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CIK 0001971456 • 6 13F filings • Apr 21, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $6.8M | 2.1%Prev: 2.3% | 54,176 SH | Decreased-837 SH |
| ABBVIE INC | COM | $1.5M | 0.5%Prev: 0.5% | 6,661 SH | Increased+129 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $5.7M | 1.7%Prev: 1.7% | 21,121 SH | Increased-780 SH |
| AFLAC INC | COM | $2.0M | 0.6%Prev: 0.6% | 17,704 SH | Decreased-52 SH |
| AIR PRODS & CHEMS INC | COM | $3.2M | 1.0%Prev: 1.1% | 12,839 SH | Decreased-733 SH |
| ALPHABET INC | CAP STK CL A | $19.0M | 5.9%Prev: 4.8% | 60,635 SH | Increased-2,987 SH |
| ALPHABET INC | CAP STK CL C | $1.5M | 0.5%Prev: 0.4% | 4,742 SH | Increased |
| AMAZON COM INC | COM | $6.6M | 2.0%Prev: 2.0% | 28,692 SH | Increased-1,113 SH |
| AMEREN CORP | COM | $245K | 0.1%Prev: 0.1% | 2,458 SH | Decreased |
| AMGEN INC | COM | $5.4M | 1.7%Prev: 1.5% | 16,388 SH | Increased-354 SH |
| ANALOG DEVICES INC | COM | $6.3M | 2.0%Prev: 1.8% | 23,339 SH | Increased-287 SH |
| APPLE INC | COM | $27.3M | 8.4%Prev: 8.1% | 100,543 SH | Increased-2,321 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $4.4M | 1.3%Prev: 1.5% | 16,914 SH | Decreased+787 SH |
| BANK AMERICA CORP | COM | $2.3M | 0.7%Prev: 0.7% | 42,101 SH | Increased-50 SH |
| BECTON DICKINSON & CO | COM | $306K | 0.1%Prev: 0.2% | 1,577 SH | Decreased-1,293 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.2%Prev: 0.2% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.4M | 2.0%Prev: 2.1% | 12,742 SH | Decreased-495 SH |
| BLACKROCK INC | COM | $8.2M | 2.5%Prev: 2.8% | 7,704 SH | Decreased-173 SH |
| BROADCOM INC | COM | $14.0M | 4.3%Prev: 4.4% | 40,504 SH | Decreased-2,237 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $5.7M | 1.8%Prev: 1.9% | 25,603 SH | Decreased-194 SH |
| CATERPILLAR INC | COM | $3.3M | 1.0%Prev: 0.9% | 5,813 SH | Increased-118 SH |
| CHEVRON CORP NEW | COM | $1.6M | 0.5%Prev: 0.5% | 10,581 SH | Decreased-308 SH |
| CHUBB LIMITED | COM | $6.8M | 2.1%Prev: 1.9% | 21,745 SH | Increased-315 SH |
| CISCO SYS INC | COM | $6.7M | 2.1%Prev: 1.9% | 87,040 SH | Increased-1,845 SH |
| COCA COLA CO | COM | $1.3M | 0.4%Prev: 0.4% | 18,305 SH | Increased-40 SH |
| COSTCO WHSL CORP NEW | COM | $3.8M | 1.2%Prev: 1.3% | 4,427 SH | Decreased-86 SH |
| CUMMINS INC | COM | $292K | 0.1%Prev: 0.1% | 573 SH | Increased |
| DANAHER CORPORATION | COM | $305K | 0.1%Prev: 0.1% | 1,334 SH | Increased |
| ECOLAB INC | COM | $952K | 0.3%Prev: 0.3% | 3,626 SH | Decreased-22 SH |
| ELI LILLY & CO | COM | $1.7M | 0.5%Prev: 0.4% | 1,541 SH | Increased-8 SH |
| EMERSON ELEC CO | COM | $860K | 0.3%Prev: 0.3% | 6,483 SH | Increased-44 SH |
| EXXON MOBIL CORP | COM | $330K | 0.1%Prev: 0.1% | 2,743 SH | Increased-35 SH |
| FACTSET RESH SYS INC | COM | $202K | 0.1%Prev: 0.1% | 696 SH | Decreased-10 SH |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $206K | 0.1%Prev: 0.1% | 1,818 SH | Decreased-115 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $301K | 0.1%Prev: 0.1% | 5,021 SH | Decreased-269 SH |
| GENERAL DYNAMICS CORP | COM | $4.1M | 1.3%Prev: 1.3% | 12,295 SH | Decreased-402 SH |
