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CIK 0001729516 • 6 13F filings • Apr 21, 2025 – Jul 30, 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 | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $351K | 0.2% | 2,390 SH | |
| ABBOTT LABS | COM | $246K | 0.1% | 1,854 SH | |
| ADOBE INC | COM | $415K | 0.2% | 1,081 SH | |
| ADVANCED MICRO DEVICES INC | COM | $391K | 0.2% | 3,805 SH | |
| ALPHABET INC | CAP STK CL A | $2.3M | 1.1% | 14,970 SH | |
| ALPHABET INC | CAP STK CL C | $1.8M | 0.9% | 11,787 SH | |
| AMAZON COM INC | COM | $2.1M | 1.0% | 11,140 SH | |
| AMERICAN EXPRESS CO | COM | $2.4M | 1.2% | 9,010 SH | |
| AMGEN INC | COM | $277K | 0.1% | 888 SH | |
| ANALOG DEVICES INC | COM | $248K | 0.1% | 1,229 SH | |
| APPLE INC | COM | $6.4M | 3.0% | 28,602 SH | |
| APPLIED MATLS INC | COM | $501K | 0.2% | 3,455 SH | |
| AUTODESK INC | COM | $404K | 0.2% | 1,542 SH | |
| BANK AMERICA CORP | COM | $815K | 0.4% | 19,526 SH | |
| BECTON DICKINSON & CO | COM | $664K | 0.3% | 2,897 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.5% | 2,067 SH | |
| BLACKSTONE INC | COM | $484K | 0.2% | 3,460 SH | |
| BOOKING HOLDINGS INC | COM | $488K | 0.2% | 106 SH | |
| CATERPILLAR INC | COM | $535K | 0.3% | 1,622 SH | |
| CHUBB LIMITED | COM | $203K | 0.1% | 673 SH | |
| CISCO SYS INC | COM | $1.4M | 0.7% | 23,446 SH | |
| CLOROX CO DEL | COM | $254K | 0.1% | 1,724 SH | |
| CME GROUP INC | COM | $716K | 0.3% | 2,698 SH | |
| COLGATE PALMOLIVE CO | COM | $799K | 0.4% | 8,532 SH | |
| COMCAST CORP NEW | CL A | $260K | 0.1% | 7,050 SH | |
| COSTCO WHSL CORP NEW | COM | $638K | 0.3% | 675 SH | |
| CSX CORP | COM | $512K | 0.2% | 17,398 SH | |
| DANAHER CORPORATION | COM | $1.1M | 0.5% | 5,588 SH | |
| DEERE & CO | COM | $735K | 0.3% | 1,566 SH | |
| DISNEY WALT CO | COM | $1.5M | 0.7% | 15,147 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $869K | 0.4% | 7,123 SH | |
| EATON CORP PLC | SHS | $826K | 0.4% | 3,037 SH | |
| ECOLAB INC | COM | $1.2M | 0.5% | 4,563 SH | |
| ELECTRONIC ARTS INC | COM | $295K | 0.1% | 2,039 SH | |
| ELI LILLY & CO | COM | $425K | 0.2% | 514 SH | |
| EXXON MOBIL CORP | COM | $1.7M | 0.8% | 14,158 SH | |
| FEDEX CORP | COM | $544K | 0.3% | 2,233 SH | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $2.2M | 1.1% | 45,364 SH | |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | $406K | 0.2% | 14,189 SH | |
| FISERV INC | COM | $433K | 0.2% | 1,961 SH | |
| GENERAL DYNAMICS CORP | COM | $1.2M | 0.6% | 4,483 SH | |
| GILEAD SCIENCES INC | COM | $618K | 0.3% | 5,518 SH | |
| HOME DEPOT INC | COM | $1.1M | 0.5% | 3,039 SH | |
| HONEYWELL INTL INC | COM | $495K | 0.2% | 2,336 SH | |
| IDEXX LABS INC | COM | $596K | 0.3% | 1,420 SH | |
| ILLINOIS TOOL WKS INC | COM | $242K | 0.1% | 976 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $609K | 0.3% | 2,451 SH | |
| INTUIT | COM | $379K | 0.2% | 618 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.6M | 0.8% | 9,378 SH | |
| ISHARES GOLD TR | ISHARES NEW | $7.9M | 3.7% | 133,228 SH | |
| ISHARES INC | CORE MSCI EMKT | $877K | 0.4% | 16,258 SH | |
| ISHARES INC | ESG AWR MSCI EM | $206K | 0.1% | 5,898 SH | |
