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 |