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CIK 0001916366 • 7 13F filings • Apr 24, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $680K | 0.3% | 6,619 SH | |
| AGILENT TECHNOLOGIES INC | COM | $409K | 0.2% | 3,500 SH | |
| ALPHABET INC | CAP STK CL A | $209K | 0.1% | 1,349 SH | |
| ALPHABET INC | CAP STK CL C | $356K | 0.2% | 2,278 SH | |
| AMAZON COM INC | COM | $638K | 0.3% | 3,351 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $12.8M | 6.5% | 138,761 SH | |
| APPLE INC | COM | $12.3M | 6.2% | 55,515 SH | |
| APPLIED MATLS INC | COM | $1.0M | 0.5% | 7,031 SH | |
| BANK AMERICA CORP | COM | $284K | 0.1% | 6,814 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.7M | 2.4% | 8,908 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.1M | 1.1% | 67,259 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.2M | 2.6% | 134,207 SH | |
| DISNEY WALT CO | COM | $370K | 0.2% | 3,752 SH | |
| EXXON MOBIL CORP | COM | $295K | 0.1% | 2,484 SH | |
| HOME DEPOT INC | COM | $725K | 0.4% | 1,978 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT JAN | $816K | 0.4% | 26,990 SH | |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $1.8M | 0.9% | 39,000 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $1.9M | 0.9% | 58,630 SH | |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | $3.4M | 1.7% | 80,870 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUF DEC | $3.1M | 1.6% | 74,331 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUF NOV | $2.5M | 1.2% | 64,510 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUF OCT | $1.1M | 0.5% | 25,935 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUF SEP | $927K | 0.5% | 22,180 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $3.2M | 1.6% | 76,625 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $2.2M | 1.1% | 46,495 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | $2.5M | 1.3% | 58,020 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUN | $826K | 0.4% | 20,400 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAR | $2.5M | 1.3% | 55,510 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $423K | 0.2% | 10,205 SH | |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $393K | 0.2% | 12,731 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $7.0M | 3.5% | 14,984 SH | |
| ISHARES INC | CORE MSCI EMKT | $306K | 0.2% | 5,668 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $248K | 0.1% | 2,096 SH | |
| ISHARES TR | CORE S&P MCP ETF | $417K | 0.2% | 7,140 SH | |
| ISHARES TR | CORE S&P TTL STK | $1.5M | 0.8% | 12,287 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 0.9% | 3,277 SH | |
| ISHARES TR | EAFE GRWTH ETF | $245K | 0.1% | 2,447 SH | |
| ISHARES TR | EAFE SML CP ETF | $4.2M | 2.1% | 65,379 SH | |
| ISHARES TR | ISHARES BIOTECH | $657K | 0.3% | 5,140 SH | |
| ISHARES TR | MSCI INTL QUALTY | $2.2M | 1.1% | 55,200 SH | |
| ISHARES TR | RUS MID CAP ETF | $486K | 0.2% | 5,715 SH | |
| ISHARES TR | SELECT DIVID ETF | $2.9M | 1.5% | 21,828 SH | |
| ISHARES TR | US HLTHCARE ETF | $1.5M | 0.8% | 24,750 SH | |
| JOHNSON & JOHNSON | COM | $693K | 0.3% | 4,178 SH | |
| JPMORGAN CHASE & CO. | COM | $714K | 0.4% | 2,910 SH | |
| META PLATFORMS INC | CL A | $1.2M | 0.6% | 2,071 SH | |
| MICROSOFT CORP | COM | $16.8M | 8.5% | 44,710 SH | |
| NVIDIA CORPORATION | COM | $1.8M | 0.9% | 16,715 SH | |
| OKTA INC | CL A | $11.2M | 5.6% | 106,162 SH | |
| ORCHID IS CAP INC | COM NEW | $75K | 0.0% | 10,000 SH | |
| SALESFORCE INC | COM | $222K | 0.1% | 827 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $580K | 0.3% | 29,316 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $543K | 0.3% | 25,203 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.3M | 0.7% | 46,557 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $251K | 0.1% | 2,684 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $285K | 0.1% | 3,488 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $485K | 0.2% | 3,319 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $716K | 0.4% | 3,467 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $5.8M | 2.9% | 10,391 SH | |
| SPDR SER TR | BLOOMBERG INVT | $216K | 0.1% | 7,000 SH | |
| SPDR SER TR | PORTFOLIO S&P400 | $216K | 0.1% | 4,228 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $2.0M | 1.0% | 30,999 SH | |
| SPDR SER TR | S&P DIVID ETF | $380K | 0.2% | 2,800 SH | |
| STAGWELL INC | COM CL A | $3.4M | 1.7% | 555,029 SH | |
| T ROWE PRICE ETF INC | FLOATING RATE | $358K | 0.2% | 7,018 SH | |
| UNITEDHEALTH GROUP INC | COM | $943K | 0.5% | 1,801 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $225K | 0.1% | 671 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $351K | 0.2% | 4,487 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $664K | 0.3% | 9,039 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $250K | 0.1% | 675 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $357K | 0.2% | 1,391 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $3.6M | 1.8% | 14,088 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.8M | 1.4% | 30,826 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.7M | 2.3% | 9,065 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $294K | 0.1% | 1,579 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $651K | 0.3% | 2,935 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $30.1M | 15.2% | 109,539 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $792K | 0.4% | 17,496 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $307K | 0.2% | 5,236 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $339K | 0.2% | 3,657 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $315K | 0.2% | 1,621 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $760K | 0.4% | 14,958 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.2M | 1.1% | 17,216 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $2.7M | 1.3% | 20,520 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $2.7M | 1.4% | 27,555 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $412K | 0.2% | 760 SH | |
| WAYFAIR INC | CL A | $673K | 0.3% | 21,006 SH |
| 13F-HR |
| 0001754960-25-000700 |
| $258.2M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000575 | $256.2M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000441 | $220.0M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000293 | $228.4M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000247 | $198.5M | View |