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CIK 0001740842 • 7 13F filings • Apr 15, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $231K | 0.1%Prev: 0.2% | 1,405 SH | Decreased-361 SH |
| ABBVIE INC | COM | $372K | 0.2%Prev: 0.2% | 1,421 SH | Increased+52 SH |
| ABRDN ETFS | BBRG ALL COMD K1 | $215K | 0.1%Prev: 0.1% | 8,312 SH | Increased-1,307 SH |
| ALPHABET INC | CAP STK CL A | $1.2M | 0.7%Prev: 0.6% | 3,418 SH | Increased-766 SH |
| ALPHABET INC | CAP STK CL C | $268K | 0.2%Prev: 0.3% | 786 SH | Decreased-1,031 SH |
| AMAZON COM INC | COM | $1.2M | 0.7%Prev: 0.8% | 4,703 SH | Decreased-766 SH |
| APPLE INC | COM | $2.6M | 1.5%Prev: 1.1% | 7,804 SH | Increased+1,207 SH |
| APPLIED MATLS INC | COM | $751K | 0.4%Prev: 0.2% | 1,469 SH | Increased-405 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $275K | 0.2% | 152 SH | New |
| BANK NOVA SCOTIA B C | COM | $212K | 0.1% | 2,338 SH | New |
| BANK OF AMER CORP | COM | $305K | 0.2% | 5,612 SH | New |
| BANK OF MONTREAL | COM | $205K | 0.1% | 1,224 SH | New |
| BANK OF NY MELLON CORP | COM | $305K | 0.2% | 2,112 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $736K | 0.4%Prev: 0.4% | 1,478 SH | Increased+162 SH |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | $3.1M | 1.7% | 64,733 SH | New |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | $7.1M | 4.0% | 194,589 SH | New |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | $3.2M | 1.8% | 64,558 SH | New |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | $6.5M | 3.7% | 219,078 SH | New |
| BLACKROCK ETF TRUST | ISHA U S IND ETF | $3.3M | 1.9% | 90,743 SH | New |
| BLACKROCK ETF TRUST | ISHA US AWAR ETF | $390K | 0.2% | 4,773 SH | New |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | $2.7M | 1.6% | 62,004 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $7.8M | 4.5%Prev: 5.2% | 113,279 SH | Decreased-26,598 SH |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $941K | 0.5% | 18,520 SH | New |
| BLACKROCK INC | COM | $322K | 0.2%Prev: 0.2% | 304 SH | Decreased-8 SH |
| BROADCOM INC | COM | $1.6M | 0.9%Prev: 1.4% | 4,475 SH | Decreased-2,051 SH |
| CATERPILLAR INC | COM | $779K | 0.4%Prev: 0.4% | 961 SH | Increased-293 SH |
| CISCO SYS INC | COM | $321K | 0.2%Prev: 0.2% | 2,987 SH | Decreased-2,344 SH |
| COCA COLA CO | COM | $358K | 0.2%Prev: 0.2% | 4,157 SH | Increased-435 SH |
| CONOCOPHILLIPS | COM | $205K | 0.1% | 1,641 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $504K | 0.3% | 554 SH | New |
| CSX CORP | COM | $287K | 0.2%Prev: 0.1% | 6,180 SH | Increased+84 SH |
| DBX ETF TR | XTRACK USD HIGH | $360K | 0.2%Prev: 0.2% | 10,219 SH | Increased+1,076 SH |
| ELI LILLY & CO | COM | $478K | 0.3%Prev: 0.2% | 413 SH | Increased-90 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $1.3M | 0.7% | 7,941 SH | New |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $5.1M | 2.9%Prev: 2.8% | 65,600 SH | Increased+459 SH |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $1.6M | 0.9%Prev: 2.3% | 33,899 SH | Decreased-39,319 SH |
