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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 | $216K | 0.2% | 1,400 SH | |
| AMAZON COM INC | COM | $435K | 0.5% | 2,284 SH | |
| APPLE INC | COM | $300K | 0.3% | 1,352 SH | |
| FORD MTR CO | COM | $138K | 0.2% | 13,800 SH | |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $495K | 0.6% | 15,740 SH | |
| ISHARES GOLD TR | ISHARES NEW | $298K | 0.3% | 5,049 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.8M | 2.1% | 34,238 SH | |
| ISHARES TR | CORE 40/60 MODER | $266K | 0.3% | 6,071 SH | |
| ISHARES TR | CORE S&P MCP ETF | $12.9M | 14.6% | 221,466 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.9M | 3.3% | 27,844 SH | |
| ISHARES TR | CORE S&P TTL STK | $415K | 0.5% | 3,400 SH | |
| ISHARES TR | CORE S&P500 ETF | $48.1M | 54.4% | 85,562 SH | |
| ISHARES TR | CORE US AGGBD ET | $7.2M | 8.1% | 72,536 SH | |
| ISHARES TR | EAFE GRWTH ETF | $1.8M | 2.1% | 18,193 SH | |
| ISHARES TR | IBOXX HI YD ETF | $655K | 0.7% | 8,301 SH | |
| ISHARES TR | MSCI EAFE ETF | $532K | 0.6% | 6,513 SH | |
| ISHARES TR | NATIONAL MUN ETF | $2.2M | 2.5% | 21,337 SH | |
| ISHARES TR | RUS 1000 ETF | $3.5M | 3.9% | 11,289 SH | |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $2.3M | 2.6% | 92,427 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $265K | 0.3% | 11,434 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $203K | 0.2% | 7,261 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $248K | 0.3% | 11,209 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $207K | 0.2% | 494 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $528K | 0.6% | 1,425 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $368K | 0.4% | 2,131 SH |
| 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 |