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CIK 0001704107 • 6 13F filings • Apr 21, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 8X8 INC NEW | COM | $37K | 0.0%Prev: 0.0% | 18,788 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $2.5M | 0.3%Prev: 0.3% | 8,135 SH | Increased |
| ALPHABET INC | CAP STK CL C | $9.2M | 1.2%Prev: 1.0% | 29,285 SH | Increased-77 SH |
| AMAZON COM INC | COM | $6.1M | 0.8%Prev: 0.8% | 26,416 SH | Increased |
| ANALOG DEVICES INC | COM | $203K | 0.0% | 750 SH | New |
| APPLE INC | COM | $2.9M | 0.4%Prev: 0.4% | 10,567 SH | Increased-43 SH |
| BECTON DICKINSON & CO | COM | $206K | 0.0% | 1,059 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.2%Prev: 0.2% | 2,628 SH | Decreased-150 SH |
| CATERPILLAR INC | COM | $919K | 0.1%Prev: 0.1% | 1,604 SH | Increased-218 SH |
| CHURCH & DWIGHT CO INC | COM | $984K | 0.1%Prev: 0.1% | 11,740 SH | Decreased |
| CINCINNATI FINL CORP | COM | $2.4M | 0.3%Prev: 0.3% | 14,464 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $6.5M | 0.9%Prev: 0.8% | 163,179 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $17.6M | 2.3%Prev: 2.3% | 295,551 SH | Increased+2,095 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $43.1M | 5.7%Prev: 5.5% | 1,317,406 SH | Increased+7,608 SH |
| DOLBY LABORATORIES INC | COM CL A | $248K | 0.0%Prev: 0.0% | 3,859 SH | Decreased-115 SH |
| EXXON MOBIL CORP | COM | $614K | 0.1%Prev: 0.1% | 5,103 SH | Increased |
| GE AEROSPACE | COM NEW | $315K | 0.0%Prev: 0.0% | 1,023 SH | Increased |
| IES HLDGS INC | COM | $428K | 0.1%Prev: 0.1% | 1,100 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $843K | 0.1%Prev: 0.1% | 2,846 SH | Increased-17 SH |
| INTUIT | COM | $507K | 0.1%Prev: 0.1% | 766 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $228K | 0.0%Prev: 0.1% | 371 SH | Decreased-521 SH |
| ISHARES INC | CORE MSCI EMKT | $1.9M | 0.3%Prev: 0.3% | 28,449 SH | Increased-532 SH |
| ISHARES TR | CORE MSCI EAFE | $1.3M | 0.2%Prev: 0.2% | 14,996 SH | Decreased-657 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.8M | 0.2%Prev: 0.2% | 14,792 SH | Decreased-469 SH |
| ISHARES TR | CORE S&P500 ETF | $3.6M | 0.5%Prev: 0.5% | 5,234 SH | Increased+82 SH |
| ISHARES TR | CORE US AGGBD ET | $7.2M | 1.0%Prev: 1.0% | 72,500 SH | Decreased-1,024 SH |
| ISHARES TR | IBOXX HI YD ETF | $17.5M | 2.3%Prev: 2.3% | 217,454 SH | Increased+11,842 SH |
| ISHARES TR | ISHS 1-5YR INVS | $11.3M | 1.5%Prev: 1.5% | 213,286 SH | Decreased-1,893 SH |
| ISHARES TR | JPMORGAN USD EMG | $4.7M | 0.6%Prev: 0.6% | 49,047 SH | Decreased-602 SH |
| ISHARES TR | RUS 1000 GRW ETF | $593K | 0.1%Prev: 0.1% | 1,253 SH | Increased |
| ISHARES TR | RUS MD CP GR ETF | $495K | 0.1%Prev: 0.1% | 3,613 SH | Decreased+29 SH |
| ISHARES TR | RUS MID CAP ETF | $720K | 0.1%Prev: 0.1% | 7,481 SH | Decreased |
| ISHARES TR | TIPS BD ETF | $11.4M | 1.5%Prev: 1.6% | 103,588 SH | Decreased+64 SH |
| ISHARES TR | U.S. REAL ES ETF | $927K | 0.1%Prev: 0.1% | 9,869 SH | Decreased-740 SH |
| JPMORGAN CHASE & CO. | COM | $1.1M | 0.1%Prev: 0.1% | 3,416 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $217K | 0.0%Prev: 0.0% | 380 SH | Increased |
| MCDONALDS CORP | COM | $219K | 0.0%Prev: 0.0% | 717 SH | Increased |
| META PLATFORMS INC | CL A | $936K | 0.1%Prev: 0.2% | 1,417 SH | Decreased-386 SH |
| MICROSOFT CORP | COM | $993K | 0.1%Prev: 0.1% | 2,054 SH | Decreased-74 SH |
| NATERA INC | COM | $644K | 0.1%Prev: 0.1% | 2,812 SH | Increased |
| NVIDIA CORPORATION | COM | $7.3M | 1.0%Prev: 2.1% | 38,972 SH | Decreased-43,455 SH |
| ORACLE CORP | COM | $688K | 0.1%Prev: 0.1% | 3,529 SH | Decreased |
