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CIK 0001839735 • 6 13F filings • Apr 23, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $350K | 0.6%Prev: 0.5% | 5,174 SH | Increased-2,276 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $310K | 0.5%Prev: 0.4% | 1,155 SH | Increased+53 SH |
| ALPHABET INC | CAP STK CL A | $703K | 1.2%Prev: 0.9% | 2,246 SH | Increased-50 SH |
| ALPHABET INC | CAP STK CL C | $249K | 0.4% | 792 SH | New |
| AMAZON COM INC | COM | $1.2M | 1.9%Prev: 1.7% | 5,004 SH | Increased+92 SH |
| AMERICAN TOWER CORP NEW | COM | $462K | 0.8%Prev: 0.8% | 2,634 SH | Decreased-11 SH |
| AMERICAN WTR WKS CO INC NEW | COM | $217K | 0.4%Prev: 0.5% | 1,666 SH | Decreased-469 SH |
| AMGEN INC | COM | $432K | 0.7%Prev: 0.6% | 1,320 SH | Increased-77 SH |
| AMPHENOL CORP NEW | CL A | $518K | 0.9%Prev: 0.8% | 3,832 SH | Increased-75 SH |
| ANALOG DEVICES INC | COM | $535K | 0.9%Prev: 0.8% | 1,972 SH | Increased+25 SH |
| APPLE INC | COM | $3.0M | 5.0%Prev: 4.6% | 11,064 SH | Increased-61 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $378K | 0.6%Prev: 0.7% | 1,470 SH | Decreased+44 SH |
| BANK AMERICA CORP | COM | $860K | 1.4%Prev: 1.3% | 15,633 SH | Increased+376 SH |
| BECTON DICKINSON & CO | COM | $371K | 0.6%Prev: 0.6% | 1,911 SH | Increased |
| COCA COLA CO | COM | $374K | 0.6%Prev: 0.6% | 5,347 SH | Increased+1 SH |
| COSTCO WHSL CORP NEW | COM | $654K | 1.1%Prev: 1.2% | 759 SH | Decreased-13 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $693K | 1.1%Prev: 1.1% | 20,937 SH | Decreased-834 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $358K | 0.6%Prev: 0.6% | 8,626 SH | Increased+330 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $887K | 1.5%Prev: 1.5% | 18,504 SH | Decreased-430 SH |
| DUKE ENERGY CORP NEW | COM NEW | $255K | 0.4%Prev: 0.5% | 2,175 SH | Decreased-355 SH |
| ECOLAB INC | COM | $582K | 1.0%Prev: 1.0% | 2,218 SH | Decreased-10 SH |
| ESSENTIAL UTILS INC | COM | $609K | 1.0%Prev: 1.1% | 15,874 SH | Decreased-1,886 SH |
| EXXON MOBIL CORP | COM | $672K | 1.1%Prev: 1.1% | 5,586 SH | Increased-342 SH |
| FIRST AMERN FINL CORP | COM | $522K | 0.9%Prev: 0.9% | 8,490 SH | Decreased-365 SH |
| FRANCO NEV CORP | COM | $580K | 1.0%Prev: 1.0% | 2,796 SH | Decreased-115 SH |
| GENERAL MLS INC | COM | $205K | 0.3%Prev: 0.4% | 4,410 SH | Decreased |
| HOME DEPOT INC | COM | $722K | 1.2%Prev: 1.4% | 2,099 SH | Decreased-60 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.0M | 1.7%Prev: 1.7% | 3,528 SH | Decreased-209 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $496K | 0.8%Prev: 0.8% | 25,325 SH | Decreased-400 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $856K | 1.4%Prev: 0.7% | 43,347 SH | Increased+20,192 SH |
| INVESCO QQQ TR | UNIT SER 1 | $298K | 0.5%Prev: 0.4% | 485 SH | Increased+85 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.4M | 2.4%Prev: 2.6% | 17,715 SH | Decreased-4,552 SH |
| ISHARES TR | CORE INTL AGGR | $1.7M | 2.8%Prev: 2.7% | 33,318 SH | Increased+844 SH |
| JOHNSON & JOHNSON | COM | $895K | 1.5%Prev: 1.3% | 4,323 SH | Increased |
| L3HARRIS TECHNOLOGIES INC | COM | $747K | 1.2%Prev: 1.3% | 2,544 SH | Decreased-10 SH |
| MCDONALDS CORP | COM | $419K | 0.7%Prev: 0.7% | 1,370 SH | Increased |
| META PLATFORMS INC | CL A | $210K | 0.3%Prev: 0.4% | 319 SH | Decreased |
