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CIK 0001748269 • 5 13F filings • Apr 23, 2025 – Jul 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $488K | 0.2%Prev: 0.2% | 1,560 SH | Increased |
| APPLE INC | COM | $684K | 0.3%Prev: 0.3% | 2,516 SH | Increased |
| BANK NEW YORK MELLON CORP | COM | $2.1M | 1.0%Prev: 0.9% | 18,436 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $16.6M | 7.5%Prev: 7.8% | 22 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.5%Prev: 0.6% | 2,325 SH | Decreased-79 SH |
| BOEING CO | COM | $232K | 0.1%Prev: 0.1% | 1,067 SH | Increased |
| CHUBB LIMITED | COM | $775K | 0.4%Prev: 0.3% | 2,483 SH | Increased |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.1M | 0.5%Prev: 0.5% | 22,653 SH | Increased |
| ELI LILLY & CO | COM | $596K | 0.3%Prev: 0.2% | 555 SH | Increased |
| EMERSON ELEC CO | COM | $371K | 0.2%Prev: 0.2% | 2,792 SH | Increased |
| EXXON MOBIL CORP | COM | $367K | 0.2%Prev: 0.2% | 3,049 SH | Increased |
| FIDELITY ETHEREUM FD | SHS | $224K | 0.1% | 7,580 SH | New |
| FIDELITY SOLANA FD | BENEFICIAL INT | $207K | 0.1% | 14,212 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $468K | 0.2% | 6,133 SH | New |
| FIRST BUSEY CORP | COM NEW | $3.7M | 1.7% | 156,862 SH | New |
| GENERAL DYNAMICS CORP | COM | $245K | 0.1%Prev: 0.1% | 729 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $274K | 0.1%Prev: 0.1% | 926 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $802K | 0.4%Prev: 0.4% | 1,306 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $2.3M | 1.0%Prev: 1.0% | 28,203 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $216K | 0.1%Prev: 0.1% | 3,219 SH | Increased |
| ISHARES INC | MSCI JAPAN ETF | $239K | 0.1% | 2,964 SH | New |
| ISHARES TR | CORE HIGH DV ETF | $956K | 0.4%Prev: 0.4% | 7,859 SH | Decreased |
| ISHARES TR | CORE UNIVRSL USD | $3.4M | 1.5% | 72,477 SH | New |
| ISHARES TR | CORE US AGGBD ET | $18.2M | 8.3%Prev: 7.7% | 182,703 SH | Increased+18,345 SH |
| ISHARES TR | MBS ETF | $4.0M | 1.8%Prev: 1.8% | 41,787 SH | Increased+1,095 SH |
| ISHARES TR | S&P MC 400VL ETF | $260K | 0.1%Prev: 0.1% | 1,977 SH | Increased |
| L3HARRIS TECHNOLOGIES INC | COM | $214K | 0.1%Prev: 0.1% | 729 SH | Decreased |
| MICROSOFT CORP | COM | $523K | 0.2%Prev: 0.3% | 1,082 SH | Decreased |
| NVIDIA CORPORATION | COM | $2.5M | 1.2%Prev: 1.2% | 13,627 SH | Decreased-218 SH |
| PALMER SQUARE CAPITAL BDC IN | COM SHS | $3.6M | 1.7%Prev: 1.7% | 298,959 SH | Decreased |
| RTX CORPORATION | COM | $360K | 0.2%Prev: 0.2% | 1,961 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $416K | 0.2%Prev: 0.2% | 12,698 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $823K | 0.4%Prev: 0.4% | 30,009 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.3M | 0.6% | 9,284 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $4.5M | 2.0%Prev: 2.1% | 6,557 SH | Increased-36 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.5M | 2.0% | 87,749 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $6.7M | 3.0%Prev: 3.0% | 85,526 SH | Increased+2,582 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $6.7M | 3.0%Prev: 3.0% | 84,462 SH | Increased+2,560 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.7M | 1.7%Prev: 1.7% | 50,456 SH | Increased+2,451 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $220K | 0.1%Prev: 0.1% | 451 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.9M | 0.9%Prev: 0.9% | 3,023 SH | Increased-62 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $89.1M | 40.3%Prev: 41.5% | 265,643 SH | Increased-5,027 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 0.6%Prev: 0.6% | 25,220 SH | Decreased+1 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $813K | 0.4%Prev: 0.4% | 9,718 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $427K | 0.2%Prev: 0.2% | 2,982 SH | Increased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.5M | 1.1%Prev: 1.2% | 50,446 SH | Decreased-932 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $1.7M | 0.8%Prev: 0.8% | 16,790 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $10.7M | 4.9%Prev: 4.9% | 142,328 SH | Increased+17 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $14.8M | 6.7%Prev: 6.9% | 237,156 SH | Increased-8,294 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.1M | 0.5%Prev: 0.5% | 10,674 SH | Decreased |
| WISDOMTREE TR | EUROPE HEDGED EQ | $233K | 0.1%Prev: 0.1% | 4,400 SH | Increased |
| 13F-HR |
| 0001748269-26-000008 |
| $241.9M |
| View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001748269-26-000004 | $221.3M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002233 | $184.3M | View |