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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 | $247K | 0.3%Prev: 0.4% | 1,400 SH | Decreased-24 SH |
| AMAZON COM INC | COM | $501K | 0.5%Prev: 0.5% | 2,282 SH | Increased-22 SH |
| APPLE INC | COM | $277K | 0.3%Prev: 0.3% | 1,352 SH | Decreased+257 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $233K | 0.2%Prev: 0.2% | 4,481 SH | Decreased-99 SH |
| FORD MTR CO | COM | $149K | 0.2%Prev: 0.2% | 13,700 SH | Decreased |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $533K | 0.6%Prev: 0.6% | 15,740 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $315K | 0.3%Prev: 0.4% | 5,046 SH | Decreased+392 SH |
| ISHARES INC | CORE MSCI EMKT | $2.0M | 2.1%Prev: 1.9% | 33,537 SH | Increased+6,288 SH |
| ISHARES TR | CORE 40/60 MODER | $301K | 0.3%Prev: 0.3% | 6,528 SH | Increased+845 SH |
| ISHARES TR | CORE S&P MCP ETF | $14.5M | 15.3%Prev: 16.5% | 234,382 SH | Decreased-14,383 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.5M | 1.6%Prev: 1.5% | 13,970 SH | Increased+1,997 SH |
| ISHARES TR | CORE S&P TTL STK | $458K | 0.5%Prev: 0.5% | 3,394 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $53.5M | 56.4%Prev: 54.6% | 86,123 SH | Decreased+1,178 SH |
| ISHARES TR | CORE US AGGBD ET | $7.0M | 7.4%Prev: 7.3% | 70,497 SH | Decreased-4,649 SH |
| ISHARES TR | EAFE GRWTH ETF | $2.0M | 2.1%Prev: 1.9% | 17,917 SH | Increased+483 SH |
| ISHARES TR | IBOXX HI YD ETF | $655K | 0.7%Prev: 0.6% | 8,122 SH | Increased+60 SH |
| ISHARES TR | MSCI EAFE ETF | $592K | 0.6%Prev: 0.6% | 6,626 SH | Decreased-121 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.2M | 2.3%Prev: 2.3% | 21,087 SH | Decreased-721 SH |
| ISHARES TR | RUS 1000 ETF | $3.7M | 3.9%Prev: 3.5% | 10,825 SH | Increased+803 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $2.4M | 2.5%Prev: 2.8% | 92,434 SH | Decreased-3,401 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $273K | 0.3%Prev: 0.3% | 11,764 SH | Decreased-1,002 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $280K | 0.3%Prev: 0.3% | 11,455 SH | Decreased-643 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $218K | 0.2% | 494 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $625K | 0.7%Prev: 0.6% | 1,425 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $377K | 0.4%Prev: 0.4% | 2,131 SH | Decreased |
| 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 |