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CIK 0002096700 • 7 13F filings • Nov 14, 2025 – Jul 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $241K | 0.1% | 1,054 SH | New |
| ALPHABET INC | CAP STK CL A | $2.2M | 1.1%Prev: 1.4% | 7,154 SH | Increased+274 SH |
| ALPHABET INC | CAP STK CL C | $574K | 0.3%Prev: 0.4% | 1,830 SH | Increased+16 SH |
| AMAZON COM INC | COM | $2.5M | 1.2%Prev: 1.7% | 10,959 SH | Increased+3,538 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $564K | 0.3% | 5,048 SH | New |
| AMGEN INC | COM | $232K | 0.1% | 708 SH | New |
| APPLE INC | COM | $9.3M | 4.4%Prev: 9.8% | 34,322 SH | Decreased-2,994 SH |
| AT&T INC | COM | $405K | 0.2%Prev: 0.4% | 16,324 SH | Increased-230 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $466K | 0.2%Prev: 0.3% | 927 SH | Increased+229 SH |
| CALAMOS ETF TR | CEF INCOME & ARB | $219K | 0.1% | 7,616 SH | New |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $381K | 0.2% | 11,921 SH | New |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $852K | 0.4%Prev: 0.3% | 32,139 SH | Increased+22,036 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $429K | 0.2% | 18,943 SH | New |
| CHEVRON CORP NEW | COM | $268K | 0.1%Prev: 0.3% | 1,761 SH | Increased+13 SH |
| CISCO SYS INC | COM | $234K | 0.1% | 3,039 SH | New |
| COCA COLA CO | COM | $238K | 0.1%Prev: 0.2% | 3,404 SH | Increased+19 SH |
| COCA COLA CONS INC | COM | $779K | 0.4% | 5,078 SH | New |
| COHEN & STEERS ETF TRUST | REAL ESTATE ACTI | $315K | 0.1% | 12,328 SH | New |
| COSTCO WHSL CORP NEW | COM | $225K | 0.1%Prev: 0.3% | 260 SH | Decreased-101 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $15.2M | 7.1%Prev: 0.9% | 399,201 SH | Increased+365,257 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $247K | 0.1% | 7,520 SH | New |
| DISNEY WALT CO | COM | $614K | 0.3%Prev: 0.6% | 5,400 SH | Increased+520 SH |
| DT MIDSTREAM INC | COMMON STOCK | $279K | 0.1%Prev: 0.2% | 2,335 SH | Increased-8 SH |
| DTE ENERGY CO | COM | $597K | 0.3%Prev: 0.6% | 4,631 SH | Increased-17 SH |
| EQT CORP | COM | $221K | 0.1% | 4,120 SH | New |
| EXXON MOBIL CORP | COM | $448K | 0.2%Prev: 0.4% | 3,722 SH | Increased+237 SH |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $207K | 0.1% | 2,899 SH | New |
| FORD MTR CO | COM | $389K | 0.2%Prev: 0.3% | 29,681 SH | Increased+842 SH |
| HOME DEPOT INC | COM | $312K | 0.1%Prev: 0.4% | 907 SH | Decreased-83 SH |
| INNOVATOR ETFS TRUST | EMERGING MKT PWR | $217K | 0.1% | 6,867 SH | New |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | $206K | 0.1%Prev: 0.2% | 7,046 SH | Decreased-1,611 SH |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | $769K | 0.4%Prev: 1.0% | 21,750 SH | Decreased-7,586 SH |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | $530K | 0.2% | 14,378 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $415K | 0.2% | 9,260 SH | New |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $366K | 0.2%Prev: 0.3% | 9,223 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $220K | 0.1% | 3,706 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $423K | 0.2% | 689 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 0.6%Prev: 1.2% | 19,491 SH | Increased+652 SH |
| ISHARES TR | CORE S&P SCP ETF | $203K | 0.1%Prev: 0.2% | 1,690 SH | Decreased-265 SH |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 0.5%Prev: 1.0% | 1,514 SH | Increased-57 SH |
| ISHARES TR | MSCI EAFE ETF | $232K | 0.1% | 2,417 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $267K | 0.1%Prev: 0.2% | 565 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $489K | 0.2%Prev: 0.5% | 5,083 SH | Increased-251 SH |
| ISHARES TR | RUSSELL 2000 ETF | $212K | 0.1% | 860 SH | New |
| ISHARES TR | RUSSELL 3000 ETF | $523K | 0.2%Prev: 0.6% | 1,352 SH | Decreased-427 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $1.2M | 0.6%Prev: 0.5% | 26,943 SH | Increased+17,082 SH |
| JOHNSON & JOHNSON | COM | $303K | 0.1% | 1,463 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.5%Prev: 0.9% | 3,612 SH | Increased-77 SH |