| HOME DEPOT INC | COM | $265K | 0.1%Prev: 0.1% | 771 SH | Decreased-37 SH |
| HONEYWELL INTL INC | COM | $312K | 0.1%Prev: 0.1% | 1,598 SH | Decreased-511 SH |
| ILLINOIS TOOL WKS INC | COM | $4.1M | 1.3%Prev: 1.4% | 16,521 SH | Decreased-927 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $407K | 0.1%Prev: 0.1% | 2,513 SH | Increased+461 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $470K | 0.1%Prev: 0.1% | 1,588 SH | Increased |
| INTUIT | COM | $296K | 0.1% | 447 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $609K | 0.2%Prev: 0.2% | 991 SH | Decreased-84 SH |
| ISHARES INC | CORE MSCI EMKT | $343K | 0.1%Prev: 0.1% | 5,096 SH | Increased+1,793 SH |
| ISHARES TR | 1 3 YR TREAS BD | $6.0M | 1.8%Prev: 1.7% | 71,897 SH | Increased+6,920 SH |
| ISHARES TR | CORE DIV GRWTH | $496K | 0.2%Prev: 0.2% | 7,139 SH | Increased+1 SH |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 0.5%Prev: 0.3% | 17,343 SH | Increased+5,336 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.1M | 0.7%Prev: 0.7% | 32,310 SH | Decreased-695 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.6M | 0.5%Prev: 0.5% | 13,409 SH | Decreased-487 SH |
| ISHARES TR | CORE S&P500 ETF | $6.3M | 1.9%Prev: 1.9% | 9,159 SH | Increased+1 SH |
| ISHARES TR | CORE US AGGBD ET | $796K | 0.2%Prev: 0.2% | 7,971 SH | Decreased |
| ISHARES TR | IBOXX INV CP ETF | $2.3M | 0.7%Prev: 0.7% | 20,682 SH | Decreased+228 SH |
| ISHARES TR | RUS MD CP GR ETF | $290K | 0.1%Prev: 0.1% | 2,115 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $712K | 0.2%Prev: 0.2% | 7,397 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $1.1M | 0.3%Prev: 0.3% | 4,424 SH | Increased-19 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $4.3M | 1.3%Prev: 1.3% | 84,279 SH | Increased+453 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.4M | 0.4%Prev: 0.4% | 28,258 SH | Increased+1,541 SH |
| JOHNSON & JOHNSON | COM | $5.9M | 1.8%Prev: 1.7% | 28,523 SH | Increased-826 SH |
| JPMORGAN CHASE & CO. | COM | $6.1M | 1.9%Prev: 1.9% | 19,055 SH | Increased-34 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $1.1M | 0.3%Prev: 0.3% | 3,601 SH | Decreased-14 SH |
| LINDE PLC | SHS | $233K | 0.1%Prev: 0.1% | 546 SH | Decreased-10 SH |
| LOCKHEED MARTIN CORP | COM | $509K | 0.2%Prev: 0.2% | 1,052 SH | Decreased |
| LOWES COS INC | COM | $9.3M | 2.9%Prev: 3.0% | 38,719 SH | Decreased-340 SH |
| MARATHON PETE CORP | COM | $281K | 0.1%Prev: 0.1% | 1,730 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $1.1M | 0.3%Prev: 0.3% | 1,849 SH | Increased+89 SH |
| MCDONALDS CORP | COM | $3.7M | 1.1%Prev: 1.1% | 11,961 SH | Increased+111 SH |
| MEDTRONIC PLC | SHS | $2.5M | 0.8%Prev: 0.8% | 25,829 SH | Decreased-1,443 SH |
| MERCK & CO INC | COM | $640K | 0.2%Prev: 0.2% | 6,081 SH | Increased |
| META PLATFORMS INC | CL A | $4.7M | 1.5%Prev: 1.6% | 7,130 SH | Decreased+141 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $204K | 0.1%Prev: 0.1% | 3,200 SH | Decreased |
| MICROSOFT CORP | COM | $18.9M | 5.8%Prev: 6.4% | 39,090 SH | Decreased-832 SH |
| MONDELEZ INTL INC | CL A | $400K | 0.1%Prev: 0.2% | 7,436 SH | Decreased-1,548 SH |
