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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 | $383K | 0.1%Prev: 0.1% | 2,393 SH | Increased+3 SH |
| ABBOTT LABS | COM | $201K | 0.1%Prev: 0.1% | 1,601 SH | Decreased-202 SH |
| ADVANCED MICRO DEVICES INC | COM | $856K | 0.3%Prev: 0.3% | 3,999 SH | Increased-27 SH |
| ALPHABET INC | CAP STK CL A | $4.1M | 1.6%Prev: 1.4% | 13,133 SH | Increased-968 SH |
| ALPHABET INC | CAP STK CL C | $3.4M | 1.3%Prev: 1.1% | 10,934 SH | Increased-274 SH |
| AMAZON COM INC | COM | $2.5M | 1.0%Prev: 1.0% | 10,850 SH | Increased-88 SH |
| AMERICAN EXPRESS CO | COM | $3.1M | 1.2%Prev: 1.2% | 8,493 SH | Increased-186 SH |
| ANALOG DEVICES INC | COM | $333K | 0.1%Prev: 0.1% | 1,229 SH | Increased |
| APPLE INC | COM | $7.3M | 2.9%Prev: 2.8% | 26,901 SH | Increased-445 SH |
| APPLIED MATLS INC | COM | $728K | 0.3%Prev: 0.3% | 2,833 SH | Decreased-821 SH |
| ARISTA NETWORKS INC | COM SHS | $1.2M | 0.5%Prev: 0.5% | 8,962 SH | Decreased+98 SH |
| AUTODESK INC | COM | $294K | 0.1%Prev: 0.2% | 994 SH | Decreased-268 SH |
| BANK AMERICA CORP | COM | $1.2M | 0.4%Prev: 0.4% | 20,917 SH | Increased+469 SH |
| BECTON DICKINSON & CO | COM | $550K | 0.2%Prev: 0.2% | 2,835 SH | Decreased-132 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $942K | 0.4%Prev: 0.4% | 1,875 SH | Decreased |
| BLACKSTONE INC | COM | $568K | 0.2%Prev: 0.3% | 3,685 SH | Decreased-162 SH |
| BOOKING HOLDINGS INC | COM | $600K | 0.2%Prev: 0.2% | 112 SH | Increased+2 SH |
| CATERPILLAR INC | COM | $953K | 0.4%Prev: 0.3% | 1,664 SH | Increased-51 SH |
| CHUBB LIMITED | COM | $203K | 0.1% | 650 SH | New |
| CISCO SYS INC | COM | $1.5M | 0.6%Prev: 0.6% | 20,018 SH | Increased-1,059 SH |
| CME GROUP INC | COM | $707K | 0.3%Prev: 0.3% | 2,590 SH | Decreased-29 SH |
| COLGATE PALMOLIVE CO | COM | $727K | 0.3%Prev: 0.3% | 9,201 SH | Decreased-287 SH |
| COSTCO WHSL CORP NEW | COM | $707K | 0.3%Prev: 0.3% | 820 SH | Decreased+27 SH |
| CSX CORP | COM | $582K | 0.2%Prev: 0.2% | 16,066 SH | Increased-65 SH |
| DANAHER CORPORATION | COM | $1.2M | 0.5%Prev: 0.4% | 5,303 SH | Increased-74 SH |
| DEERE & CO | COM | $739K | 0.3%Prev: 0.3% | 1,588 SH | Increased+41 SH |
| DISNEY WALT CO | COM | $1.8M | 0.7%Prev: 0.7% | 15,845 SH | Increased+318 SH |
| DUKE ENERGY CORP NEW | COM NEW | $864K | 0.3%Prev: 0.4% | 7,373 SH | Decreased+94 SH |
| EATON CORP PLC | SHS | $999K | 0.4%Prev: 0.5% | 3,137 SH | Decreased-10 SH |
| ECOLAB INC | COM | $1.3M | 0.5%Prev: 0.5% | 4,768 SH | Decreased+43 SH |
| ELECTRONIC ARTS INC | COM | $283K | 0.1%Prev: 0.1% | 1,385 SH | Decreased-22 SH |
| ELI LILLY & CO | COM | $649K | 0.3%Prev: 0.2% | 604 SH | Increased-48 SH |
| EXXON MOBIL CORP | COM | $1.8M | 0.7%Prev: 0.7% | 14,725 SH | Increased+372 SH |
| FEDEX CORP | COM | $659K | 0.3%Prev: 0.2% | 2,280 SH | Increased+40 SH |
| FIRST SOLAR INC | COM | $203K | 0.1% | 776 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $2.5M | 1.0%Prev: 1.0% | 49,370 SH | Decreased-1,379 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $5.6M | 2.2%Prev: 2.1% | 163,967 SH | Increased+7,582 SH |
| GENERAL DYNAMICS CORP | COM | $1.5M | 0.6%Prev: 0.6% | 4,475 SH | Decreased+4 SH |
| GILEAD SCIENCES INC | COM | $616K | 0.2%Prev: 0.2% | 5,021 SH | Increased+3 SH |
