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CIK 0001895045 • 7 13F filings • Apr 11, 2025 – Oct 20, 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 | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.6M | 0.5% | 7,386 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $402K | 0.1% | 755 SH | |
| CSX CORP | COM | $486K | 0.1% | 16,521 SH | |
| DOMINION ENERGY INC | COM | $1.0M | 0.3% | 18,072 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $343K | 0.1% | 2,812 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $233K | 0.1% | 939 SH | |
| ISHARES TR | CORE 40/60 MODER | $490K | 0.1% | 11,161 SH | |
| ISHARES TR | CORE 60/40 BALAN | $296K | 0.1% | 5,140 SH | |
| ISHARES TR | CORE INTL AGGR | $15.8M | 4.6% | 316,367 SH | |
| ISHARES TR | CORE S&P MCP ETF | $286K | 0.1% | 4,903 SH | |
| ISHARES TR | CORE S&P500 ETF | $3.4M | 1.0% | 5,965 SH | |
| ISHARES TR | CORE TOTAL USD | $124.1M | 35.8% | 2,693,402 SH | |
| ISHARES TR | NATIONAL MUN ETF | $304K | 0.1% | 2,885 SH | |
| ISHARES TR | RUS MD CP GR ETF | $376K | 0.1% | 3,203 SH | |
| ISHARES TR | RUS MID CAP ETF | $1.0M | 0.3% | 12,189 SH | |
| ISHARES TR | RUS TOP 200 ETF | $2.6M | 0.8% | 19,053 SH | |
| ISHARES TR | RUS TP200 GR ETF | $1.6M | 0.5% | 7,433 SH | |
| ISHARES TR | RUS TP200 VL ETF | $209K | 0.1% | 2,548 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $340K | 0.1% | 1,704 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $656K | 0.2% | 2,066 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $3.5M | 1.0% | 37,822 SH | |
| ISHARES TR | S&P 500 VAL ETF | $1.4M | 0.4% | 7,402 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $15.6M | 4.5% | 592,347 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.3M | 0.7% | 104,963 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $631K | 0.2% | 28,581 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $14.5M | 4.2% | 398,781 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $4.9M | 1.4% | 123,948 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $3.4M | 1.0% | 6,147 SH | |
| UNITED PARCEL SERVICE INC | CL B | $333K | 0.1% | 3,023 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $457K | 0.1% | 1,232 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $109.3M | 31.5% | 425,371 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $18.7M | 5.4% | 72,458 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $9.1M | 2.6% | 40,871 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $579K | 0.2% | 2,105 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $388K | 0.1% | 2,248 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $353K | 0.1% | 3,047 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.4M | 1.5% | 108,353 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $411K | 0.1% | 2,041 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $264K | 0.1% | 855 SH |
| 13F-HR |
| 0001754960-25-000746 |
| $398.3M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000510 | $480.6M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000508 | $398.2M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000303 | $436.7M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000175 | $347.1M | View |