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CIK 0001922963 • 5 13F filings • Jul 29, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $320K | 0.3%Prev: 0.3% | 1,387 SH | Increased+16 SH |
| APPLE INC | COM | $575K | 0.5%Prev: 0.5% | 2,113 SH | Increased-43 SH |
| COCA COLA CO | COM | $201K | 0.2% | 2,880 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $206K | 0.2% | 6,339 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.8M | 2.3%Prev: 2.1% | 72,562 SH | Increased+6,502 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $8.3M | 6.9%Prev: 6.1% | 177,295 SH | Increased+27,712 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $7.4M | 6.2%Prev: 6.5% | 100,185 SH | Increased-902 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.1M | 0.9%Prev: 0.8% | 15,084 SH | Increased+1,527 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $644K | 0.5%Prev: 0.5% | 19,691 SH | Increased+2,852 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $1.7M | 1.5%Prev: 1.5% | 92,571 SH | Increased+5,769 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $1.7M | 1.4%Prev: 1.4% | 87,718 SH | Increased+5,093 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $1.7M | 1.4%Prev: 1.4% | 87,288 SH | Increased+5,908 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $1.6M | 1.4%Prev: 1.4% | 96,815 SH | Increased+7,161 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $764K | 0.6%Prev: 0.6% | 32,752 SH | Increased+2,382 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $1.7M | 1.4%Prev: 1.4% | 81,957 SH | Increased+5,828 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 1.0%Prev: 0.9% | 1,956 SH | Increased+189 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $4.7M | 3.9%Prev: 4.0% | 45,519 SH | Increased+2,741 SH |
| ISHARES TR | 0-5YR INVT GR CP | $251K | 0.2%Prev: 0.3% | 4,941 SH | Decreased-632 SH |
| ISHARES TR | 1 3 YR TREAS BD | $4.9M | 4.1%Prev: 4.1% | 58,792 SH | Increased+3,775 SH |
| ISHARES TR | 3 7 YR TREAS BD | $4.9M | 4.1%Prev: 4.2% | 41,474 SH | Increased+1,971 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.4M | 2.0%Prev: 2.0% | 24,567 SH | Increased+1,052 SH |
| ISHARES TR | ESG AWR MSCI USA | $359K | 0.3%Prev: 0.3% | 2,409 SH | Decreased-135 SH |
| ISHARES TR | ISHS 1-5YR INVS | $7.4M | 6.1%Prev: 6.2% | 139,459 SH | Increased+8,622 SH |
| ISHARES TR | ISHS 5-10YR INVT | $10.2M | 8.5%Prev: 8.8% | 190,211 SH | Increased+8,228 SH |
| ISHARES TR | MSCI EAFE ETF | $306K | 0.3%Prev: 0.3% | 3,191 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $1.1M | 0.9%Prev: 1.0% | 2,982 SH | Decreased-115 SH |
| ISHARES TR | ULTRA SHORT DUR | $4.4M | 3.7%Prev: 3.7% | 86,690 SH | Increased+5,183 SH |
| JPMORGAN CHASE & CO. | COM | $231K | 0.2%Prev: 0.2% | 717 SH | Increased |
| MICROSOFT CORP | COM | $204K | 0.2% | 422 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $482K | 0.4% | 3,350 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $4.6M | 3.8%Prev: 3.9% | 6,761 SH | Increased+148 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.6M | 1.3%Prev: 1.4% | 2,588 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $11.5M | 9.6% | 170,286 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $429K | 0.4%Prev: 0.4% | 1,477 SH | Increased+48 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $252K | 0.2% | 402 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $345K | 0.3%Prev: 0.3% | 1,630 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $17.1M | 14.2%Prev: 14.5% | 50,884 SH | Increased+1,505 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.7M | 1.4%Prev: 1.4% | 23,453 SH | Increased+1,101 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $224K | 0.2%Prev: 0.2% | 4,171 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $211K | 0.2%Prev: 0.2% | 3,515 SH | Decreased-4 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $816K | 0.7%Prev: 0.7% | 10,811 SH | Increased+6 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.1M | 6.0%Prev: 5.8% | 114,437 SH | Increased+5,873 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $401K | 0.3%Prev: 0.4% | 2,797 SH | Increased |
| 13F-HR |
| 0001754960-26-000628 |
| $136.1M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000497 | $106.2M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000294 | $122.4M | View |