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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.4M | 1.4% | 5,037 SH | New |
| ALPHABET INC | CAP STK CL C | $264K | 0.3%Prev: 0.8% | 920 SH | Decreased-4,203 SH |
| AMAZON COM INC | COM | $577K | 0.6%Prev: 0.5% | 2,769 SH | Increased+100 SH |
| APPLE INC | COM | $2.2M | 2.1%Prev: 2.1% | 8,595 SH | Increased-557 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $363K | 0.4%Prev: 0.6% | 1,785 SH | Decreased-77 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $371K | 0.4%Prev: 0.5% | 774 SH | Decreased-58 SH |
| BLOCK INC | CL A | $279K | 0.3%Prev: 0.2% | 4,638 SH | Increased+909 SH |
| CAPITAL ONE FINL CORP | COM | $372K | 0.4% | 2,037 SH | New |
| CITIGROUP INC | COM NEW | $239K | 0.2%Prev: 0.3% | 2,105 SH | Decreased-2,092 SH |
| ETSY INC | COM | $257K | 0.3%Prev: 0.6% | 5,137 SH | Decreased-7,700 SH |
| FISERV INC | COM | $263K | 0.3% | 4,717 SH | New |
| ISHARES INC | MSCI EMRG CHN | $1.2M | 1.2%Prev: 1.9% | 15,500 SH | Decreased-17,529 SH |
| ISHARES TR | ISHS 1-5YR INVS | $20.1M | 19.8%Prev: 2.4% | 383,342 SH | Increased+339,027 SH |
| LOWES COS INC | COM | $763K | 0.8%Prev: 0.8% | 3,229 SH | Increased+6 SH |
| MICROSOFT CORP | COM | $271K | 0.3%Prev: 0.3% | 732 SH | Decreased |
| NOVARTIS AG | SPONSORED ADR | $237K | 0.2% | 1,550 SH | New |
| PAYCHEX INC | COM | $555K | 0.5%Prev: 1.0% | 6,024 SH | Decreased-403 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $330K | 0.3%Prev: 0.3% | 13,148 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $17.2M | 16.9%Prev: 17.8% | 563,413 SH | Increased-78,980 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1.8M | 1.8% | 21,850 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $638K | 0.6% | 12,921 SH | New |
| STARBUCKS CORP | COM | $324K | 0.3%Prev: 0.4% | 3,617 SH | Decreased+12 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $750K | 0.7%Prev: 0.5% | 8,178 SH | Increased-2,864 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.3M | 9.2%Prev: 14.2% | 42,873 SH | Decreased-30,350 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.8M | 4.7%Prev: 17.9% | 57,690 SH | Decreased-153,031 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $24.4M | 24.0%Prev: 20.7% | 307,799 SH | Increased+55,055 SH |
| WISDOMTREE TR | JAPN HEDGE EQT | $12.2M | 12.0%Prev: 10.1% | 77,126 SH | Increased-11,058 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 |