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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 | $248K | 0.4%Prev: 0.6% | 7,200 SH | Decreased+1,960 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $325K | 0.6% | 1,089 SH | New |
| ALPHABET INC | CAP STK CL A | $413K | 0.7%Prev: 0.9% | 2,346 SH | Decreased+162 SH |
| AMAZON COM INC | COM | $1.1M | 1.9%Prev: 1.5% | 4,932 SH | Increased-79 SH |
| AMERICAN TOWER CORP NEW | COM | $575K | 1.0% | 2,601 SH | New |
| AMERICAN WTR WKS CO INC NEW | COM | $288K | 0.5%Prev: 0.3% | 2,070 SH | Increased+404 SH |
| AMGEN INC | COM | $383K | 0.7%Prev: 0.6% | 1,370 SH | Decreased+207 SH |
| AMPHENOL CORP NEW | CL A | $387K | 0.7% | 3,917 SH | New |
| ANALOG DEVICES INC | COM | $462K | 0.8%Prev: 0.8% | 1,939 SH | Decreased+162 SH |
| APPLE INC | COM | $2.3M | 4.0%Prev: 4.2% | 11,125 SH | Decreased+4 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $440K | 0.8%Prev: 0.4% | 1,426 SH | Increased+116 SH |
| BANK AMERICA CORP | COM | $722K | 1.3%Prev: 1.0% | 15,257 SH | Increased+1,779 SH |
| BECTON DICKINSON & CO | COM | $258K | 0.5%Prev: 0.4% | 1,498 SH | Decreased-158 SH |
| COCA COLA CO | COM | $370K | 0.7%Prev: 0.5% | 5,225 SH | Increased+533 SH |
| COSTCO WHSL CORP NEW | COM | $755K | 1.3% | 763 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $620K | 1.1%Prev: 1.1% | 20,878 SH | Decreased-596 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $324K | 0.6%Prev: 0.5% | 7,753 SH | Decreased-646 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $848K | 1.5%Prev: 1.4% | 17,668 SH | Decreased-1,551 SH |
| DUKE ENERGY CORP NEW | COM NEW | $289K | 0.5%Prev: 0.4% | 2,445 SH | Increased+261 SH |
| ECOLAB INC | COM | $600K | 1.1%Prev: 0.8% | 2,228 SH | Increased+200 SH |
| ELEVANCE HEALTH INC | COM | $389K | 0.7% | 999 SH | New |
| ESSENTIAL UTILS INC | COM | $657K | 1.2%Prev: 0.9% | 17,685 SH | Increased+2,616 SH |
| EXXON MOBIL CORP | COM | $636K | 1.1%Prev: 1.3% | 5,898 SH | Decreased+762 SH |
| FIRST AMERN FINL CORP | COM | $461K | 0.8%Prev: 0.7% | 7,505 SH | Increased+110 SH |
| FRANCO NEV CORP | COM | $472K | 0.8%Prev: 1.0% | 2,878 SH | Decreased+252 SH |
| GENERAL MLS INC | COM | $228K | 0.4% | 4,410 SH | New |
| HOME DEPOT INC | COM | $793K | 1.4%Prev: 0.9% | 2,164 SH | Increased+281 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.1M | 1.9%Prev: 1.2% | 3,726 SH | Increased+350 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $1.6M | 2.9% | 78,114 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $502K | 0.9%Prev: 0.7% | 25,725 SH | Increased+650 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $441K | 0.8%Prev: 1.3% | 22,430 SH | Decreased-22,478 SH |
| INVESCO QQQ TR | UNIT SER 1 | $221K | 0.4%Prev: 0.3% | 400 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $1.4M | 2.4%Prev: 2.4% | 21,715 SH | Decreased+3,272 SH |
| ISHARES TR | CORE INTL AGGR | $1.5M | 2.7%Prev: 2.6% | 29,902 SH | Decreased-4,871 SH |
