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CIK 0001793367 • 2 13F filings • May 15, 2025 – Aug 12, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $2.5M | 0.4%Prev: 0.2% | 16,107 SH | Increased+8,603 SH |
| ABBOTT LABS | COM | $549K | 0.1%Prev: 0.1% | 4,034 SH | Increased+701 SH |
| ABBVIE INC | COM | $505K | 0.1%Prev: 0.1% | 2,718 SH | Decreased |
| ACCENTURE PLC IRELAND | SHS CLASS A | $602K | 0.1%Prev: 0.1% | 2,014 SH | Increased+600 SH |
| ADOBE INC | COM | $487K | 0.1%Prev: 0.1% | 1,260 SH | Increased |
| AFFIRM HLDGS INC | COM CL A | $1.2M | 0.2%Prev: 0.1% | 18,000 SH | Increased |
| AIRBNB INC | COM CL A | $728K | 0.1%Prev: 0.2% | 5,500 SH | Decreased-1,501 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $11K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| ALLISON TRANSMISSION HLDGS I | COM | $380K | 0.1%Prev: 0.1% | 3,998 SH | Decreased |
| ALLY FINL INC | COM | $160K | 0.0%Prev: 0.0% | 4,120 SH | Increased |
| ALPHABET INC | CAP STK CL A | $9.3M | 1.4%Prev: 1.4% | 52,904 SH | Increased+2,964 SH |
| ALPHABET INC | CAP STK CL C | $2.5M | 0.4%Prev: 0.3% | 14,050 SH | Increased+2,050 SH |
| ALTRIA GROUP INC | COM | $281K | 0.0%Prev: 0.1% | 4,800 SH | Decreased |
| AMAZON COM INC | COM | $32.5M | 4.9%Prev: 4.9% | 148,330 SH | Increased+3,706 SH |
| AMERICAN TOWER CORP NEW | COM | $530K | 0.1%Prev: 0.1% | 2,396 SH | Increased |
| AMERICAN WTR WKS CO INC NEW | COM | $345K | 0.1%Prev: 0.1% | 2,477 SH | Decreased-385 SH |
| AMGEN INC | COM | $252K | 0.0%Prev: 0.1% | 902 SH | Decreased |
| ANALOG DEVICES INC | COM | $268K | 0.0%Prev: 0.0% | 1,127 SH | Increased |
| APOLLO GLOBAL MGMT INC | COM | $23.0M | 3.5%Prev: 2.3% | 162,322 SH | Increased+69,715 SH |
| APPLE INC | COM | $74.3M | 11.3%Prev: 18.3% | 361,936 SH | Decreased-97,422 SH |
| APPLIED MATLS INC | COM | $732K | 0.1%Prev: 0.1% | 4,000 SH | Increased |
| ARCTURUS THERAPEUTICS HLDGS | COM | $520K | 0.1%Prev: 0.1% | 40,000 SH | Increased |
| AT&T INC | COM | $579K | 0.1%Prev: 0.1% | 20,000 SH | Increased |
| AUTOMATIC DATA PROCESSING IN | COM | $652K | 0.1%Prev: 0.1% | 2,115 SH | Increased |
| BALL CORP | COM | $332K | 0.1%Prev: 0.1% | 5,924 SH | Increased |
| BANK AMERICA CORP | COM | $639K | 0.1%Prev: 0.1% | 13,514 SH | Increased+4,000 SH |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $25K | 0.0%Prev: 0.0% | 747 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 0.3%Prev: 0.4% | 4,385 SH | Decreased |
| BJS WHSL CLUB HLDGS INC | COM | $388K | 0.1%Prev: 0.1% | 3,600 SH | Decreased |
| BLOCK H & R INC | COM | $220K | 0.0%Prev: 0.0% | 4,000 SH | Decreased |
| BOYD GAMING CORP | COM | $8.6M | 1.3%Prev: 1.3% | 109,883 SH | Increased |
| BROADCOM INC | COM | $3.0M | 0.5%Prev: 0.3% | 10,859 SH | Increased |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | $216K | 0.0%Prev: 0.0% | 3,918 SH | Increased |
| CANADIAN NAT RES LTD | COM | $238K | 0.0%Prev: 0.0% | 7,592 SH | Increased |
| CATERPILLAR INC | COM | $280K | 0.0%Prev: 0.0% | 720 SH | Increased |
| CAVA GROUP INC | COM | $2.5M | 0.4%Prev: 0.5% | 30,000 SH | Decreased |
| CELANESE CORP DEL | COM | $75K | 0.0%Prev: 0.0% | 1,349 SH | Decreased |
| CENCORA INC | COM | $32.7M | 5.0%Prev: 5.4% | 109,100 SH | Increased |
| CF INDS HLDGS INC | COM | $241K | 0.0%Prev: 0.0% | 2,624 SH | Increased+926 SH |
| CHEVRON CORP NEW | COM | $798K | 0.1%Prev: 0.2% | 5,571 SH | Decreased |
