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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $291K | 0.2%Prev: 0.2% | 930 SH | Increased-154 SH |
| AMAZON COM INC | COM | $356K | 0.2%Prev: 0.2% | 1,544 SH | Increased+94 SH |
| APPLE INC | COM | $776K | 0.5%Prev: 0.4% | 2,854 SH | Increased+195 SH |
| COMFORT SYS USA INC | COM | $362K | 0.2%Prev: 0.2% | 388 SH | Decreased-62 SH |
| ISHARES TR | CORE MSCI TOTAL | $19.8M | 11.8%Prev: 11.6% | 233,935 SH | Increased+5,970 SH |
| ISHARES TR | CORE S&P SCP ETF | $10.3M | 6.1%Prev: 6.1% | 85,476 SH | Increased+3,114 SH |
| JPMORGAN CHASE & CO. | COM | $317K | 0.2%Prev: 0.2% | 984 SH | Increased+35 SH |
| MICROSOFT CORP | COM | $1.6M | 1.0%Prev: 1.0% | 3,412 SH | Increased+330 SH |
| SOUTHERN CO | COM | $319K | 0.2%Prev: 0.2% | 3,656 SH | Decreased+164 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $350K | 0.2%Prev: 0.1% | 513 SH | Increased+202 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $10.5M | 6.3%Prev: 6.3% | 118,427 SH | Increased+6,159 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $59.1M | 35.3%Prev: 35.6% | 176,424 SH | Increased+1,255 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $49.7M | 29.7%Prev: 29.4% | 637,482 SH | Increased+31,010 SH |
| VANGUARD WORLD FD | INF TECH ETF | $13.4M | 8.0%Prev: 8.5% | 17,724 SH | Decreased-583 SH |
| WALMART INC | COM | $219K | 0.1% | 1,962 SH | New |
| 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 |