| GOLDMAN SACHS GROUP INC | COM | $504K | 0.2%Prev: 0.2% | 573 SH | Increased+72 SH |
| HOME DEPOT INC | COM | $1.0M | 0.4%Prev: 0.5% | 3,038 SH | Decreased-13 SH |
| HONEYWELL INTL INC | COM | $547K | 0.2%Prev: 0.2% | 2,806 SH | Decreased+90 SH |
| IDEXX LABS INC | COM | $904K | 0.4%Prev: 0.4% | 1,336 SH | Increased-39 SH |
| ILLINOIS TOOL WKS INC | COM | $233K | 0.1%Prev: 0.1% | 946 SH | Decreased-11 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $713K | 0.3%Prev: 0.3% | 2,407 SH | Increased-44 SH |
| INTUIT | COM | $425K | 0.2%Prev: 0.2% | 642 SH | Increased+24 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.8M | 1.1%Prev: 1.1% | 14,829 SH | Increased+607 SH |
| ISHARES GOLD TR | ISHARES NEW | $11.6M | 4.5%Prev: 4.2% | 143,370 SH | Increased+896 SH |
| ISHARES INC | CORE MSCI EMKT | $1.3M | 0.5%Prev: 0.4% | 18,956 SH | Increased+2,028 SH |
| ISHARES INC | ESG AWR MSCI EM | $264K | 0.1%Prev: 0.1% | 5,970 SH | Increased+80 SH |
| ISHARES INC | MSCI EMRG CHN | $2.9M | 1.1%Prev: 1.0% | 39,705 SH | Increased+2,252 SH |
| ISHARES TR | 3 7 YR TREAS BD | $792K | 0.3%Prev: 0.2% | 6,632 SH | Increased+1,900 SH |
| ISHARES TR | 7-10 YR TRSY BD | $223K | 0.1% | 2,324 SH | New |
| ISHARES TR | A RATE CP BD ETF | $1.2M | 0.5%Prev: 0.4% | 24,691 SH | Increased+3,309 SH |
| ISHARES TR | CONV BD ETF | $265K | 0.1%Prev: 0.1% | 2,688 SH | Decreased-100 SH |
| ISHARES TR | CORE INTL AGGR | $451K | 0.2%Prev: 0.2% | 9,026 SH | Decreased-970 SH |
| ISHARES TR | CORE MSCI EAFE | $3.3M | 1.3%Prev: 1.3% | 37,340 SH | Increased+510 SH |
| ISHARES TR | CORE S&P MCP ETF | $6.6M | 2.6%Prev: 2.5% | 100,465 SH | Increased+3,675 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.9M | 1.9%Prev: 2.1% | 41,006 SH | Decreased-2,544 SH |
| ISHARES TR | CORE S&P500 ETF | $17.6M | 6.9%Prev: 6.6% | 25,697 SH | Increased+1,203 SH |
| ISHARES TR | CORE US AGGBD ET | $3.3M | 1.3%Prev: 1.2% | 32,566 SH | Increased+2,546 SH |
| ISHARES TR | ESG AW MSCI EAFE | $491K | 0.2%Prev: 0.2% | 5,162 SH | Increased |
| ISHARES TR | ESG AWR MSCI USA | $990K | 0.4%Prev: 0.4% | 6,642 SH | Decreased-302 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $209K | 0.1% | 8,292 SH | New |
| ISHARES TR | ESG MSCI KLD 400 | $665K | 0.3%Prev: 0.3% | 5,163 SH | Decreased-272 SH |
| ISHARES TR | ESG OPTIMIZED | $1.6M | 0.6%Prev: 0.7% | 11,719 SH | Decreased-911 SH |
| ISHARES TR | FLTG RATE NT ETF | $2.0M | 0.8%Prev: 0.8% | 38,773 SH | Decreased+66 SH |
| ISHARES TR | GNMA BOND ETF | $2.1M | 0.8%Prev: 1.0% | 46,311 SH | Decreased-8,232 SH |
| ISHARES TR | HDG MSCI EAFE | $4.9M | 1.9%Prev: 1.6% | 117,285 SH | Increased+14,834 SH |
| ISHARES TR | INTRM GOV CR ETF | $1.6M | 0.6%Prev: 0.6% | 15,167 SH | Increased+788 SH |
| ISHARES TR | ISHARES BIOTECH | $603K | 0.2%Prev: 0.2% | 3,572 SH | Increased+74 SH |
| ISHARES TR | ISHS 1-5YR INVS | $4.3M | 1.7%Prev: 1.4% | 82,156 SH | Increased+15,303 SH |
| ISHARES TR | ISHS 5-10YR INVT | $2.3M | 0.9%Prev: 0.9% | 41,982 SH | Increased+1,849 SH |
| ISHARES TR | MBS ETF | $3.6M | 1.4%Prev: 1.3% | 37,400 SH | Increased+4,218 SH |
| ISHARES TR | MSCI EAFE ETF | $324K | 0.1%Prev: 0.1% | 3,369 SH | Increased+74 SH |
| ISHARES TR | NATIONAL MUN ETF | $428K | 0.2%Prev: 0.2% | 3,994 SH | Decreased-205 SH |