| CISCO SYS INC | COM | $631K | 0.1%Prev: 0.1% | 9,093 SH | Increased |
| COCA COLA CO | COM | $143K | 0.0%Prev: 0.0% | 2,014 SH | Decreased |
| COHERENT CORP | COM | $4.0M | 0.6%Prev: 0.8% | 45,300 SH | Decreased-24,700 SH |
| COINBASE GLOBAL INC | COM CL A | $350K | 0.1%Prev: 0.0% | 1,000 SH | Increased |
| COMCAST CORP NEW | CL A | $446K | 0.1%Prev: 0.1% | 12,498 SH | Decreased |
| COMERICA INC | COM | $267K | 0.0%Prev: 0.0% | 4,472 SH | Increased |
| CONOCOPHILLIPS | COM | $388K | 0.1%Prev: 0.1% | 4,324 SH | Decreased-1,035 SH |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.2%Prev: 0.2% | 1,076 SH | Increased |
| CROWDSTRIKE HLDGS INC | CL A | $970K | 0.1%Prev: 0.1% | 1,905 SH | Increased+900 SH |
| CSX CORP | COM | $466K | 0.1%Prev: 0.1% | 14,291 SH | Increased |
| DECKERS OUTDOOR CORP | COM | $81K | 0.0%Prev: 0.0% | 787 SH | Decreased |
| DOORDASH INC | CL A | $3K | 0.0%Prev: 0.0% | 11 SH | Increased |
| EATON CORP PLC | SHS | $897K | 0.1%Prev: 0.1% | 2,514 SH | Increased |
| EBAY INC. | COM | $334K | 0.1%Prev: 0.1% | 4,490 SH | Increased |
| ELEVANCE HEALTH INC | COM | $117K | 0.0%Prev: 0.0% | 300 SH | Decreased |
| ENPRO INC | COM | $639K | 0.1%Prev: 0.1% | 3,337 SH | Increased |
| EOG RES INC | COM | $217K | 0.0%Prev: 0.0% | 1,818 SH | Decreased |
| EXXON MOBIL CORP | COM | $183K | 0.0%Prev: 0.0% | 1,700 SH | Decreased |
| GARTNER INC | COM | $159K | 0.0% | 393 SH | New |
| GILEAD SCIENCES INC | COM | $408K | 0.1%Prev: 0.1% | 3,684 SH | Decreased |
| GLOBAL X FDS | LITHIUM BTRY ETF | $1K | 0.0%Prev: 0.0% | 33 SH | Decreased |
| GRAPHIC PACKAGING HLDG CO | COM | $123K | 0.0%Prev: 0.0% | 5,845 SH | Decreased |
| HCA HEALTHCARE INC | COM | $1.0M | 0.2%Prev: 0.2% | 2,620 SH | Increased |
| HOME DEPOT INC | COM | $14.4M | 2.2%Prev: 2.6% | 39,394 SH | Increased |
| HONEYWELL INTL INC | COM | $388K | 0.1%Prev: 0.1% | 1,666 SH | Increased |
| HOWMET AEROSPACE INC | COM | $7K | 0.0%Prev: 0.0% | 40 SH | Increased |
| ILLINOIS TOOL WKS INC | COM | $366K | 0.1%Prev: 0.1% | 1,479 SH | Decreased |
| INGREDION INC | COM | $159K | 0.0%Prev: 0.0% | 1,169 SH | Increased |
| INTEL CORP | COM | $261K | 0.0%Prev: 0.0% | 11,656 SH | Decreased |
| INTERCONTINENTAL EXCHANGE IN | COM | $1.5M | 0.2%Prev: 0.3% | 8,071 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $368K | 0.1%Prev: 0.1% | 1,248 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $652K | 0.1%Prev: 0.1% | 1,200 SH | Increased |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | $21K | 0.0%Prev: 0.0% | 361 SH | Increased |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | $3K | 0.0%Prev: 0.0% | 107 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $32K | 0.0%Prev: 0.0% | 750 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $510K | 0.1%Prev: 0.1% | 5,188 SH | Increased |
| INVESCO INDIA EXCHANGE-TRADE | INDIA ETF | $3K | 0.0%Prev: 0.0% | 100 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $1.9M | 0.3%Prev: 0.1% | 3,475 SH | Increased+2,195 SH |
| ISHARES INC | MSCI BRAZIL ETF | $1K | 0.0%Prev: 0.0% | 50 SH | Increased |
| ISHARES TR | CHINA LG-CAP ETF | $2K | 0.0%Prev: 0.0% | 50 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $310K | 0.0%Prev: 0.1% | 500 SH | Increased |
| ISHARES TR | MSCI ACWI ETF | $347K | 0.1%Prev: 0.1% | 2,697 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $10.3M | 1.6%Prev: 1.7% | 115,023 SH | Increased-4,000 SH |
