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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 | $301K | 0.4%Prev: 0.4% | 5,355 SH | Increased-1,845 SH |
| ALPHABET INC | CAP STK CL A | $780K | 1.1%Prev: 0.7% | 2,183 SH | Increased-163 SH |
| ALPHABET INC | CAP STK CL C | $299K | 0.4% | 847 SH | New |
| AMAZON COM INC | COM | $1.2M | 1.7%Prev: 1.9% | 5,007 SH | Increased+75 SH |
| AMERICAN TOWER CORP | COM | $422K | 0.6% | 2,581 SH | New |
| AMGEN INC | COM | $428K | 0.6%Prev: 0.7% | 1,181 SH | Increased-189 SH |
| AMPHENOL CORP | CL A | $608K | 0.9% | 3,450 SH | New |
| ANALOG DEVICES INC | COM | $683K | 1.0%Prev: 0.8% | 1,719 SH | Increased-220 SH |
| APPLE INC | COM | $3.2M | 4.5%Prev: 4.0% | 11,109 SH | Increased-16 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $318K | 0.4% | 160 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $299K | 0.4%Prev: 0.8% | 1,335 SH | Decreased-91 SH |
| BANK OF AMER CORP | COM | $741K | 1.0% | 13,005 SH | New |
| BECTON DICKINSON & CO | COM | $259K | 0.4%Prev: 0.5% | 1,709 SH | Increased+211 SH |
| COCA COLA CO | COM | $377K | 0.5%Prev: 0.7% | 4,637 SH | Increased-588 SH |
| COSTCO WHOLESALE CORPORATION | COM | $695K | 1.0% | 743 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $915K | 1.3%Prev: 1.1% | 22,508 SH | Increased+1,630 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $338K | 0.5%Prev: 0.6% | 8,204 SH | Increased+451 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $896K | 1.3% | 18,757 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $251K | 0.4%Prev: 0.5% | 1,984 SH | Decreased-461 SH |
| ECOLAB INC | COM | $550K | 0.8%Prev: 1.1% | 1,975 SH | Decreased-253 SH |
| ESSENTIAL UTILS INC | COM | $556K | 0.8%Prev: 1.2% | 14,521 SH | Decreased-3,164 SH |
| EXXON MOBIL CORP | COM | $637K | 0.9%Prev: 1.1% | 4,662 SH | Increased-1,236 SH |
| FIRST AMERN FINL CORP | COM | $491K | 0.7%Prev: 0.8% | 7,160 SH | Increased-345 SH |
| FRANCO NEV CORP | COM | $563K | 0.8%Prev: 0.8% | 2,703 SH | Increased-175 SH |
| HOME DEPOT INC | COM | $663K | 0.9%Prev: 1.4% | 1,881 SH | Decreased-283 SH |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $2.2M | 3.1% | 84,787 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.2M | 1.7% | 27,468 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $920K | 1.3%Prev: 1.9% | 3,270 SH | Decreased-456 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $446K | 0.6%Prev: 0.9% | 22,825 SH | Decreased-2,900 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $907K | 1.3%Prev: 0.8% | 46,224 SH | Increased+23,794 SH |
| INVESCO QQQ TR | UNIT SER 1 | $263K | 0.4%Prev: 0.4% | 357 SH | Increased-43 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.4M | 2.0%Prev: 2.4% | 18,846 SH | Increased-2,869 SH |
| ISHARES TR | CORE INTL AGGR | $1.7M | 2.3%Prev: 2.7% | 32,824 SH | Increased+2,922 SH |
| JOHNSON & JOHNSON | COM | $979K | 1.4%Prev: 0.7% | 3,855 SH | Increased+1,098 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $633K | 0.9%Prev: 1.1% | 2,180 SH | Decreased-379 SH |
| MCDONALDS CORP | COM | $370K | 0.5%Prev: 0.7% | 1,370 SH | Decreased |
| MICROSOFT CORP | COM | $1.3M | 1.9%Prev: 3.5% | 3,572 SH | Decreased-363 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $219K | 0.3% | 527 SH | New |
| NETFLIX INC. | COM | $851K | 1.2% | 11,920 SH | New |
| NEXTERA ENERGY INC | COM | $329K | 0.5%Prev: 0.6% | 3,745 SH | Increased-730 SH |
| NVIDIA CORPORATION | COM | $11.6M | 16.3%Prev: 16.9% | 57,967 SH | Increased-2,335 SH |
| PEPSICO INC | COM | $321K | 0.5% | 2,373 SH | New |
| QUALCOMM INC | COM | $453K | 0.6%Prev: 0.7% | 2,449 SH | Increased-185 SH |
| ROYAL GOLD INC | COM | $250K | 0.4%Prev: 0.4% | 1,252 SH | Increased-81 SH |
| RPM INTL INC | COM | $388K | 0.5%Prev: 0.8% | 3,488 SH | Decreased-765 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $570K | 0.8% | 15,711 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.3M | 6.0%Prev: 4.1% | 154,092 SH | Increased+48,932 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $468K | 0.7%Prev: 0.9% | 19,403 SH | Decreased-1,934 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.8M | 2.5%Prev: 3.3% | 77,147 SH | Decreased-3,553 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.9M | 2.6%Prev: 2.9% | 64,580 SH | Increased-3,472 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.7M | 2.5% | 50,093 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.5M | 3.5%Prev: 2.3% | 68,872 SH | Increased+17,484 SH |
| SPDR GOLD TR | GOLD SHS | $357K | 0.5% | 969 SH | New |
| SSGA ACTIVE TR | STATE STREET MY | $525K | 0.7% | 20,995 SH | New |
| STARBUCKS CORP | COM | $601K | 0.8%Prev: 1.1% | 5,879 SH | Decreased-850 SH |
| TESLA INC | COM | $270K | 0.4% | 642 SH | New |
| TEXAS INSTRS INC | COM | $401K | 0.6%Prev: 0.6% | 1,346 SH | Increased-214 SH |
| TJX COS INC NEW | COM | $455K | 0.6%Prev: 0.8% | 3,000 SH | Increased-495 SH |
| TOAST INC | CL A | $289K | 0.4% | 10,400 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $589K | 0.8%Prev: 0.8% | 5,662 SH | Increased+599 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $462K | 0.7% | 2,339 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $1.2M | 1.7%Prev: 1.7% | 15,283 SH | Increased+11,882 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $347K | 0.5%Prev: 0.6% | 3,596 SH | Increased-84 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.1M | 2.9% | 3,039 SH | New |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.0M | 1.5%Prev: 1.8% | 17,537 SH | Increased+333 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.2M | 3.0%Prev: 2.0% | 9,108 SH | Increased+3,581 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $960K | 1.4%Prev: 1.0% | 10,278 SH | Increased+4,157 SH |
| VISA INC | COM CL A | $931K | 1.3%Prev: 1.8% | 2,714 SH | Decreased-134 SH |
| WALMART INC | COM | $608K | 0.9%Prev: 1.1% | 5,368 SH | Increased-846 SH |
| WASTE MGMT INC DEL | COM | $321K | 0.5%Prev: 0.6% | 1,442 SH | Decreased-160 SH |
| WEC ENERGY GROUP INC | COM | $604K | 0.9%Prev: 1.2% | 5,171 SH | Decreased-1,178 SH |
| XYLEM INC | COM | $341K | 0.5%Prev: 0.7% | 2,885 SH | Decreased-105 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 |