| QUALCOMM INC | COM | $277K | 0.0%Prev: 0.0% | 1,621 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $38.9M | 5.1%Prev: 5.2% | 1,186,483 SH | Increased+22,243 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $14.7M | 1.9%Prev: 1.9% | 325,924 SH | Increased-4,057 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $33.0M | 4.3%Prev: 4.3% | 1,372,086 SH | Increased+13,871 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $56.1M | 7.4%Prev: 7.1% | 2,400,575 SH | Increased+159,448 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $167.3M | 22.1%Prev: 21.9% | 6,216,158 SH | Increased+62,149 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $21.5M | 2.8%Prev: 2.9% | 1,026,973 SH | Increased+36,125 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $28.4M | 3.7%Prev: 3.7% | 997,412 SH | Increased+12,579 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $39.7M | 5.2%Prev: 5.0% | 1,499,610 SH | Increased+112,608 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $371K | 0.0% | 2,394 SH | New |
| SPDR GOLD TR | GOLD SHS | $851K | 0.1%Prev: 0.1% | 2,148 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $5.1M | 0.7%Prev: 0.7% | 7,456 SH | Increased-20 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $373K | 0.0%Prev: 0.0% | 618 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $2.8M | 0.4% | 29,082 SH | New |
| SYNOPSYS INC | COM | $244K | 0.0%Prev: 0.0% | 519 SH | Decreased |
| TESLA INC | COM | $341K | 0.0%Prev: 0.1% | 759 SH | Decreased-190 SH |
| UNITED PARCEL SERVICE INC | CL B | $418K | 0.1%Prev: 0.0% | 4,213 SH | Increased-150 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $12.3M | 1.6%Prev: 1.7% | 166,637 SH | Decreased-2,886 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $27.7M | 3.7%Prev: 3.6% | 88,079 SH | Increased+230 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.6M | 0.7%Prev: 0.8% | 62,904 SH | Decreased+1,844 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $330K | 0.0%Prev: 0.0% | 527 SH | Increased+36 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $4.1M | 0.5%Prev: 0.5% | 19,149 SH | Increased+1,274 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $10.2M | 1.3%Prev: 1.4% | 39,530 SH | Increased-275 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.1M | 0.3%Prev: 0.3% | 6,229 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $826K | 0.1%Prev: 0.1% | 4,326 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $308K | 0.0%Prev: 0.0% | 4,190 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.5M | 1.3%Prev: 1.3% | 177,522 SH | Decreased-6,438 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $703K | 0.1%Prev: 0.1% | 8,405 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $457K | 0.1%Prev: 0.1% | 5,056 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $65.6M | 8.6%Prev: 8.3% | 822,153 SH | Increased+52,188 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.3M | 1.0%Prev: 1.0% | 117,426 SH | Increased-1,952 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $26.5M | 3.5%Prev: 3.4% | 393,574 SH | Increased+15,698 SH |
| VANGUARD WORLD FD | INF TECH ETF | $377K | 0.0%Prev: 0.0% | 500 SH | Increased+24 SH |
| VISA INC | COM CL A | $242K | 0.0%Prev: 0.0% | 690 SH | Increased |
| WALMART INC | COM | $385K | 0.1%Prev: 0.0% | 3,456 SH | Increased |
| WW GRAINGER INC | COM | $767K | 0.1% | 760 SH | New |
| 13F-HR |
| 0001172661-26-002850 |
| $863.3M |
| View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002576 | $688.4M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001500 | $776.5M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001516 | $645.2M | View |