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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 | $375K | 0.6%Prev: 0.5% | 5,240 SH | Increased-1,685 SH |
| ALPHABET INC | CAP STK CL A | $628K | 0.9%Prev: 0.7% | 2,184 SH | Increased-162 SH |
| ALPHABET INC | CAP STK CL C | $246K | 0.4% | 857 SH | New |
| AMAZON COM INC | COM | $1.0M | 1.5%Prev: 1.9% | 5,011 SH | Increased+1 SH |
| AMERICAN TOWER CORP | COM | $458K | 0.7% | 2,656 SH | New |
| AMERICAN WTR WKS CO INC NEW | COM | $227K | 0.3%Prev: 0.6% | 1,666 SH | Decreased-524 SH |
| AMGEN INC | COM | $409K | 0.6%Prev: 0.7% | 1,163 SH | Increased+53 SH |
| AMPHENOL CORP | CL A | $441K | 0.7% | 3,494 SH | New |
| ANALOG DEVICES INC | COM | $565K | 0.8%Prev: 0.8% | 1,777 SH | Increased-134 SH |
| APPLE INC | COM | $2.8M | 4.2%Prev: 4.9% | 11,121 SH | Increased+176 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $215K | 0.3% | 163 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $266K | 0.4%Prev: 0.8% | 1,310 SH | Decreased-66 SH |
| BANK AMERICA CORP | COM | $657K | 1.0%Prev: 1.2% | 13,478 SH | Increased-1,214 SH |
| BECTON DICKINSON & CO | COM | $260K | 0.4%Prev: 0.6% | 1,656 SH | Decreased+250 SH |
| COCA COLA CO | COM | $357K | 0.5%Prev: 0.7% | 4,692 SH | Decreased-318 SH |
| COSTCO WHOLESALE CORPORATION | COM | $728K | 1.1% | 731 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $742K | 1.1%Prev: 1.1% | 21,474 SH | Increased+1,518 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $350K | 0.5%Prev: 0.6% | 8,399 SH | Increased+1,513 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $920K | 1.4%Prev: 1.5% | 19,219 SH | Increased+3,033 SH |
| DUKE ENERGY CORP NEW | COM NEW | $286K | 0.4%Prev: 0.7% | 2,184 SH | Decreased-551 SH |
| ECOLAB INC | COM | $539K | 0.8%Prev: 1.1% | 2,028 SH | Decreased-137 SH |
| ESSENTIAL UTILS INC | COM | $607K | 0.9%Prev: 1.4% | 15,069 SH | Decreased-2,546 SH |
| EXXON MOBIL CORP | COM | $871K | 1.3%Prev: 1.4% | 5,136 SH | Increased-817 SH |
| FIRST AMERN FINL CORP | COM | $446K | 0.7%Prev: 0.9% | 7,395 SH | Decreased+255 SH |
| FRANCO NEV CORP | COM | $649K | 1.0%Prev: 0.9% | 2,626 SH | Increased-217 SH |
| HOME DEPOT INC | COM | $619K | 0.9%Prev: 1.6% | 1,883 SH | Decreased-240 SH |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $2.2M | 3.2% | 84,787 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.1M | 1.6% | 27,468 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $818K | 1.2%Prev: 2.0% | 3,376 SH | Decreased-535 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $490K | 0.7%Prev: 1.0% | 25,075 SH | Decreased-1,399 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $881K | 1.3%Prev: 1.0% | 44,908 SH | Increased+19,978 SH |
| INVESCO QQQ TR | UNIT SER 1 | $231K | 0.3% | 400 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $1.6M | 2.4%Prev: 2.5% | 18,443 SH | Increased-2,607 SH |
| ISHARES TR | CORE INTL AGGR | $1.7M | 2.6%Prev: 2.6% | 34,773 SH | Increased+8,629 SH |
| JOHNSON & JOHNSON | COM | $962K | 1.4%Prev: 0.9% | 3,935 SH | Increased+1,368 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $772K | 1.1%Prev: 1.1% | 2,237 SH | Increased-307 SH |
