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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $206K | 0.1%Prev: 0.2% | 847 SH | Decreased-111 SH |
| AMAZON COM INC | COM | $905K | 0.6%Prev: 0.5% | 4,120 SH | Increased+361 SH |
| APPLE INC | COM | $703K | 0.4%Prev: 1.8% | 2,760 SH | Decreased-9,139 SH |
| AUTODESK INC | COM | $342K | 0.2% | 1,077 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $261K | 0.2%Prev: 0.1% | 519 SH | Decreased-32 SH |
| CAPITAL ONE FINL CORP | COM | $2.0M | 1.2%Prev: 1.0% | 9,277 SH | Increased-17 SH |
| CARPENTER TECHNOLOGY CORP | COM | $532K | 0.3%Prev: 0.7% | 2,167 SH | Decreased-1 SH |
| COSTAR GROUP INC | COM | $238K | 0.1% | 2,824 SH | New |
| COSTCO WHSL CORP NEW | COM | $284K | 0.2% | 307 SH | New |
| EXXON MOBIL CORP | COM | $4.2M | 2.6%Prev: 2.5% | 36,963 SH | Decreased+1,475 SH |
| INVESCO QQQ TR | UNIT SER 1 | $415K | 0.3%Prev: 0.4% | 691 SH | Decreased-238 SH |
| ISHARES TR | CORE MSCI EAFE | $388K | 0.2%Prev: 0.2% | 4,439 SH | Decreased |
| ISHARES TR | CORE MSCI INTL | $757K | 0.5%Prev: 0.4% | 9,447 SH | Decreased |
| ISHARES TR | CORE MSCI TOTAL | $6.2M | 3.9%Prev: 3.1% | 75,110 SH | Increased+11,589 SH |
| ISHARES TR | CORE S&P TTL STK | $2.4M | 1.5% | 16,422 SH | New |
| ISHARES TR | CORE S&P500 ETF | $773K | 0.5%Prev: 0.6% | 1,155 SH | Decreased-331 SH |
| ISHARES TR | CORE US AGGBD ET | $409K | 0.3%Prev: 0.2% | 4,078 SH | Increased+61 SH |
| ISHARES TR | RUS 1000 VAL ETF | $217K | 0.1%Prev: 0.1% | 1,068 SH | Decreased+122 SH |
| ISHARES TR | RUSSELL 2000 ETF | $250K | 0.2%Prev: 0.2% | 1,034 SH | Decreased |
| ISHARES TR | SELECT DIVID ETF | $220K | 0.1%Prev: 0.1% | 1,548 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $204K | 0.1% | 648 SH | New |
| LOWES COS INC | COM | $241K | 0.1% | 959 SH | New |
| MICRON TECHNOLOGY INC | COM | $203K | 0.1%Prev: 0.7% | 1,215 SH | Decreased-22 SH |
| MICROSOFT CORP | COM | $1.1M | 0.7%Prev: 0.4% | 2,178 SH | Increased+270 SH |
| NETFLIX INC | COM | $445K | 0.3% | 371 SH | New |
| NVIDIA CORPORATION | COM | $13.9M | 8.6%Prev: 7.7% | 74,303 SH | Decreased-128 SH |
| ORACLE CORP | COM | $820K | 0.5%Prev: 0.2% | 2,917 SH | Increased-73 SH |
| SCHWAB CHARLES CORP | COM | $286K | 0.2%Prev: 0.1% | 3,000 SH | Increased-40 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $267K | 0.2%Prev: 0.2% | 6,214 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $837K | 0.5%Prev: 0.5% | 35,960 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $209K | 0.1%Prev: 0.1% | 4,597 SH | Decreased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $289K | 0.2%Prev: 0.2% | 9,065 SH | Decreased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $205K | 0.1% | 4,785 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $906K | 0.6% | 1,360 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $753K | 0.5% | 2,697 SH | New |
| UBER TECHNOLOGIES INC | COM | $458K | 0.3% | 4,679 SH | New |
| UNION PAC CORP | COM | $208K | 0.1%Prev: 0.1% | 882 SH | Decreased-2 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $3.1M | 1.9%Prev: 1.5% | 40,143 SH | Increased+3,439 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.8M | 3.6%Prev: 2.7% | 73,393 SH | Increased+7,124 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.8M | 3.6%Prev: 3.7% | 78,058 SH | Decreased-18,836 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $6.0M | 3.7%Prev: 3.5% | 120,545 SH | Decreased-18,962 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $340K | 0.2%Prev: 0.2% | 1,624 SH | Decreased-4 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $6.6M | 4.1%Prev: 3.6% | 13,862 SH | Decreased-65,814 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.7M | 1.1%Prev: 0.9% | 5,559 SH | Increased+722 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.2M | 1.4%Prev: 0.9% | 3,638 SH | Increased+1,208 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $473K | 0.3%Prev: 0.3% | 2,267 SH | Decreased-113 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 1.1%Prev: 1.1% | 7,175 SH | Decreased+70 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $35.2M | 21.9%Prev: 23.1% | 107,868 SH | Decreased-12,401 SH |
| VANGUARD INDEX FDS | VALUE ETF | $5.4M | 3.4%Prev: 3.3% | 29,207 SH | Decreased+235 SH |
| VANGUARD INSTL INDEX FD | ULTRA-SHORT TREA | $778K | 0.5% | 10,285 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $377K | 0.2%Prev: 0.2% | 5,276 SH | Decreased-11 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.1M | 1.9%Prev: 1.9% | 56,466 SH | Decreased-5,099 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.4M | 0.9%Prev: 0.9% | 10,230 SH | Decreased-541 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $5.0M | 3.1%Prev: 3.2% | 99,203 SH | Decreased-23,595 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.8M | 1.1%Prev: 1.1% | 36,069 SH | Decreased-6,230 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $24.6M | 15.3%Prev: 16.0% | 336,260 SH | Decreased-25,173 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.8M | 3.6%Prev: 4.1% | 97,573 SH | Decreased-12,560 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $497K | 0.3%Prev: 0.3% | 3,527 SH | Decreased-23 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 |