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CIK 0001814104 • 6 13F filings • Apr 10, 2025 – Jul 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $263K | 0.1%Prev: 0.1% | 840 SH | Increased |
| ALPHABET INC | CAP STK CL C | $3.9M | 1.6%Prev: 2.2% | 12,377 SH | Decreased-6,583 SH |
| AMAZON COM INC | COM | $15.0M | 6.2%Prev: 6.9% | 65,195 SH | Increased-26 SH |
| APPLE INC | COM | $3.1M | 1.3%Prev: 1.4% | 11,411 SH | Increased+10 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $2.0M | 0.8% | 1,870 SH | New |
| AUTOZONE INC | COM | $19.5M | 8.0%Prev: 12.0% | 5,761 SH | Decreased-15 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $668K | 0.3%Prev: 0.3% | 1,329 SH | Increased+137 SH |
| BROADCOM INC | COM | $263K | 0.1%Prev: 0.1% | 759 SH | Increased |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $715K | 0.3% | 16,084 SH | New |
| CENTERPOINT ENERGY INC | COM | $744K | 0.3%Prev: 0.4% | 19,395 SH | Decreased |
| CHENIERE ENERGY INC | COM NEW | $470K | 0.2%Prev: 0.3% | 2,418 SH | Decreased |
| CHEVRON CORP NEW | COM | $2.7M | 1.1%Prev: 1.3% | 17,519 SH | Decreased |
| COCA COLA CO | COM | $235K | 0.1%Prev: 0.1% | 3,355 SH | Increased |
| CONOCOPHILLIPS | COM | $217K | 0.1% | 2,318 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $622K | 0.3%Prev: 0.3% | 15,705 SH | Increased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $203K | 0.1% | 4,362 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $384K | 0.2%Prev: 0.2% | 11,718 SH | Increased |
| ELI LILLY & CO | COM | $376K | 0.2%Prev: 0.1% | 350 SH | Increased |
| EQUIFAX INC | COM | $6.3M | 2.6%Prev: 2.7% | 28,929 SH | Increased+6,900 SH |
| EXXON MOBIL CORP | COM | $1.3M | 0.5%Prev: 0.6% | 10,747 SH | Increased+6 SH |
| FAIR ISAAC CORP | COM | $1.9M | 0.8%Prev: 2.9% | 1,139 SH | Decreased-2,827 SH |
| HEICO CORP NEW | COM | $1.2M | 0.5%Prev: 0.6% | 3,770 SH | Decreased-15 SH |
| HONEYWELL INTL INC | COM | $2.2M | 0.9%Prev: 1.5% | 11,446 SH | Decreased-3,554 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $4.4M | 1.8%Prev: 2.3% | 27,420 SH | Decreased-960 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $6.9M | 2.9%Prev: 2.8% | 58,190 SH | Increased+11,193 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 0.6%Prev: 0.6% | 2,184 SH | Increased+4 SH |
| ISHARES TR | IBDS DEC28 ETF | $1.1M | 0.4% | 20,471 SH | New |
| ISHARES TR | IBONDS 2027 TERM | $861K | 0.4% | 13,421 SH | New |
| ISHARES TR | IBONDS 27 ETF | $21.6M | 8.9% | 866,444 SH | New |
| ISHARES TR | IBONDS 28 TR HI | $789K | 0.3% | 14,841 SH | New |
| ISHARES TR | IBONDS 29 TR HI | $705K | 0.3% | 9,030 SH | New |
| ISHARES TR | IBONDS DEC 29 | $882K | 0.4% | 15,249 SH | New |
| LINCOLN ELEC HLDGS INC | COM | $980K | 0.4%Prev: 0.5% | 4,090 SH | Decreased-127 SH |
| LOWES COS INC | COM | $1.5M | 0.6%Prev: 2.1% | 6,063 SH | Decreased-11,475 SH |
| MASTERCARD INCORPORATED | CL A | $19.0M | 7.8%Prev: 9.2% | 33,262 SH | Increased-13 SH |
| META PLATFORMS INC | CL A | $200K | 0.1%Prev: 0.1% | 303 SH | Decreased |
| MICROSOFT CORP | COM | $5.4M | 2.2%Prev: 3.0% | 11,247 SH | Decreased-530 SH |
| MOODYS CORP | COM | $9.8M | 4.1%Prev: 4.5% | 19,272 SH | Increased-90 SH |
| NETFLIX INC | COM | $2.9M | 1.2% | 30,945 SH | New |
| OCCIDENTAL PETE CORP | COM | $257K | 0.1%Prev: 0.1% | 6,257 SH | Decreased |
| PARSONS CORP DEL | COM | $291K | 0.1%Prev: 0.2% | 4,711 SH | Decreased |
| PHILLIPS 66 | COM | $211K | 0.1% | 1,635 SH | New |
| S&P GLOBAL INC | COM | $9.2M | 3.8%Prev: 4.2% | 17,668 SH | Increased-259 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $219K | 0.1% | 6,405 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $566K | 0.2% | 7,061 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $5.2M | 2.1%Prev: 2.3% | 17,139 SH | Increased-70 SH |
| TRACTOR SUPPLY CO | COM | $456K | 0.2%Prev: 1.5% | 9,123 SH | Decreased-46,636 SH |
| TRANSUNION | COM | $5.4M | 2.2%Prev: 1.6% | 63,334 SH | Increased+23,343 SH |
| UNITEDHEALTH GROUP INC | COM | $237K | 0.1%Prev: 0.1% | 717 SH | Decreased-4 SH |
| VALERO ENERGY CORP | COM | $1.7M | 0.7%Prev: 0.9% | 10,585 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $479K | 0.2%Prev: 0.2% | 982 SH | Increased+13 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $26.1M | 10.8% | 354,958 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $29.9M | 12.3%Prev: 0.9% | 212,006 SH | Increased+197,919 SH |
| VISA INC | COM CL A | $19.2M | 7.9%Prev: 9.1% | 54,862 SH | Increased-105 SH |
| WALMART INC | COM | $400K | 0.2%Prev: 0.2% | 3,592 SH | Increased+42 SH |
| 13F-HR |
| 0001754960-26-000430 |
| $242.6M |
| View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000334 | $186.9M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000277 | $344.2M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000169 | $186.6M | View |