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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 | $1.7M | 1.5% | 4,808 SH | New |
| ALPHABET INC | CAP STK CL C | $325K | 0.3% | 920 SH | New |
| AMAZON COM INC | COM | $660K | 0.6%Prev: 0.6% | 2,769 SH | Increased+100 SH |
| APPLE INC | COM | $2.5M | 2.2%Prev: 1.9% | 8,595 SH | Increased-520 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $383K | 0.3%Prev: 0.6% | 1,711 SH | Decreased-151 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $387K | 0.3%Prev: 0.4% | 774 SH | Decreased-34 SH |
| BLOCK INC | CL A | $292K | 0.3%Prev: 0.4% | 3,838 SH | Decreased-2,141 SH |
| CAPITAL ONE FINL CORP | COM | $409K | 0.4%Prev: 0.4% | 2,039 SH | Decreased+6 SH |
| CITIGROUP INC | COM NEW | $265K | 0.2%Prev: 0.3% | 1,895 SH | Decreased-1,762 SH |
| EBAY INC. | COM | $220K | 0.2% | 1,970 SH | New |
| EMERSON ELEC CO | COM | $393K | 0.3% | 2,746 SH | New |
| ETSY INC | COM | $377K | 0.3%Prev: 0.3% | 5,007 SH | Increased-1,253 SH |
| ISHARES INC | MSCI EMRG CHN | $1.5M | 1.3%Prev: 1.7% | 14,835 SH | Decreased-11,323 SH |
| ISHARES INC | MSCI GBL ETF NEW | $535K | 0.5% | 9,193 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $20.1M | 17.6%Prev: 19.4% | 383,615 SH | Increased+30,526 SH |
| LOWES COS INC | COM | $648K | 0.6%Prev: 0.7% | 2,938 SH | Decreased-287 SH |
| MICROSOFT CORP | COM | $547K | 0.5%Prev: 0.4% | 1,465 SH | Increased+733 SH |
| NOVARTIS AG | SPONSORED ADR | $243K | 0.2%Prev: 0.2% | 1,550 SH | Increased-139 SH |
| PAYCHEX INC | COM | $572K | 0.5%Prev: 1.0% | 5,817 SH | Decreased-615 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $381K | 0.3%Prev: 0.3% | 13,148 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $19.3M | 16.9%Prev: 18.2% | 555,333 SH | Increased-75,842 SH |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $693K | 0.6% | 12,921 SH | New |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $1.8M | 1.6% | 21,850 SH | New |
| STARBUCKS CORP | COM | $370K | 0.3%Prev: 0.3% | 3,620 SH | Increased+12 SH |
| UNITEDHEALTH GROUP INC | COM | $242K | 0.2% | 582 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $596K | 0.5% | 7,893 SH | New |
| VANECK ETF TRUST | JP MRGAN EM LOC | $6.5M | 5.7% | 255,469 SH | New |
| VANECK ETF TRUST | STEEL ETF | $318K | 0.3% | 3,235 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $10.3M | 9.0%Prev: 10.6% | 42,250 SH | Increased-10,124 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.7M | 4.1%Prev: 6.0% | 56,383 SH | Decreased-13,746 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $24.1M | 21.1%Prev: 21.7% | 304,996 SH | Increased+42,056 SH |
| WISDOMTREE TR | JAPN HEDGE EQT | $12.9M | 11.3%Prev: 10.0% | 74,610 SH | Increased-9,291 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 |