| MASTERCARD INCORPORATED | CL A | $273K | 0.1%Prev: 0.3% | 478 SH | Decreased-45 SH |
| META PLATFORMS INC | CL A | $1.0M | 0.5%Prev: 1.0% | 1,576 SH | Increased+3 SH |
| MICROSOFT CORP | COM | $4.9M | 2.3%Prev: 2.5% | 10,134 SH | Increased+4,575 SH |
| NETFLIX INC | COM | $439K | 0.2%Prev: 0.4% | 4,680 SH | Increased+4,282 SH |
| NVIDIA CORPORATION | COM | $1.0M | 0.5%Prev: 0.6% | 5,437 SH | Increased+1,016 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $383K | 0.2% | 7,595 SH | New |
| PROSHARES TR | ULTRPRO DOW30 | $201K | 0.1% | 3,476 SH | New |
| S&P GLOBAL INC | COM | $340K | 0.2%Prev: 0.3% | 651 SH | Increased+27 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $8.0M | 3.8%Prev: 0.3% | 176,996 SH | Increased+168,153 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $12.8M | 6.0%Prev: 12.6% | 392,609 SH | Increased-37,708 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.5M | 0.7%Prev: 1.3% | 49,985 SH | Increased+1,858 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $580K | 0.3%Prev: 0.5% | 20,368 SH | Increased+270 SH |
| SPDR GOLD TR | GOLD SHS | $301K | 0.1% | 760 SH | New |
| SPDR INDEX SHS FDS | MSCI EAFE FS ETF | $235K | 0.1% | 4,663 SH | New |
| SPDR INDEX SHS FDS | MSCI EMR MKT ETF | $201K | 0.1% | 4,712 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $926K | 0.4%Prev: 0.8% | 1,357 SH | Increased+104 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $260K | 0.1%Prev: 0.3% | 431 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $17.9M | 8.4% | 209,630 SH | New |
| STRYKER CORPORATION | COM | $556K | 0.3%Prev: 0.6% | 1,583 SH | Decreased-60 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $256K | 0.1% | 844 SH | New |
| TESLA INC | COM | $2.0M | 0.9%Prev: 2.2% | 4,461 SH | Decreased-828 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.4M | 0.7%Prev: 1.8% | 19,279 SH | Decreased-4,806 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.7M | 0.8%Prev: 1.2% | 3,548 SH | Increased+717 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.1M | 1.4%Prev: 2.7% | 9,721 SH | Increased-17 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $279K | 0.1%Prev: 0.2% | 999 SH | Increased+98 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $882K | 0.4%Prev: 0.8% | 4,974 SH | Increased+159 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $24.0M | 11.3%Prev: 5.7% | 82,657 SH | Increased+61,928 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.9M | 0.9% | 3,054 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $371K | 0.2% | 1,440 SH | New |
| VANGUARD INDEX FDS | SML CP GRW ETF | $716K | 0.3%Prev: 0.9% | 2,369 SH | Decreased-644 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $223K | 0.1% | 666 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $620K | 0.3%Prev: 0.5% | 11,539 SH | Increased-356 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $1.3M | 0.6%Prev: 1.2% | 8,886 SH | Increased-1,364 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.5M | 1.6%Prev: 2.6% | 69,081 SH | Increased+18,690 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $43.4M | 20.4%Prev: 21.2% | 544,662 SH | Increased+285,106 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $24.7M | 11.6%Prev: 2.6% | 396,085 SH | Increased+344,028 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $284K | 0.1% | 3,104 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $309K | 0.1%Prev: 0.3% | 682 SH | Increased |
| VISA INC | COM CL A | $252K | 0.1%Prev: 0.3% | 720 SH | Increased-37 SH |
| WALMART INC | COM | $218K | 0.1% | 1,960 SH | New |
| 13F-HR |
| 0001754960-25-000794 |
| $185.9M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000473 | $283.7M | View |
| Nov 24, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000806 | $157.4M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000244 | $174.9M | View |
| Nov 24, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000805 | $116.8M | View |