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CIK 0001840014 • 6 13F filings • May 8, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $299K | 0.1% | 2,250 SH | |
| ABBVIE INC | COM | $669K | 0.2% | 3,193 SH | |
| AGILENT TECHNOLOGIES INC | COM | $376K | 0.1% | 3,215 SH | |
| APPLE INC | COM | $381K | 0.1% | 1,715 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $761K | 0.3% | 1,428 SH | |
| CONOCOPHILLIPS | COM | $205K | 0.1% | 1,955 SH | |
| CORTEVA INC | COM | $280K | 0.1% | 4,448 SH | |
| DELL TECHNOLOGIES INC | CL C | $267K | 0.1% | 2,931 SH | |
| DUPONT DE NEMOURS INC | COM | $267K | 0.1% | 3,578 SH | |
| EXXON MOBIL CORP | COM | $262K | 0.1% | 2,204 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $336K | 0.1% | 1,351 SH | |
| ISHARES TR | CORE MSCI EAFE | $3.6M | 1.3% | 47,576 SH | |
| ISHARES TR | CORE S&P TTL STK | $541K | 0.2% | 4,430 SH | |
| ISHARES TR | CORE S&P500 ETF | $340K | 0.1% | 605 SH | |
| ISHARES TR | CORE US AGGBD ET | $1.6M | 0.6% | 15,921 SH | |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | $3.0M | 1.1% | 55,968 SH | |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | $404K | 0.1% | 7,076 SH | |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | $36.6M | 13.4% | 703,993 SH | |
| JOHNSON & JOHNSON | COM | $499K | 0.2% | 3,011 SH | |
| JPMORGAN CHASE & CO. | COM | $450K | 0.2% | 1,833 SH | |
| JPMORGAN DIVER | JPMORGAN DIVER | $757K | 0.3% | 6,567 SH | |
| KEYSIGHT TECHNOLOGIES INC | COM | $248K | 0.1% | 1,655 SH | |
| MICROSOFT CORP | COM | $533K | 0.2% | 1,419 SH | |
| ONEOK INC NEW | COM | $253K | 0.1% | 2,546 SH | |
| PIMCO EQUITY SER | RAFI DYN EMERG | $16.7M | 6.1% | 876,595 SH | |
| PIMCO EQUITY SER | RAFI DYN ML US | $67.4M | 24.7% | 1,341,467 SH | |
| PIMCO EQUITY SER | RAFI DYN MULTI | $103.3M | 37.9% | 3,230,694 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $323K | 0.1% | 12,015 SH | |
| SCRIPPS E W CO OHIO | CL A NEW | $54K | 0.0% | 18,087 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $273K | 0.1% | 488 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $21.5M | 7.9% | 281,304 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $325K | 0.1% | 1,884 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $334K | 0.1% | 902 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.4M | 0.5% | 2,749 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $356K | 0.1% | 1,295 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $274K | 0.1% | 4,519 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $6.8M | 2.5% | 137,176 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $338K | 0.1% | 5,759 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $333K | 0.1% | 4,519 SH |
| 13F-HR |
| 0001840014-26-000006 |
| $378.5M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001840014-25-000007 | $294.8M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001840014-26-000003 | $336.8M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001840014-25-000005 | $272.6M | View |