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CIK 0001908732 • 7 13F filings • May 7, 2025 – Oct 16, 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 | $324K | 0.2%Prev: 0.1% | 1,477 SH | Increased+840 SH |
| APPLE INC | COM | $631K | 0.4%Prev: 0.4% | 3,074 SH | Decreased+227 SH |
| COMFORT SYS USA INC | COM | $241K | 0.2%Prev: 0.3% | 450 SH | Decreased+62 SH |
| ISHARES TR | CORE MSCI TOTAL | $17.7M | 11.5%Prev: 11.8% | 228,731 SH | Decreased-5,696 SH |
| ISHARES TR | CORE S&P SCP ETF | $8.8M | 5.8%Prev: 6.3% | 80,896 SH | Decreased-6,719 SH |
| JPMORGAN CHASE & CO. | COM | $275K | 0.2% | 949 SH | New |
| MICROSOFT CORP | COM | $1.6M | 1.0%Prev: 0.7% | 3,119 SH | Increased-286 SH |
| SOUTHERN CO | COM | $307K | 0.2%Prev: 0.2% | 3,342 SH | Decreased-526 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $9.8M | 6.4%Prev: 6.3% | 110,151 SH | Decreased-11,925 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $54.7M | 35.7%Prev: 33.4% | 180,021 SH | Decreased+1,401 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $46.7M | 30.4%Prev: 29.0% | 601,601 SH | Decreased-41,600 SH |
| VANGUARD WORLD FD | INF TECH ETF | $12.3M | 8.0%Prev: 7.3% | 18,585 SH | Decreased+634 SH |
| 13F-HR |
| 0001754960-25-000801 |
| $161.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000506 | $191.0M | View |
| Nov 24, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000807 | $153.4M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000367 | $171.6M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000284 | $139.4M | View |