| GILEAD SCIENCES INC | COM | $263K | 0.2% | 1,766 SH | New |
| GLOBAL X FDS | DEFENSE TECH ETF | $1.9M | 1.1%Prev: 0.9% | 31,934 SH | Increased+12,645 SH |
| GRANITESHARES ETF TR | BBG COMMD K 1 | $243K | 0.1% | 8,706 SH | New |
| HOME DEPOT INC | COM | $453K | 0.3%Prev: 0.4% | 1,593 SH | Decreased-46 SH |
| HSBC HLDGS PLC | SPON ADR NEW | $240K | 0.1%Prev: 0.1% | 2,420 SH | Increased-709 SH |
| INTEL CORP | COM | $219K | 0.1% | 1,819 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $231K | 0.1%Prev: 0.2% | 1,052 SH | Decreased-59 SH |
| INVESCO QQQ TR | UNIT SER 1 | $451K | 0.3%Prev: 0.3% | 609 SH | Decreased-188 SH |
| ISHARES GOLD TR | ISHARES NEW | $2.4M | 1.4%Prev: 1.5% | 30,875 SH | Increased-1,322 SH |
| ISHARES INC | CORE MSCI EMKT | $3.4M | 1.9%Prev: 3.2% | 41,943 SH | Decreased-36,133 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $403K | 0.2%Prev: 0.2% | 4,046 SH | Increased+957 SH |
| ISHARES TR | 20 YR TR BD ETF | $3.3M | 1.9%Prev: 6.2% | 42,223 SH | Decreased-67,640 SH |
| ISHARES TR | BROAD USD HIGH | $1.3M | 0.7%Prev: 0.9% | 36,677 SH | Decreased+572 SH |
| ISHARES TR | CORE INTL AGGR | $1.8M | 1.0%Prev: 0.2% | 36,861 SH | Increased+32,147 SH |
| ISHARES TR | CORE S&P MCP ETF | $254K | 0.1%Prev: 0.1% | 3,525 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $247K | 0.1%Prev: 0.2% | 323 SH | Decreased-55 SH |
| ISHARES TR | CORE UNIVRSL USD | $1.6M | 0.9% | 37,303 SH | New |
| ISHARES TR | CORE US AGGBD ET | $264K | 0.2%Prev: 0.2% | 2,792 SH | Increased+202 SH |
| ISHARES TR | CRE U S REIT ETF | $227K | 0.1%Prev: 0.2% | 3,693 SH | Decreased-465 SH |
| ISHARES TR | EAFE GRWTH ETF | $2.0M | 1.1%Prev: 0.2% | 16,342 SH | Increased+14,034 SH |
| ISHARES TR | EAFE SML CP ETF | $469K | 0.3%Prev: 0.3% | 5,558 SH | Increased-474 SH |
| ISHARES TR | EAFE VALUE ETF | $2.7M | 1.5%Prev: 3.4% | 33,587 SH | Decreased-46,002 SH |
| ISHARES TR | ESG AWR MSCI USA | $279K | 0.2%Prev: 0.2% | 1,674 SH | Increased-44 SH |
| ISHARES TR | ESG AWR US AGRGT | $417K | 0.2%Prev: 0.2% | 9,212 SH | Increased+2,130 SH |
| ISHARES TR | ESG AWRE USD ETF | $312K | 0.2%Prev: 0.3% | 14,196 SH | Decreased-2,735 SH |
| ISHARES TR | ESG MSCI KLD ETF | $295K | 0.2% | 2,017 SH | New |
| ISHARES TR | ESG MSCI USA ETF | $248K | 0.1%Prev: 0.2% | 3,641 SH | Decreased-772 SH |
| ISHARES TR | EUROPE ETF | $623K | 0.4%Prev: 0.5% | 8,759 SH | Decreased-3,197 SH |
| ISHARES TR | ISHS 5-10YR INVT | $336K | 0.2%Prev: 0.1% | 6,668 SH | Increased+2,516 SH |
| ISHARES TR | JPMORGAN USD EMG | $1.8M | 1.0%Prev: 1.2% | 20,092 SH | Decreased+203 SH |
| ISHARES TR | MBS ETF | $2.3M | 1.3%Prev: 1.5% | 25,522 SH | Decreased+196 SH |
| ISHARES TR | MSCI EMG MKT ETF | $330K | 0.2%Prev: 0.2% | 4,944 SH | Decreased-1,401 SH |
