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CIK 0001800687 • 7 13F filings • Apr 23, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $1.6M | 1.0% | 12,808 SH | |
| ABBVIE INC | COM | $558K | 0.3% | 3,214 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.3M | 0.8% | 4,635 SH | |
| ADVANCED MICRO DEVICES INC | COM | $507K | 0.3% | 5,754 SH | |
| ALPHABET INC | CAP STK CL A | $2.4M | 1.4% | 15,757 SH | |
| ALPHABET INC | CAP STK CL C | $212K | 0.1% | 1,414 SH | |
| ALTRIA GROUP INC | COM | $1.6M | 0.9% | 27,173 SH | |
| AMAZON COM INC | COM | $3.3M | 2.0% | 19,349 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $433K | 0.3% | 6,572 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $15.8M | 9.4% | 193,691 SH | |
| APPLE INC | COM | $5.7M | 3.4% | 28,983 SH | |
| AT&T INC | COM | $1.5M | 0.9% | 55,290 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $347K | 0.2% | 679 SH | |
| BROADCOM INC | COM | $2.0M | 1.2% | 11,670 SH | |
| CATERPILLAR INC | COM | $1.8M | 1.1% | 6,217 SH | |
| CHEVRON CORP NEW | COM | $736K | 0.4% | 5,524 SH | |
| COSTCO WHSL CORP NEW | COM | $2.0M | 1.2% | 2,118 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $733K | 0.4% | 2,037 SH | |
| CUMMINS INC | COM | $599K | 0.4% | 2,081 SH | |
| ELI LILLY & CO | COM | $2.0M | 1.2% | 2,424 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $214K | 0.1% | 7,046 SH | |
| EQT CORP | COM | $209K | 0.1% | 4,284 SH | |
| FRANKLIN RESOURCES INC | COM | $1.1M | 0.6% | 60,754 SH | |
| HOME DEPOT INC | COM | $1.5M | 0.9% | 4,351 SH | |
| INTERNATIONAL PAPER CO | COM | $368K | 0.2% | 7,795 SH | |
| INTERPUBLIC GROUP COS INC | COM | $329K | 0.2% | 14,003 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $952K | 0.6% | 2,030 SH | |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $570K | 0.3% | 41,821 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $499K | 0.3% | 12,360 SH | |
| IRON MTN INC DEL | COM | $368K | 0.2% | 4,264 SH | |
| ISHARES INC | CORE MSCI EMKT | $4.0M | 2.3% | 75,808 SH | |
| ISHARES TR | CORE MSCI EAFE | $11.9M | 7.0% | 159,337 SH | |
| ISHARES TR | CORE S&P MCP ETF | $3.7M | 2.2% | 62,615 SH | |
| ISHARES TR | CORE S&P US GWT | $816K | 0.5% | 6,859 SH | |
| ISHARES TR | CORE S&P US VLU | $8.4M | 5.0% | 95,438 SH | |
| ISHARES TR | CORE S&P500 ETF | $3.9M | 2.3% | 7,507 SH | |
| ISHARES TR | GLB INFRASTR ETF | $746K | 0.4% | 13,644 SH | |
| ISHARES TR | MSCI INDIA ETF | $551K | 0.3% | 10,456 SH | |
| ISHARES TR | MSCI USA QLT FCT | $5.8M | 3.4% | 34,896 SH | |
| ISHARES TR | NATIONAL MUN ETF | $2.8M | 1.7% | 27,480 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $10.4M | 6.1% | 55,230 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $496K | 0.3% | 9,820 SH | |
| JOHNSON & JOHNSON | COM | $1.2M | 0.7% | 7,547 SH | |
| JPMORGAN CHASE & CO. | COM | $2.0M | 1.2% | 8,721 SH | |
| MASTERCARD INCORPORATED | CL A | $1.5M | 0.9% | 2,939 SH | |
| MCDONALDS CORP | COM | $1.0M | 0.6% | 3,418 SH | |
| META PLATFORMS INC | CL A | $1.9M | 1.1% | 3,880 SH | |
| MICROCHIP TECHNOLOGY INC. | COM | $238K | 0.1% | 6,104 SH | |
| MICROSOFT CORP | COM | $3.9M | 2.3% | 10,595 SH | |
| MONOLITHIC PWR SYS INC | COM | $318K | 0.2% | 617 SH | |
| MORGAN STANLEY | COM NEW | $1.0M | 0.6% | 9,454 SH | |
| NETFLIX INC | COM | $969K | 0.6% | 988 SH | |
| NORDSON CORP | COM | $472K | 0.3% | 2,609 SH | |
| NVIDIA CORPORATION | COM | $13.0M | 7.7% | 116,550 SH | |
| ONEOK INC NEW | COM | $456K | 0.3% | 5,328 SH | |
| ORACLE CORP | COM | $1.7M | 1.0% | 13,908 SH | |
| PFIZER INC | COM | $935K | 0.6% | 41,457 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $465K | 0.3% | 9,379 SH | |
| PHILIP MORRIS INTL INC | COM | $1.5M | 0.9% | 9,702 SH | |
| PRICE T ROWE GROUP INC | COM | $596K | 0.4% | 6,832 SH | |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $456K | 0.3% | 5,621 SH | |
| SALESFORCE INC | COM | $934K | 0.6% | 3,848 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $322K | 0.2% | 9,286 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $360K | 0.2% | 15,234 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $524K | 0.3% | 18,344 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $414K | 0.2% | 18,276 SH | |
| SOUTHERN CO | COM | $755K | 0.4% | 8,392 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $309K | 0.2% | 598 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $471K | 0.3% | 7,550 SH | |
| SPDR SER TR | PORTFOLIO INTRMD | $2.0M | 1.2% | 61,340 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $9.1M | 5.4% | 115,099 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $2.6M | 1.6% | 37,317 SH | |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | $247K | 0.1% | 6,206 SH | |
| SYNOPSYS INC | COM | $334K | 0.2% | 824 SH | |
| TESLA INC | COM | $1.6M | 0.9% | 6,827 SH | |
| TG THERAPEUTICS INC | COM | $425K | 0.3% | 11,000 SH | |
| TIMOTHY PLAN | U S SM CP CORE | $202K | 0.1% | 5,942 SH | |
| TRANSOCEAN LTD | REGISTERED SHS | $21K | 0.0% | 10,001 SH | |
| TRUIST FINL CORP | COM | $592K | 0.4% | 16,348 SH | |
| UNITED PARCEL SERVICE INC | CL B | $652K | 0.4% | 6,694 SH | |
| UNITEDHEALTH GROUP INC | COM | $814K | 0.5% | 1,824 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $268K | 0.2% | 9,332 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.1M | 0.7% | 15,603 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $219K | 0.1% | 948 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.1M | 3.0% | 17,997 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $266K | 0.2% | 5,336 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $530K | 0.3% | 6,425 SH | |
| VISA INC | COM CL A | $314K | 0.2% | 952 SH |
| 13F-HR |
| 0001754960-26-000681 |
| $914.3M |
| View |
| Aug 15, 2025 | Q2 2025 | 13F-HR/A | 0001754960-25-000615 | $763.2M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000348 | $755.0M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000240 | $168.8M | View |