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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 | $639K | 0.8%Prev: 0.6% | 2,769 SH | Increased+100 SH |
| APPLE INC | COM | $2.3M | 2.9%Prev: 2.4% | 8,595 SH | Increased-521 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $459K | 0.6%Prev: 0.5% | 1,784 SH | Decreased-45 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $389K | 0.5%Prev: 0.4% | 774 SH | Decreased-7 SH |
| BLOCK INC | CL A | $313K | 0.4%Prev: 0.4% | 4,808 SH | Decreased-1,026 SH |
| CITIGROUP INC | COM NEW | $349K | 0.4%Prev: 0.4% | 2,991 SH | Decreased-666 SH |
| FISERV INC | COM | $307K | 0.4% | 4,571 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $19.8M | 25.0%Prev: 20.0% | 375,131 SH | Increased+4,608 SH |
| LOWES COS INC | COM | $778K | 1.0%Prev: 0.8% | 3,228 SH | Decreased+2 SH |
| MICROSOFT CORP | COM | $354K | 0.4%Prev: 0.4% | 732 SH | Decreased |
| NOVARTIS AG | SPONSORED ADR | $214K | 0.3% | 1,550 SH | New |
| PAYCHEX INC | COM | $675K | 0.8%Prev: 0.8% | 6,016 SH | Decreased-237 SH |
| PAYPAL HLDGS INC | COM | $335K | 0.4%Prev: 0.4% | 5,735 SH | Decreased-762 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $345K | 0.4%Prev: 0.3% | 13,148 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $16.7M | 21.0% | 562,709 SH | New |
| STARBUCKS CORP | COM | $304K | 0.4%Prev: 0.3% | 3,614 SH | Decreased+3 SH |
| VANECK ETF TRUST | STEEL ETF | $289K | 0.4% | 3,410 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $23.6M | 29.7%Prev: 23.0% | 296,123 SH | Increased+13,723 SH |
| WISDOMTREE TR | JAPN HEDGE EQT | $11.2M | 14.1%Prev: 10.5% | 77,939 SH | Increased-2,639 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 |