| ISHARES TR | MSCI INTL VLU FT | $986K | 0.6%Prev: 0.5% | 22,989 SH | Increased-770 SH |
| ISHARES TR | MSCI USA MMENTM | $394K | 0.2%Prev: 1.1% | 1,240 SH | Decreased-5,794 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.0M | 1.2%Prev: 4.6% | 9,121 SH | Decreased-28,678 SH |
| ISHARES TR | NATIONAL MUN ETF | $386K | 0.2%Prev: 0.3% | 3,815 SH | Decreased-994 SH |
| ISHARES TR | RUS 1000 VAL ETF | $265K | 0.2% | 1,067 SH | New |
| ISHARES TR | S&P 100 ETF | $309K | 0.2%Prev: 2.9% | 810 SH | Decreased-13,083 SH |
| ISHARES TR | SYSTEMATIC BD ET | $454K | 0.3% | 5,388 SH | New |
| ISHARES TR | TIPS BD ETF | $394K | 0.2% | 3,784 SH | New |
| ISHARES TR | US TREAS BD ETF | $1.5M | 0.9% | 68,223 SH | New |
| JOHNSON & JOHNSON | COM | $1.7M | 1.0%Prev: 0.9% | 6,345 SH | Increased-1,232 SH |
| JPMORGAN CHASE & CO | COM | $888K | 0.5% | 2,683 SH | New |
| LAM RESEARCH CORP | COM NEW | $958K | 0.5%Prev: 0.4% | 2,915 SH | Increased-1,439 SH |
| MASTERCARD INCORPORATED | CL A | $436K | 0.2%Prev: 0.3% | 791 SH | Decreased+22 SH |
| MCDONALDS CORP | COM | $215K | 0.1%Prev: 0.3% | 930 SH | Decreased-677 SH |
| MERCK & CO INC | COM | $390K | 0.2%Prev: 0.2% | 2,684 SH | Increased-411 SH |
| META PLATFORMS INC | CL A | $879K | 0.5%Prev: 0.4% | 1,212 SH | Increased+379 SH |
| MICROSOFT CORP | COM | $2.4M | 1.4%Prev: 2.1% | 4,638 SH | Decreased-1,821 SH |
| NETFLIX INC. | COM | $281K | 0.2% | 4,043 SH | New |
| NOVARTIS AG | SPONSORED ADR | $256K | 0.1%Prev: 0.2% | 1,798 SH | Decreased-329 SH |
| NVIDIA CORPORATION | COM | $1.8M | 1.0%Prev: 1.0% | 7,777 SH | Increased-465 SH |
| NVR INC | COM | $2.1M | 1.2%Prev: 1.9% | 348 SH | Decreased-36 SH |
| PARKER-HANNIFIN CORP | COM | $363K | 0.2%Prev: 0.2% | 380 SH | Increased-1 SH |
| PEPSICO INC | COM | $301K | 0.2%Prev: 0.3% | 2,375 SH | Decreased-706 SH |
| PHILIP MORRIS INTL INC | COM | $201K | 0.1% | 1,051 SH | New |
| PROCTER & GAMBLE CO | COM | $450K | 0.3% | 3,099 SH | New |
| PROLOGIS INC. | COM | $227K | 0.1% | 1,752 SH | New |
| QUALCOMM INC | COM | $284K | 0.2%Prev: 0.2% | 1,541 SH | Increased-84 SH |
| ROYAL BK CDA | COM | $274K | 0.2% | 1,394 SH | New |
| SAP SE | SPON ADR | $265K | 0.2%Prev: 0.2% | 1,272 SH | Decreased+220 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $2.1M | 1.2%Prev: 1.3% | 41,350 SH | Decreased-4,115 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $214K | 0.1% | 7,123 SH | New |
| SCHWAB STRATEGIC TR | US REIT ETF | $1.6M | 0.9%Prev: 1.0% | 74,575 SH | Increased+675 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.4M | 0.8%Prev: 1.1% | 56,035 SH | Decreased-8,797 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $469K | 0.3% | 2,397 SH | New |
| SHELL PLC | SPON ADS | $321K | 0.2%Prev: 0.2% | 3,372 SH | Increased-403 SH |
| SPDR SERIES TRUST | ST INTER BD ETF | $438K | 0.2% | 13,558 SH | New |
| SPDR SERIES TRUST | ST INTER ETF | $238K | 0.1% | 8,709 SH | New |
