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CIK 0001766514 • 6 13F filings • Apr 17, 2025 – Aug 7, 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 | |||||
|---|---|---|---|---|---|
| ABRDN ETFS | BBRG ALL COMMDY | $1.4M | 0.8% | 39,642 SH | |
| ALPHABET INC | CAP STK CL A | $601K | 0.3% | 3,889 SH | |
| APPLE INC | COM | $2.0M | 1.1% | 9,175 SH | |
| AT&T INC | COM | $361K | 0.2% | 12,779 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $460K | 0.3% | 864 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $993K | 0.6% | 20,355 SH | |
| CENTERRA GOLD INC | COM | $68K | 0.0% | 10,695 SH | |
| CIRRUS LOGIC INC | COM | $204K | 0.1% | 2,051 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $388K | 0.2% | 11,531 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $382K | 0.2% | 10,957 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $329K | 0.2% | 8,550 SH | |
| DROPBOX INC | CL A | $296K | 0.2% | 11,089 SH | |
| DXC TECHNOLOGY CO | COM | $214K | 0.1% | 12,525 SH | |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $3.7M | 2.1% | 32,797 SH | |
| EOG RES INC | COM | $452K | 0.3% | 3,525 SH | |
| EXELIXIS INC | COM | $435K | 0.2% | 11,778 SH | |
| FEDERATED HERMES INC | CL B | $363K | 0.2% | 8,898 SH | |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $346K | 0.2% | 2,148 SH | |
| FINVOLUTION GROUP | SPONSORED ADS | $116K | 0.1% | 12,067 SH | |
| FRONTDOOR INC | COM | $211K | 0.1% | 5,480 SH | |
| G III APPAREL GROUP LTD | COM | $364K | 0.2% | 13,295 SH | |
| GLOBAL X FDS | US PFD ETF | $1.1M | 0.6% | 59,267 SH | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $1.6M | 0.9% | 16,272 SH | |
| HCA HEALTHCARE INC | COM | $304K | 0.2% | 880 SH | |
| HEWLETT PACKARD ENTERPRISE C | COM | $216K | 0.1% | 13,986 SH | |
| HP INC | COM | $345K | 0.2% | 12,463 SH | |
| INGREDION INC | COM | $504K | 0.3% | 3,730 SH | |
| INTERDIGITAL INC | COM | $406K | 0.2% | 1,964 SH | |
| INTUIT | COM | $217K | 0.1% | 353 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $565K | 0.3% | 1,141 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $856K | 0.5% | 1,827 SH | |
| ISHARES GOLD TR | SHARES REPRESENT | $261K | 0.1% | 8,376 SH | |
| ISHARES INC | CORE MSCI EMKT | $306K | 0.2% | 5,676 SH | |
| ISHARES INC | EMNG MKTS EQT | $3.3M | 1.8% | 70,074 SH | |
| ISHARES INC | ESG AWR MSCI EM | $564K | 0.3% | 16,140 SH | |
| ISHARES INC | JP MORGAN EM ETF | $1.2M | 0.6% | 30,831 SH | |
| ISHARES INC | MSCI EMERG MRKT | $1.4M | 0.8% | 24,138 SH | |
| ISHARES INC | MSCI EMRG CHN | $524K | 0.3% | 9,508 SH | |
| ISHARES INC | MSCI GBL GOLD MN | $2.5M | 1.4% | 64,383 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $234K | 0.1% | 2,325 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $543K | 0.3% | 5,246 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $477K | 0.3% | 4,594 SH | |
| ISHARES TR | CALIF MUN BD ETF | $1.6M | 0.9% | 28,856 SH | |
| ISHARES TR | CORE MSCI EAFE | $1.2M | 0.7% | 15,979 SH | |
| ISHARES TR | CORE MSCI INTL | $1.5M | 0.8% | 21,250 SH | |
| ISHARES TR | CORE S&P TTL STK | $748K | 0.4% | 6,132 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.5M | 1.4% | 4,536 SH | |
| ISHARES TR | CORE TOTAL USD | $298K | 0.2% | 6,467 SH | |
| ISHARES TR | CORE US AGGBD ET | $500K | 0.3% | 5,058 SH | |
| ISHARES TR | CRE U S REIT ETF | $430K | 0.2% | 7,469 SH | |
| ISHARES TR | EAFE GRWTH ETF | $317K | 0.2% | 3,169 SH | |
| ISHARES TR | EAFE VALUE ETF | $701K | 0.4% | 11,889 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $1.9M | 1.0% | 22,683 SH | |
| ISHARES TR | ESG AWR MSCI USA | $3.8M | 2.1% | 31,122 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $301K | 0.2% | 12,051 SH | |
| ISHARES TR | ESG SELECT SCRE | $380K | 0.2% | 8,888 SH | |
| ISHARES TR | INTERNATIONAL SL | $2.9M | 1.6% | 85,906 SH | |
| ISHARES TR | INTL EQTY FACTOR | $3.0M | 1.7% | 98,472 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $4.8M | 2.7% | 90,995 SH | |
| ISHARES TR | MBS ETF | $1.5M | 0.9% | 16,298 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $488K | 0.3% | 6,267 SH | |
| ISHARES TR | MSCI INTL MOMENT | $2.6M | 1.5% | 64,997 SH | |
| ISHARES TR | MSCI INTL VLU FT | $5.3M | 3.0% | 173,941 SH | |
| ISHARES TR | MSCI USA MIN VOL | $4.9M | 2.7% | 51,922 SH | |
| ISHARES TR | MSCI USA MMENTM | $3.9M | 2.2% | 19,075 SH | |
| ISHARES TR | MSCI USA QLT FCT | $2.0M | 1.1% | 11,601 SH | |
| ISHARES TR | MSCI USA VALUE | $492K | 0.3% | 4,609 SH | |
