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CIK 0002049064 • 8 13F filings • May 1, 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 | $925K | 0.6% | 4,863 SH | |
| APPLE INC | COM | $654K | 0.4% | 2,945 SH | |
| AUTODESK INC | COM | $282K | 0.2% | 1,077 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $308K | 0.2% | 578 SH | |
| CAPITAL ONE FINL CORP | COM | $1.7M | 1.1% | 9,337 SH | |
| CARPENTER TECHNOLOGY CORP | COM | $393K | 0.3% | 2,167 SH | |
| COSTCO WHSL CORP NEW | COM | $290K | 0.2% | 306 SH | |
| EXXON MOBIL CORP | COM | $4.4M | 2.8% | 36,910 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $324K | 0.2% | 691 SH | |
| ISHARES TR | CORE MSCI INTL | $651K | 0.4% | 9,447 SH | |
| ISHARES TR | CORE MSCI TOTAL | $4.0M | 2.6% | 57,396 SH | |
| ISHARES TR | CORE S&P500 ETF | $636K | 0.4% | 1,132 SH | |
| ISHARES TR | CORE US AGGBD ET | $479K | 0.3% | 4,844 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $251K | 0.2% | 1,333 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $219K | 0.1% | 1,100 SH | |
| ISHARES TR | SELECT DIVID ETF | $257K | 0.2% | 1,915 SH | |
| LOWES COS INC | COM | $227K | 0.1% | 972 SH | |
| MICROSOFT CORP | COM | $732K | 0.5% | 1,951 SH | |
| NETFLIX INC | COM | $346K | 0.2% | 371 SH | |
| NVIDIA CORPORATION | COM | $15.8M | 10.2% | 145,431 SH | |
| ORACLE CORP | COM | $570K | 0.4% | 4,078 SH | |
| SCHWAB CHARLES CORP | COM | $235K | 0.2% | 3,000 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $225K | 0.1% | 6,214 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $709K | 0.5% | 35,822 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $227K | 0.1% | 9,065 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $728K | 0.5% | 1,301 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $448K | 0.3% | 2,697 SH | |
| UBER TECHNOLOGIES INC | COM | $341K | 0.2% | 4,679 SH | |
| UNION PAC CORP | COM | $207K | 0.1% | 877 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $3.1M | 2.0% | 40,964 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.8M | 3.1% | 60,893 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.2M | 2.8% | 57,802 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.2M | 2.7% | 85,220 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $279K | 0.2% | 1,622 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $11.4M | 7.4% | 30,627 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.4M | 0.9% | 5,559 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.9M | 1.2% | 3,603 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $592K | 0.4% | 3,179 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.3M | 1.5% | 10,262 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $27.2M | 17.6% | 99,085 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $10.6M | 6.9% | 61,366 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $319K | 0.2% | 5,255 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.3M | 2.1% | 72,369 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.1M | 0.7% | 9,686 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.6M | 2.3% | 71,356 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.8M | 3.1% | 96,886 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $25.1M | 16.3% | 404,478 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.3M | 4.7% | 143,418 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $453K | 0.3% | 3,515 SH |
| 13F-HR |
| 0001754960-25-000759 |
| $160.8M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000678 | $192.6M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000512 | $183.4M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000371 | $161.9M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000264 | $154.4M | View |