| ISHARES INC | MSCI EMRG CHN | $1.5M | 0.7% | 27,451 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $207K | 0.1% | 2,505 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $448K | 0.2% | 3,794 SH | |
| ISHARES TR | A RATE CP BD ETF | $967K | 0.5% | 20,346 SH | |
| ISHARES TR | BROAD USD HIGH | $225K | 0.1% | 6,112 SH | |
| ISHARES TR | CONV BD ETF | $265K | 0.1% | 3,172 SH | |
| ISHARES TR | CORE INTL AGGR | $543K | 0.3% | 10,868 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.8M | 1.3% | 36,692 SH | |
| ISHARES TR | CORE S&P MCP ETF | $6.0M | 2.8% | 101,983 SH | |
| ISHARES TR | CORE S&P SCP ETF | $5.7M | 2.7% | 54,118 SH | |
| ISHARES TR | CORE S&P500 ETF | $13.3M | 6.3% | 23,737 SH | |
| ISHARES TR | CORE US AGGBD ET | $2.7M | 1.3% | 27,151 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $422K | 0.2% | 5,162 SH | |
| ISHARES TR | ESG AWR MSCI USA | $857K | 0.4% | 7,030 SH | |
| ISHARES TR | FLTG RATE NT ETF | $2.1M | 1.0% | 41,101 SH | |
| ISHARES TR | GNMA BOND ETF | $3.1M | 1.5% | 71,484 SH | |
| ISHARES TR | HDG MSCI EAFE | $2.5M | 1.2% | 68,024 SH | |
| ISHARES TR | INTRM GOV CR ETF | $996K | 0.5% | 9,398 SH | |
| ISHARES TR | ISHARES BIOTECH | $1.1M | 0.5% | 8,327 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $2.9M | 1.4% | 55,717 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $1.9M | 0.9% | 36,119 SH | |
| ISHARES TR | MBS ETF | $1.9M | 0.9% | 20,671 SH | |
| ISHARES TR | MSCI EAFE ETF | $268K | 0.1% | 3,279 SH | |
| ISHARES TR | MSCI KLD400 SOC | $652K | 0.3% | 6,368 SH | |
| ISHARES TR | MSCI USA ESG SLC | $1.4M | 0.7% | 12,532 SH | |
| ISHARES TR | NATIONAL MUN ETF | $566K | 0.3% | 5,364 SH | |
| ISHARES TR | RUS 1000 ETF | $221K | 0.1% | 720 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $606K | 0.3% | 3,037 SH | |
| ISHARES TR | TIPS BD ETF | $859K | 0.4% | 7,731 SH | |
| ISHARES TR | TRS FLT RT BD | $521K | 0.2% | 10,275 SH | |
| ISHARES TR | U.S. FINLS ETF | $680K | 0.3% | 6,030 SH | |
| JOHNSON & JOHNSON | COM | $2.9M | 1.4% | 17,328 SH | |
| JPMORGAN CHASE & CO. | COM | $2.6M | 1.2% | 10,663 SH | |
| LOWES COS INC | COM | $954K | 0.5% | 4,091 SH | |
| MASTERCARD INCORPORATED | CL A | $1.0M | 0.5% | 1,858 SH | |
| MCCORMICK & CO INC | COM NON VTG | $409K | 0.2% | 4,971 SH | |
| MCDONALDS CORP | COM | $348K | 0.2% | 1,114 SH | |
| MEDTRONIC PLC | SHS | $1.1M | 0.5% | 12,388 SH | |
| MERCK & CO INC | COM | $791K | 0.4% | 8,810 SH | |
| META PLATFORMS INC | CL A | $960K | 0.5% | 1,666 SH | |
| MICROSOFT CORP | COM | $4.3M | 2.0% | 11,376 SH | |
| NETFLIX INC | COM | $965K | 0.5% | 1,035 SH | |
| NEXTERA ENERGY INC | COM | $1.5M | 0.7% | 21,759 SH | |
| NIKE INC | CL B | $753K | 0.4% | 11,857 SH | |
| NORFOLK SOUTHN CORP | COM | $447K | 0.2% | 1,887 SH | |
| NOVO-NORDISK A S | ADR | $200K | 0.1% | 2,884 SH | |
| NVIDIA CORPORATION | COM | $2.6M | 1.2% | 23,606 SH | |
| ORACLE CORP | COM | $1.1M | 0.5% | 7,807 SH | |
| PALO ALTO NETWORKS INC | COM | $252K | 0.1% | 1,478 SH | |
| PAYPAL HLDGS INC | COM | $566K | 0.3% | 8,668 SH | |
| PEPSICO INC | COM | $1.5M | 0.7% | 10,023 SH | |
| PFIZER INC | COM | $408K | 0.2% | 16,112 SH | |
| PROCTER AND GAMBLE CO | COM | $2.0M | 1.0% | 11,764 SH | |
