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CIK 0002101909 • 4 13F filings • Feb 3, 2026 – Oct 14, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $582K | 0.6%Prev: 0.3% | 1,860 SH | Increased+605 SH |
| ALPHABET INC | CAP STK CL C | $394K | 0.4%Prev: 1.2% | 1,255 SH | Decreased-3,289 SH |
| AMAZON COM INC | COM | $565K | 0.6%Prev: 0.3% | 2,449 SH | Increased+548 SH |
| APPLE INC | COM | $725K | 0.7%Prev: 0.2% | 2,666 SH | Increased+1,514 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $297K | 0.3% | 590 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.8M | 2.8% | 53,285 SH | New |
| BROADCOM INC | COM | $270K | 0.3% | 781 SH | New |
| INNOVATOR ETFS TRUST | EMERGING MKT PWR | $1.5M | 1.5%Prev: 1.2% | 48,159 SH | Decreased+531 SH |
| INNOVATOR ETFS TRUST | EMRGNG MKT APRIL | $439K | 0.4%Prev: 0.7% | 14,797 SH | Decreased-16,515 SH |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | $2.8M | 2.7%Prev: 2.0% | 93,838 SH | Decreased+4,631 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $397K | 0.4% | 14,434 SH | New |
| INNOVATOR ETFS TRUST | GROWTH 100 POWER | $329K | 0.3%Prev: 0.2% | 11,261 SH | Increased+1,827 SH |
| INNOVATOR ETFS TRUST | GROWTH 100 PWR B | $874K | 0.9%Prev: 0.7% | 31,530 SH | Decreased |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $1.1M | 1.1%Prev: 0.8% | 20,188 SH | Decreased+1,206 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $797K | 0.8%Prev: 0.6% | 12,818 SH | Decreased+863 SH |
| INNOVATOR ETFS TRUST | INNOVATOR GW 100 | $242K | 0.2%Prev: 0.2% | 7,687 SH | Decreased+159 SH |
| INNOVATOR ETFS TRUST | INNOVATOR INTER | $378K | 0.4%Prev: 0.2% | 11,604 SH | Increased+2,066 SH |
| INNOVATOR ETFS TRUST | INTERNATIONAL DE | $6.4M | 6.3% | 129,560 SH | New |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | $417K | 0.4%Prev: 0.3% | 11,948 SH | Decreased |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | $401K | 0.4%Prev: 0.3% | 11,976 SH | Decreased+294 SH |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | $13.1M | 12.9%Prev: 12.3% | 381,952 SH | Decreased-85,032 SH |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | $20.5M | 20.1%Prev: 19.0% | 555,375 SH | Decreased-127,122 SH |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $703K | 0.7%Prev: 0.4% | 17,970 SH | Increased+3,178 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $457K | 0.4%Prev: 0.3% | 10,562 SH | Increased+786 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $7.1M | 7.0%Prev: 5.0% | 158,846 SH | Increased+9,234 SH |
| INNOVATOR ETFS TRUST | US SMALL CAP MNG | $4.2M | 4.1%Prev: 4.1% | 147,963 SH | Decreased-27,187 SH |
| INNOVATOR ETFS TRUST | US SMALL CAP POW | $222K | 0.2% | 7,952 SH | New |
| INNOVATOR ETFS TRUST | US SMALL CAP PWR | $271K | 0.3%Prev: 0.2% | 10,604 SH | Decreased |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $248K | 0.2%Prev: 0.2% | 5,993 SH | Decreased |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $233K | 0.2%Prev: 0.2% | 6,635 SH | Decreased+660 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $598K | 0.6%Prev: 0.3% | 2,364 SH | Increased+962 SH |