| ISHARES TR | RUS 1000 ETF | $250K | 0.1%Prev: 0.1% | 670 SH | Decreased-50 SH |
| ISHARES TR | RUSSELL 2000 ETF | $631K | 0.2%Prev: 0.3% | 2,561 SH | Decreased-312 SH |
| ISHARES TR | TIPS BD ETF | $720K | 0.3%Prev: 0.3% | 6,550 SH | Decreased-132 SH |
| ISHARES TR | TRS FLT RT BD | $466K | 0.2%Prev: 0.2% | 9,240 SH | Decreased-325 SH |
| ISHARES TR | U.S. FINLS ETF | $736K | 0.3%Prev: 0.3% | 5,712 SH | Increased |
| JOHNSON & JOHNSON | COM | $3.5M | 1.4%Prev: 1.3% | 16,941 SH | Increased+71 SH |
| JPMORGAN CHASE & CO. | COM | $3.4M | 1.3%Prev: 1.4% | 10,634 SH | Increased-8 SH |
| KIRBY CORP | COM | $251K | 0.1% | 2,278 SH | New |
| LOWES COS INC | COM | $973K | 0.4%Prev: 0.4% | 4,036 SH | Decreased-42 SH |
| MARVELL TECHNOLOGY INC | COM | $226K | 0.1%Prev: 0.1% | 2,654 SH | Increased+249 SH |
| MASTERCARD INCORPORATED | CL A | $920K | 0.4%Prev: 0.4% | 1,611 SH | Decreased-38 SH |
| MCCORMICK & CO INC | COM NON VTG | $315K | 0.1%Prev: 0.1% | 4,629 SH | Decreased-155 SH |
| MCDONALDS CORP | COM | $332K | 0.1%Prev: 0.1% | 1,087 SH | Increased |
| MEDTRONIC PLC | SHS | $1.1M | 0.4%Prev: 0.4% | 11,004 SH | Decreased-253 SH |
| MERCK & CO INC | COM | $707K | 0.3%Prev: 0.2% | 6,714 SH | Increased-408 SH |
| META PLATFORMS INC | CL A | $1.2M | 0.5%Prev: 0.5% | 1,847 SH | Decreased+143 SH |
| MICROSOFT CORP | COM | $5.4M | 2.1%Prev: 2.3% | 11,088 SH | Decreased+19 SH |
| NETFLIX INC | COM | $1.1M | 0.4%Prev: 0.5% | 11,574 SH | Decreased+10,466 SH |
| NEXTERA ENERGY INC | COM | $1.7M | 0.6%Prev: 0.7% | 20,646 SH | Decreased-1,513 SH |
| NIKE INC | CL B | $679K | 0.3%Prev: 0.3% | 10,664 SH | Decreased-839 SH |
| NORFOLK SOUTHN CORP | COM | $520K | 0.2%Prev: 0.2% | 1,802 SH | Decreased |
| NVIDIA CORPORATION | COM | $4.0M | 1.6%Prev: 1.7% | 21,454 SH | Decreased-1,624 SH |
| ORACLE CORP | COM | $1.5M | 0.6%Prev: 0.9% | 7,517 SH | Decreased-84 SH |
| PALO ALTO NETWORKS INC | COM | $353K | 0.1%Prev: 0.1% | 1,916 SH | Increased+197 SH |
| PAYPAL HLDGS INC | COM | $439K | 0.2%Prev: 0.2% | 7,517 SH | Decreased-480 SH |
| PEPSICO INC | COM | $1.3M | 0.5%Prev: 0.5% | 9,074 SH | Decreased-370 SH |
| PFIZER INC | COM | $239K | 0.1%Prev: 0.1% | 9,606 SH | Decreased-3,617 SH |
| PROCTER AND GAMBLE CO | COM | $1.7M | 0.6%Prev: 0.7% | 11,538 SH | Decreased-393 SH |
| ROLLINS INC | COM | $1.5M | 0.6%Prev: 0.6% | 25,800 SH | Increased |
| RTX CORPORATION | COM | $2.8M | 1.1%Prev: 1.0% | 15,234 SH | Increased-182 SH |
| SALESFORCE INC | COM | $509K | 0.2%Prev: 0.2% | 1,922 SH | Increased+7 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $369K | 0.1%Prev: 0.1% | 15,332 SH | Increased-409 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $4.9M | 1.9%Prev: 1.7% | 201,602 SH | Increased+30,885 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $508K | 0.2%Prev: 0.2% | 21,716 SH | Decreased-3,886 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.3M | 0.9%Prev: 0.9% | 86,442 SH | Increased-796 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $5.2M | 2.0%Prev: 2.0% | 160,652 SH | Increased+1,792 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.6M | 0.6%Prev: 0.7% | 55,547 SH | Decreased-3,703 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $5.2M | 2.0%Prev: 2.2% | 192,311 SH | Decreased-16,859 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $837K | 0.3%Prev: 0.4% | 27,826 SH | Decreased-3,570 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $527K | 0.2%Prev: 0.2% | 25,250 SH | Decreased+506 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $517K | 0.2%Prev: 0.2% | 18,141 SH | Decreased-1,232 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.0M | 0.4%Prev: 0.4% | 38,481 SH | Decreased-1,133 SH |