| MICROSOFT CORP | COM | $1.8M | 3.1%Prev: 3.2% | 3,821 SH | Decreased+4 SH |
| NETFLIX INC | COM | $1.1M | 1.8%Prev: 2.2% | 11,460 SH | Decreased+10,314 SH |
| NEXTERA ENERGY INC | COM | $319K | 0.5%Prev: 0.6% | 3,970 SH | Decreased-655 SH |
| NVIDIA CORPORATION | COM | $11.2M | 18.5%Prev: 18.2% | 60,066 SH | Decreased-192 SH |
| QUALCOMM INC | COM | $463K | 0.8%Prev: 0.7% | 2,704 SH | Increased+70 SH |
| ROYAL GOLD INC | COM | $242K | 0.4%Prev: 0.4% | 1,090 SH | Decreased-276 SH |
| RPM INTL INC | COM | $426K | 0.7%Prev: 0.8% | 4,093 SH | Decreased-180 SH |
| SALESFORCE INC | COM | $203K | 0.3% | 767 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.5M | 4.1%Prev: 4.1% | 103,452 SH | Decreased-4,743 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $494K | 0.8%Prev: 0.9% | 20,286 SH | Decreased-2,106 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.9M | 3.1%Prev: 3.2% | 80,334 SH | Decreased-4,476 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.6M | 2.7%Prev: 2.9% | 61,795 SH | Decreased-7,195 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.5M | 2.4%Prev: 2.4% | 51,947 SH | Decreased-1,151 SH |
| SERVICENOW INC | COM | $214K | 0.4%Prev: 0.4% | 1,400 SH | Decreased+1,120 SH |
| SPDR GOLD TR | GOLD SHS | $384K | 0.6%Prev: 0.6% | 969 SH | Increased |
| SSGA ACTIVE TR | STATE STREET MY | $468K | 0.8% | 18,690 SH | New |
| STARBUCKS CORP | COM | $562K | 0.9%Prev: 0.9% | 6,674 SH | Decreased-50 SH |
| TESLA INC | COM | $270K | 0.4%Prev: 0.4% | 600 SH | Increased |
| TEXAS INSTRS INC | COM | $267K | 0.4%Prev: 0.5% | 1,540 SH | Decreased-20 SH |
| TJX COS INC NEW | COM | $531K | 0.9%Prev: 0.8% | 3,455 SH | Increased+10 SH |
| TOAST INC | CL A | $369K | 0.6% | 10,400 SH | New |
| UBER TECHNOLOGIES INC | COM | $207K | 0.3%Prev: 0.4% | 2,531 SH | Decreased |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $540K | 0.9%Prev: 0.8% | 5,216 SH | Increased-75 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 1.7%Prev: 1.7% | 3,641 SH | Increased+121 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $303K | 0.5%Prev: 0.5% | 3,422 SH | Decreased-72 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $236K | 0.4%Prev: 0.3% | 704 SH | Increased+71 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.0M | 1.7%Prev: 1.8% | 17,419 SH | Decreased-874 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 2.0%Prev: 2.0% | 5,594 SH | Increased-53 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $811K | 1.3%Prev: 0.9% | 8,868 SH | Increased+2,515 SH |
| VEEVA SYS INC | CL A COM | $223K | 0.4%Prev: 0.5% | 1,000 SH | Decreased |
| VISA INC | COM CL A | $986K | 1.6%Prev: 1.6% | 2,810 SH | Increased-38 SH |
| WALMART INC | COM | $666K | 1.1%Prev: 1.0% | 5,974 SH | Increased-275 SH |
| WASTE MGMT INC DEL | COM | $352K | 0.6%Prev: 0.6% | 1,602 SH | Decreased |
| WEC ENERGY GROUP INC | COM | $616K | 1.0%Prev: 1.2% | 5,839 SH | Decreased-600 SH |
| XYLEM INC | COM | $403K | 0.7%Prev: 0.7% | 2,960 SH | Decreased-30 SH |
| ZOETIS INC | CL A | $379K | 0.6%Prev: 0.7% | 3,012 SH | Decreased+61 SH |
| 13F-HR |
| 0001839735-26-000004 |
| $71.0M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003910 | $56.4M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001839735-26-000002 | $67.4M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002251 | $49.7M | View |