| NEXTERA ENERGY INC | COM | $1.6M | 0.5%Prev: 0.5% | 19,875 SH | Increased-19 SH |
| NIKE INC | CL B | $1.8M | 0.5%Prev: 0.7% | 27,879 SH | Decreased-4,957 SH |
| NORFOLK SOUTHN CORP | COM | $1.8M | 0.6%Prev: 0.6% | 6,238 SH | Decreased |
| NORTHERN DYNASTY MINERALS LT | COM NEW | $217K | 0.1%Prev: 0.0% | 110,000 SH | Increased |
| NVIDIA CORPORATION | COM | $4.2M | 1.3%Prev: 1.2% | 22,631 SH | Increased+1,060 SH |
| OMNICOM GROUP INC | COM | $310K | 0.1%Prev: 0.1% | 3,842 SH | Decreased |
| PEPSICO INC | COM | $4.6M | 1.4%Prev: 1.5% | 32,348 SH | Decreased-1,176 SH |
| PHILLIPS 66 | COM | $4.5M | 1.4%Prev: 1.5% | 34,787 SH | Decreased+34 SH |
| PROCTER AND GAMBLE CO | COM | $3.5M | 1.1%Prev: 1.1% | 24,346 SH | Decreased+278 SH |
| PROSHARES TR | S&P 500 DV ARIST | $582K | 0.2%Prev: 0.2% | 5,597 SH | Increased |
| REGIONS FINANCIAL CORP NEW | COM | $215K | 0.1% | 7,951 SH | New |
| RTX CORPORATION | COM | $356K | 0.1%Prev: 0.1% | 1,941 SH | Increased-117 SH |
| S&P GLOBAL INC | COM | $3.8M | 1.2%Prev: 1.1% | 7,252 SH | Increased+85 SH |
| SALESFORCE INC | COM | $3.8M | 1.2%Prev: 1.1% | 14,266 SH | Increased-258 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $316K | 0.1% | 2,687 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $295K | 0.1% | 1,903 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.2M | 0.4% | 8,442 SH | New |
| SOUTHERN CO | COM | $574K | 0.2%Prev: 0.2% | 6,580 SH | Decreased |
| STARBUCKS CORP | COM | $3.4M | 1.0%Prev: 1.2% | 39,917 SH | Decreased-4,436 SH |
| STRYKER CORPORATION | COM | $7.7M | 2.4%Prev: 2.5% | 21,947 SH | Decreased-139 SH |
| T-MOBILE US INC | COM | $201K | 0.1% | 989 SH | New |
| TEXAS INSTRS INC | COM | $4.8M | 1.5%Prev: 1.7% | 27,950 SH | Decreased-2,487 SH |
| TJX COS INC NEW | COM | $5.3M | 1.6%Prev: 1.6% | 34,508 SH | Increased-1,173 SH |
| TRACTOR SUPPLY CO | COM | $305K | 0.1%Prev: 0.1% | 6,101 SH | Decreased-745 SH |
| TRUIST FINL CORP | COM | $471K | 0.1%Prev: 0.1% | 9,581 SH | Increased |
| UNION PAC CORP | COM | $1.3M | 0.4%Prev: 0.4% | 5,532 SH | Decreased-162 SH |
| UNITEDHEALTH GROUP INC | COM | $942K | 0.3%Prev: 0.4% | 2,855 SH | Decreased-831 SH |
| US BANCORP DEL | COM NEW | $1.6M | 0.5%Prev: 0.4% | 29,628 SH | Increased-8 SH |
| VISA INC | COM CL A | $8.0M | 2.5%Prev: 2.5% | 22,742 SH | Decreased-642 SH |
| WALMART INC | COM | $2.2M | 0.7%Prev: 0.6% | 19,532 SH | Increased+122 SH |
| WASTE MGMT INC DEL | COM | $596K | 0.2%Prev: 0.1% | 2,713 SH | Increased+696 SH |
| WELLS FARGO CO NEW | COM | $373K | 0.1% | 4,003 SH | New |
| WISDOMTREE TR | US LARGECAP DIVD | $231K | 0.1%Prev: 0.1% | 2,617 SH | Increased |
| WISDOMTREE TR | US MIDCAP DIVID | $827K | 0.3%Prev: 0.3% | 16,034 SH | Decreased |
| WISDOMTREE TR | US SMALLCAP DIVD | $340K | 0.1%Prev: 0.1% | 10,174 SH | Decreased |
| WW GRAINGER INC | COM | $260K | 0.1% | 258 SH | New |
| 13F-HR |
| 0001725547-26-000226 |
| $346.5M |
| View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003396 | $323.0M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000124 | $320.6M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001725547-25-001427 | $312.6M | View |