| ISHARES TR | RUS 1000 GRW ETF | $113K | 0.0%Prev: 0.0% | 266 SH | Increased |
| ISHARES TR | RUS 2000 VAL ETF | $4K | 0.0%Prev: 0.0% | 25 SH | Increased |
| ISHARES TR | RUS TP200 GR ETF | $702K | 0.1%Prev: 0.1% | 2,847 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $1.6M | 0.2%Prev: 0.3% | 7,500 SH | Increased |
| ISHARES TR | US AER DEF ETF | $2.5M | 0.4%Prev: 0.4% | 13,205 SH | Increased |
| JEFFERIES FINL GROUP INC | COM | $350K | 0.1%Prev: 0.0% | 6,405 SH | Increased+2,542 SH |
| JOHNSON & JOHNSON | COM | $182K | 0.0%Prev: 0.0% | 1,190 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $3.4M | 0.5%Prev: 0.5% | 11,704 SH | Increased |
| KLA CORP | COM NEW | $1.8M | 0.3%Prev: 0.2% | 2,000 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $160K | 0.0%Prev: 0.0% | 344 SH | Increased |
| LOWES COS INC | COM | $230K | 0.0%Prev: 0.0% | 1,037 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $677K | 0.1%Prev: 0.1% | 1,205 SH | Increased+505 SH |
| MCDONALDS CORP | COM | $317K | 0.0%Prev: 0.1% | 1,085 SH | Decreased |
| MEDTRONIC PLC | SHS | $145K | 0.0%Prev: 0.0% | 1,664 SH | Decreased-194 SH |
| MERCK & CO INC | COM | $149K | 0.0%Prev: 0.0% | 1,877 SH | Decreased |
| META PLATFORMS INC | CL A | $118.9M | 18.1%Prev: 16.7% | 161,092 SH | Increased+205 SH |
| MGIC INVT CORP WIS | COM | $421K | 0.1%Prev: 0.1% | 15,116 SH | Increased |
| MICRON TECHNOLOGY INC | COM | $801K | 0.1%Prev: 0.1% | 6,500 SH | Increased |
| MICROSOFT CORP | COM | $52.0M | 7.9%Prev: 6.9% | 104,568 SH | Increased+2,241 SH |
| MICROSTRATEGY INC | CL A NEW | $4.2M | 0.6% | 10,304 SH | New |
| MIND MEDICINE MINDMED INC | COM NEW | $39 | 0.0%Prev: 0.0% | 6 SH | Increased |
| MONDELEZ INTL INC | CL A | $477K | 0.1%Prev: 0.1% | 7,072 SH | Decreased |
| MONSTER BEVERAGE CORP NEW | COM | $455K | 0.1%Prev: 0.1% | 7,260 SH | Increased |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.3M | 0.2%Prev: 0.2% | 3,094 SH | Decreased |
| NETFLIX INC | COM | $268K | 0.0% | 200 SH | New |
| NEW YORK TIMES CO | CL A | $842K | 0.1%Prev: 0.1% | 15,033 SH | Increased |
| NIKE INC | CL B | $104K | 0.0%Prev: 0.0% | 1,469 SH | Increased |
| NORDSON CORP | COM | $120K | 0.0%Prev: 0.0% | 561 SH | Increased |
| NOV INC | COM | $2.9M | 0.4%Prev: 1.0% | 235,081 SH | Decreased-134,510 SH |
| NOVARTIS AG | SPONSORED ADR | $370K | 0.1%Prev: 0.1% | 3,058 SH | Increased |
| NOVO-NORDISK A S | ADR | $2K | 0.0%Prev: 0.0% | 30 SH | Decreased |
| NVIDIA CORPORATION | COM | $128.3M | 19.5%Prev: 13.6% | 811,909 SH | Increased+113,893 SH |
| ORACLE CORP | COM | $585K | 0.1%Prev: 0.1% | 2,676 SH | Increased |
| PALANTIR TECHNOLOGIES INC | CL A | $19.3M | 2.9%Prev: 2.1% | 141,780 SH | Increased+1,030 SH |
| PAYPAL HLDGS INC | COM | $297K | 0.0%Prev: 0.0% | 4,000 SH | Increased |
| PEPSICO INC | COM | $290K | 0.0%Prev: 0.1% | 2,193 SH | Decreased |
| PFIZER INC | COM | $471K | 0.1%Prev: 0.1% | 19,441 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $180K | 0.0%Prev: 1.3% | 1,133 SH | Decreased-40,036 SH |
| PROGRESSIVE CORP | COM | $920K | 0.1%Prev: 0.1% | 3,449 SH | Increased+1,400 SH |
| PROSHARES TR | S&P 500 DV ARIST | $108K | 0.0%Prev: 0.0% | 1,076 SH | Decreased |
| QUALCOMM INC | COM | $330K | 0.1%Prev: 0.1% | 2,070 SH | Increased |
| REPUBLIC SVCS INC | COM | $1.7M | 0.3%Prev: 0.3% | 7,000 SH | Increased |
| ROCKWELL AUTOMATION INC | COM | $346K | 0.1%Prev: 0.0% | 1,042 SH | Increased |
