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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 | $358K | 0.3% | 1,246 SH | |
| APPLE INC | COM | $261K | 0.2% | 1,028 SH | |
| BLACKROCK ETF TRUST II | ISHARES AAA CLO | $284K | 0.2% | 5,487 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $4.3M | 3.7% | 83,736 SH | |
| CALAMOS ETF TR | AUTOCALLABLE INC | $423K | 0.4% | 16,818 SH | |
| INNOVATOR ETFS TRUST | EMERGING MKT PWR | $1.5M | 1.3% | 48,249 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT APRIL | $421K | 0.4% | 14,092 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT JAN | $1.1M | 1.0% | 33,730 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | $2.8M | 2.4% | 92,097 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $398K | 0.3% | 14,434 SH | |
| INNOVATOR ETFS TRUST | GROWTH 100 POWER | $271K | 0.2% | 9,434 SH | |
| INNOVATOR ETFS TRUST | GROWTH 100 PWR B | $850K | 0.7% | 31,530 SH | |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $1.0M | 0.9% | 18,982 SH | |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $729K | 0.6% | 11,955 SH | |
| INNOVATOR ETFS TRUST | INNOVATOR GW 100 | $238K | 0.2% | 7,618 SH | |
| INNOVATOR ETFS TRUST | INNOVATOR INTER | $316K | 0.3% | 9,644 SH | |
| INNOVATOR ETFS TRUST | INTERNATIONAL DE | $8.1M | 7.0% | 164,378 SH | |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | $419K | 0.4% | 11,948 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | $401K | 0.3% | 11,870 SH | |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | $14.6M | 12.5% | 439,440 SH | |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | $22.6M | 19.3% | 637,906 SH | |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $589K | 0.5% | 14,792 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $418K | 0.4% | 9,776 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $6.7M | 5.7% | 152,058 SH | |
| INNOVATOR ETFS TRUST | US SMALL CAP MNG | $4.9M | 4.2% | 168,702 SH | |
| INNOVATOR ETFS TRUST | US SMALL CAP PWR | $273K | 0.2% | 10,604 SH | |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $250K | 0.2% | 5,993 SH | |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $217K | 0.2% | 5,975 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $530K | 0.5% | 2,229 SH | |
| INVESCO EXCH TRD SLF IDX FD | INTL DEV DYNAMIC | $352K | 0.3% | 11,133 SH | |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $621K | 0.5% | 10,327 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $397K | 0.3% | 7,283 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $472K | 0.4% | 818 SH | |
| ISHARES GOLD TR | ISHARES NEW | $209K | 0.2% | 2,371 SH | |
| ISHARES INC | ESG AWR MSCI EM | $215K | 0.2% | 4,731 SH | |
| ISHARES INC | JP MORGAN EM ETF | $3.1M | 2.7% | 76,202 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $3.3M | 2.8% | 31,867 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $3.7M | 3.1% | 44,360 SH | |
| ISHARES TR | CONV BD ETF | $208K | 0.2% | 2,040 SH | |
| ISHARES TR | CORE S&P500 ETF | $304K | 0.3% | 466 SH | |
| ISHARES TR | CORE US AGGBD ET | $6.2M | 5.3% | 62,212 SH | |
| ISHARES TR | EAFE VALUE ETF | $298K | 0.3% | 4,007 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $234K | 0.2% | 2,451 SH | |
| ISHARES TR | ESG AWR MSCI USA | $412K | 0.4% | 2,910 SH | |
| ISHARES TR | FALN ANGLS USD | $3.6M | 3.1% | 135,496 SH | |
| ISHARES TR | MBS ETF | $3.3M | 2.8% | 34,962 SH | |
| ISHARES TR | US INFRASTRUC | $204K | 0.2% | 3,559 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $4.8M | 4.1% | 94,906 SH | |
| JPMORGAN CHASE & CO | COM | $270K | 0.2% | 919 SH | |
| LOCKHEED MARTIN CORP | COM | $302K | 0.3% | 499 SH | |
| META PLATFORMS INC | CL A | $293K | 0.3% | 512 SH | |
| MICROSOFT CORP | COM | $211K | 0.2% | 569 SH | |
| NVIDIA CORPORATION | COM | $473K | 0.4% | 2,715 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $918K | 0.8% | 9,946 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $1.7M | 1.4% | 22,935 SH | |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $3.5M | 3.0% | 88,043 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $342K | 0.3% | 525 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $319K | 0.3% | 535 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $223K | 0.2% | 693 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $232K | 0.2% | 3,093 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $492K | 0.4% | 9,096 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $403K | 0.3% | 6,283 SH |
| 13F-HR |
| 0001754960-26-000592 |
| $139.0M |
| View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000327 | $117.0M | View |