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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 | $330K | 0.2% | 923 SH | New |
| APPLE INC | COM | $824K | 0.4%Prev: 0.4% | 2,847 SH | Increased-227 SH |
| COMFORT SYS USA INC | COM | $769K | 0.4%Prev: 0.2% | 388 SH | Increased-62 SH |
| INVESCO QQQ TR | UNIT SER 1 | $220K | 0.1% | 299 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $22.4M | 11.7%Prev: 11.5% | 234,771 SH | Increased+6,040 SH |
| ISHARES TR | CORE S&P SCP ETF | $13.6M | 7.1%Prev: 5.8% | 91,403 SH | Increased+10,507 SH |
| JPMORGAN CHASE & CO | COM | $322K | 0.2% | 984 SH | New |
| MICROSOFT CORP | COM | $1.3M | 0.7%Prev: 1.0% | 3,405 SH | Decreased+286 SH |
| NVIDIA CORPORATION | COM | $204K | 0.1% | 1,020 SH | New |
| SOUTHERN CO | COM | $350K | 0.2%Prev: 0.2% | 3,659 SH | Increased+317 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $364K | 0.2% | 488 SH | New |
| UNITEDHEALTH GROUP INC | COM | $241K | 0.1% | 580 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $13.1M | 6.9%Prev: 6.4% | 136,305 SH | Increased+26,154 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $67.1M | 35.1%Prev: 35.7% | 181,284 SH | Increased+1,263 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $55.4M | 29.0%Prev: 30.4% | 716,770 SH | Increased+115,169 SH |
| VANGUARD WORLD FD | INF TECH ETF | $14.4M | 7.5%Prev: 8.0% | 120,389 SH | Increased+101,804 SH |
| WALMART INC | COM | $217K | 0.1% | 1,918 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 |