| MCDONALDS CORP | COM | $426K | 0.6%Prev: 0.9% | 1,370 SH | Decreased |
| MICROSOFT CORP | COM | $1.3M | 2.0%Prev: 3.0% | 3,609 SH | Decreased-303 SH |
| NETFLIX INC. | COM | $1.1M | 1.7% | 11,664 SH | New |
| NEXTERA ENERGY INC | COM | $378K | 0.6%Prev: 0.7% | 4,065 SH | Increased-510 SH |
| NVIDIA CORPORATION | COM | $10.5M | 15.5%Prev: 13.6% | 59,966 SH | Increased-2,321 SH |
| PEPSICO INC | COM | $229K | 0.3% | 1,473 SH | New |
| QUALCOMM INC | COM | $319K | 0.5%Prev: 0.8% | 2,479 SH | Decreased-70 SH |
| ROYAL GOLD INC | COM | $295K | 0.4%Prev: 0.4% | 1,160 SH | Increased-174 SH |
| RPM INTL INC | COM | $360K | 0.5%Prev: 1.0% | 3,618 SH | Decreased-525 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $533K | 0.8% | 16,186 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.8M | 5.6%Prev: 4.1% | 153,471 SH | Increased+50,918 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $508K | 0.8%Prev: 1.0% | 20,929 SH | Increased+445 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.9M | 2.9%Prev: 3.4% | 83,551 SH | Increased+10,619 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.6M | 2.4%Prev: 2.9% | 64,166 SH | Increased-2,411 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.5M | 2.3% | 50,093 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.0M | 3.0%Prev: 2.3% | 69,117 SH | Increased+20,044 SH |
| SPDR GOLD TR | GOLD SHS | $417K | 0.6% | 969 SH | New |
| SSGA ACTIVE TR | STATE STREET MY | $712K | 1.1% | 28,495 SH | New |
| STARBUCKS CORP | COM | $540K | 0.8%Prev: 1.3% | 6,029 SH | Decreased-480 SH |
| TESLA INC | COM | $239K | 0.4% | 642 SH | New |
| TEXAS INSTRS INC | COM | $261K | 0.4%Prev: 0.5% | 1,346 SH | Increased+89 SH |
| TJX COS INC NEW | COM | $474K | 0.7%Prev: 0.8% | 2,970 SH | Increased-405 SH |
| TOAST INC | CL A | $276K | 0.4% | 10,400 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $531K | 0.8%Prev: 0.8% | 5,491 SH | Increased+725 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $431K | 0.6% | 2,339 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 1.6%Prev: 1.7% | 3,847 SH | Increased+590 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $314K | 0.5%Prev: 0.7% | 3,543 SH | Decreased-117 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 2.7% | 3,039 SH | New |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.1M | 1.6%Prev: 1.8% | 18,124 SH | Increased+2,997 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.9M | 2.8%Prev: 2.1% | 8,880 SH | Increased+3,535 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $872K | 1.3%Prev: 1.0% | 9,852 SH | Increased+3,977 SH |
| VISA INC | COM CL A | $815K | 1.2%Prev: 2.0% | 2,695 SH | Decreased-113 SH |
| WALMART INC | COM | $688K | 1.0%Prev: 1.1% | 5,534 SH | Increased-670 SH |
| WASTE MGMT INC DEL | COM | $331K | 0.5%Prev: 0.7% | 1,442 SH | Decreased-100 SH |
| WEC ENERGY GROUP INC | COM | $626K | 0.9%Prev: 1.4% | 5,406 SH | Decreased-1,143 SH |
| XYLEM INC | COM | $331K | 0.5%Prev: 0.7% | 2,770 SH | Decreased-98 SH |
| ZOETIS INC | CL A | $287K | 0.4%Prev: 0.9% | 2,426 SH | Decreased-273 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 |