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CIK 0001908893 • 6 13F filings • Apr 17, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $10.5M | 5.1%Prev: 4.7% | 38,604 SH | Increased+14 SH |
| AXON ENTERPRISE INC | COM | $4.4M | 2.1%Prev: 2.5% | 7,749 SH | Decreased+365 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 0.9%Prev: 1.0% | 3,880 SH | Decreased-158 SH |
| CAL MAINE FOODS INC | COM NEW | $387K | 0.2%Prev: 0.3% | 4,869 SH | Decreased-763 SH |
| CATERPILLAR INC | COM | $1.0M | 0.5%Prev: 0.4% | 1,806 SH | Increased |
| CHEVRON CORP NEW | COM | $548K | 0.3%Prev: 0.3% | 3,597 SH | Decreased |
| COCA COLA CO | COM | $280K | 0.1%Prev: 0.1% | 4,000 SH | Increased |
| COPART INC | COM | $5.0M | 2.4%Prev: 3.0% | 127,747 SH | Decreased-13,990 SH |
| COSTCO WHSL CORP NEW | COM | $9.9M | 4.8%Prev: 5.1% | 11,501 SH | Decreased-26 SH |
| DICKS SPORTING GOODS INC | COM | $8.2M | 4.0%Prev: 4.3% | 41,380 SH | Decreased+361 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $313K | 0.2%Prev: 0.1% | 7,900 SH | Increased |
| HOME DEPOT INC | COM | $5.2M | 2.6%Prev: 3.2% | 15,253 SH | Decreased-1,568 SH |
| INTUITIVE SURGICAL INC | COM NEW | $10.5M | 5.1%Prev: 3.9% | 18,496 SH | Increased+273 SH |
| ISHARES TR | MSCI INTL VLU FT | $3.0M | 1.4% | 77,686 SH | New |
| ISHARES TR | SHRT NAT MUN ETF | $2.5M | 1.2%Prev: 1.1% | 23,383 SH | Increased+1,830 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.7M | 0.8%Prev: 0.8% | 33,146 SH | Increased+1,794 SH |
| JOHNSON & JOHNSON | COM | $7.5M | 3.7%Prev: 2.5% | 36,345 SH | Increased+8,205 SH |
| JPMORGAN CHASE & CO. | COM | $11.4M | 5.5%Prev: 5.3% | 35,401 SH | Increased+147 SH |
| LAM RESEARCH CORP | COM NEW | $14.1M | 6.9%Prev: 5.4% | 82,619 SH | Increased-2,955 SH |
| MCKESSON CORP | COM | $1.7M | 0.8%Prev: 0.8% | 2,127 SH | Increased+61 SH |
| MICROSOFT CORP | COM | $9.6M | 4.6%Prev: 4.8% | 19,775 SH | Decreased+159 SH |
| NVIDIA CORPORATION | COM | $20.5M | 10.0%Prev: 10.3% | 109,861 SH | Decreased-5,917 SH |
| OREILLY AUTOMOTIVE INC | COM | $11.1M | 5.4%Prev: 6.2% | 122,084 SH | Decreased+700 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $14.1M | 6.9%Prev: 7.2% | 79,553 SH | Decreased-3,488 SH |
| PEPSICO INC | COM | $215K | 0.1%Prev: 0.1% | 1,500 SH | Decreased-100 SH |
| PHILIP MORRIS INTL INC | COM | $1.2M | 0.6%Prev: 0.6% | 7,646 SH | Increased+381 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $324K | 0.2%Prev: 0.3% | 13,296 SH | Decreased-12,916 SH |
| SPDR GOLD TR | GOLD SHS | $8.1M | 3.9%Prev: 3.5% | 20,358 SH | Increased-160 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.4M | 1.1%Prev: 1.1% | 3,458 SH | Increased+73 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.5M | 0.7% | 47,283 SH | New |
| SPROUTS FMRS MKT INC | COM | $1.8M | 0.9%Prev: 1.6% | 21,967 SH | Decreased-9,889 SH |
| TESLA INC | COM | $10.1M | 4.9%Prev: 4.8% | 22,538 SH | Decreased-300 SH |
| TJX COS INC NEW | COM | $9.5M | 4.6%Prev: 4.2% | 62,123 SH | Increased+771 SH |
| TRACTOR SUPPLY CO | COM | $6.7M | 3.2%Prev: 3.8% | 133,130 SH | Decreased-8,396 SH |
| VISTRA CORP | COM | $6.0M | 2.9%Prev: 3.3% | 36,939 SH | Decreased+1,964 SH |
| WILLIAMS COS INC | COM | $849K | 0.4%Prev: 0.4% | 14,121 SH | Increased+1,684 SH |
| WILLIAMS SONOMA INC | COM | $746K | 0.4%Prev: 0.4% | 4,178 SH | Decreased+1 SH |
| ZOETIS INC | CL A | $988K | 0.5%Prev: 2.0% | 7,849 SH | Decreased-21,006 SH |
| 13F-HR |
| 0001754960-26-000672 |
| $198.9M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000534 | $174.8M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000309 | $179.5M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000213 | $174.8M | View |