| ROLLINS INC | COM | $1.4M | 0.7% | 25,800 SH | |
| RTX CORPORATION | COM | $2.2M | 1.1% | 16,723 SH | |
| SALESFORCE INC | COM | $445K | 0.2% | 1,660 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $318K | 0.2% | 16,078 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.0M | 1.4% | 124,979 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $711K | 0.3% | 30,680 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.9M | 0.9% | 88,666 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.9M | 1.8% | 155,067 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.5M | 0.7% | 56,441 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $4.8M | 2.3% | 216,382 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $901K | 0.4% | 34,399 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $674K | 0.3% | 31,317 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $504K | 0.2% | 21,508 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.0M | 0.5% | 37,214 SH | |
| SPDR GOLD TR | GOLD SHS | $460K | 0.2% | 1,595 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $11.9M | 5.7% | 21,305 SH | |
| SPDR SER TR | BBG CONV SEC ETF | $345K | 0.2% | 4,506 SH | |
| STARBUCKS CORP | COM | $939K | 0.4% | 9,574 SH | |
| SYSCO CORP | COM | $491K | 0.2% | 6,539 SH | |
| TEXAS INSTRS INC | COM | $1.1M | 0.5% | 5,871 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $1.0M | 0.5% | 2,063 SH | |
| TJX COS INC NEW | COM | $1.4M | 0.7% | 11,555 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $409K | 0.2% | 1,213 SH | |
| UNITED PARCEL SERVICE INC | CL B | $811K | 0.4% | 7,374 SH | |
| UNITEDHEALTH GROUP INC | COM | $2.2M | 1.1% | 4,255 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $487K | 0.2% | 948 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $947K | 0.4% | 20,927 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.4M | 0.7% | 17,150 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $357K | 0.2% | 4,523 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $9.9M | 4.7% | 51,177 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.9M | 0.9% | 36,791 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.7M | 0.8% | 13,227 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $1.1M | 0.5% | 7,592 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $1.4M | 0.7% | 11,825 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $1.4M | 0.7% | 5,403 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $388K | 0.2% | 715 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $1.8M | 0.9% | 10,590 SH | |
| VERIZON COMMUNICATIONS INC | COM | $611K | 0.3% | 13,463 SH | |
| VISA INC | COM CL A | $1.3M | 0.6% | 3,812 SH | |
| WALMART INC | COM | $380K | 0.2% | 4,330 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $219K | 0.1% | 2,745 SH |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000138 |
| $248.1M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000916 | $276.2M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000767 | $226.9M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000468 | $249.8M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000457 | $210.5M | View |