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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 | $306K | 0.1%Prev: 0.1% | 2,250 SH | Increased-18 SH |
| ABBVIE INC | COM | $593K | 0.2%Prev: 0.2% | 3,193 SH | Decreased+82 SH |
| AGILENT TECHNOLOGIES INC | COM | $379K | 0.1%Prev: 0.1% | 3,215 SH | Increased+849 SH |
| APPLE INC | COM | $337K | 0.1%Prev: 0.2% | 1,644 SH | Decreased-1,062 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $694K | 0.2%Prev: 0.2% | 1,428 SH | Increased+75 SH |
| CORTEVA INC | COM | $332K | 0.1%Prev: 0.1% | 4,448 SH | Decreased-4 SH |
| DELL TECHNOLOGIES INC | CL C | $359K | 0.1%Prev: 0.1% | 2,931 SH | Decreased |
| DUPONT DE NEMOURS INC | COM | $245K | 0.1% | 3,578 SH | New |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.0M | 0.3%Prev: 0.7% | 9,000 SH | Decreased-10,374 SH |
| EXXON MOBIL CORP | COM | $238K | 0.1%Prev: 0.3% | 2,204 SH | Decreased-2,776 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $398K | 0.1%Prev: 0.1% | 1,351 SH | Increased+19 SH |
| ISHARES TR | CORE MSCI EAFE | $4.0M | 1.3%Prev: 1.3% | 47,576 SH | Decreased+97 SH |
| ISHARES TR | CORE S&P TTL STK | $598K | 0.2%Prev: 0.1% | 4,430 SH | Increased+1,788 SH |
| ISHARES TR | CORE S&P500 ETF | $376K | 0.1%Prev: 0.1% | 605 SH | Increased+240 SH |
| ISHARES TR | CORE US AGGBD ET | $1.5M | 0.5%Prev: 0.5% | 15,523 SH | Decreased-296 SH |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | $3.3M | 1.1%Prev: 0.8% | 58,859 SH | Increased+15,651 SH |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | $454K | 0.2%Prev: 0.1% | 7,076 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | $37.7M | 12.8%Prev: 13.9% | 722,313 SH | Decreased-173,307 SH |
| JOHNSON & JOHNSON | COM | $460K | 0.2%Prev: 0.2% | 3,011 SH | Decreased-234 SH |
| JPMORGAN CHASE & CO. | COM | $531K | 0.2%Prev: 0.2% | 1,833 SH | Decreased-12 SH |
| JPMORGAN DIVER | JPMORGAN DIVER | $776K | 0.3%Prev: 0.3% | 6,567 SH | Decreased-13,679 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $271K | 0.1%Prev: 0.1% | 1,655 SH | Decreased+335 SH |
| MICROSOFT CORP | COM | $706K | 0.2%Prev: 0.1% | 1,419 SH | Increased+232 SH |
| NVIDIA CORPORATION | COM | $238K | 0.1%Prev: 0.1% | 1,509 SH | Decreased-92 SH |
| ONEOK INC NEW | COM | $210K | 0.1%Prev: 0.1% | 2,577 SH | Decreased-107 SH |
| PIMCO EQUITY SER | RAFI DYN EMERG | $18.6M | 6.3%Prev: 6.9% | 877,020 SH | Decreased-56,479 SH |
| PIMCO EQUITY SER | RAFI DYN ML US | $71.3M | 24.2%Prev: 22.6% | 1,334,676 SH | Decreased+31,711 SH |
| PIMCO EQUITY SER | RAFI DYN MULTI | $115.5M | 39.2%Prev: 36.7% | 3,213,858 SH | Decreased+113,581 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $321K | 0.1%Prev: 0.1% | 12,015 SH | Increased |
| SCRIPPS E W CO OHIO | CL A NEW | $53K | 0.0% | 18,087 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $302K | 0.1%Prev: 0.1% | 488 SH | Decreased-105 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $21.8M | 7.4%Prev: 8.0% | 282,139 SH | Decreased-65,595 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $364K | 0.1%Prev: 0.1% | 1,886 SH | Decreased-8 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $395K | 0.1%Prev: 0.1% | 902 SH | Increased+38 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 0.5%Prev: 0.5% | 2,749 SH | Decreased-286 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $443K | 0.2%Prev: 0.1% | 1,456 SH | Increased+161 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $304K | 0.1%Prev: 0.1% | 4,519 SH | Decreased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.1M | 2.4%Prev: 2.0% | 145,148 SH | Increased+7,751 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $290K | 0.1%Prev: 0.3% | 4,929 SH | Decreased-10,607 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $367K | 0.1%Prev: 0.1% | 4,581 SH | Decreased-123 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 |