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CIK 0001922963 • 5 13F filings • Jul 29, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $214K | 0.2% | 600 SH | New |
| AMAZON COM INC | COM | $312K | 0.2%Prev: 0.2% | 1,309 SH | Increased+332 SH |
| APPLE INC | COM | $630K | 0.5%Prev: 0.5% | 2,176 SH | Increased-210 SH |
| COCA COLA CO | COM | $252K | 0.2%Prev: 0.2% | 3,107 SH | Increased+226 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $255K | 0.2% | 6,339 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.3M | 2.4%Prev: 2.1% | 80,257 SH | Increased+16,241 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $10.0M | 7.4%Prev: 5.6% | 193,912 SH | Increased+54,354 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $8.3M | 6.1% | 101,537 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.3M | 1.0%Prev: 0.8% | 16,269 SH | Increased+2,946 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $835K | 0.6%Prev: 0.4% | 22,668 SH | Increased+6,688 SH |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $210K | 0.2% | 1,500 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $1.9M | 1.4%Prev: 1.5% | 104,758 SH | Increased+19,955 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $1.9M | 1.4%Prev: 1.5% | 97,252 SH | Increased+15,820 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $2.0M | 1.4%Prev: 1.5% | 100,285 SH | Increased+20,230 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $1.9M | 1.4% | 112,913 SH | New |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $849K | 0.6% | 37,000 SH | New |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $1.9M | 1.4%Prev: 1.4% | 93,696 SH | Increased+19,066 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 1.0%Prev: 0.9% | 1,844 SH | Increased+127 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $5.3M | 3.9%Prev: 4.0% | 51,402 SH | Increased+9,788 SH |
| ISHARES TR | 0-5YR INVT GR CP | $249K | 0.2%Prev: 0.3% | 4,941 SH | Decreased-632 SH |
| ISHARES TR | 1 3 YR TREAS BD | $5.5M | 4.0%Prev: 4.2% | 66,497 SH | Increased+12,156 SH |
| ISHARES TR | 3 7 YR TREAS BD | $5.5M | 4.0%Prev: 4.3% | 46,825 SH | Increased+8,361 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.6M | 1.9%Prev: 2.1% | 27,659 SH | Increased+4,688 SH |
| ISHARES TR | ESG AWR MSCI USA | $349K | 0.3%Prev: 0.3% | 2,134 SH | Decreased-491 SH |
| ISHARES TR | ISHS 1-5YR INVS | $8.1M | 5.9%Prev: 6.3% | 153,771 SH | Increased+26,795 SH |
| ISHARES TR | ISHS 5-10YR INVT | $11.5M | 8.4%Prev: 8.9% | 215,503 SH | Increased+38,174 SH |
| ISHARES TR | MSCI EAFE ETF | $331K | 0.2%Prev: 0.3% | 3,191 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $1.1M | 0.8%Prev: 1.0% | 2,787 SH | Increased-399 SH |
| ISHARES TR | ULTRA SHORT DUR | $4.8M | 3.6%Prev: 4.0% | 95,635 SH | Increased+11,601 SH |
| ISHARES TR | US HLTHCARE ETF | $202K | 0.1% | 3,013 SH | New |
| MICROSOFT CORP | COM | $290K | 0.2% | 778 SH | New |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $204K | 0.1% | 1,737 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $638K | 0.5% | 3,350 SH | New |
| SPDR SERIES TRUST | ST STR P400MID | $2.9M | 2.1% | 43,106 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $4.8M | 3.5% | 54,270 SH | New |
| SPDR SERIES TRUST | ST STR PR SP1500 | $2.0M | 1.4% | 21,583 SH | New |
| SPDR SERIES TRUST | ST STR SP DIV | $927K | 0.7% | 6,090 SH | New |
| SPDR SERIES TRUST | ST STR SP600 SML | $2.8M | 2.1% | 48,568 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $5.0M | 3.6% | 6,632 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $1.7M | 1.3% | 2,484 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $463K | 0.3%Prev: 0.4% | 5,752 SH | Increased+4,323 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $208K | 0.2% | 303 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $396K | 0.3%Prev: 0.3% | 1,630 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $18.9M | 13.9%Prev: 14.4% | 51,101 SH | Increased+849 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.0M | 1.5%Prev: 1.4% | 23,986 SH | Increased+1,953 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $249K | 0.2%Prev: 0.2% | 4,171 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $207K | 0.2%Prev: 0.2% | 3,515 SH | Decreased-4 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $929K | 0.7%Prev: 0.7% | 10,865 SH | Increased+221 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.2M | 6.0%Prev: 5.9% | 114,509 SH | Increased+4,940 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $442K | 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 |