| JOHNSON & JOHNSON | COM | $421K | 0.7%Prev: 1.4% | 2,757 SH | Decreased-1,178 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $642K | 1.1%Prev: 1.1% | 2,559 SH | Decreased+322 SH |
| MCDONALDS CORP | COM | $400K | 0.7%Prev: 0.6% | 1,370 SH | Decreased |
| META PLATFORMS INC | CL A | $235K | 0.4% | 319 SH | New |
| MICROSOFT CORP | COM | $2.0M | 3.5%Prev: 2.0% | 3,935 SH | Increased+326 SH |
| NETFLIX INC | COM | $1.5M | 2.7% | 1,146 SH | New |
| NEXTERA ENERGY INC | COM | $311K | 0.6%Prev: 0.6% | 4,475 SH | Decreased+410 SH |
| NVIDIA CORPORATION | COM | $9.5M | 16.9%Prev: 15.5% | 60,302 SH | Decreased+336 SH |
| QUALCOMM INC | COM | $419K | 0.7%Prev: 0.5% | 2,634 SH | Increased+155 SH |
| ROYAL GOLD INC | COM | $237K | 0.4%Prev: 0.4% | 1,333 SH | Decreased+173 SH |
| RPM INTL INC | COM | $467K | 0.8%Prev: 0.5% | 4,253 SH | Increased+635 SH |
| SALESFORCE INC | COM | $222K | 0.4% | 815 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.3M | 4.1%Prev: 5.6% | 105,160 SH | Decreased-48,311 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $520K | 0.9%Prev: 0.8% | 21,337 SH | Increased+408 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.9M | 3.3%Prev: 2.9% | 80,700 SH | Decreased-2,851 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.6M | 2.9%Prev: 2.4% | 68,052 SH | Increased+3,886 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.3M | 2.3%Prev: 3.0% | 51,388 SH | Decreased-17,729 SH |
| SERVICENOW INC | COM | $288K | 0.5% | 280 SH | New |
| STARBUCKS CORP | COM | $617K | 1.1%Prev: 0.8% | 6,729 SH | Increased+700 SH |
| TEXAS INSTRS INC | COM | $324K | 0.6%Prev: 0.4% | 1,560 SH | Increased+214 SH |
| TJX COS INC NEW | COM | $432K | 0.8%Prev: 0.7% | 3,495 SH | Decreased+525 SH |
| UBER TECHNOLOGIES INC | COM | $236K | 0.4% | 2,531 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $475K | 0.8%Prev: 0.8% | 5,063 SH | Decreased-428 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $952K | 1.7%Prev: 1.6% | 3,401 SH | Decreased-446 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $328K | 0.6%Prev: 0.5% | 3,680 SH | Increased+137 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.0M | 1.8%Prev: 1.6% | 17,204 SH | Decreased-920 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $201K | 0.4% | 2,526 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 2.0%Prev: 2.8% | 5,527 SH | Decreased-3,353 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $552K | 1.0%Prev: 1.3% | 6,121 SH | Decreased-3,731 SH |
| VEEVA SYS INC | CL A COM | $288K | 0.5% | 1,000 SH | New |
| VISA INC | COM CL A | $1.0M | 1.8%Prev: 1.2% | 2,848 SH | Increased+153 SH |
| WALMART INC | COM | $608K | 1.1%Prev: 1.0% | 6,214 SH | Decreased+680 SH |
| WASTE MGMT INC DEL | COM | $367K | 0.6%Prev: 0.5% | 1,602 SH | Increased+160 SH |
| WEC ENERGY GROUP INC | COM | $662K | 1.2%Prev: 0.9% | 6,349 SH | Increased+943 SH |
| XYLEM INC | COM | $387K | 0.7%Prev: 0.5% | 2,990 SH | Increased+220 SH |
| ZOETIS INC | CL A | $463K | 0.8%Prev: 0.4% | 2,971 SH | Increased+545 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 |