| RTX CORPORATION | COM | $540K | 0.1%Prev: 0.1% | 3,701 SH | Increased |
| RYDER SYS INC | COM | $276K | 0.0%Prev: 0.0% | 1,737 SH | Increased |
| SALESFORCE INC | COM | $428K | 0.1%Prev: 0.3% | 1,570 SH | Decreased-5,000 SH |
| SELECT SECTOR SPDR TR | ENERGY | $36K | 0.0%Prev: 0.0% | 430 SH | Decreased |
| SELECT SECTOR SPDR TR | INDL | $716K | 0.1%Prev: 0.1% | 4,852 SH | Increased |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $2K | 0.0%Prev: 0.0% | 30 SH | Decreased |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $380K | 0.1%Prev: 0.1% | 2,818 SH | Decreased |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $28K | 0.0%Prev: 0.0% | 339 SH | Increased |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $253K | 0.0%Prev: 0.0% | 1,000 SH | Increased |
| SERVICENOW INC | COM | $1.8M | 0.3%Prev: 0.2% | 1,735 SH | Increased+250 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $115K | 0.0% | 1,000 SH | New |
| SOFI TECHNOLOGIES INC | COM | $2.5M | 0.4%Prev: 0.3% | 140,000 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $61K | 0.0%Prev: 0.0% | 201 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $22.7M | 3.5%Prev: 3.6% | 36,796 SH | Increased+1,043 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $7K | 0.0% | 73 SH | New |
| STARBUCKS CORP | COM | $539K | 0.1%Prev: 0.1% | 5,880 SH | Decreased |
| SUNCOR ENERGY INC NEW | COM | $241K | 0.0%Prev: 0.0% | 6,440 SH | Decreased |
| TARGA RES CORP | COM | $870K | 0.1%Prev: 0.2% | 5,000 SH | Decreased |
| TESLA INC | COM | $10.4M | 1.6%Prev: 1.5% | 32,877 SH | Increased+290 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $203K | 0.0%Prev: 0.0% | 500 SH | Decreased |
| TRANE TECHNOLOGIES PLC | SHS | $880K | 0.1%Prev: 0.1% | 2,012 SH | Increased |
| TYLER TECHNOLOGIES INC | COM | $415K | 0.1%Prev: 0.1% | 700 SH | Increased |
| UNION PAC CORP | COM | $423K | 0.1%Prev: 0.1% | 1,838 SH | Decreased |
| UNITED PARCEL SERVICE INC | CL B | $707K | 0.1%Prev: 0.1% | 7,000 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $1.8M | 0.3%Prev: 0.7% | 5,728 SH | Decreased-2,188 SH |
| US FOODS HLDG CORP | COM | $974K | 0.1%Prev: 0.1% | 12,650 SH | Increased |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $1.6M | 0.2%Prev: 0.3% | 16,051 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $121K | 0.0%Prev: 0.0% | 1,639 SH | Increased+137 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.2M | 0.6%Prev: 0.7% | 7,449 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.4M | 0.4%Prev: 0.4% | 8,000 SH | Increased-508 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $67K | 0.0%Prev: 0.0% | 997 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $155K | 0.0%Prev: 0.0% | 1,205 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $3K | 0.0%Prev: 0.0% | 49 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $716K | 0.1%Prev: 0.1% | 1,080 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $108K | 0.0%Prev: 0.0% | 2,500 SH | Decreased |
| VICI PPTYS INC | COM | $228K | 0.0%Prev: 0.0% | 6,984 SH | Increased+1,348 SH |
| VISA INC | COM CL A | $1.0M | 0.2%Prev: 0.1% | 2,853 SH | Increased+827 SH |
| VISTRA CORP | COM | $411K | 0.1%Prev: 0.0% | 2,120 SH | Increased |
| WD 40 CO | COM | $456 | 0.0%Prev: 0.0% | 2 SH | Decreased |
| WELLS FARGO CO NEW | COM | $532K | 0.1%Prev: 0.1% | 6,638 SH | Increased |
| YUM BRANDS INC | COM | $276K | 0.0%Prev: 0.1% | 1,863 SH | Decreased |