| INVESCO EXCH TRD SLF IDX FD | INTL DEV DYNAMIC | $352K | 0.3%Prev: 0.3% | 11,828 SH | Decreased-1,524 SH |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $699K | 0.7%Prev: 0.3% | 11,434 SH | Increased+5,196 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $471K | 0.5%Prev: 0.4% | 7,937 SH | Decreased-878 SH |
| INVESCO QQQ TR | UNIT SER 1 | $514K | 0.5%Prev: 0.4% | 836 SH | Decreased-8 SH |
| ISHARES INC | JP MORGAN EM ETF | $1.9M | 1.8%Prev: 2.7% | 44,624 SH | Decreased-45,190 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.9M | 1.9%Prev: 2.7% | 18,868 SH | Decreased-18,521 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.4M | 2.3%Prev: 3.1% | 28,391 SH | Decreased-23,842 SH |
| ISHARES TR | CONV BD ETF | $202K | 0.2%Prev: 0.2% | 2,053 SH | Decreased+88 SH |
| ISHARES TR | CORE S&P500 ETF | $327K | 0.3%Prev: 0.3% | 478 SH | Decreased-39 SH |
| ISHARES TR | CORE US AGGBD ET | $3.8M | 3.7%Prev: 5.0% | 37,857 SH | Decreased-31,730 SH |
| ISHARES TR | EAFE VALUE ETF | $286K | 0.3%Prev: 0.2% | 4,007 SH | Decreased-279 SH |
| ISHARES TR | ESG AW MSCI EAFE | $213K | 0.2%Prev: 0.2% | 2,241 SH | Decreased-20 SH |
| ISHARES TR | ESG AWR MSCI USA | $438K | 0.4%Prev: 0.3% | 2,941 SH | Decreased+256 SH |
| ISHARES TR | FALN ANGLS USD | $2.3M | 2.2%Prev: 3.0% | 82,839 SH | Decreased-72,131 SH |
| ISHARES TR | MBS ETF | $2.0M | 2.0%Prev: 2.8% | 20,854 SH | Decreased-19,640 SH |
| ISHARES TR | U.S. TECH ETF | $214K | 0.2% | 1,074 SH | New |
| ISHARES TR | US INFRASTRUC | $209K | 0.2%Prev: 0.2% | 3,978 SH | Decreased+469 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $3.3M | 3.2%Prev: 4.0% | 64,788 SH | Decreased-44,192 SH |
| JPMORGAN CHASE & CO. | COM | $288K | 0.3% | 893 SH | New |
| LOCKHEED MARTIN CORP | COM | $243K | 0.2%Prev: 0.2% | 503 SH | Decreased+12 SH |
| META PLATFORMS INC | CL A | $492K | 0.5%Prev: 0.2% | 745 SH | Increased+216 SH |
| MICROSOFT CORP | COM | $610K | 0.6%Prev: 0.2% | 1,262 SH | Increased+647 SH |
| NVIDIA CORPORATION | COM | $989K | 1.0%Prev: 0.4% | 5,305 SH | Increased+2,286 SH |
| ORACLE CORP | COM | $209K | 0.2% | 1,071 SH | New |
| PIMCO ETF TR | ACTIVE BD ETF | $924K | 0.9%Prev: 0.6% | 9,927 SH | Increased+350 SH |
| RBB FD INC | MOTLEY FOL ETF | $228K | 0.2% | 3,180 SH | New |
| SERVICENOW INC | COM | $210K | 0.2% | 1,370 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $230K | 0.2% | 336 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.9M | 1.9% | 25,708 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $2.3M | 2.3% | 55,645 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $215K | 0.2% | 707 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $400K | 0.4%Prev: 0.3% | 638 SH | Increased+90 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $709K | 0.7%Prev: 0.2% | 2,116 SH | Increased+1,412 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $245K | 0.2%Prev: 0.2% | 3,335 SH | Decreased+242 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $507K | 0.5%Prev: 0.5% | 9,437 SH | Decreased-2,499 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $431K | 0.4%Prev: 0.4% | 6,892 SH | Decreased-1,240 SH |
| 13F-HR |
| 0001754960-26-000592 |
| $139.0M |
| View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000327 | $117.0M | View |