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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 | $277K | 0.2% | 1,332 SH | |
| APPLE INC | COM | $502K | 0.4% | 1,978 SH | |
| COCA COLA CO | COM | $236K | 0.2% | 3,097 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $215K | 0.2% | 6,339 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.0M | 2.5% | 77,180 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $8.4M | 6.9% | 186,953 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $7.3M | 5.9% | 102,477 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.1M | 0.9% | 15,699 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $739K | 0.6% | 21,763 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $1.9M | 1.5% | 101,095 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $1.9M | 1.6% | 97,435 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $1.9M | 1.6% | 96,909 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $1.8M | 1.5% | 108,645 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $844K | 0.7% | 36,432 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $1.8M | 1.5% | 90,334 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.8% | 1,754 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $5.2M | 4.2% | 49,874 SH | |
| ISHARES TR | 0-5YR INVT GR CP | $249K | 0.2% | 4,941 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $5.3M | 4.3% | 64,431 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $5.4M | 4.4% | 45,303 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $2.6M | 2.1% | 27,073 SH | |
| ISHARES TR | ESG AWR MSCI USA | $311K | 0.3% | 2,196 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $7.8M | 6.4% | 148,628 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $10.9M | 8.9% | 204,709 SH | |
| ISHARES TR | MSCI EAFE ETF | $310K | 0.3% | 3,191 SH | |
| ISHARES TR | RUS 1000 ETF | $1.0M | 0.8% | 2,897 SH | |
| ISHARES TR | ULTRA SHORT DUR | $4.7M | 3.9% | 93,568 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $445K | 0.4% | 3,350 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $11.5M | 9.4% | 171,041 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.3M | 3.5% | 6,678 SH | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $1.6M | 1.3% | 2,523 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $413K | 0.3% | 1,438 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $354K | 0.3% | 1,630 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $16.3M | 13.3% | 50,858 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.8M | 1.5% | 23,736 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $225K | 0.2% | 4,171 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $209K | 0.2% | 3,515 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $834K | 0.7% | 10,814 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.2M | 5.9% | 112,577 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $414K | 0.3% | 2,797 SH |
| 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 |