| SPDR SERIES TRUST | ST STR NUVEE ETF | $250K | 0.1% | 5,835 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $7.3M | 4.2% | 59,696 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $5.1M | 2.9% | 83,058 SH | New |
| SPDR SERIES TRUST | ST STR TIPS ETF | $256K | 0.1% | 10,510 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $884K | 0.5% | 1,159 SH | New |
| TESLA INC | COM | $850K | 0.5%Prev: 0.7% | 2,395 SH | Decreased-104 SH |
| TJX COS INC NEW | COM | $354K | 0.2%Prev: 0.2% | 2,679 SH | Decreased+9 SH |
| TORONTO DOMINION BK ONT | COM NEW | $317K | 0.2% | 2,698 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $278K | 0.2%Prev: 0.2% | 616 SH | Increased+50 SH |
| UNITED BANKSHARES INC WEST V | COM | $435K | 0.2%Prev: 0.2% | 9,478 SH | Increased+222 SH |
| UNITEDHEALTH GROUP INC | COM | $228K | 0.1%Prev: 0.2% | 621 SH | Decreased-88 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $6.9M | 3.9%Prev: 3.2% | 146,903 SH | Increased+44,163 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $524K | 0.3% | 5,814 SH | New |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | $248K | 0.1% | 704 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $11.7M | 6.7%Prev: 2.7% | 16,710 SH | Increased+9,770 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.7M | 1.0%Prev: 1.0% | 29,018 SH | Increased-1,595 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $301K | 0.2% | 6,359 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.3M | 2.5%Prev: 3.0% | 55,177 SH | Decreased-621 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $8.2M | 4.7%Prev: 0.8% | 144,191 SH | Increased+122,490 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $532K | 0.3%Prev: 0.4% | 11,985 SH | Decreased+5 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $764K | 0.4%Prev: 0.5% | 13,269 SH | Increased+360 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.2M | 1.3%Prev: 1.5% | 28,877 SH | Decreased-197 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $442K | 0.3% | 6,712 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.0M | 0.6%Prev: 0.6% | 7,867 SH | Increased+390 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $1.0M | 0.6%Prev: 0.5% | 9,496 SH | Increased+877 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $537K | 0.3%Prev: 0.3% | 4,783 SH | Increased-678 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $479K | 0.3%Prev: 0.3% | 6,788 SH | Decreased-1,367 SH |
| VISA INC | COM CL A | $367K | 0.2%Prev: 0.2% | 1,021 SH | Decreased-63 SH |
| WALMART INC | COM | $695K | 0.4%Prev: 0.6% | 6,688 SH | Decreased-1,856 SH |
| WELLS FARGO & CO | COM | $226K | 0.1% | 2,822 SH | New |
| 13F-HR |
| 0001951757-25-001254 |
| $158.7M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001030 | $179.1M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000573 | $146.5M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000605 | $159.6M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000367 | $135.1M | View |