| ISHARES TR | NATIONAL MUN ETF | $330K | 0.2% | 3,129 SH | |
| ISHARES TR | S&P 100 ETF | $672K | 0.4% | 2,483 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $954K | 0.5% | 10,280 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $824K | 0.5% | 7,803 SH | |
| ISHARES TR | U S EQUITY FACTR | $3.0M | 1.7% | 51,824 SH | |
| ISHARES TR | U.S. TECH ETF | $540K | 0.3% | 3,848 SH | |
| ISHARES TR | ULTRA SHORT-TERM | $4.1M | 2.3% | 81,259 SH | |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | $3.7M | 2.0% | 69,296 SH | |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | $453K | 0.3% | 7,928 SH | |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | $1.2M | 0.7% | 10,845 SH | |
| KROGER CO | COM | $397K | 0.2% | 5,859 SH | |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $1.3M | 0.8% | 53,155 SH | |
| MATSON INC | COM | $286K | 0.2% | 2,231 SH | |
| MICROSOFT CORP | COM | $1.5M | 0.9% | 4,073 SH | |
| NERDWALLET INC | COM CL A | $100K | 0.1% | 11,037 SH | |
| NEW YORK LIFE INVESTMENTS ET | NYLI MERGER ARBI | $370K | 0.2% | 10,788 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $266K | 0.1% | 6,571 SH | |
| NUVEEN CA QUALTY MUN INCOME | COM | $562K | 0.3% | 49,979 SH | |
| NVIDIA CORPORATION | COM | $1.1M | 0.6% | 10,318 SH | |
| PILGRIMS PRIDE CORP | COM | $552K | 0.3% | 10,127 SH | |
| PIMCO EQUITY SER | RAFI ESG US | $382K | 0.2% | 10,524 SH | |
| PLEXUS CORP | COM | $205K | 0.1% | 1,600 SH | |
| RALPH LAUREN CORP | CL A | $364K | 0.2% | 1,650 SH | |
| SCANSOURCE INC | COM | $230K | 0.1% | 6,765 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $252K | 0.1% | 9,146 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $7.9M | 4.4% | 257,309 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $6.7M | 3.8% | 185,636 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $8.1M | 4.6% | 343,965 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $224K | 0.1% | 9,010 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.9M | 2.8% | 248,340 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $7.8M | 4.4% | 361,481 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.4M | 0.8% | 50,099 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.1M | 0.6% | 42,783 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.5M | 1.4% | 115,406 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.0M | 1.1% | 73,958 SH | |
| SHELL PLC | SPON ADS | $317K | 0.2% | 4,326 SH | |
| SYLVAMO CORP | COMMON STOCK | $275K | 0.2% | 4,095 SH | |
| TIDAL TR II | RETURN STCKD US | $1.4M | 0.8% | 61,622 SH | |
| TURKCELL ILETISIM HIZMETLERI | SPON ADR NEW | $160K | 0.1% | 25,664 SH | |
| UBS AG LONDON BRANCH | ETRACS UBS BLOOM | $3.0M | 1.7% | 111,845 SH | |
| UNITED AIRLS HLDGS INC | COM | $240K | 0.1% | 3,479 SH | |
| UNIVERSAL HLTH SVCS INC | CL B | $336K | 0.2% | 1,787 SH | |
| VANECK ETF TRUST | JP MRGAN EM LOC | $2.6M | 1.5% | 109,647 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.1M | 0.6% | 2,855 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $240K | 0.1% | 1,289 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.6M | 3.7% | 24,001 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $355K | 0.2% | 2,054 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $946K | 0.5% | 20,898 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $278K | 0.2% | 5,612 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $215K | 0.1% | 3,613 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $2.5M | 1.4% | 44,045 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $322K | 0.2% | 1,662 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.9M | 3.3% | 116,815 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $393K | 0.2% | 3,048 SH | |
| VANGUARD WORLD FD | EXTENDED DUR | $480K | 0.3% | 6,743 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $873K | 0.5% | 4,336 SH | |
| WESTERN ASST INFLTN LKD INM | COM SH BEN INT | $1.5M | 0.8% | 178,140 SH | |
| WISDOMTREE TR | US EFFICIENT COR | $2.5M | 1.4% | 55,439 SH | |
| YELP INC | CL A | $387K | 0.2% | 10,462 SH |
| 13F-HR |
| 0001766514-25-000002 |
| $192.8M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001766514-26-000004 | $247.9M | View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004165 | $176.0M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001766514-26-000002 | $211.1M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002175 | $178.3M | View |