| SPDR GOLD TR | GOLD SHS | $608K | 0.2%Prev: 0.2% | 1,534 SH | Increased-61 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $12.3M | 4.8%Prev: 5.0% | 18,067 SH | Decreased-664 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $359K | 0.1% | 4,026 SH | New |
| STARBUCKS CORP | COM | $790K | 0.3%Prev: 0.3% | 9,379 SH | Decreased-176 SH |
| SYSCO CORP | COM | $502K | 0.2%Prev: 0.2% | 6,814 SH | Decreased+156 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $308K | 0.1%Prev: 0.1% | 1,014 SH | Increased+84 SH |
| TEXAS INSTRS INC | COM | $781K | 0.3%Prev: 0.4% | 4,500 SH | Decreased-652 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.2M | 0.5%Prev: 0.4% | 2,041 SH | Increased+39 SH |
| TJX COS INC NEW | COM | $1.7M | 0.7%Prev: 0.6% | 11,006 SH | Increased+69 SH |
| TRANE TECHNOLOGIES PLC | SHS | $492K | 0.2%Prev: 0.2% | 1,264 SH | Decreased+26 SH |
| UBER TECHNOLOGIES INC | COM | $324K | 0.1%Prev: 0.1% | 3,961 SH | Decreased+280 SH |
| UNION PAC CORP | COM | $218K | 0.1%Prev: 0.1% | 942 SH | Decreased+6 SH |
| UNITED PARCEL SERVICE INC | CL B | $577K | 0.2%Prev: 0.2% | 5,814 SH | Increased-692 SH |
| UNITEDHEALTH GROUP INC | COM | $761K | 0.3%Prev: 0.3% | 2,304 SH | Decreased-11 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $407K | 0.2%Prev: 0.2% | 649 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $902K | 0.4%Prev: 0.4% | 16,778 SH | Decreased-1,165 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.8M | 0.7%Prev: 0.7% | 20,989 SH | Increased+513 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $264K | 0.1%Prev: 0.1% | 3,308 SH | Decreased-445 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $11.2M | 4.4%Prev: 4.4% | 51,034 SH | Increased+47 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.1M | 0.8%Prev: 0.8% | 33,211 SH | Increased-396 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.1M | 0.8%Prev: 0.8% | 14,757 SH | Increased+485 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $1.8M | 0.7%Prev: 0.7% | 9,192 SH | Increased+378 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $764K | 0.3%Prev: 0.3% | 3,615 SH | Increased+372 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $2.0M | 0.8%Prev: 0.8% | 15,192 SH | Increased+886 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $1.2M | 0.5%Prev: 0.4% | 4,070 SH | Increased-134 SH |
| VANGUARD WORLD FD | INF TECH ETF | $539K | 0.2%Prev: 0.2% | 715 SH | Increased |
| VANGUARD WORLD FD | UTILITIES ETF | $2.4M | 1.0%Prev: 0.9% | 13,188 SH | Increased+828 SH |
| VERIZON COMMUNICATIONS INC | COM | $627K | 0.2%Prev: 0.3% | 15,404 SH | Decreased+278 SH |
| VERTIV HOLDINGS CO | COM CL A | $347K | 0.1%Prev: 0.1% | 2,141 SH | Increased+184 SH |
| VISA INC | COM CL A | $1.3M | 0.5%Prev: 0.5% | 3,817 SH | Increased-26 SH |
| WALMART INC | COM | $648K | 0.3%Prev: 0.2% | 5,813 SH | Increased+401 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 |