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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 | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTL EQT ETF | $12.1M | 2.5% | 135,191 SH | New |
| APPLE INC | COM | $2.1M | 0.4%Prev: 0.4% | 7,386 SH | Increased-6 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $312K | 0.1%Prev: 0.1% | 623 SH | Decreased-132 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $26.3M | 5.5%Prev: 5.4% | 386,862 SH | Increased-6,285 SH |
| CSX CORP | COM | $785K | 0.2%Prev: 0.1% | 16,521 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $209K | 0.0% | 5,069 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $874K | 0.2% | 16,909 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $212K | 0.0% | 5,465 SH | New |
| DOMINION ENERGY INC | COM | $1.4M | 0.3%Prev: 0.3% | 20,129 SH | Increased+2,317 SH |
| DUKE ENERGY CORP NEW | COM NEW | $338K | 0.1%Prev: 0.1% | 2,672 SH | Decreased-323 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $262K | 0.1%Prev: 0.1% | 932 SH | Decreased |
| ISHARES TR | CORE INTL AGGR | $18.9M | 3.9%Prev: 3.8% | 373,233 SH | Increased+73,690 SH |
| ISHARES TR | CORE S&P MCP ETF | $210K | 0.0% | 2,726 SH | New |
| ISHARES TR | CORE S&P500 ETF | $4.3M | 0.9%Prev: 0.9% | 5,735 SH | Increased-94 SH |
| ISHARES TR | CORE UNIVRSL USD | $136.0M | 28.3% | 2,945,948 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $392K | 0.1%Prev: 0.1% | 2,675 SH | Decreased-407 SH |
| ISHARES TR | RUS MID CAP ETF | $1.1M | 0.2%Prev: 0.3% | 10,201 SH | Increased-1,135 SH |
| ISHARES TR | RUS TOP 200 ETF | $3.3M | 0.7%Prev: 0.7% | 17,841 SH | Increased-1,145 SH |
| ISHARES TR | RUS TP200 GR ETF | $2.0M | 0.4%Prev: 0.5% | 6,933 SH | Increased-496 SH |
| ISHARES TR | RUSSELL 2000 ETF | $212K | 0.0%Prev: 0.1% | 704 SH | Increased-255 SH |
| ISHARES TR | RUSSELL 3000 ETF | $623K | 0.1%Prev: 0.2% | 1,462 SH | Decreased-326 SH |
| ISHARES TR | S&P 500 GRWT ETF | $4.6M | 1.0%Prev: 1.0% | 33,204 SH | Increased-4,517 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.5M | 0.3%Prev: 0.4% | 6,404 SH | Increased-759 SH |
| JPMORGAN CHASE & CO | COM | $244K | 0.1% | 744 SH | New |
| MCDONALDS CORP | COM | $446K | 0.1% | 1,649 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $27.2M | 5.7%Prev: 5.4% | 1,026,348 SH | Increased+220,350 SH |
| PIMCO ETF TR | MUNI INCOME OPP | $2.5M | 0.5%Prev: 0.5% | 54,508 SH | Increased+8,278 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.8M | 0.6%Prev: 0.6% | 97,033 SH | Increased-6,129 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $752K | 0.2%Prev: 0.2% | 25,569 SH | Increased-2,900 SH |
| SOUTHERN CO | COM | $683K | 0.1% | 7,132 SH | New |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $6.6M | 1.4% | 127,423 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $19.6M | 4.1% | 388,895 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.1M | 0.9% | 5,496 SH | New |
| TRUIST FINL CORP | COM | $505K | 0.1% | 10,142 SH | New |
| UNITED PARCEL SVCS INC | CL B | $289K | 0.1% | 2,690 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $740K | 0.2%Prev: 0.1% | 8,592 SH | Increased+7,360 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $149.6M | 31.1%Prev: 33.8% | 434,857 SH | Increased-36,882 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $25.8M | 5.4%Prev: 5.6% | 320,768 SH | Increased+240,365 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $249K | 0.1%Prev: 0.1% | 362 SH | Increased+9 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $14.0M | 2.9%Prev: 2.9% | 46,209 SH | Increased-3,076 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $904K | 0.2%Prev: 0.2% | 2,442 SH | Increased+378 SH |
| VANGUARD INDEX FDS | VALUE ETF | $442K | 0.1%Prev: 0.1% | 2,030 SH | Increased-126 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.3M | 0.9%Prev: 0.9% | 85,539 SH | Increased+9,854 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $485K | 0.1%Prev: 0.1% | 1,774 SH | Increased-266 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $376K | 0.1%Prev: 0.1% | 4,275 SH | Increased+3,420 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 |