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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 | $214K | 0.2%Prev: 0.2% | 977 SH | Decreased-355 SH |
| APPLE INC | COM | $490K | 0.5%Prev: 0.4% | 2,386 SH | Decreased+408 SH |
| COCA COLA CO | COM | $204K | 0.2%Prev: 0.2% | 2,881 SH | Decreased-216 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.2M | 2.1%Prev: 2.5% | 64,016 SH | Decreased-13,164 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.9M | 5.6%Prev: 6.9% | 139,558 SH | Decreased-47,395 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $6.8M | 6.4%Prev: 5.9% | 101,090 SH | Decreased-1,387 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $849K | 0.8%Prev: 0.9% | 13,323 SH | Decreased-2,376 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $469K | 0.4%Prev: 0.6% | 15,980 SH | Decreased-5,783 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $1.6M | 1.5%Prev: 1.5% | 84,803 SH | Decreased-16,292 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $1.5M | 1.4% | 73,706 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | $693K | 0.7% | 30,055 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $1.6M | 1.5%Prev: 1.6% | 81,432 SH | Decreased-16,003 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $1.6M | 1.5%Prev: 1.6% | 80,055 SH | Decreased-16,854 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $1.5M | 1.4%Prev: 1.5% | 74,630 SH | Decreased-15,704 SH |
| INVESCO QQQ TR | UNIT SER 1 | $947K | 0.9%Prev: 0.8% | 1,717 SH | Decreased-37 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $4.3M | 4.0%Prev: 4.2% | 41,614 SH | Decreased-8,260 SH |
| ISHARES TR | 0-5YR INVT GR CP | $282K | 0.3%Prev: 0.2% | 5,573 SH | Increased+632 SH |
| ISHARES TR | 1 3 YR TREAS BD | $4.5M | 4.2%Prev: 4.3% | 54,341 SH | Decreased-10,090 SH |
| ISHARES TR | 3 7 YR TREAS BD | $4.6M | 4.3%Prev: 4.4% | 38,464 SH | Decreased-6,839 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.2M | 2.1%Prev: 2.1% | 22,971 SH | Decreased-4,102 SH |
| ISHARES TR | ESG AWR MSCI USA | $355K | 0.3%Prev: 0.3% | 2,625 SH | Increased+429 SH |
| ISHARES TR | ISHS 1-5YR INVS | $6.7M | 6.3%Prev: 6.4% | 126,976 SH | Decreased-21,652 SH |
| ISHARES TR | ISHS 5-10YR INVT | $9.4M | 8.9%Prev: 8.9% | 177,329 SH | Decreased-27,380 SH |
| ISHARES TR | MSCI EAFE ETF | $285K | 0.3%Prev: 0.3% | 3,191 SH | Decreased |
| ISHARES TR | RUS 1000 ETF | $1.1M | 1.0%Prev: 0.8% | 3,186 SH | Increased+289 SH |
| ISHARES TR | ULTRA SHORT DUR | $4.3M | 4.0%Prev: 3.9% | 84,034 SH | Decreased-9,534 SH |
| JPMORGAN CHASE & CO. | COM | $208K | 0.2% | 717 SH | New |
| PIMCO ETF TR | 1-5 US TIP IDX | $213K | 0.2% | 3,965 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $424K | 0.4% | 1,675 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $4.1M | 3.9% | 6,709 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.5M | 1.4% | 2,617 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $1.6M | 1.5% | 21,419 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | $2.0M | 1.9% | 37,168 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $3.6M | 3.4% | 49,063 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $2.0M | 1.8% | 45,776 SH | New |
| SPDR SERIES TRUST | S&P DIVID ETF | $827K | 0.8% | 6,090 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $400K | 0.4%Prev: 0.3% | 1,429 SH | Decreased-9 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $318K | 0.3%Prev: 0.3% | 1,630 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.3M | 14.4%Prev: 13.3% | 50,252 SH | Decreased-606 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.5M | 1.4%Prev: 1.5% | 22,033 SH | Decreased-1,703 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $206K | 0.2%Prev: 0.2% | 4,171 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $210K | 0.2%Prev: 0.2% | 3,519 SH | Increased+4 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $735K | 0.7%Prev: 0.7% | 10,644 SH | Decreased-170 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.2M | 5.9%Prev: 5.9% | 109,569 SH | Decreased-3,008 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $373K | 0.4%Prev: 0.3% | 2,797 SH | Decreased |
| 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 |