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CIK 0001873438 • 7 13F filings • Apr 22, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $281K | 0.2% | 1,800 SH | |
| AMAZON COM INC | COM | $727K | 0.5% | 3,822 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $246K | 0.2% | 4,082 SH | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $220K | 0.1% | 4,666 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $4.6M | 3.1% | 66,520 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.3M | 0.9% | 14,302 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.8M | 1.2% | 20,355 SH | |
| ANGEL OAK FUNDS TRUST | OAK ULTRASHORT | $1.4M | 0.9% | 27,044 SH | |
| APPLE INC | COM | $1.2M | 0.8% | 5,298 SH | |
| BROADCOM INC | COM | $520K | 0.3% | 3,104 SH | |
| C H ROBINSON WORLDWIDE INC | COM NEW | $348K | 0.2% | 3,400 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $8.9M | 5.9% | 210,726 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.8M | 1.9% | 104,888 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $1.1M | 0.8% | 21,515 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.2M | 3.5% | 199,194 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $754K | 0.5% | 17,895 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $657K | 0.4% | 21,048 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $4.3M | 2.9% | 156,226 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.0M | 1.3% | 67,064 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $482K | 0.3% | 10,130 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $2.5M | 1.6% | 51,579 SH | |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $677K | 0.5% | 13,350 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $434K | 0.3% | 7,078 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $13.0M | 8.7% | 393,856 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.0M | 1.3% | 32,980 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $458K | 0.3% | 11,112 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $230K | 0.2% | 3,851 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.9M | 1.3% | 67,995 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $277K | 0.2% | 7,735 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $2.1M | 1.4% | 41,246 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.6M | 1.8% | 100,623 SH | |
| EA SERIES TRUST | ALPHA ARCHITECT | $761K | 0.5% | 25,353 SH | |
| EA SERIES TRUST | INTL QUAN MOMNTM | $261K | 0.2% | 9,247 SH | |
| EA SERIES TRUST | INTL QUAN VALUE | $266K | 0.2% | 10,420 SH | |
| EA SERIES TRUST | US QUAN MOMENTUM | $588K | 0.4% | 9,904 SH | |
| EA SERIES TRUST | US QUAN VALUE | $543K | 0.4% | 12,734 SH | |
| EXXON MOBIL CORP | COM | $230K | 0.2% | 1,933 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $613K | 0.4% | 6,695 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $880K | 0.6% | 5,080 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $367K | 0.2% | 782 SH | |
| ISHARES INC | ESG AWR MSCI EM | $1.3M | 0.8% | 36,145 SH | |
| ISHARES INC | MSCI EMRG CHN | $1.0M | 0.7% | 19,030 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $665K | 0.4% | 6,602 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $1.5M | 1.0% | 14,257 SH | |
| ISHARES TR | CORE S&P MCP ETF | $787K | 0.5% | 13,487 SH | |
| ISHARES TR | CORE S&P SCP ETF | $948K | 0.6% | 9,066 SH | |
| ISHARES TR | CORE S&P US VLU | $2.1M | 1.4% | 22,763 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.0M | 1.4% | 3,604 SH | |
| ISHARES TR | ESG EAFE ETF | $1.5M | 1.0% | 22,041 SH | |
| ISHARES TR | INTL SEL DIV ETF | $281K | 0.2% | 9,060 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $1.1M | 0.7% | 21,024 SH | |
| ISHARES TR | MSCI USA MIN VOL | $433K | 0.3% | 4,626 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $1.9M | 1.3% | 6,135 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $345K | 0.2% | 3,272 SH | |
| ISHARES TR | USD GRN BOND ETF | $248K | 0.2% | 5,243 SH | |
| MICROSOFT CORP | COM | $266K | 0.2% | 709 SH | |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $600K | 0.4% | 15,622 SH | |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $2.1M | 1.4% | 10,016 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $1.2M | 0.8% | 15,005 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $442K | 0.3% | 10,906 SH | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $1.5M | 1.0% | 38,079 SH | |
| NVIDIA CORPORATION | COM | $1.3M | 0.9% | 12,405 SH | |
| PACER FDS TR | TRENDP US LAR CP | $429K | 0.3% | 8,334 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $7.4M | 4.9% | 142,950 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $258K | 0.2% | 10,368 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $257K | 0.2% | 12,985 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.2M | 0.8% | 41,316 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $434K | 0.3% | 17,315 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $277K | 0.2% | 10,587 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $454K | 0.3% | 11,532 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $257K | 0.2% | 459 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $344K | 0.2% | 644 SH | |
| SPDR SER TR | PORTFOLIO S&P400 | $2.1M | 1.4% | 41,853 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $824K | 0.5% | 20,204 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $290K | 0.2% | 3,699 SH | |
| TIMOTHY PLAN | INTL ETF | $3.3M | 2.2% | 113,506 SH | |
| TIMOTHY PLAN | U S SM CP CORE | $1.1M | 0.7% | 28,456 SH | |
| UNITEDHEALTH GROUP INC | COM | $392K | 0.3% | 749 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $219K | 0.1% | 2,981 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.0M | 0.7% | 21,416 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $3.8M | 2.5% | 10,132 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $283K | 0.2% | 1,101 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 0.8% | 2,412 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $221K | 0.1% | 1,185 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.2M | 2.8% | 15,429 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $878K | 0.6% | 5,080 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.0M | 2.7% | 88,333 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $330K | 0.2% | 2,843 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.4M | 1.6% | 48,356 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $212K | 0.1% | 4,269 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.8M | 5.2% | 95,953 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.3M | 0.9% | 22,295 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.4M | 1.0% | 18,086 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $221K | 0.1% | 1,138 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $793K | 0.5% | 12,777 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.7M | 3.1% | 91,761 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $630K | 0.4% | 4,883 SH | |
| VANGUARD WORLD FD | ESG US CORP BD | $244K | 0.2% | 3,879 SH | |
| VISA INC | COM CL A | $287K | 0.2% | 820 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $1.1M | 0.8% | 22,654 SH | |
| WISDOMTREE TR | WISDOMTREE US VA | $289K | 0.2% | 3,517 SH |
| 13F-HR |
| 0001754960-25-000789 |
| $293.7M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000525 | $797.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000409 | $293.7M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000253 | $626.0M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000233 | $149.9M | View |