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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 | $331K | 0.5%Prev: 0.4% | 7,450 SH | Increased+2,095 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $272K | 0.4% | 1,102 SH | New |
| ALPHABET INC | CAP STK CL A | $558K | 0.9%Prev: 1.1% | 2,296 SH | Decreased+113 SH |
| AMAZON COM INC | COM | $1.1M | 1.7%Prev: 1.7% | 4,912 SH | Decreased-95 SH |
| AMERICAN TOWER CORP NEW | COM | $509K | 0.8% | 2,645 SH | New |
| AMERICAN WTR WKS CO INC NEW | COM | $297K | 0.5% | 2,135 SH | New |
| AMGEN INC | COM | $394K | 0.6%Prev: 0.6% | 1,397 SH | Decreased+216 SH |
| AMPHENOL CORP NEW | CL A | $483K | 0.8% | 3,907 SH | New |
| ANALOG DEVICES INC | COM | $478K | 0.8%Prev: 1.0% | 1,947 SH | Decreased+228 SH |
| APPLE INC | COM | $2.8M | 4.6%Prev: 4.5% | 11,125 SH | Decreased+16 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $419K | 0.7%Prev: 0.4% | 1,426 SH | Increased+91 SH |
| BANK AMERICA CORP | COM | $787K | 1.3% | 15,257 SH | New |
| BECTON DICKINSON & CO | COM | $358K | 0.6%Prev: 0.4% | 1,911 SH | Increased+202 SH |
| COCA COLA CO | COM | $355K | 0.6%Prev: 0.5% | 5,346 SH | Decreased+709 SH |
| COSTCO WHSL CORP NEW | COM | $714K | 1.2% | 772 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $698K | 1.1%Prev: 1.3% | 21,771 SH | Decreased-737 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $350K | 0.6%Prev: 0.5% | 8,296 SH | Increased+92 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $912K | 1.5% | 18,934 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $313K | 0.5%Prev: 0.4% | 2,530 SH | Increased+546 SH |
| ECOLAB INC | COM | $610K | 1.0%Prev: 0.8% | 2,228 SH | Increased+253 SH |
| ESSENTIAL UTILS INC | COM | $709K | 1.1%Prev: 0.8% | 17,760 SH | Increased+3,239 SH |
| EXXON MOBIL CORP | COM | $668K | 1.1%Prev: 0.9% | 5,928 SH | Increased+1,266 SH |
| FIRST AMERN FINL CORP | COM | $569K | 0.9%Prev: 0.7% | 8,855 SH | Increased+1,695 SH |
| FRANCO NEV CORP | COM | $649K | 1.0%Prev: 0.8% | 2,911 SH | Increased+208 SH |
| GENERAL MLS INC | COM | $222K | 0.4% | 4,410 SH | New |
| HOME DEPOT INC | COM | $875K | 1.4%Prev: 0.9% | 2,159 SH | Increased+278 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.1M | 1.7%Prev: 1.3% | 3,737 SH | Increased+467 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $1.7M | 2.8% | 82,463 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $503K | 0.8%Prev: 0.6% | 25,725 SH | Increased+2,900 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $456K | 0.7%Prev: 1.3% | 23,155 SH | Decreased-23,069 SH |
| INVESCO QQQ TR | UNIT SER 1 | $240K | 0.4%Prev: 0.4% | 400 SH | Decreased+43 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.6M | 2.6%Prev: 2.0% | 22,267 SH | Increased+3,421 SH |
| ISHARES TR | CORE INTL AGGR | $1.7M | 2.7%Prev: 2.3% | 32,474 SH | Increased-350 SH |
| JOHNSON & JOHNSON | COM | $802K | 1.3%Prev: 1.4% | 4,323 SH | Decreased+468 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $780K | 1.3%Prev: 0.9% | 2,554 SH | Increased+374 SH |
| MCDONALDS CORP | COM | $416K | 0.7%Prev: 0.5% | 1,370 SH | Increased |
| META PLATFORMS INC | CL A | $234K | 0.4% | 319 SH | New |
| MICROSOFT CORP | COM | $2.0M | 3.2%Prev: 1.9% | 3,817 SH | Increased+245 SH |
| NETFLIX INC | COM | $1.4M | 2.2% | 1,146 SH | New |
| NEXTERA ENERGY INC | COM | $349K | 0.6%Prev: 0.5% | 4,625 SH | Increased+880 SH |
| NVIDIA CORPORATION | COM | $11.2M | 18.2%Prev: 16.3% | 60,258 SH | Decreased+2,291 SH |
| QUALCOMM INC | COM | $438K | 0.7%Prev: 0.6% | 2,634 SH | Decreased+185 SH |
| ROYAL GOLD INC | COM | $274K | 0.4%Prev: 0.4% | 1,366 SH | Increased+114 SH |
| RPM INTL INC | COM | $504K | 0.8%Prev: 0.5% | 4,273 SH | Increased+785 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.5M | 4.1%Prev: 6.0% | 108,195 SH | Decreased-45,897 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $546K | 0.9%Prev: 0.7% | 22,392 SH | Increased+2,989 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $2.0M | 3.2%Prev: 2.5% | 84,810 SH | Increased+7,663 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.8M | 2.9%Prev: 2.6% | 68,990 SH | Decreased+4,410 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.5M | 2.4%Prev: 3.5% | 53,098 SH | Decreased-15,774 SH |
| SERVICENOW INC | COM | $258K | 0.4% | 280 SH | New |
| SPDR GOLD TR | GOLD SHS | $344K | 0.6%Prev: 0.5% | 969 SH | Decreased |
| STARBUCKS CORP | COM | $569K | 0.9%Prev: 0.8% | 6,724 SH | Decreased+845 SH |
| TESLA INC | COM | $267K | 0.4%Prev: 0.4% | 600 SH | Decreased-42 SH |
| TEXAS INSTRS INC | COM | $287K | 0.5%Prev: 0.6% | 1,560 SH | Decreased+214 SH |
| TJX COS INC NEW | COM | $498K | 0.8%Prev: 0.6% | 3,445 SH | Increased+445 SH |
| UBER TECHNOLOGIES INC | COM | $248K | 0.4% | 2,531 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $524K | 0.8%Prev: 0.8% | 5,291 SH | Decreased-371 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 1.7%Prev: 1.7% | 3,520 SH | Decreased-11,763 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $319K | 0.5%Prev: 0.5% | 3,494 SH | Decreased-102 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $208K | 0.3% | 633 SH | New |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.1M | 1.8%Prev: 1.5% | 18,293 SH | Increased+756 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $202K | 0.3% | 2,531 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 2.0%Prev: 3.0% | 5,647 SH | Decreased-3,461 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $569K | 0.9%Prev: 1.4% | 6,353 SH | Decreased-3,925 SH |
| VEEVA SYS INC | CL A COM | $298K | 0.5% | 1,000 SH | New |
| VISA INC | COM CL A | $972K | 1.6%Prev: 1.3% | 2,848 SH | Increased+134 SH |
| WALMART INC | COM | $644K | 1.0%Prev: 0.9% | 6,249 SH | Increased+881 SH |
| WASTE MGMT INC DEL | COM | $354K | 0.6%Prev: 0.5% | 1,602 SH | Increased+160 SH |
| WEC ENERGY GROUP INC | COM | $738K | 1.2%Prev: 0.9% | 6,439 SH | Increased+1,268 SH |
| XYLEM INC | COM | $441K | 0.7%Prev: 0.5% | 2,990 SH | Increased+105 SH |
| ZOETIS INC | CL A | $432K | 0.7% | 2,951 SH | New |
| 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 |