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CIK 0001536549 • 7 13F filings • Apr 10, 2025 – Oct 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $545K | 0.5%Prev: 0.5% | 1,741 SH | Decreased+44 SH |
| AMAZON COM INC | COM | $591K | 0.6%Prev: 0.5% | 2,562 SH | Increased+280 SH |
| APPLE INC | COM | $285K | 0.3%Prev: 0.4% | 1,050 SH | Decreased-283 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $258K | 0.3%Prev: 0.2% | 4,543 SH | Increased+714 SH |
| FORD MTR CO | COM | $215K | 0.2%Prev: 0.1% | 16,400 SH | Increased+2,700 SH |
| GAMESQUARE HLDGS INC | COM | $5K | 0.0% | 12,000 SH | New |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $577K | 0.6%Prev: 0.5% | 15,740 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $378K | 0.4%Prev: 0.2% | 4,654 SH | Increased+1,915 SH |
| ISHARES INC | CORE MSCI EMKT | $2.2M | 2.2%Prev: 1.8% | 32,648 SH | Increased+5,771 SH |
| ISHARES TR | CORE 40/60 MODER | $287K | 0.3% | 6,013 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $15.2M | 15.2%Prev: 15.8% | 229,801 SH | Decreased-34,947 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.7M | 1.7%Prev: 1.6% | 13,764 SH | Decreased-796 SH |
| ISHARES TR | CORE S&P TTL STK | $505K | 0.5%Prev: 0.5% | 3,394 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $55.9M | 55.8%Prev: 56.1% | 81,543 SH | Decreased-7,085 SH |
| ISHARES TR | CORE US AGGBD ET | $7.3M | 7.3%Prev: 6.1% | 73,424 SH | Decreased-4,220 SH |
| ISHARES TR | EAFE GRWTH ETF | $2.1M | 2.1%Prev: 1.7% | 18,176 SH | Increased+897 SH |
| ISHARES TR | IBOXX HI YD ETF | $670K | 0.7%Prev: 0.5% | 8,314 SH | Increased-219 SH |
| ISHARES TR | MSCI EAFE ETF | $648K | 0.6%Prev: 0.6% | 6,747 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $2.3M | 2.3%Prev: 1.9% | 21,441 SH | Increased-1,091 SH |
| ISHARES TR | RUS 1000 ETF | $3.8M | 3.8%Prev: 3.4% | 10,107 SH | Decreased+85 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $2.6M | 2.6% | 91,904 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $207K | 0.2%Prev: 0.2% | 8,590 SH | Decreased+574 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $292K | 0.3%Prev: 0.3% | 12,502 SH | Decreased-3,426 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $322K | 0.3%Prev: 0.3% | 11,950 SH | Decreased+65 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $206K | 0.2% | 428 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $695K | 0.7% | 1,425 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $407K | 0.4% | 2,131 SH | New |
| 13F-HR |
| 0001754960-25-000635 |
| $100.4M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000500 | $117.0M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000352 | $94.8M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000228 | $101.6M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000166 | $88.4M | View |