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CIK 0002042508 • 6 13F filings • May 9, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $313K | 0.7%Prev: 0.7% | 1,358 SH | Decreased-82 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $523K | 1.2%Prev: 1.0% | 8,600 SH | Increased+1,016 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | $215K | 0.5% | 4,650 SH | New |
| EXXON MOBIL CORP | COM | $504K | 1.1%Prev: 1.1% | 4,184 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $210K | 0.5% | 3,547 SH | New |
| ISHARES INC | CORE MSCI EMKT | $299K | 0.7%Prev: 0.6% | 4,448 SH | Increased+185 SH |
| ISHARES TR | CORE MSCI EAFE | $1.1M | 2.4%Prev: 2.4% | 11,983 SH | Increased-18 SH |
| ISHARES TR | CORE S&P500 ETF | $1.4M | 3.1%Prev: 3.1% | 2,014 SH | Increased-6 SH |
| ISHARES TR | CORE UNIVRSL USD | $721K | 1.6% | 15,483 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $325K | 0.7%Prev: 0.8% | 2,852 SH | Decreased-235 SH |
| ISHARES TR | EAFE VALUE ETF | $496K | 1.1%Prev: 1.1% | 6,948 SH | Increased+144 SH |
| ISHARES TR | ESG AWR MSCI USA | $208K | 0.5%Prev: 0.5% | 1,395 SH | Decreased-76 SH |
| ISHARES TR | MBS ETF | $457K | 1.0%Prev: 1.1% | 4,795 SH | Decreased-151 SH |
| ISHARES TR | MSCI USA QLT FCT | $758K | 1.7%Prev: 1.7% | 3,816 SH | Increased-40 SH |
| ISHARES TR | NATIONAL MUN ETF | $232K | 0.5%Prev: 0.5% | 2,167 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $582K | 1.3%Prev: 1.3% | 1,230 SH | Increased-7 SH |
| ISHARES TR | S&P 500 GRWT ETF | $492K | 1.1%Prev: 1.0% | 3,993 SH | Increased+304 SH |
| ISHARES TR | S&P 500 VAL ETF | $343K | 0.8%Prev: 0.6% | 1,616 SH | Increased+286 SH |
| ISHARES TR | U.S. TECH ETF | $203K | 0.5%Prev: 0.5% | 1,017 SH | Decreased-99 SH |
| ISHARES TR | US TREAS BD ETF | $254K | 0.6%Prev: 0.6% | 11,042 SH | Decreased-863 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $867K | 1.9%Prev: 2.0% | 37,101 SH | Decreased-286 SH |
| SPDR GOLD TR | GOLD SHS | $809K | 1.8%Prev: 1.9% | 2,042 SH | Decreased-241 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $4.1M | 9.2%Prev: 7.6% | 93,095 SH | Increased+15,659 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.6M | 5.7%Prev: 6.0% | 54,510 SH | Decreased-1,490 SH |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $706K | 1.6%Prev: 1.6% | 17,270 SH | Increased-224 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $6.1M | 13.6%Prev: 14.0% | 8,938 SH | Decreased-215 SH |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | $439K | 1.0%Prev: 1.0% | 20,531 SH | Increased+784 SH |
| SPDR SERIES TRUST | BLOOMBERG ENHNCD | $846K | 1.9%Prev: 3.1% | 29,616 SH | Decreased-17,112 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $9.2M | 20.7% | 212,067 SH | New |
| SPDR SERIES TRUST | STATE STRET SPDR | $617K | 1.4% | 32,353 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $763K | 1.7% | 18,479 SH | New |
| SSGA ACTIVE TR | STATE STREET FIX | $2.5M | 5.7% | 97,823 SH | New |
| SSGA ACTIVE TR | STATE STREET US | $3.5M | 7.8% | 56,229 SH | New |
| UNION PAC CORP | COM | $570K | 1.3%Prev: 1.3% | 2,464 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $257K | 0.6%Prev: 0.6% | 885 SH | Decreased-2 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $446K | 1.0%Prev: 1.0% | 711 SH | Increased-8 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $243K | 0.5%Prev: 0.5% | 941 SH | Increased-1 SH |
| VANGUARD INDEX FDS | VALUE ETF | $208K | 0.5%Prev: 0.5% | 1,091 SH | Increased+15 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $311K | 0.7%Prev: 0.7% | 3,536 SH | Decreased-62 SH |
| 13F-HR |
| 0001754960-26-000641 |
| $48.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000608 | $65.5M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000339 | $44.7M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000286 | $99.2M | View |